Tech Stack
CommunicationCRMMS OfficeLinkedIn
Job Description, Responsibilities & Requirements
About the Position
Business Development Manager (Financial Consulting Services)
India
Full time
Job Information
Reporting To – Senior Partner / Branch Head
❖ Role Objective: To support the firm’s growth by identifying, initiating, and developing business opportunities across selected high-value sectors and by promoting key service offerings to large corporates and institutional clients.
❖ Target Sectors:
- Public, Private & Co-operative Banks
- NBFCs
- Charitable & Religious Trusts
- Infrastructure Companies
- Insurance Companies
- Manufacturing Companies (₹100+ crore turnover)
- Entertainment & Media Companies
❖ Key Service Areas to Promote:
- Audits of AI-based Financial Statements
- Centralized & Statutory Bank Audits
- Audit of Charitable Trusts
- IFRS Implementation & Reporting
- Interim/Quarterly Financial Reporting
- Scrutiny/Assessment Cases under Income Tax & GST
Responsibilities
Business Development:
- Identify potential clients through market research, networking, and databases.
- Connect with senior decision makers like CFOs, Finance Controllers, Trustees, etc.
- Arrange meetings between prospects and partners.
- Prepare, share, and follow up on proposals and capability decks.
- Maintain a structured prospect pipeline with CRM tools.
Marketing & Outreach:
- Execute corporate visibility and outreach activities.
- Coordinate webinars, seminars, and sector-focused events.
- Assist in brochures, presentations, and marketing content.
- Strengthen presence via targeted LinkedIn and digital outreach.
Internal Coordination:
- Work closely with partners to understand service offerings.
- Support RFPs, tenders, and audit empanelments.
- Ensure smooth coordination between BD and service teams.
Market Intelligence:
- Track industry trends and regulatory changes.
- Monitor tender notifications and institutional audit opportunities.
Requirements
- Graduate; MBA (Marketing/Finance) preferred.
- 3–7 years of experience in marketing/corporate sales/Business Development.
- Strong communication & presentation skills.
- Experience in BFSI/consulting preferred.
- Proficiency in MS Office, LinkedIn outreach & CRM tools.
Nice to Have
- Experience in other financial consulting services.
We Offer
- Competitive salary
- Opportunity for career growth and development
- Collaborative and supportive work environment
About the Company
[Company description if present]