11 Lead Business Consultant Jobs in Surat

We're Hiring! Financial Consultant, Ahmedabad / Vadodara / Surat / Rajkot.A leading financial services company is looking for talented financial consultants across multiple Gujarat locations.If you have experience in mutual funds, SIP, insurance, or Demat/trading, this is a high-growth opportunity for you! Who Can Apply: 1+ year experience in financial product sales Strong communication & client-handling skills Graduate (Any stream) Banking/Broking/MF/Insurance industry experience preferredCTC: Best in the Industry + Attractive IncentivesKey Responsibilities: Sell Mutual Funds, Equity, SIP, Insurance & Bonds Acquire & manage clients Provide investment advisory Achieve revenue & AUM targets Excellent opportunity to grow in wealth & investment advisory with a reputed organization. Apply Now: jobstationhr24@gmail.com Contact: 8849814131

Company - ICICI Prudential life insurance  Channel- Direct channel (PSF) Profile- FSM(Financial Service Manager) Job Description for Financial Service Manager An excellent opportunity to work with leading life insurance company. Responsibilties :Need to work on the leads provided by the organization  Key responsibilities: Manage and develop a team of Financial services consultants (FSC) Ensure smooth on boarding, engagement and capability development of front line managers for a long and successful career Engage in joint field work to support assigned team of FSCs Conceptualize and implement the sales plan and sales promotion plan for Direct Marketing channel Develop strategies on lead fulfillment Help, support and guide team members in achieving their goal sheet targets Track business performance metrics for the territory assigned and conduct regular performance reviews against the assigned target Educate the team about local & central R&R & incentive schemes and motivate the team to achieve and drive performance Align team members to people and business objectives of the Company and ensure that the team adheres to the highest standards of business quality and conducts business within the overall compliance framework Coach and develop assigned team on products, selling techniques, various online / digital platforms and end to end business process and compliance norms Drive central sales initiatives for the territory through communication forums and meetings Coordinate with central teams to design and implement required interventions Candidates who are willing to be mobile and work across locations will be preferred. Qualification- graduate  Experience - sales & banking sales Age - 21 to 30 CTC - 2.75 to 4.00  lp experience- 1 to 5 year  *Location - surat Walking Interview

Immediate Joiner Preferred   On roll job opening   Profile :- Relationship Manager (Individual role) Product - Home Loan/ LAP Qualification:- 12 th / Graduation Budget - 3 to 4 LPA Experience :- Minimum 6 Months Exp in Home Loan/ LAP  Interview mode : F2F  Interview Location Branch wise : ALL  1) New Client acquisition for Loan product. 2) Market visit to find out the interested client for Loan. 3) Regular follow-ups with clients, generate references for new business needs. 4) Generate leads of clients through Dealers,consultants,market visits, direct clients meetings, references, internet mining & market mapping. 5) Ensure quality customer service is delivered. 6) Meeting productivity norms and monthly targets defined by the Bank. 7) Strictly adhere & maintain KYC norms compliance. 8) Follow the norms, regulations & practices of banks religiously.  

As an experienced professional with 8-12 years of experience in Solar EPC Sales or Industrial Project Sales, your role at Solex Energy Ltd. will involve the following key responsibilities: - Lead regional business development and sales for Solar EPC projects including Industrial, Commercial, Rooftop, and Ground-mounted projects. - Identify new business opportunities and drive large-scale project sales from concept to closure. - Develop and manage key client relationships, consultants, and channel partners. - Prepare techno-commercial proposals and ensure timely order closures. - Coordinate with internal teams (Design, Project, SCM) to ensure smooth project execution. - Achieve annual sales targets and contribute to strategic planning for the region. To excel in this role, you should have a proven track record in industrial/B2B EPC solar project sales and a strong network in industrial, corporate, and commercial sectors. Excellent communication, negotiation, and leadership skills are essential, along with the ability to travel extensively within the assigned region. If you are a Graduate or Masters in a related field and have the drive to grow in the fast-paced renewable energy sector, we encourage you to apply by sending your CV to ravi.pandya@solex.in. Join us at Solex Energy Ltd. and be a part of India's sustainable energy future.,

 Key Responsibilities Make outbound calls to prospective clients for different loan products. Explain loan schemes, eligibility, benefits, and documentation requirements. Generate leads, schedule meetings, and pass qualified leads to field/sales teams. Maintain daily call logs, follow-ups, and update CRM/records. Work closely with sales team to achieve monthly targets. Qualifications & Skills Minimum 12th pass / Graduate preferred. 12 years of experience in telesales/telecalling (finance domain preferred). Strong communication, persuasion, and customer service skills. Target-driven with ability to handle rejections positively.

