We are seeking an experienced lead Generation Executive who will be responsible for building and maintaining strong relationships with clients by understanding their tax and financial needs, providing personalized advice, cross-selling relevant tax, investments and financial banking products and services, and actively seeking new business opportunities to achieve sales targets while ensuring high customer satisfaction and compliance with banking regulations; essentially acting as a trusted advisor to clients throughout their banking journey.
Business Development Executive (B2B) Sales - Fintech Rising Advisory Services Private Limited a Fintech Company – running ventures –www.TaxManager.in a tax e-filing, compliance and financial management and www.CredManager.in – Credit Management Solutions – Loan Aggregation which is Private Limited a company incorporated in 2007. www.TaxManager.in has also partnered with few big banks to manage their tax business and file taxes for their clients like HDFC Bank, DCB Bank etc with more than 6 lakhs online registered customers. Job Description Generating Leads: Researching and identifying potential customers through online searches, database, business networking and referrals. Making Corporate Sales Calls: Visiting Corporate Clients for sales pitch, negotiating deals, and close sales. Funnel Creation: Developing customer funnel and managing the sales pipeline. Communicating with potential customers: Account management of B2B customers. Creating Reports: Generating monthly reports and presentations with sales data Collaborating with team members: Working closely with other team members Experience in any CRM is an added advantage. Experience Required Minimum 3 to 4 years of experience as a B2B Sales and Business Development Bachelor's degree in any domain Should have experience in business loan & lap lead generation Field sales experience in loan products Direct sourcing experience preferably in Business loan product Strong organizational and communication skills. Strong interpersonal and relationship-building skills Excellent verbal and written communication skills Personal Conveyance to commute in field Perks and benefits - Salary higher than the industry standards and Quarterly Incentives Role: Business Development Executive (B2B) Sales - Fintech Industry Type: Financial Services Department: Sales & Business Development Role Category: BD / Pre Sales Education UG: Any Graduate Employment Type: Full Time, Permanent Location : Corporate Office - Naraina Vihar - Ring Road, Above Naraina Metro Station. Job Type: Full-time Pay: ₹18,000.00 - ₹28,000.00 per month Work Location: In person