Drive client acquisition and revenue growth for FinCrest’s fintech and financial services offerings. Responsibilities include prospecting, pipeline management, consultative selling, product demonstrations, proposals, negotiations, closing, account expansion, CRM maintenance, forecasting, reporting, and cross-functional deal coordination. The role engages founders, CXOs, finance leaders, startups, SMEs, enterprises, and finance-led businesses while positioning payment, automation, lending, compliance, ERP, SaaS, and CFO solutions.
BrandCrest Holdings is a diversified business group committed to building agile, high-impact brands across India’s evolving business landscape. We operate through two key verticals:
- AdCrest – Our full-stack advertising and marketing powerhouse, offering services across brand activations, OOH, transit, influencer, video, and digital marketing under specialized sub-brands.
- FinCrest – Our financial advisory and compliance services vertical, delivering tax consulting, regulatory guidance, virtual CFO solutions, and business finance strategy to startups and enterprises.
About the Role:
We are looking for a Business Development & Sales Executive to drive revenue growth for our FinCrest team. This role focuses on acquiring and managing clients for financial technology offerings such as business automation, CFO Services, financial services, compliance services.
You will engage with founders, CXOs, finance heads, and decision-makers, understand their financial and operational challenges, and recommend tailored solutions. The role demands a strong consultative sales approach, industry awareness, and ownership of end-to-end sales outcomes.
Key responsibilities:
Client Acquisition & Lead Generation:
- Identify and target potential clients including startups, SMEs, enterprises, CA firms, and finance-led businesses requiring our solutions.
- Execute structured prospecting strategies using LinkedIn outreach, email campaigns, inbound leads, partnerships, referrals, and industry events.
- Build and manage a robust sales pipeline across defined industry segments.
Consultative FinTech Selling:
- Understand client pain points related to cash flow, compliance, reporting, lending, financial visibility, automation, or scalability.
- Present and sell customized financial solutions such as:
- Payment & collections platforms
- Finance & accounting automation tools
- ERP / SaaS finance products
- Lending, credit, or cash-flow management solutions
- Compliance, reporting, or analytics tools
- Provide solution-led recommendations backed by financial insights, business metrics, and industry best practices.
Relationship Management & Account Growth:
- Build long-term relationships with clients through regular engagement and solution reviews.
- Act as a trusted advisor to clients by identifying upsell, cross-sell, and expansion opportunities.
- Ensure high levels of client satisfaction through proactive communication and issue resolution.
End-to-End Sales Cycle Ownership:
- Manage the complete sales lifecycle including:
- Lead qualification
- Requirement discovery
- Product demos & solution presentations
- Proposal creation & pricing discussions
- Negotiation and closure
- Coordinate with internal product, finance, tech, and onboarding teams to ensure smooth deal execution.
- Maintain accurate CRM records for leads, deals, pipelines, and closures.
Cross-functional Collaboration:
- Work closely with product, technology, onboarding, support, and marketing teams to align client requirements with solution capabilities.
- Ensure offerings are positioned clearly in terms of ROI, efficiency gains, compliance benefits, and business impact.
Revenue Targets & Performance Ownership:
- Consistently achieve and exceed assigned sales and revenue targets.
- Take ownership of individual and team-level growth metrics.
- Contribute actively to overall business growth and market expansion.
Reporting & Forecasting:
- Prepare and present regular sales reports, pipeline forecasts, and revenue projections.
- Highlight risks, opportunities, and strategic recommendations to leadership.
Continuous Learning & Compliance:
- Stay updated through FinTech webinars, industry events, certifications, and product training sessions.
- Follow ethical sales practices, data privacy standards, and regulatory compliance norms at all times.
Requirements
Specification:
Qualification: Bachelor’s or Master’s degree in Marketing, Business, Finance, Commerce, or a related field
Experience: 2–3 years of experience in B2B/B2C sales, preferably in FinTech, SaaS, financial services, banking, NBFCs, or technology-driven businesses
Experience with financial products, digital platforms, or solution selling is a strong advantage.
Location: JP Nagar, Bangalore
Qualification:
- Strong communication, negotiation, and presentation skills
- Good understanding of financial concepts and business workflows
- Ability to explain complex FinTech products in a simple, value-driven manner
- Self-motivated with a strong ownership mindset
- Ability to work independently and collaboratively in a fast-paced environment
- Customer-first, solution-oriented approach
Benefits
Perks & Benefits:
- Glass Door Work Culture
- Mentorship
- Flexible Hours
- Casual Wear (Except for Client facing Employees)
- Refreshment
- Parking
- Compensatory Offs
- Travel & Expense Reimbursement
- Accidental Insurance
- Health Insurance
- Company Retreats
- Team Building Events
- ESOPs
- Perks from Client
- Networking & Conference
- Job Training
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