Customer Relationship Executive

FundingSkool | The Unicorn

Location: 408-409, 4th Floor, Agarwal Prestige Mall, Ranibagh Near M2K Pitampura, Delhi 110034
Employment Type: Full-Time
Experience: 1–5 Years
CTC: ₹15,000 – ₹25,000 per month + performance bonus

About FundingSkool

We are the Investment banking firm providing financial services focused on helping businesses prepare for and navigate their IPO journey. We are building a high-growth organization with an ambitious vision to become the next unicorn in the IPO and capital markets ecosystem.

We are looking for a highly driven Customer Relationship Executive cum Sales Executive who can build strong relationships with prospective clients and convert qualified business leads into successful engagements.

Key Responsibilities

• Handle and follow up with company leads generated through various channels.
• Make outbound calls to promoters, directors, founders, and business owners.
• Understand client requirements.
• Generate new leads independently through LinkedIn, social media, databases, networking, referrals, and other channels.
• Build and maintain strong relationships with prospective clients.
• Qualify leads and identify high-potential business opportunities.
• Schedule meetings between prospects and the senior management/team.
• Maintain regular follow-ups throughout the sales cycle.
• Update lead status, conversations, follow-ups, and conversions in the CRM/system.
• Achieve monthly calling, lead-generation, meeting, and sales targets.
• Work closely with the management and business development team to improve conversion rates.
• Stay updated on IPO, SME IPO, fundraising, and corporate finance-related developments.

Key KRAs

1. Lead Calling

• Daily calling on assigned company/promoter leads.
• Effective lead qualification and follow-up.
• Maintaining a healthy lead pipeline.

2. Lead Generation

• Generate independent leads through LinkedIn, social media, networking, referrals, and other digital channels.
• Identify companies that may be potential IPO/fundraising prospects.

3. Client Conversion

• Convert qualified prospects into meetings and business opportunities.
• Consistently improve lead-to-meeting and meeting-to-conversion ratios.

4. Relationship Management

• Maintain professional and regular communication with prospects.
• Build long-term relationships with promoters, founders, and decision-makers.

5. Reporting & Discipline

• Maintain accurate daily calling and lead-generation reports.
• Ensure timely follow-ups and proper CRM updates.
• Achieve assigned monthly targets.

Who We're Looking For

• Excellent communication and convincing skills.
• Strong sales orientation and a target-driven mindset.
• Comfortable making a high volume of outbound calls.
• Ability to communicate confidently with business owners, promoters, CXOs, and senior professionals.
• Strong follow-up and negotiation skills.
• Good knowledge of LinkedIn and social-media-based lead generation.
• Self-motivated, ambitious, and hungry to grow.
• Prior experience in B2B sales, financial services, investment banking, business development, insurance, loans, wealth management, or corporate services will be an advantage.

What We Offer

• ₹15,000 – ₹25,000 Monthly CTC
• Performance-based incentives
• High-growth career opportunity
• Opportunity to work with a rapidly growing IPO-focused organization
• Performance-driven growth and rewards
• Opportunity to be part of a team building the next unicorn

Ideal Candidate

We are looking for someone who doesn't wait for leads to come in — you create opportunities, build relationships, and close business.

If you are ambitious, confident on the phone, good at networking, and passionate about sales and business growth, we want you on our team.

Pay: ₹15,000.00 - ₹25,000.00 per month

Benefits:

• Cell phone reimbursement
• Health insurance
• Life insurance

Work Location: In person