Lead – Institutional Sales (Employee Benefits)

Job Title: Lead Corporate Sales Experience: 5+ years Education: MBA preferred Locations: Gurugram

Our Client:

A leading fintech platform transforming the way Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over ₹1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market.

About the Role:

We are looking for an experienced Lead – Corporate Sales to drive the regional charter for a growing B2B2C business. This strategic role involves acquiring and managing corporate partnerships, acting as a trusted advisor to senior HR, Finance, and Rewards stakeholders, and enabling organizations to offer impactful financial solutions to employees. The role demands

strong enterprise sales skills, business acumen, and end-to-end relationship ownership , with a focus on driving employee engagement, adoption, and sustained business growth.

Key Responsibilities: 1. Corporate Acquisition & Onboarding: Identify, reach out to, and onboard new accounts. Pitch the company’s suite of financial wellness products as part of their employee benefits program. Establish strong entry points with HR, Admin, Rewards, and Finance stakeholders. 2. Strategic Relationship Management: Act as the primary point of contact for the clients. Build and execute long-term engagement plans tailored to each corporate account. Maintain high levels of client satisfaction, ensuring repeat engagement and referrals. 3. Employee Engagement & Product Activation: Collaborate with marketing and product teams to design and deliver employee engagement campaigns. Conduct in-person sessions, virtual webinars, and financial wellness events to educate and activate users. Track and optimize adoption and activation metrics across corporate accounts. 4. Revenue & Growth Ownership Own product usage and revenue targets from assigned clients. Identify and pursue upsell and cross-sell opportunities within corporate accounts. Drive retention and ensure continuous value delivery to clients.

Requirements: You must have strong

B2B2C/institutional selling

and relationship management skills. You must have the ability to

influence senior stakeholders

and navigate large organizations. You must have excellent communication, presentation, and consultative sales capabilities. You must be a Self-starter with a growth mindset and an ownership attitude. Experience in financial products

(investments, insurance, lending, wellness, etc.) is preferred.

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