Sales Executive Job Title: Sales Executive Location: Andheri West
Sales & Business Development Reports to: CEO

CFOSME is looking for a agile, 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.

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.
● 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.




● 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.
● 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).
Proficient in CRM software (preferably Zoho, or similar).
● Desirable Traits: ● Prior experience in financial services or Virtual CFO offerings is a plus.
● Comfortable with sales targets and performance-based incentives.
● Working Conditions: ● Full-time role
● Occasional travel for client meetings may be required.
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📌 Sales Account Coordinator (India)
🏢 unHR
📍 India