Boharr Fintech Pvt Ltd
Universal Wealth Platform
Role Overview
We are looking for a sales professional who can develop new business for Boharr across India. The role involves finding potential clients, understanding their requirements, arranging product demonstrations and converting sales opportunities into business.
This is an individual contributor role for someone who can work independently, take ownership of sales activities and deliver results in a growing startup environment.
Key Responsibilities
- Identify potential clients and generate leads through calls, emails, LinkedIn, referrals, industry events and other channels.
- Research prospective companies and identify the right people to approach.
- Qualify leads by understanding the client’s requirements, interest, decision-making process and likelihood of buying.
- Arrange client meetings and product demonstrations with the relevant Boharr team members.
- Explain Boharr’s solutions to prospective clients and coordinate discussions to address their requirements.
- Prepare proposals, presentations and quotations, and follow up on commercial discussions.
- Maintain regular contact with prospects and work towards closing business.
- Update the sales tracker or CRM and provide regular reports on sales progress and expected closures.
Skills and Experience
- 3–5 years of experience in B2B sales, preferably in FinTech, SaaS, banking technology or financial services.
- Good understanding of banking, investments, wealth management or the financial services industry.
- Ability to generate leads independently rather than depend entirely on leads provided by the company.
- Good communication and presentation skills, with the confidence to speak to business heads and decision-makers.
- Ability to understand customer needs, identify genuine business opportunities and prioritise time effectively.
- Good follow-up, negotiation and relationship-building skills.
- Self-driven, organised and comfortable working towards sales targets.
Preferred Experience
Experience selling digital onboarding or KYC solutions, wealth management platforms, investment technology or other software products to AMCs, AIFs, banks, NBFCs, wealth managers or GIFT City institutions will be an advantage.
Qualification
Bachelor’s degree in Commerce, Business, Finance, Technology or a related field. An MBA is an advantage but not mandatory.
Key Expectations
- Maintain a continuous pipeline of new and qualified sales opportunities.
- Generate a regular flow of client meetings and product demonstrations.
- Focus on genuine prospects with a clear business requirement, rather than simply increasing the number of leads.
- Work towards agreed targets for business acquisition and revenue.
- Keep the sales pipeline updated and ensure that opportunities progress through timely follow-ups.
Other Requirements
- Chennai will be the base location, with responsibility for clients across India.
- Willingness to travel within India for client meetings, demonstrations and business development as required.
- Ability to work independently and adapt to the changing needs of a growing startup.