Role Summary:
CFOSME is looking for a dynamic, results-driven Sales Executive to join our team. The ideal
candidate will actively pursue all leads, manage the CRM system, follow up on proposals,
prepare proposals, and attend sales calls to convert prospects into clients. You will play a
key role in the growth of our Virtual CFO services and other offerings, ensuring the success
of CFOSME in expanding its client base.
Key Responsibilities:
● Lead Generation & Management: Actively pursue leads through various channels (cold
calls, networking, online platforms) to generate new business opportunities.
● CRM Management: Efficiently manage the CRM system, ensuring all leads, opportunities,
and interactions are logged accurately and follow-up actions are tracked.
● Proposal Preparation: Prepare detailed, tailored proposals based on client
requirements, ensuring they align with CFOSME’s service offerings.
● Sales Calls & Meetings: Attend sales calls and client meetings (virtual/in-person) to
understand client needs, provide solutions, and move prospects through the sales
pipeline.
● Follow-up on Proposals: Track proposal status and actively follow up with clients to
ensure timely conversion of leads to sales.
● Sales Reporting: Provide regular updates on lead generation, sales activity, and progress
towards sales targets to the Sales Manager.
● Market Research: Stay updated on market trends, competitor activities, and client needs
to identify opportunities for business growth.
● Collaboration: Work closely with the marketing and service delivery teams to ensure a
smooth handover of clients and accurate understanding of their needs.
Required Qualifications and Experience:
Education: Bachelor's degree in Business, Marketing, or related field.
Experience: 2-3 years of experience in sales or business development, preferably in a
services industry (e.g., financial services, consulting, or B2B sales).
Skills:
● Excellent verbal and written communication skills.
● Strong negotiation and presentation skills.
● Proficient in CRM software (preferably Zoho, or similar).
● Ability to build relationships and close deals.
● Self-motivated with a strong work ethic and a target-driven attitude.
● Ability to handle multiple tasks and work under pressure.
Pay: ₹40,000.00 - ₹45,000.00 per month
Work Location: In person
