Sales & Marketing Executive – Client Acquisition & Business Development

Sales & Business Development ExecutiveClient Acquisition | Sales Conversion | Field Sales | PGK CA & PGK Wealth

Company

P G Kakade & Co. – Chartered Accountants

Business Verticals

P G Kakade & Co. | PGK Wealth

Location

Andheri West, Mumbai

Work Location

In person

Employment Type

Full-time

Salary

₹15,000 – ₹25,000 per month, depending on experience and skills

About the Role

P G Kakade & Co. and PGK Wealth are looking for a Sales & Business Development Executive to support client acquisition and business development across our CA, taxation, accounting and wealth-management verticals.

This is a hands-on sales role involving inbound enquiry handling, outbound lead generation, client follow-ups, sales conversion, field visits, face-to-face meetings, relationship management and institutional/association tie-ups.

The candidate will be responsible for converting enquiries into actual clients by understanding their requirements, explaining relevant services, coordinating with the professional team and following up until successful conversion.

The role will involve regular local travel in and around Andheri, Goregaon, Jogeshwari, Bandra and other parts of Mumbai, as required.

Key Responsibilities1. Inbound Lead Management & Conversion

Handle enquiries received through telephone, WhatsApp, website, social media, referrals and other channels.

Understand the prospect's requirements and identify the appropriate service or business vertical.

Explain the relevant services offered by P G Kakade & Co. or PGK Wealth.

Persuade and professionally guide prospects towards taking the next step.

Follow up with enquiries systematically until conversion.

Maintain complete records of enquiries, follow-ups, meetings and conversions.

Coordinate with the relevant professional/team member for technical discussions where required.

Outbound Lead Generation

Generate new business opportunities through

Telephone calls

WhatsApp

Referrals

Social media leads

Existing client references

Local business networks

Corporate outreach

Professional networks

Associations and organisations

Other suitable business-development channels

The candidate will be expected to proactively identify prospects rather than depend only on incoming enquiries.

• P G Kakade & Co. – CA Services

Generate and convert enquiries for services including

Income Tax & ITR Filing

Income Tax Notices and Scrutiny-related services

GST Registration, Filing & Compliance

GST Notices and related services

Accounting & Bookkeeping

Tax Audit

Statutory Audit

TDS Compliance

ROC & Corporate Compliance

Other taxation and professional services offered by the firm

The candidate should be able to understand the basic nature of a client's requirement and coordinate with the CA/accounts team for technical evaluation.

• PGK Wealth – Wealth Management Business Development

Support business development for the PGK Wealth vertical by

Handling enquiries relating to investment and wealth-management services.

Understanding the broad financial goals and requirements of prospective clients.

Coordinating prospective clients for portfolio review and financial-planning discussions with the appropriate professional.

Following up with prospects after consultations and meetings.

Building relationships with prospective high-value clients.

Generating leads for investment and wealth-management services through referrals, networking, associations and local business relationships.

Maintaining systematic follow-ups until the prospect's engagement process is completed.

The candidate will not be expected to independently provide regulated investment advice unless appropriately qualified/authorised. The role is primarily focused on lead generation, relationship management, appointment setting, business development and client conversion.

Client Visits & Field Sales

The candidate will regularly be required to

Visit prospective clients at their offices or places of business.

Conduct face-to-face meetings with prospective clients.

Explain the firm's services and understand client requirements.

Follow up on meetings and work towards conversion.

Visit existing clients when required for business-development purposes.

Travel locally within Mumbai for meetings and business development.

Candidates with prior field-sales and client-meeting experience will receive preference.

Corporate & Association Tie-ups

A significant part of the role will involve developing institutional business opportunities.

The candidate will

Identify relevant business associations, professional associations, corporate organisations, societies and other institutions.

Approach associations and organisations for potential business/referral relationships.

Meet association representatives and management teams.

Explore opportunities to become a service provider/panel member for associations and their members.

Develop relationships that can generate recurring client enquiries.

Follow up with organisations until a potential tie-up is established.

Build a network of referral and institutional relationships for both CA and wealth-management services.

Relationship Management

Maintain professional relationships with existing and prospective clients.

Stay connected with prospects who are not immediately ready to convert.

Generate referrals from existing clients and professional contacts.

Maintain regular follow-ups and relationship-building activities.

Identify opportunities to introduce clients to other relevant services offered by the two business verticals.

Sales Targets & Performance

Achieve monthly lead-generation targets.

Achieve enquiry-to-meeting conversion targets.

Achieve client-acquisition/conversion targets.

Maintain a healthy sales pipeline.

Track follow-ups and pending opportunities.

Report sales activity and conversion performance to management.

CRM, Excel & Reporting

Maintain accurate lead and client records in Excel/CRM.

Record source of enquiry, client requirement, follow-up date, meeting status and conversio