Are you a people person with a knack for turning conversations into opportunities? At CashBook, we’re looking for a results-driven Sales Account Executive with strong calling skills to convert inbound leads into successful sales. If you’re passionate about connecting with small business owners and simplifying their financial management, we’d love to have you on board.

Responsibilities:

• Engage with inbound leads via calls and build strong client relationships.

• Proactively understand client needs and present tailored solutions.

• Track and manage leads through the sales funnel, maintaining accurate records in the CRM system.

• Meet and exceed sales targets, contributing to the growth of CashBook.

• Stay updated with industry trends, competitor activities, and market dynamics to refine sales strategies.

Qualifications:

• Education: Bachelor’s degree in business, marketing, or related fields.

• Experience: 2-3 years in sales or business development, preferably in the fintech domain.

• Excellent verbal and written communication skills, with a focus on building rapport over calls.

• Strong organisational and multitasking abilities.

• Proficiency in CRM tools (e.g., ZohoBooks) and basic office software.

Preferred Skills (Good to Have):

• Prior experience selling financial products like credit cards, business software, or loans.

• Hands-on experience with sales calls and closing deals over the phone.

• Exposure to small business clients or fintech products is a plus.

What We Offer:

• A chance to work with a fast-growing fintech startup redefining business expense management in India.

• Opportunity to make a real impact on small businesses across the country.

• A collaborative and dynamic work environment that encourages innovation.

This version focuses on the specific role of converting inbound leads while highlighting relevant skills and experiences that align with CashBook’s mission.

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