Education: CA/CA-Inter, CS, MBA (Finance/Sales), or equivalent
Role
Run first client meetings.
Understand client business and requirements.
Handle initial technical framing and explain the firm's services.
Give directional scope and fee estimates.
Own follow-ups and move every lead towards closure.
Manage deals from first meeting to proposal and closure (25–30 days).
Maintain Zoho CRM with accurate updates.
Identify cross-sell opportunities.
Coordinate Partner meetings and support proposal preparation.
Requirements
4–6 years of experience in Sales, Business Development, or Client Success.
Experience in CA Firm, CS Firm,
or Law Firm is Mandatory.
Good communication and relationship-building skills.
Basic understanding of financial/advisory services.
Working knowledge of Zoho CRM (preferred).
Self-driven, organized, and robust follow-up skills.
What Success Looks Like
Consistent deal closures.
Strong follow-up discipline.
Accurate CRM updates.
Smooth handover to Partners.
Note: Applicants with experience in CA Firm, CS Firm, or Law Firm only can apply.