Sales and Marketing Executive

Job Summary

We are seeking a results-driven SALES Executive/ Business Development Executive to drive growth for our financial advisory and compliance practice. In this role, you will act as a trusted advisor, connecting NGOs, trusts, startups, and SMEs with our regulatory compliance services. You will lead outbound prospecting, convert inbound leads, and negotiate service retainers for legal certifications (12A, 80G, FCRA, CSR-1) and core CA services.

• 💼 Key Responsibilities
• Client Acquisition & Prospecting: Build and manage a strong sales pipeline targeting non-profits, trusts, CSR foundations, startups, and SMBs across Delhi NCR and pan-India.
• Consultative Selling: Conduct discovery discussions with NGO founders, trustees, and corporate directors to understand their legal, audit, tax, and registration gaps.
• Portfolio Promotion: Pitch specialized service packages, including:
• 
  
• NGO Offerings: Trust/Society/Section 8 Company Incorporation, 12A & 80G Tax Exemption Certifications, FCRA Registration, CSR-1 Portal Filing, and NITI Aayog Darpan registration.
• CA Core Services: Statutory/Internal Audits, GST Filing, Corporate Tax Planning, Virtual CFO, and ROC Compliance.
• Proposal & Closing Management: Draft tailored proposals, coordinate fee structures with our technical audit team, handle price/timeline objections, and close deals.
• Relationship Management: Maintain post-sale engagement to drive annual retainers (e.g., annual audit renewals) and cross-sell additional advisory solutions.
• CRM Discipline: Log all lead activities, pipeline stages, and follow-ups in our CRM.
• 🎯 Candidate Requirements
• Education: Bachelor’s degree in Commerce (B.Com), Business Administration (BBA), Finance, or Marketing.
• Experience: 1–3 years of B2B sales experience (experience in CA/CS firms, legal tech, tax consultancies, or professional services is a huge plus).
• Domain Awareness: Basic understanding of NGO compliance frameworks (12A/80G exemptions, CSR funding rules) and standard corporate tax/filing timelines.
• Skills: Excellent verbal and written English/Hindi communication; strong negotiation and consultative selling ability.
• Tools: Proficiency in MS Excel, PowerPoint, and basic CRM usage.