Role summaryThe Business Development Executive owns the top and middle of the client acquisition funnel at India Company Setup from first touch through signed engagement letter and the coordination that turns a signed engagement into an active client. This is a client-facing, systems-heavy role that requires organization, follow-up discipline, and comfort operating alongside senior professionals.

Key responsibilitiesLead generation & qualification (30% of time)

• Respond to every inbound enquiry (website, email, LinkedIn, referral) within 2 business hours with a warm, personalised first message

• Conduct 20-minute initial qualification calls to establish fit, timing, budget signal, and decision-making structure

• Book qualified prospects into the Managing Partner's discovery calendar with a written brief attached

• Politely decline or defer prospects who are out of scope, and document the reasoning

Proposal & follow-up management (25% of time)

• Customize proposal templates for each qualified prospect using the discovery-call notes (fill client-specific placeholders, adjust tier positioning)

• Send every proposal within 24 hours of the discovery call, with a booked follow-up call already on the calendar

• Run a disciplined follow-up cadence — Day 3, Day 7, Day 14 touch points — for every open proposal until it closes or is formally dead

• Coordinate the engagement letter signature process; ensure no proposal loses time to admin friction

Pipeline hygiene & reporting (15% of time)

• Maintain a single source of truth for all active prospects — a CRM or well-structured spreadsheet, updated daily

• Deliver a weekly Monday pipeline snapshot to the Managing Partner: prospects by stage, follow-ups scheduled, close probability, at-risk items

• Deliver a monthly funnel review with conversion rates by stage, drop-off analysis, and one operational improvement recommendation





Referral partner & network development (15% of time)

• Maintain relationships with 15–20 named referral partners (lawyers, bankers, wealth managers, corporate secretaries, startup consultants)

• Send a monthly value-add note to the referral network — a policy update, a case study, an introduction offer

• Coordinate quarterly coffee catch-ups between the Managing Partner and the top-5 referrers

Client onboarding coordination (15% of time)

• Once a client signs, run the operational onboarding checklist — DSC, Accounting software access, prior accountant handover coordination, kickoff call scheduling

• Send Day-7, Day-30, and Day-60 client success check-ins to new engagements

• Flag any onboarding friction to the Managing Partner within 24 hours

What this role is NOT• Not a technical CA role. You will learn compliance basics well enough to speak intelligently to prospects, but you will not draft returns, review audits, or make technical judgements.

• Not remote-first. This role is Chandigarh office, 6 days a week.

CompensationFixed: ₹20,000 – ₹40,000/month (based on experience). Reviewed after month 6 based on demonstrated impact.

Experience & profile• 2–4 years in B2B services business development, inside sales, customer success, or account coordination — skilled services firms preferred (law, consulting, insurance, wealth management, corporate services)

• Bachelor's degree in commerce, business, or a related field. A background in accounting or CA-Inter drop-outs are welcome but not required.

• Strong written English — you will write client-facing emails, LinkedIn messages, and internal briefs multiple times a day. Poor written communication disqualifies.

• Comfort with tools — Google Workspace, Zoho CRM (or willingness to learn), LinkedIn Sales Navigator, WhatsApp Business, basic spreadsheet functions

- Located in or willing to relocate to Chandigarh — tri-city candidates preferred, in-office required

📌 Business Development Executive (Chandigarh)
🏢 India Company Setup
📍 Chandigarh