Executive - Business Development - Financial Services (2-4 yrs)

To drive business growth by identifying new business opportunities, generating leads, and building relationships with potential clients, while working closely with the Managing Director.

Role includes:

Pre-Sales and Lead Generation:

- Research: Understand the private equity landscape, create curated lead lists, and identify the best opportunities

- Identify new business opportunities through market research, networking, and referrals

- Generate high-quality leads through emailing, and social media outreach

- Qualify leads to ensure they meet the company's criteria and are a good fit for its services

- Build relationships with potential clients to understand their needs and provide tailored solutions

CRM Management:

- Manage the company's CRM system to track leads, opportunities, and client interactions

- Update CRM records accurately and in a timely manner

- Analyze CRM data to identify trends, opportunities, and areas for improvement

Business Development and Growth:

- Develop and execute business development strategies to achieve growth targets

- Collaborate with the Managing Director to identify new business opportunities and develop strategic plans

- Attend industry events, conferences, and networking meetings to represent the company and identify new business opportunities

Reporting and Administration:

- Prepare regular reports on business development activities, lead generation, and sales performance

- Maintain accurate records of business development activities, including emails, calls, and meetings

- Perform administrative tasks as required, such as data entry and document preparation

- Plan and manage email campaigns

- Manage travel and conferences

Skills & Qualification:

- 2 years of work ex preferred with similar insider sales experience

- Strong understanding of the financial services industry

- Excellent communication, interpersonal, and presentation skills

- Ability to work independently and as part of a team

- Strong analytical and problem-solving skills

- Proficiency in CRM software and Microsoft Office applications

- MBA from top university