Company Name – The Right way (Channel partner of Axis Securities LTD) Location - 27A, Nirmala Sadan, MR 09 square, Nearby C21 Mall Indore ( MP ) Experience - Freshers to experienced • Job Profile - 1. Loan 2. Insurance 3. Demat 4. Mutual Funds Roles & Responsibilities - 1. Revenue Generation by client handling 2. Maintain client information in CRM 3. Contact with prospective clients to understand their financial needs and objectives. 4. Present and explain the range of financial products and services offered by Axis Securities. 5. Customize financial solutions to match the specific requirements of clients. 6. Close sales and achieve individual and team targets. 7. Filter potential clients from all available prospects 8. Proper planning, execution & control. 9. Team work/team handling Stay updated on financial market trends, products, and regulatory changes. 10. Provide clients with expert advice and recommendations based on market insights 11. Ensure all documentation related to client accounts, transactions, and compliance is accurate and up-to-date. 12. Adhere to all regulatory requirements and internal policies. 13. Prepare and submit regular reports on sales activities, client interactions, and progress toward targets. Skills and Qualifications – 1. Any Graduate and MBA Finance & Marketing 2. Excellent communication skills, convincing power 3. Excellent command on MS- excel / Ms office 4. Pro- active, analytical skills & good decisions Salary & Benefits: • Monthly CTC salary between INR 12,000 to INR 18,000, depending on the candidate's experience and qualifications. • Experienced candidates in the same domain will be offered a hike based on theirs skills and experience. • Professional development opportunities. • Performance-based incentives. • Paid public optional leaves. • Year-end bonus of up to 10%, based on individual and company performance. • Opportunities for career growth and advancement. • Collaborative work environment.

- Contact potential customers to introduce products or services - Understand customer needs and requirements and present appropriate solutions - Close sales and achieve quarterly quotas - Maintain and update customer database - Follow up with customers to ensure satisfaction and encourage repeat business - Collaborate with sales team to identify and grow opportunities within the market - Stay current on industry trends, market activities, and competitors Requirements: - Proven experience as a telesales representative or relevant sales role - Proven track record of successfully meeting sales quotas - Excellent communication and interpersonal skills - Proficient in CRM software and Microsoft Office Suite - Ability to prioritize and manage time effectively - High energy and positive attitude - Strong problem-solving skills - Bachelor’s degree in Business, Marketing, or related field

KRA – Sales Executive | Cloudshope Technologies Pvt. Ltd. Generate B2B leads through cold calling, LinkedIn, email marketing, referrals, Google Maps, field visits, and other relevant channels. Identify and approach potential customers who can benefit from Cloudshope’s cloud telephony and technology solutions. Conduct regular outbound calls and effectively communicate with prospects to understand their business requirements. Present and pitch Cloudshope’s products and services, including Cloud Telephony, IVR, Auto Dialer, WhatsApp Automation, CRM, and related solutions. Qualify leads based on customer requirements, budget, business potential, and decision-making authority. Schedule and coordinate product demos with interested and qualified prospects. Maintain consistent and timely follow-ups with prospects throughout the sales cycle. Convert qualified leads into customers and achieve assigned monthly sales and revenue targets. Maintain and develop strong client relationships to support customer retention and business growth. Identify opportunities for upselling, cross-selling, and renewal of Cloudshope products and services. Maintain accurate and updated lead, customer, follow-up, demo, and sales details in the CRM. Conduct market and competitor research to identify new business opportunities and potential customer segments. Coordinate with the Demo, Technical, Support, Finance, and other internal teams for smooth customer onboarding and closure. Prepare and submit daily, weekly, and monthly sales reports covering calls, leads, demos, follow-ups, conversions, and revenue. Maintain consistent sales activity and ensure achievement of assigned daily, weekly, and monthly KPIs. Take ownership of the complete sales cycle, from lead generation to conversion and customer handover.

