Designation: Sales & Business Development Executive

Experience:
2–6 Years

Location:
Vasai, Mumbai. Employment Type: Full-Time

About the Role
We are looking for a result-oriented Sales & Business Development professional with relevant experience in financial services sales and B2B business development. The candidate will be responsible for acquiring new clients, developing corporate relationships and generating revenue through the company's taxation, accounting and financial advisory services.

Key Responsibilities
• Identify, approach and acquire current corporate clients, SMEs, business owners and individual customers.
• Conduct regular field visits and meetings with companies and decision-makers to promote TaxPlan Advisor's services.
• Generate business for taxation, accounting, GST, ITR, TDS and related compliance services.
• Develop new business opportunities through direct B2B sales, networking, referrals and market research.
• Plan company visits, sales meetings and follow-ups to build a strong sales pipeline.
• Understand client requirements, present suitable services, negotiate commercials and close deals.
• Build long-term client relationships and identify opportunities for recurring business.




• Achieve assigned sales targets and revenue goals.
• Maintain records of leads, client meetings, proposals, follow-ups and conversions.
• Coordinate with the internal team for client onboarding and service handover. Candidate Profile
• 2–6 years of relevant experience in financial services sales or business development is mandatory.
• Proven experience in B2B sales, corporate client acquisition and revenue generation.
• Experience in selling financial services, taxation, accounting, financial products or related professional services.
• Strong communication, presentation, negotiation and deal-closing skills.
• Ability to independently generate leads, conduct client meetings and convert prospects into customers.
• Comfortable with field sales, regular company visits and direct interaction with business owners and corporate decision-makers.
• Basic understanding of taxation, accounting, GST and TDS will be an advantage.
• Self-driven, target-oriented and focused on acquiring new business.
• Interested candidate may share their resume at [email protected]

📌 Sales Business Development Executive (Vasai-Virar)
🏢 TaxPlan Advisor
📍 Vasai-Virar