Job Description - B2B/ Client Relationship Executive

About India IPO:

India IPO A financial services company providing end-to-end support to businesses preparing for and navigating the IPO process. Founded in 2018, we have supported 142+ companies across the Mainboard and SME segments, with 9.2K+ successful consultancies.

Our team of experienced merchant bankers, chartered accountants, company secretaries, legal experts, and capital market professionals brings decades of combined expertise. We work with official partners and adhere to high standards of corporate governance and regulatory compliance.

From initial IPO eligibility assessment to post-listing support, we provide end-to-end guidance tailored to each company’s needs. With deep expertise in SEBI regulations, ICDR requirements, and capital market dynamics, we help businesses navigate the IPO process with confidence and build a strong foundation for long-term success in the public market.

About the Role

We are looking for a B2B / Client Relationship Executive to identify, engage, and acquire corporate clients for our IPO advisory and capital market services.

The role involves building strong relationships with business owners, promoters, founders, CEOs, CFOs, and senior management of companies exploring an IPO, raising capital, or preparing for the public markets. This is a consultative B2B sales role focused on prospect research, outbound business development, client engagement, lead qualification, meetings, follow-ups, and conversions.

Join us as we build a high-growth organization with the ambition to become a leading player in India’s IPO and capital markets ecosystem.

Key Roles and Responsibilities

1. Corporate Lead Generation & Prospecting

- Identify and research potential companies suitable for IPO, pre-IPO funding, capital raising,



and other capital-market advisory services.
- Build and maintain a strong database of prospective corporate clients across relevant industries and business segments.
- Generate qualified leads through LinkedIn, email, cold calling, databases, referrals, and other business development channels.
- Identify and engage business owners, promoters, founders, CEOs, CFOs, and senior decision-makers.

2. Business Development & Sales

- Understand prospects’ business models, scale, growth plans, funding requirements, and potential interest in an IPO or capital-market solutions.
- Communicate the company’s value proposition, services, processes, and methodology effectively to prospective clients.
- Qualify leads based on business requirements, suitability, and potential for engagement.
- Maintain a consistent follow-up process to move prospects through the sales funnel.
- Achieve assigned lead-generation, meeting, and conversion targets.

3. Client Relationship Management

- Build and maintain strong, long-term relationships with corporate decision-makers.
- Ensure a professional and customer-centric experience throughout the prospecting and engagement process.
- Address initial client queries and coordinate with the senior advisory team for detailed consultations.
- Develop opportunities for repeat business, referrals, and long-term client relationships.

4. Meeting & Pipeline Management





- Schedule meetings and consultations between qualified prospects and the senior advisory team.
- Maintain an organized and updated pipeline of prospective corporate clients.
- Track lead status, follow-ups, meetings, and conversions throughout the sales cycle.
- Ensure timely and consistent engagement with prospects at every stage of the funnel.

5. Reporting & Performance Tracking

- Prepare regular reports on lead generation, pipeline activity, meetings, follow-ups, and conversions.
- Maintain accurate records of prospect interactions and sales activities.
- Provide timely pipeline updates and performance reports to the reporting manager.

Qualifications & Skills

Education: Bachelor’s degree in Business, Finance, Marketing, Commerce, or a related field. Candidates with relevant experience in financial services, investment banking, wealth management, corporate finance, CA/CS firms, business consulting, SME lending, or other B2B are preferred.

Experience: 0–3 years of experience in B2B Sales, Business Development, Corporate Sales, Financial Services, Business Consulting, or related fields. Experience in selling skilled services to business owners or senior decision-makers will be an advantage.

Core Skills:

- Strong B2B lead-generation and business development skills.
- Excellent verbal and written communication skills.
- Strong relationship-building, persuasion, negotiation, and follow-up abilities.
- Confident and customer-centric approach with a professional personality.
- Ability to understand a business and identify potential client requirements.
- Comfortable with outbound calling, prospecting, and target-based sales.
- Self-motivated, target-oriented, and capable of managing multiple prospects and follow-ups effectively.

Pay: ₹5,000.00 - ₹10,000.00 per month

Work Location: In person

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