Job Summary This role requires proven sales experience in financial, accounting services, trust & fiduciary services and tax structuring. The role is primarily accountable for increasing overall sales of Amicorp products and services, with specific focus on tax compliance and solutions; undertaking sales activities to generate business and retain both clients and intermediaries. The role is also responsible for achieving Sales results by developing and executing an individual sales strategy for growing the Corporate Clients and Private Clients business from existing intermediaries as well identifying and developing new clients and intermediaries.

Drive Sales by exhibiting commercial leadership with respect to all sales activities in order to achieve/ exceed Individual Sales targets consistently, by developing new business opportunities and proactively ensuring closure of prospects;

- Develop sales strategy and execute ambitious plans which identify sales opportunities as well as new products and services for identified markets/ clients;
- Leverage and build relationships, thus developing new opportunities and leads with existing and/or new clients through the network;
- Seek and recognize sales opportunities and position compliant products and services in alignment with tax advisors' solutions and client needs;
- Prepare client proposals and close sales in accordance with policies and guidelines to assure business growth.
- Organize & represent the company at seminars and other industry-related networking events;
- Adhere to the Amicorp sales discipline with respect to identifying opportunities, recording contacts,



maintaining the required number of prospects and closing PLEs on a regular, consistent basis.
- Collaborate with local and international colleagues with respect to all sales activities in order to achieve the Sales targets;
- Ensure clients/ entities are compliant with the local regulations and laws as per specific jurisdiction and services adhere to global statutory/ regulatory guidelines.
- Sales Activity
- Accurately record sales details in the Sales CRM
- Monitor own productivity and continuously review performance against the sales target.
- Follow a disciplined approach to submitting sales pipeline in the CRM and track closing of sales/ deals.
- Ensure Sales Plans are submitted on time; and detailed Sales Trip Reports are submitted after business tips.
- Relevant Bachelor's Degree with solid exposure to International Tax; over 10 years proven Sales experience within the financial/ legal services, fiduciary/ trust industry, covering intermediaries, clients with proven sales success.
- Excellent Corporate and International Tax experience in organizations with international presence, with solid understanding of BEPS, CRS, FATCA, GAAR, ESR.
- Well-informed about current legal issues, regulations, tax and legal developments. Commercial drive and a proven ability to penetrate the required market and ensure closure of sales. Excellent English language fluency; additional languages preferred.
- Ability to adapt and work under pressure in a smaller, energetic local team environment; Proven leadership and team player skills, with ambition to excel in the role.
- Willing to travel within the country and outside the country when required.

📌 Sales Operations / CRM Administrator (Mumbai)
🏢 Amicorp Group
📍 Mumbai