Corporate Advisor – CXO Engagement / Corporate Relations

Corporate Advisor – CXO Engagement / Corporate Relations

Company

DM Rollin Ventures Private Limited

Industry

Corporate Finance / Financial Services

Location

Noida

Employment Type

Full-Time

About the Role We are looking for a confident, articulate and professionally presented Corporate Advisor – CXO Engagement to connect with senior decision-makers including CFOs, CEOs, Managing Directors, Promoters and Finance Heads of companies.

The primary responsibility of this role is to initiate high-quality conversations with corporate decision-makers, understand their financial requirements at a preliminary level, introduce our premium corporate financial solutions, and secure qualified meetings for the senior advisory/business team.

This is not a conventional tele calling role. The position requires professional communication, business understanding, persistence and the ability to confidently engage with C-level executives.

Key Responsibilities Connect with CFOs, CEOs, MDs, Promoters and senior finance professionals over telephone and other professional communication channels.

Introduce the company and its premium corporate financial solutions in a concise and professional manner.

Identify companies with potential funding, liquidity, growth capital or other corporate finance requirements.

Generate interest and schedule qualified meetings between prospective corporate clients and the senior management/advisory team.

Navigate receptionists, executive assistants and corporate offices professionally to reach relevant decision-makers.

Conduct appropriate follow-ups with prospects without excessive or unprofessional calling.

Maintain accurate records of calls, conversations, follow-ups and scheduled meetings in the CRM/database.

Coordinate with the business team regarding meeting schedules and prospect requirements.

Build and maintain professional relationships with corporate prospects.

Achieve monthly targets for qualified CXO-level meetings, with emphasis on meeting quality rather than simply call volume.

Candidate Profile We are looking for someone who has

Excellent spoken English and Hindi communication skills.

Confidence in speaking with CFOs, CEOs, MDs and other senior executives.

Strong telephone communication, persuasion and appointment-setting abilities.

Professional etiquette and a mature communication style.

Basic understanding of corporate finance, business loans, structured finance, investment banking or financial products would be an advantage.

Ability to research companies and understand basic business requirements before approaching prospects.

Strong follow-up and relationship-building skills.

Target-oriented attitude while maintaining a premium and consultative approach.

Preferred Experience1–5 years of experience in any of the following areas would be preferred

Corporate Finance | Business Loans | Investment Banking | NBFC/Banking | Wealth Management | B2B Financial Services | Corporate Sales | Lead Generation | CXO Appointment Setting | Business Development

Exceptional candidates with strong B2B communication skills may also be considered.

Key Performance Indicators (KPIs)Performance will primarily be measured on

Number of qualified CXO conversations

Number of qualified meetings scheduled

Meeting attendance/conversion rate

Quality and relevance of companies approached

Follow-up effectiveness

Conversion of meetings into genuine business opportunities

Ideal Candidate The ideal candidate should be comfortable picking up the phone and confidently saying

“Good morning, I’m calling from DM Rollin Ventures. We work with corporates on customized financial solutions for growth, expansion and short-term funding requirements. I wanted to understand whether this would be relevant for your organization and, if appropriate, arrange a brief discussion with our senior advisory team.”

We are looking for relationship builders and corporate communicators—not high-volume tele callers.

Pay

₹29,000.00 - ₹47,000.00 per month

Benefits

Cell phone reimbursement

Health insurance

Provident Fund

Work Location

In person