Role Overview

We are looking for a dynamic and self-driven Inside Sales Executive to join our Financial Services practice.

The ideal candidate will have a proven track record in lead generation, data mining, and client outreach.

Strong communication and Excel skills are essential, as this role plays a key part in identifying and nurturing potential clients across the financial services ecosystem.

Job Details

- Location: Mumbai
- Department: Inside Sales
- Experience: At least 1-2 years of relevant experience into Inside sales
- Qualification: Any
- Reporting Manager: Manager

Key Responsibilities

- Identify and generate leads via data mining, LinkedIn, industry platforms, and online tools
- Maintain and update lead databases with key decision-makers and influencers
- Support the Director and senior team members with pre-sales research and meeting coordination
- Conduct outbound email and call campaigns to schedule discovery meetings
- Maintain records of interactions and follow-ups using Excel and CRM tools
- Track market activity and competition to identify business development opportunities
- Assist in creating sales dashboards, client outreach trackers,



and MIS reporting

Required Skills & Experience

- Minimum 1 year of relevant experience in inside sales or business development
- Solid written and verbal communication skills
- Proficiency in Excel (data handling) and PowerPoint
- Ability to work independently and manage multiple lead funnels

Preferred

- Exposure to the financial services or consulting domain
- Familiarity with LinkedIn, Lusha, Apollo, or similar tools

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying. Role: Business Development Executive (BDE), Industry Type: Accounting / Auditing, Department: Sales & Business Development, Employment Type: Full Time, Permanent Role Category: BD / Pre Sales Education UG: Any Graduate PG: Any Postgraduate read more

Key Skills OutboundExcelConsultingPresalesData miningInside salesOperationsInside Sales ExecutiveFinancial servicesCRM

📌 Associate - GO/MUM/3440 - Inside Sales (Mumbai)
🏢 BDO India
📍 Mumbai