Sales & Business Development ExecutiveClient Acquisition | Sales Conversion | Field Sales | PGK CA & PGK Wealth

Company: P G Kakade & Co. – Chartered Accountants
Business Verticals: P G Kakade & Co. | PGK Wealth
Location: Andheri West, Mumbai
Work Location: In person
Employment Type: Full-time
Salary: ₹15,000 – ₹25,000 per month, depending on experience and skills

About the Role

P G Kakade & Co. and PGK Wealth are looking for a Sales & Business Development Executive to support client acquisition and business development across our CA, taxation, accounting and wealth-management verticals.

This is a hands-on sales role involving inbound enquiry handling, outbound lead generation, client follow-ups, sales conversion, field visits, face-to-face meetings, relationship management and institutional/association tie-ups.

The candidate will be responsible for converting enquiries into actual clients by understanding their requirements, explaining relevant services, coordinating with the professional team and following up until successful conversion.

The role will involve regular local travel in and around Andheri, Goregaon, Jogeshwari, Bandra and other parts of Mumbai, as required.

Key Responsibilities1. Inbound Lead Management & Conversion

- Handle enquiries received through telephone, WhatsApp, website, social media, referrals and other channels.
- Understand the prospect's requirements and identify the appropriate service or business vertical.
- Explain the relevant services offered by P G Kakade & Co. or PGK Wealth.
- Persuade and professionally guide prospects towards taking the next step.
- Follow up with enquiries systematically until conversion.
- Maintain complete records of enquiries, follow-ups, meetings and conversions.
- Coordinate with the relevant professional/team member for technical discussions where required.

2. Outbound Lead Generation

Generate new business opportunities through:

- Telephone calls
- WhatsApp
- Referrals
- Social media leads
- Existing client references
- Local business networks
- Corporate outreach
- Professional networks
- Associations and organisations
- Other suitable business-development channels

The candidate will be expected to proactively identify prospects rather than depend only on incoming enquiries.

3. P G Kakade & Co. – CA Services

Generate and convert enquiries for services including:

- Income Tax & ITR Filing
- Income Tax Notices and Scrutiny-related services
- GST Registration, Filing & Compliance
- GST Notices and related services
- Accounting & Bookkeeping
- Tax Audit
- Statutory Audit
- TDS Compliance
- ROC & Corporate Compliance
- Other taxation and professional services offered by the firm

The candidate should be able to understand the basic nature of a client's requirement and coordinate with the CA/accounts team for technical evaluation.

4. PGK Wealth – Wealth Management Business Development

Support business development for the PGK Wealth vertical by:

- Handling enquiries relating to investment and wealth-management services.
- Understanding the broad financial goals and requirements of prospective clients.
- Coordinating prospective clients for portfolio review and financial-planning discussions with the appropriate professional.
- Following up with prospects after consultations and meetings.
- Building relationships with prospective high-value clients.
- Generating leads for investment and wealth-management services through referrals, networking, associations and local business relationships.
- Maintaining systematic follow-ups until the prospect's engagement process is completed.

The candidate will not be expected to independently provide regulated investment advice unless appropriately qualified/authorised. The role is primarily focused on lead generation, relationship management, appointment setting,



business development and client conversion.

5. Client Visits & Field Sales

The candidate will regularly be required to:

- Visit prospective clients at their offices or places of business.
- Conduct face-to-face meetings with prospective clients.
- Explain the firm's services and understand client requirements.
- Follow up on meetings and work towards conversion.
- Visit existing clients when required for business-development purposes.
- Travel locally within Mumbai for meetings and business development.

Candidates with prior field-sales and client-meeting experience will receive preference.

6. Corporate & Association Tie-ups

A significant part of the role will involve developing institutional business opportunities.

The candidate will:

- Identify relevant business associations, professional associations, corporate organisations, societies and other institutions.
- Approach associations and organisations for potential business/referral relationships.
- Meet association representatives and management teams.
- Explore opportunities to become a service provider/panel member for associations and their members.
- Develop relationships that can generate recurring client enquiries.
- Follow up with organisations until a potential tie-up is established.
- Build a network of referral and institutional relationships for both CA and wealth-management services.

7. Relationship Management

- Maintain professional relationships with existing and prospective clients.
- Stay connected with prospects who are not immediately ready to convert.
- Generate referrals from existing clients and professional contacts.
- Maintain regular follow-ups and relationship-building activities.
- Identify opportunities to introduce clients to other relevant services offered by the two business verticals.

