Business Development Representative

Capsync; Surat; On-site; INR 500,000 - 800,000; Full time

Job summary

A growing SaaS company is seeking a Business Development Representative to drive pipeline growth. Responsibilities include identifying leads, conducting outreach, and nurturing relationships in the fintech sector. The ideal candidate has 1-3+ years of experience in a sales role, strong communication skills, and familiarity with CRM tools. Located in Surat, this is a full-time position with opportunities for growth.

Qualifications

• 1-3+ years of experience in a BDR, SDR, or inside sales role.
• Experience in fintech or SaaS preferred.
• Familiarity with financial products is a plus.

Responsibilities

• Research and identify new outbound leads.
• Conduct outreach via email, LinkedIn, and cold calls.
• Qualify inbound interest and maintain accurate records.

Skills

Strong communication skills

Consultative sales approach

Interest generation through outreach

Curiosity and willingness to learn

Tools

HubSpot

LinkedIn Sales Navigator

ZoomInfo

Job description

As a Business Development Representative at CapSync, you’ll play a critical role in driving pipeline growth. You will be responsible for identifying and engaging qualified prospects—primarily wealth management firms, outsourced finance teams, lenders, and family offices—introducing them to our core and white-label product offerings.

Job Title: Business Development Representative (BDR)
Employment Type: Full-time (WFO Only)
Experience Level: 1-3+ years of experience
Job Location: The Citadel, 6th Floor, 601-603, Adajan, Surat-395009 (Gujarat)

Key Responsibilities:

• Research and identify new outbound leads across target segments (RIAs, credit teams, multi-family offices, fintechs).
• Conduct outreach via email, LinkedIn, and cold calls to schedule discovery calls and demos.
• Qualify inbound interest and maintain accurate records in the CRM (HubSpot).
• Collaborate with Sales and Marketing to refine outreach strategies and messaging.
• Nurture relationships with prospects to build trust and move them through the funnel.
• Report on KPIs including outreach volume, meetings booked, and conversion rates.
• Stay informed on industry trends in fintech, wealth management, and financial software.

What We’re Looking For:

• 1–3+ years of experience in a BDR, SDR, or inside sales role (fintech or SaaS preferred).
• Strong communication skills—both written and verbal—with a confident, consultative tone.
• Proven ability to generate interest through personalized outreach.
• Curious mindset with a strong desire to learn and grow within a sales organization.
• Familiarity with tools like HubSpot, LinkedIn Sales Navigator, and ZoomInfo is a plus.
• Bonus if you have exposure to financial products, CRM software, or wealth tech clients.