Associate - B2B

Pocketful; Delhi; On-site; INR 550,000 - 950,000; Full time

Job summary

Pocketful is seeking a driven Sales Agent – B2B to support corporate client acquisition and revenue generation in Delhi. The role involves prospecting, engaging, and converting potential clients while managing the full sales cycle from outreach to deal closure.

The ideal candidate will be hands-on, target-driven, and comfortable in a fast-paced fintech environment, comfortable with CRM tools and client onboarding.

Qualifications

• 0–3 years of experience in B2B sales / business development / client acquisition.
• Strong communication and interpersonal skills.
• Basic understanding of sales processes and client handling.
• Ability to work in a target-driven environment.

Responsibilities

• Lead Generation & Prospecting: identify and generate new B2B leads and maintain a healthy pipeline.
• Client Engagement & Relationship Management: build relationships with corporate clients and key stakeholders.
• Compliance & Process Adherence: follow SEBI regulations, KYC norms, and internal policies.
• Reporting & Coordination: maintain CRM records, track performance, and coordinate with operations and compliance.
• Reporting & Performance Management: provide sales metrics and participate in business reviews.

Skills

Strong communication

Interpersonal skills

Target-driven

CRM familiarity

Tools

CRM tools

Lead tracking systems

Job description

We are looking for a driven and execution-focused Sales Agent – B2B to support corporate client acquisition and revenue generation. This role involves actively prospecting, engaging, and converting potential clients while supporting the overall B2B sales pipeline. The ideal candidate will be hands-on, target-driven, and comfortable working in a fast-paced sales environment.

Key Responsibilities

Lead Generation & Prospecting

Identify and generate new B2B leads through outbound outreach, referrals, and market research

Build and maintain a healthy pipeline of prospective clients

Conduct initial outreach via calls, emails, and meetings

Support the end-to-end sales cycle, including pitching, follow-ups, and deal progression

Assist in preparing client presentations, proposals, and commercial discussions

Ensure timely follow-ups and movement of leads through the pipeline

Client Engagement & Relationship Management

Build and maintain relationships with corporate clients and key stakeholders

Understand client requirements and align them with relevant financial products

Ensure a positive client onboarding experience

Stay updated on market trends, competitor offerings, and client needs

Share insights with the sales team to improve targeting and outreach strategies

Compliance & Process Adherence

Ensure adherence to SEBI regulations, KYC norms, and internal compliance policies

Follow defined sales processes and maintain accurate documentation

Reporting & Coordination

Maintain accurate records of leads, interactions, and deal status in CRM systems

Track daily and weekly performance metrics and report progress to the Sales Lead

Coordinate with internal teams (operations, compliance) for smooth onboarding

Reporting & Performance Management

Track and report sales performance, pipeline metrics, and revenue forecasts

Maintain structured MIS and dashboards for leadership review

Participate in business reviews, planning, and strategy discussions

Required Skills & Qualifications

0–3 years of experience in B2B sales / business development / client acquisition

Strong communication and interpersonal skills

Basic understanding of sales processes and client handling

Ability to work in a target-driven environment

Preferred (Good to Have)

Exposure to financial services, fintech, or broking industry

Familiarity with CRM tools and lead tracking systems

Understanding of capital market products (Equity, F&O, MF, etc.)

High energy and execution focus

Strong follow-up and persistence

Learning agility and adaptability

Team collaboration and coordination

Why Join Us

Opportunity to build a career in B2B sales within fintech and capital markets

Hands‑on exposure to client acquisition and deal execution

Work with a high-growth, performance-driven team

Incentive-driven role with strong learning curve

Pocketful is an advanced trading platform that empowers traders with cutting‑edge technology. We provide innovative tools and resources to make trading more accessible and practical.

Pocketful Fintech Capital Private Limited (CIN U65999DL2021PTC390548):
The SEBI Registration No. allotted to us is INZ000313732.
NSE Member Code: 90326| BSE Member Code: 6808| MCX Member Code: 57120
DP CDSL: 12099800
Compliance Officer : Mr. Randhir Kumar Chaudhari
Tel no: 011- 49022222 / 011-49022277
Email: [e-mail]
Registered Address/Correspondence Address: C- 3, Ground Floor, Okhla Industrial Area, Phase - 1, New Delhi - 110020
For any complaints, drop us an email [e-mail]
Procedure to file a complaint on SEBI SCORES : Register on SCORES portal. Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, E-mail ID.
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The brand name Pocketful and logo is in process of trademarks registration. The cost-effective brokerage plans make Pocketful a trustworthy and reliable online stock broker. Available on both the web and mobile, it offers unmatched convenience to traders. If you are considering opening......
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