1. Role Overview

We are looking for a Sales Freelancer to generate and develop business opportunities for Enterprise Risk Management (ERM), risk advisory, risk assessment and related consulting services. The role will focus on identifying potential clients, building relationships with decision-makers, understanding business requirements, coordinating proposals and supporting opportunities through to closure. The ideal candidate has strong B2B sales and networking skills and can work independently against agreed targets.

1. Key Responsibilities

Lead Generation and Prospecting

- Identify prospective clients across relevant industries and build a qualified sales pipeline for ERM and risk advisory services.

- Generate leads through networking, referrals, LinkedIn, industry databases, events and other suitable channels.

- Research target organisations and identify relevant decision-makers in Risk, Compliance, Audit, Finance, Operations and senior management.

Client Engagement and Business Development

- Initiate contact with prospects, explain the organisations ERM service offerings and arrange introductory meetings.

- Understand client needs relating to enterprise risk assessments, risk registers, controls, mitigation planning, compliance and risk reporting.

- Build and maintain professional relationships with prospects and existing clients; follow up consistently on active opportunities.

Proposal and Sales Coordination

- Coordinate with internal subject-matter experts to prepare proposals, presentations, scope outlines and commercial submissions.

- Maintain a clear record of leads, meetings, proposals, follow-ups, opportunity status and expected closure dates.

- Support commercial discussions, negotiation and closure in line with approved pricing and engagement terms.

Pipeline Management and Reporting

- Maintain a sales pipeline and provide regular updates on lead quality,



meetings, proposals, conversions and business forecasts.

- Monitor progress against agreed activity and revenue targets; flag risks, delays and support required.

- Ensure client communications and prospect information are accurate, timely and handled confidentially.

1. Required Skills and Qualifications

- Bachelor’s degree in Business, Marketing, Finance, Commerce or a related discipline; an MBA is an advantage.

- Preferably 2–20 years of experience in B2B sales, business development, consulting sales or selling professional services.

- Experience engaging corporate clients and senior stakeholders; exposure to ERM, risk advisory, audit, compliance, governance or consulting services is an advantage.

- Strong prospecting, networking, presentation, negotiation and relationship-management skills.

- Ability to understand client requirements and communicate service value clearly without overstating technical expertise.

- Comfortable using MS Excel, PowerPoint, CRM tools and LinkedIn for pipeline management and sales activity tracking.

- Self-motivated, organised and able to work independently in a freelance, target-oriented engagement.

SALES ERM FREELANCER – ROLE DETAILS

1. Key Performance Indicators (KPIs)

- Number and quality of qualified leads generated.

- Number of client meetings and discovery discussions arranged.

- Number of proposals or commercial opportunities progressed.

- Conversion rate and revenue generated from closed business.

- Accuracy of pipeline updates and timeliness of follow-ups.

1. Expected Deliverables

- A target-client list and qualified lead pipeline.

- Regular updates on outreach, meetings, follow-ups and chance status.

- Coordinated proposals and documented client requirements, as applicable.

- Periodic sales activity and pipeline reports against agreed targets.

- Support for converting qualified opportunities into signed engagements.

📌 ERM - Sales (Mumbai)
🏢 Writer
📍 Mumbai