1. Provide personalized insurance advice to prospective clients based on their individual needs and budget. 2. Develop and maintain relationships with clients to ensure their satisfaction and retention. 3. Utilize knowledge of IT solutions to recommend appropriate insurance products and coverage options. 4. Educate clients on the benefits and features of different insurance policies to help them make informed decisions. 5. Meet sales targets and goals set by the company to drive revenue and growth. 6. Stay up to date on industry trends and changes in insurance policies to provide accurate information to clients. 7. Collaborate with cross-functional teams to enhance the overall customer experience and streamline processes. Requirements: 1. Bachelor's degree in Business, Finance, or related field. 2. Proven experience as an insurance advisor or sales representative in the IT industry. 3. Strong understanding of IT solutions and how they apply to insurance products. 4. Excellent communication and interpersonal skills. 5. Ability to work independently and as part of a team. 6. Proficient in Microsoft Office and other relevant software applications. 7. Valid insurance agent license or willingness to obtain one. 8. Strong negotiation and problem-solving skills. Experience- Minimun 6 months

1. Making outbound calls to potential customers to sell personal loans. 2. Ensuring all sales targets are met on a monthly basis. 3. Providing accurate information to customers regarding loan products and services. 4. Following up with leads and maintaining customer relationships. 5. Achieving high levels of customer satisfaction through excellent sales service. 6. Recording all sales and customer interactions in the CRM system. 7. Keeping up to date with product knowledge and industry trends. Requirements: 1. Proven experience as a telesales executive in the finance industry. 2. Excellent communication and negotiation skills. 3. Ability to meet and exceed sales targets. 4. Strong understanding of financial products and services. 5. Proficient in using CRM systems and sales tools. 6. Ability to work well in a fast-paced environment. 7. High school diploma, Bachelor's degree in Finance or related field preferred.

Role Summary- We are seeking a hands-on Microsoft Dynamics 365 Project Operations Technical Consultant who will be responsible for designing, developing, and supporting enterprise-scale Project Operations solutions. The candidate should have strong technical expertise in D365 CE, Project Operations, Power Platform, custom development, and integrations. Key Responsibilities D365 Project Operations – Technical Ownership - Implement and customize Microsoft Dynamics 365 Project Operations (Lite and Integrated models). - Develop and customize model-driven apps, entities, forms, views, dashboards, business rules, and process flows. - Support technical enablement of project planning, resource management, time & expense, costing, and billing. Custom Development - Develop plugins using C.NET). - Build custom workflows, actions, and extensions. - Develop JavaScript and TypeScript customizations. - Follow Microsoft best practices and ALM standards. Power Platform - Develop Power Automate cloud flows for approvals, time & expense, and billing workflows. - Configure solution layering, security, and environment management. Integration & Data Migration - Design and support integrations with Finance & Operations, ERP systems, and third-party systems. - Perform data migration using KingswaySoft SSIS and Dataverse tools. - Support cut-over, reconciliation, and validation activities. DevOps & Delivery - Use Azure DevOps for source control, CI/CD pipelines, and work item tracking. - Prepare Technical Design Documents (TDDs). - Participate in Agile ceremonies. Mandatory Skills & Qualifications - Strong hands-on experience with Dynamics 365 Project Operations. - Proficiency in C#, .NET, JavaScript, TypeScript. - Strong experience with Power Automate and Dataverse. - Experience with Azure DevOps and Git. Good to Have - Experience integrating with Finance & Operations. - Exposure to Azure Functions or Logic Apps. - Microsoft Dynamics 365 or Power Platform certifications. - Experience in global enterprise implementations. Soft Skills - Strong problem-solving and analytical skills. - Excellent communication skills. - Ability to work independently and in distributed teams. - Strong documentation and knowledge transfer skills. Experienced required - 4-8 years