8. Sales Targets & Performance

- Achieve monthly lead-generation targets.
- Achieve enquiry-to-meeting conversion targets.
- Achieve client-acquisition/conversion targets.
- Maintain a healthy sales pipeline.
- Track follow-ups and pending opportunities.
- Report sales activity and conversion performance to management.

9. CRM, Excel & Reporting

- Maintain accurate lead and client records in Excel/CRM.
- Record source of enquiry, client requirement, follow-up date, meeting status and conversion status.
- Maintain a structured sales pipeline.
- Prepare periodic lead-generation and sales reports.
- Ensure that no genuine enquiry is missed due to lack of follow-up.

Candidate Profile

We are looking for a candidate who is:

- Confident and comfortable speaking with clients.
- Persuasive and good at handling objections.
- Comfortable making sales calls.
- Comfortable handling inbound enquiries.
- Comfortable with outbound lead generation.
- Comfortable conducting face-to-face meetings.
- Comfortable travelling locally for business development.
- Target-oriented and persistent with follow-ups.
- Good at relationship building.
- Professional in communication and presentation.
- Willing to approach new organisations and associations.
- Interested in financial services, taxation and wealth management.
- Capable of coordinating with professional teams.

Required Skills

- Good verbal and written communication.
- Sales and business-development skills.
- Lead generation and client acquisition.
- Client relationship management.
- Follow-up and conversion skills.
- Basic computer knowledge.
- MS Excel and MS Word.




- Professional telephone and WhatsApp communication.
- Ability to conduct client meetings.

Preferred Experience

Preference will be given to candidates having experience in:

- Sales
- Business Development
- Field Sales
- B2B Sales
- Financial Services
- Banking
- Insurance
- Mutual Funds
- Wealth Management
- Loans/Lending
- Accounting or Taxation
- CA firms
- Corporate services
- Real estate or other consultative-sales environments

Additional preference will be given to candidates who have:

- Independently conducted client meetings.
- Converted inbound enquiries into customers.
- Managed sales targets.
- Handled high-value clients.
- Developed referral networks.
- Approached associations or organisations for business tie-ups.
- Experience in negotiation and persuasion.
- Experience in selling professional or financial services.

Education

Graduate preferred.

Candidates with additional qualifications/certifications in:

- Sales
- Marketing
- Negotiation
- Communication
- Business Development
- Financial Services
- Banking
- Mutual Funds
- Wealth Management

will have an advantage.

Knowledge of GST, Income Tax, Accounting or financial products will also be an advantage.

Experience

Preferred: 1–3 years of sales/business-development experience.

Candidates with relevant field-sales/client-acquisition experience may be considered even if their experience is from a different industry.

Freshers with exceptional communication skills, confidence and demonstrated sales ability may also be considered.

Travel Requirement

Regular local travel is an integral part of this position.

The candidate should be comfortable travelling for:

- Client meetings
- Prospect meetings
- Corporate visits
- Association visits
- Business-development meetings
- Follow-up meetings
- Institutional tie-ups

Joining

Immediate joiners preferred.

Compensation

₹15,000 – ₹25,000 per month, depending on experience, skills and suitability.

Performance-based incentives may be provided as per the firm's compensation structure.

Who Should Apply?

This role is particularly suitable for candidates who enjoy speaking with people, meeting clients, generating business, following up on opportunities and converting prospects into customers.

If you are looking for a purely back-office, desk-based or social-media-only marketing role, this position may not be suitable.

Apply if you are confident, energetic, target-oriented and comfortable with both office-based and field-based sales activities.

Pay: ₹15,000.00 - ₹25,000.00 per month

Benefits:

- Commuter assistance

Application Question(s):

- Are you comfortable travelling daily to our office at Andheri West, Link Road, Mumbai?
- Are you comfortable with regular local travel for client visits, face-to-face meetings, corporate visits and association/business-development meetings?
- How many total years of sales/business-development experience do you have?
- Which industries/sectors have you worked in previously in a sales/business-development role?
- How many years of sales/business-development experience do you have specifically in the financial-services sector?
- How many years of on-field sales experience do you have, involving direct visits to prospective or existing clients?
- Have you previously handled inbound enquiries and personally followed up with prospects to convert them into paying customers/clients?
- Approximately how many new customers/clients did you personally acquire or convert in an average month in your most recent sales role?
- Have you previously approached companies, associations, skilled organisations, societies or institutions to develop business, referral arrangements or tie-ups?
- What is your current fixed monthly salary, excluding incentives/variable pay
- What is your current notice period / availability to join?

Work Location: In person

📌 Sales & Marketing Executive – Client Acquisition & Business Development (India)
🏢 P G Kakade and
📍 India