Key Responsibilities

- Generate current business opportunities through cold calling, field visits, networking, referrals, digital outreach, and lead generation activities.
- Identify, qualify, and engage prospective B2B customers.
- Conduct client meetings to understand business needs and recommend suitable SaaS and BaaS solutions.
- Support the complete sales cycle, including lead generation, product presentations, proposal sharing, negotiations, and deal closure.
- Achieve monthly and quarterly sales, acquisition, and revenue targets.
- Build and maintain strong relationships with new and existing clients.
- Coordinate with Product, Operations, Customer Success, and Implementation teams for smooth onboarding and service delivery.
- Maintain accurate sales activities, customer interactions, and pipeline updates in the CRM system.
- Conduct regular follow-ups to improve customer engagement and identify upselling opportunities.
- Resolve basic customer queries and escalate complex issues to senior stakeholders when required.
- Stay updated on company products, industry trends, competitors, and FinTech developments.
- Ensure compliance with internal policies, regulatory requirements, and service-level agreements (SLAs).

📌 Junior Relationship Manager (India)
🏢 Orissa Doot
📍 India