Assist the senior consultant in coordinating fieldwork for assignments by contributing to the development of project plans, gathering documentation, and liaising with client staff. Visit the clients side and observe the work on the ground. Develop knowledge of sales strategies. Participate in the drafting of reports and presenting drafts to the senior consultant for review and approval. Data gathering financial and non-financial, qualitative and quantitative; interviewing skills, good observation skills. Assisting with the analysis and preparation of recommendations that will drive greater sales and growth of the client. Ensure effective and frequent communication with internal and external stakeholders by sharing detailed work plans, and meeting minutes. Lead primary and secondary research to arrive at insights required to solve problems. Contribute to problem-solving and ideating for solutions through different frameworks, creating and validating hypotheses. Create reports and tools to inform the effectiveness of the project. Document learnings to create reusable knowledge from the project. Go beyond own deliverables to support others in the team or the larger organization where required. Interview the client's employees, management team and other stakeholders. Implement recommendations or solutions and ensure the client receives the necessary assistance to carry it all out.

As the Chief Accounting Officer (CAO), your main responsibility is to oversee the entire accounting function, ensuring financial integrity, regulatory compliance, and efficient financial operations. You will play a crucial role in financial reporting, tax planning, audit management, and system optimization, particularly focusing on SAP implementation and utilization. Your extensive experience in accounting, finance, taxation, and ERP systems, especially SAP, will be essential to success in this role. Additionally, being well-versed in Indian Accounting Standards (Ind AS), IFRS, and other regulatory requirements is crucial. **Key Responsibilities:** - **Financial Reporting & Compliance** - Oversee the preparation and review of financial statements, balance sheets, profit & loss accounts, and cash flow statements in compliance with Ind AS, IFRS, and Companies Act. - Lead monthly, quarterly, and annual financial reporting processes, ensuring accuracy and completeness. - Ensure compliance with tax laws, regulatory filings (GST, TDS, income tax, ROC, etc.), and statutory reporting requirements. - Liaise with external and internal auditors to ensure smooth completion of audits. - **Accounting Operations & Process Optimization** - Manage consolidation of financial statements across multiple entities and business verticals. - Implement cost control strategies to optimize financial efficiency. - Improve financial operations through automation and process optimization in SAP ERP. - **SAP & ERP Management** - Drive SAP ERP implementation, migration, and optimization for financial and accounting functions. - Work closely with IT and finance teams to enhance SAP FI/CO module performance. - Train accounting teams on SAP functionalities for smooth adaptation and usage. - **Taxation & Compliance** - Manage GST compliance, TDS calculations, tax return filings, and assessments. - Oversee direct and indirect tax planning, optimizing tax positions. - Handle tax disputes and ensure adherence to transfer pricing regulations. - **Treasury & Cash Flow Management** - Supervise cash flow forecasting, working capital management, and banking relationships. - Ensure effective fund management, cash optimization, and investment strategies. - **Leadership & Stakeholder Management** - Lead and mentor the finance and accounting team for professional development. - Collaborate with CFO, auditors, tax consultants, and regulatory bodies for financial decision-making. - Provide financial insights and strategic recommendations to executive leadership. **Qualifications Required:** - Chartered Accountant (CA) qualification. - 15+ years of experience in corporate accounting, financial reporting, and taxation. - Strong experience in SAP (FI/CO module), Ind AS, IFRS, and direct/indirect taxation. - Experience in manufacturing, energy, infrastructure, or large corporate setup is preferred. This role requires expertise in SAP ERP (FI/CO Module), accounting software, financial analytics, Ind AS, IFRS, Income Tax Act, GST, and Companies Act. Strong analytical, leadership, team management, and communication skills are essential for effective stakeholder management.,

As a B2B Sales Executive/Manager in the Electrical Industry in Surat, Gujarat, your focus will be on home automation, industrial automation, and lighting. Your target clients will include architects, builders, contractors, interior designers, and OEMs. **Key Responsibilities:** - **Business Development:** - Identify and target potential B2B customers in industries like home automation, industrial automation, and lighting. - Actively reach out to architects, builders, interior designers, and contractors to generate business leads. - Conduct site visits, product demos, and client meetings to understand project needs and offer tailored electrical solutions. - **Client Relationship Management:** - Build and maintain strong professional relationships with decision-makers and influencers in the construction and interior design sectors. - Collaborate with channel partners and consultants for long-term business engagement. - **Sales & Marketing Activities:** - Achieve monthly and quarterly sales targets. - Participate in exhibitions, trade shows, and local industry events to network and promote the brand. - Prepare proposals, quotations, and handle negotiation and closure of deals. - **Market Intelligence:** - Track competitor activity, pricing trends, and customer preferences. - Provide insights to the management team for strategic decisions and product development. - **Reporting & Documentation:** - Maintain regular MIS reports and CRM entries. - Ensure timely follow-ups, order processing, and after-sales coordination. **Qualifications Required:** - Bachelor's degree required - Minimum of 2 years of B2B sales experience In addition to the above responsibilities, the company offers benefits such as health insurance, life insurance, and provident fund. Your role will require in-person work in Surat. Apply now and showcase your experience in B2B sales to excel in this dynamic role in the Electrical Industry.,

