Associate - Sales & Business Development

About the job:We are seeking a dynamic and results-oriented Business Development Executive/Manager to drive client acquisition and revenue growth in the IEPF Shares Recovery and related legal services domain. The candidate will be responsible for lead generation, client consultation, proposal closure, and coordination with internal legal and compliance teams.

Key responsibilities:

A. Client acquisition & lead generation:

1. Identify potential clients with unclaimed shares/dividends transferred to the IEPF.

2. Generate leads through referrals, databases, market research, RTAs, and legacy shareholder records.

3. Conduct outbound calls, emails, and client meetings to explain recovery services.

B. Client consultation & sales closure:

1. Understand client requirements, inheritance issues, and documentation status.

2. Educate clients on the IEPF recovery process, timelines, and regulatory framework.

3. Prepare proposals, explain fee structures, and close agreements.

C. Internal coordination:

1. Coordinate with legal, documentation, research, and compliance teams post-closure.

2. Ensure smooth case handover and track progress milestones.

D. Compliance & process awareness:

1. Maintain updated knowledge of IEPF rules, SEBI guidelines, RTA processes, and succession laws.

2. Ensure all client engagements adhere to regulatory and internal compliance standards.

E. Reporting & MIS:

1. Maintain accurate CRM data, lead pipeline, conversions, and revenue reports. Share weekly/monthly MIS with management. Who can apply:Only those candidates can apply who:have minimum 1 years of experienceare from Noida onlySalary:₹ 3,00,000 - 5,00,000 /yearExperience:1 year(s)Deadline:[hidden]:59:59Other perks:Health InsuranceSkills required:Client Relationship Management (CRM), Business Development and SalesOther Requirements:A. Required skills & qualifications:1. Any Bachelor’s/Master’s degree.2. Proven experience in business development, sales, or client acquisition (legal/financial services preferred).3. Strong communication, negotiation, and client-handling skills.4. Working knowledge of IEPF, demat, share recovery, succession, or capital markets is a strong advantage.5. Ability to manage multiple clients and timelines effectively.B. Preferred experience:1. Experience in IEPF claims, share recovery, demat services, legal consulting, or wealth advisory.2. Exposure to working with RTAs, SEBI regulations, or inheritance-related cases.C. Key performance indicators (KPIs):1. Number of leads generated and converted2. Revenue achieved vs target3. Timely collection of milestone payments4. Client satisfaction and retentionD. Compensation & benefits:1. Fixed salary + attractive performance-based incentives2. Learning exposure in legal & financial recovery services3. Career growth opportunitiesAbout Company:Since 2003, Corporate Professionals (CP) has been delivering integrated legal, techno-legal, and financial consulting solutions through its group of boutique advisory, consulting, and law firms. The group specializes in company law, insolvency law, securities laws & FEMA, corporate restructuring, taxation, compliance, and regulatory approvals, alongside investment banking, transaction advisory, valuation, and business modelling through its SEBI-registered merchant banking and IBBI-registered valuation entities.

With over 15,000 assignments for 1,200+ corporates, including 650 listed companies, CP is known for its holistic, efficient, and technology-driven solutions. Its dedicated Research Wing actively shares insights through webinars, real-time newswires, monthly bulletins, and widely acclaimed publications, including best-selling books on company law, IBC, and valuation.

Responsibilities

We are seeking a dynamic and results-oriented Business Development Executive/Manager to drive client acquisition and revenue growth in the IEPF Shares Recovery and related legal services domain. The candidate will be responsible for lead generation, client consultation, proposal closure, and coordination with internal legal and compliance teams.

Key responsibilities:

A. Client acquisition & lead generation:

1. Identify potential clients with unclaimed shares/dividends transferred to the IEPF.

2. Generate leads through referrals, databases, market research, RTAs, and legacy shareholder records.

3. Conduct outbound calls, emails, and client meetings to explain recovery services.

B. Client consultation & sales closure:

1. Understand client requirements, inheritance issues, and documentation status.

2. Educate clients on the IEPF recovery process, timelines, and regulatory framework.

3. Prepare proposals, explain fee structures, and close agreements.

C. Internal coordination:

1. Coordinate with legal, documentation, research, and compliance teams post-closure.

2. Ensure smooth case handover and track progress milestones.

D. Compliance & process awareness:

1. Maintain updated knowledge of IEPF rules, SEBI guidelines, RTA processes, and succession laws.

2. Ensure all client engagements adhere to regulatory and internal compliance standards.

E. Reporting & MIS:

1. Maintain accurate CRM data, lead pipeline, conversions, and revenue reports. Share weekly/monthly MIS with management.