Senior Associate - Business Development - Legal Services/Financial Services/IEPF Shares Recovery (1-4 yrs) Mumbai (B2B/Corporate Sales)
Wen Empower
Mumbai, Maharashtra
Permanent
Full-time
21 days ago
Job Title: Senior /Associate - Business Development Department: Business Development Industry: Legal Services / Financial Services / IEPF Shares Recovery Job Summary:We are seeking a dynamic and result-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 Roles & ResponsibilitiesClient Acquisition & Lead Generation:- Identify potential clients with unclaimed shares/dividends transferred to IEPF. - Generate leads through referrals, databases, market research, RTAs, and legacy shareholder records. - Conduct outbound calls, emails, and client meetings to explain recovery services. Client Consultation & Sales Closure:- Understand client requirements, inheritance issues, and documentation status. - Educate clients on the IEPF recovery process, timelines, and regulatory framework. - Prepare proposals, explain fee structures, and close agreements. Internal Coordination:- Coordinate with legal, documentation, research, and compliance team post-closure. - Ensure smooth case handover and track progress milestones. Compliance & Process Awareness:- Maintain updated knowledge of IEPF rules, SEBI guidelines, RTA processes, and succession laws. - Ensure all client engagements adhere to regulatory and internal compliance standards. Reporting & MIS:Maintain accurate CRM data, lead pipeline, conversions, and revenue reports. Share weekly/monthly MIS with management. Required Skills & Qualifications- Any Bachelor's / Master's degree. - Proven experience in business development, sales, or client acquisition (legal/financial services preferred). - Strong communication, negotiation, and client-handling skills. - Working knowledge of IEPF, demat, shares recovery, succession, or capital markets is a strong advantage. - Ability to manage multiple clients and timelines effectively. Preferred Experience- Experience in IEPF claims, share recovery, demat services, legal consulting, or wealth advisory. - Exposure to working with RTAs, SEBI regulations, or inheritance-related cases. Key Performance Indicators (KPIs)- Number of leads generated and converted - Revenue achieved vs target - Timely collection of milestone payments - Client satisfaction and retention Compensation & Benefits- Fixed salary + attractive performance-based incentives - Learning exposure in legal & financial recovery services - Career growth opportunitiesInterested candidates can share their resumes to 8698779447. (ref:updazz.com)