As a Sales Executive for Grundfos Make Pumps/Hydro pneumatic systems, your role involves engaging in institutional/project sales of Grundfos Pumps within various sectors such as commercial projects, residential buildings, townships, hostels, hospitals, and hotels. You will be responsible for establishing and maintaining relationships with consultants, architects, and builders to drive sales growth. Key Responsibilities: - Develop a strategic business plan to drive organizational sales, focusing on sales, revenue, and expense controls. - Meet and exceed planned sales goals to contribute to the overall success of the company. - Track sales targets regularly and report on progress as needed. - Collaborate with the marketing team to generate leads and create effective marketing strategies. - Attend ongoing training sessions to stay updated on sales techniques and product knowledge. - Motivate and mentor your sales team, providing guidance and product education to enhance their performance. - Act as a brand ambassador by promoting the organization and its products effectively. - Achieve sales targets specifically for the product segment-CBS. Qualifications Required: - Prior experience in sales within the pump industry or related field is preferred. - Strong communication and interpersonal skills to build and maintain client relationships effectively. - Proven track record of meeting and exceeding sales targets. - Ability to work collaboratively with cross-functional teams to achieve common goals. - Knowledge of the Gujarat sales area would be advantageous. If there are any additional details about the company in the job description, please provide them for a comprehensive understanding of the organization.,

As a Transaction Manager - Sourcing/Closing - Real Estate at SPACE ROOTS Property Consultant in Surat, Gujarat, your primary responsibility will be to source leads, convert them into clients, manage client relationships, offer end-to-end support, and achieve sales targets. You will collaborate with cross-functional teams to ensure client requirements are fulfilled. - Source leads and convert them into clients - Manage client relationships and provide end-to-end support - Achieve sales targets - Collaborate with cross-functional teams to fulfill client requirements To excel in this role, you must hold a Bachelor's degree or higher in Sales, Marketing, Business Administration, or a relevant field. It is mandatory to have proven experience as a Sales Manager within the real estate industry. Your success will depend on your understanding of sales, negotiation, and customer service principles, along with the ability to meet and exceed sales targets. - Bachelor's degree or higher in Sales, Marketing, Business Administration, or related field - Proven experience as a Sales Manager in real estate industry - Understanding of sales, negotiation, and customer service principles - Ability to meet and exceed sales targets You should possess excellent communication and interpersonal skills to build and maintain strong relationships with clients. Proficiency in Microsoft Office Suite and CRM software is essential. Moreover, you must stay informed about current market trends, demonstrate commercial awareness, and be willing to learn and adapt to new technologies and sales strategies. - Excellent communication and interpersonal skills - Proficiency in Microsoft Office Suite and CRM software - Stay informed about current market trends - Demonstrate commercial awareness - Willingness to learn and adapt to new technologies and sales strategies A valid driver's license and access to your own vehicle are required for this position. By joining our team, you will play a crucial role in providing top-notch real estate solutions to our clients in Residential, Commercial, Retail, Project Marketing, and Warehousing Segments for Buy, Sell, Lease & Investment. Your efforts will contribute towards delivering the best agency experience to our clients.,

As a Tendering Manager at our company, your primary responsibility will be to identify and track tender opportunities in Defence, PSU, and corporate sectors through online portals. You will be required to review RFPs/RFQs and understand technical, commercial, and legal requirements. Your role will also involve preparing and submitting technical and financial proposals within specified deadlines, ensuring compliance with all tender guidelines, especially PSU and GeM portal requirements. Furthermore, you will be expected to coordinate with internal teams to gather accurate inputs for proposals, prepare BOQs and costing sheets to ensure competitive and profitable bids, and maintain records of submitted tenders, approvals, and communications for audit purposes. It will also be your responsibility to lead and manage the tendering team, ensuring timely and high-quality output, as well as building strong relationships with clients, consultants, and vendors for long-term business success. Additionally, you will need to monitor market trends and report performance insights to senior management. Qualifications required for this position: - Diploma in Electrical / Electronics / Civil or Btech / B.E - Minimum 3 years of experience in tendering, or technical sales within the service industry No additional details of the company are mentioned in the job description.,