Key Responsibilities - Logistics • Responsible for ensuring timely shipment and tracking the same there after • Tracking the status of the shipment and regularly updating all records & take actions where needed • Coordinating with CHA and providing him documents and details • Coordination with the plant for communication regarding arrival of consignments, etc. • Enter into favorable contracts with logistics companies for clearance and logistics - Fund Management & planning • Ensure that the Fund requirement planning is given to finance department as per the agreed time frame • Responsible for timely verification and submission of all Import documents to Finance (Invoice, Packing List, Insurance, BL, etc • Ensure that payments to vendors/suppliers/yards are made as per agreed term and condition - Claims & Payments • Facilitate timely payments for the arrived material so that there are no detention or demurrage charges through the HO finance department • Facilitate timely and as per process - off loading of container through the plant, with proper quality checks and photographs at each stage • Coordination with plant for getting the supporting evidences for filling the claims in case of shortage/quality issues. • Ensure timely and smooth claim management process by providing details to Management - Government liaisoning and licensing • Providing details of the licenses consumed and future requirements to the commercial department • Ensure proper documentation related to EODC of licenses • In future - develop mechanism to report market changes/law changes to the management so that advantage could be taken or damage could be controlled if any - Adherence of SLA • Ensure all internal customer Service Level Agreements are adhered • Ensure all SLA tickets are regularly generated as and when required by the defined SOPs and procedures • Attending all SLA tickets regularly and closing them within the SLA timeline after providing service - MIS • Daily/Weekly/Monthly MIS provided for: Material in Pipeline, Finance required, Claims status, DGFT Lisences status, MOEF status etc.

Key Responsibilities: - Recruit, train, and motivate the FOS team - Manage channel partner relationships - Drive sales and increase finance penetration - Manage the sales process end-to-end - Ensure process compliance and controllership - Ensure smooth service delivery to channel partners - Monitor and improve FOS productivity - Reconcile dealer payments Required Skills: - MBA (Mandatory) - Strong communication and interpersonal skills - Good relationship management skills - Proficiency in MS Office and MS Excel - Ability to coordinate effectively with various departments within the organization

Identify, approach, and onboard new retailers, distributors, and business partners. Promote NearPoint's fintech solutions, including AEPS, Micro ATM, DMT, BBPS, Recharge, PAN Card, Payout, CMS, and Travel Services. Generate qualified leads through field visits, referrals, and market research. Build and maintain strong relationships with retailers and channel partners to drive business growth. Conduct product demonstrations and assist partners with onboarding and activation. Achieve monthly sales, activation, and business development targets. Monitor market trends, competitor activities, and identify new business opportunities. Ensure timely reporting of daily activities, sales performance, and customer feedback. Coordinate with internal teams to provide prompt support and ensure partner satisfaction. Represent the company professionally while maintaining high standards of ethics and customer service

About NoBroker Loans NoBroker Loans is a fast-growing arm of NoBroker, India’s largest real estate transaction platform. We aim to simplify the lending process for customers and partners across the country through a robust DSA network and efficient digital processes. Role Overview We are looking for a Corporate Relationship Manager to manage and nurture relationships with our DSA and channel partners. The role involves handling inbound and outbound calls related to partner issues, coordinating with internal teams for resolutions, maintaining detailed records, and conducting market research to understand industry trends and partner dynamics. This position requires strong communication skills, analytical thinking, and a proactive approach to problem-solving. Key Responsibilities • Partner Communication: Handle inbound and outbound calls from DSAs/partners to resolve their queries, concerns, and operational issues. • Issue Management: Track, document, and follow up on partner issues in a structured format using Excel/Google Sheets or CRM tools. • Cross-Team Coordination: Work closely with the billing, operations, and product teams to ensure timely resolution of partner concerns. • Market Research: Conduct outbound research calls to DSAs and financial partners to understand market trends, competitor offerings, and evolving business needs. • Data Management: Maintain accurate and updated records of partner interactions, escalations, and feedback. • Reporting: Prepare and share regular reports highlighting partner issues, resolution status, and improvement opportunities. • Relationship Management: Build strong, long-term relationships with key DSAs and partners to drive satisfaction and engagement. Requirements & Qualifications • Bachelor’s degree in Business, Finance, or a related field. • 1–3 years of experience in relationship management, customer service, or partner management (preferably in financial services, fintech, or lending). • Excellent verbal and written communication skills in English and Hindi. Strong problem-solving ability with a structured and analytical mindset. • Proficiency in Google Sheets/Excel and CRM tools. • Ability to multitask and coordinate effectively across teams. • A self-starter with ownership, attention to detail, and a collaborative attitude. Preferred Skills • Experience working with DSAs, NBFCs, or loan processing platforms. • Exposure to billing, reconciliation, or partner payout processes. • Comfort with handling high volumes of partner calls and data. Why Join Us Opportunity to be part of a fast-scaling fintech operation within NoBroker. Collaborative and growth-oriented work culture. Exposure to end-to-end partner management and business operations.