Sales Executive(IT)

Location: Mumbai

Department: International Business Relations

Industry: Financial Services / Proprietary Trading

Experience Level: Entry-level / Fresher-friendly

Position Overview Are you passionate about global markets, trading strategies, and client relations? We are looking for a sharp, finance-savvy Business Coordinator who will be the first point of contact for our international clients – including top-tier traders and researchers from across the globe. This role blends client-facing communication, market intelligence, and business strategy. As the bridge between clients and leadership, you'll be responsible for profiling client strategies, building strong relationships, and translating insights into actionable inputs for our management team.

Key Responsibilities

• Client Engagement & Strategy Mapping
• Represent the firm during introductory meetings with international clients.
• Understand and map out their trading styles, strategies, and business needs.
• Build lasting professional relationships with traders, quants, and fund managers.
• Business Analysis & Reporting
• Gather detailed insights on client portfolios, market behavior, and trading logic.
• Prepare structured reports and strategic briefs for senior management.
• Maintain well-documented, real-time client interaction logs.
• Meeting & Communication Management
• Coordinate internal and external meetings, ensuring smooth handovers to management.
• Liaise with HR and internal teams to ensure timely follow-ups and client tracking.
• Market Intelligence & Research
• Interact with traders, analysts, and financial researchers to stay updated on market trends.
• Relay valuable intelligence to the management to inform growth strategies.
• Relationship Management
• Proactively address client inquiries and concerns with professionalism.
• Drive high levels of client satisfaction, fostering trust and long-term partnerships.

Who Should Apply?

• If you are pursuing or have completed: MBA in Finance (Full-time or Online) BAF, BBA (Finance), BMS (Finance) Or any finance-related degree with an interest in trading, markets, or client engagement And you have:
• Strong foundational knowledge of financial markets and trading instruments
• Excellent communication and interpersonal skills
• A flair for breaking down complex ideas into simple, structured reports
• Proficiency in MS Office (especially PowerPoint & Excel); familiarity with CRM tools is a bonus Key Skills & Competencies Analytical thinking & financial acumen
• Business communication & client rapport building
• Organizational efficiency & multitasking
• Cultural awareness & global mindset

Why Join Us?

1. Work with a globally diverse clientele and fast-paced financial professionals.
2. Be at the forefront of trading intelligence and strategic business communication.
3. Gain exposure to real-world markets, high-stakes decision-making, and global trading ecosystems
4. Grow with a company that values initiative, learning, and ownership.

• Assist in preparing invoices and processing billing-related documentation
• Respond to basic billing queries from customers via email or other support channel
• Support quote creation and pricing discussions by gathering required details
• Help maintain billing records, trackers, and revenue dashboards
• Coordinate with internal teams to ensure correct customer billing information
• Flag recurring billing issues and suggest improvements
• Escalate complex billing concerns to the Billing Specialist
• Ensure timely follow-ups on pending payments/information (where applicable)

Requirements

Must Have:

• Undergraduate degree in any discipline (finance-related preferred)
• Experience range: between 1-3 years
• Strong communication skills (written and verbal)
• Good numerical aptitude and comfort working with spreadsheets
• Strong attention to detail and accuracy in work
• Willingness to learn and ability to figure things out independently
• Basic understanding of billing, invoicing, or financial processes (internships count)

Good to Have (Preferred, not mandatory):

• Experience in customer-facing or billing support roles
• Exposure to SaaS billing, subscription models, or CRM/finance tools
• Familiarity with dashboards or reporting

About Optmyzr

Optmyzr is a fast-growing, profitable B2B SaaS startup. Our team includes talented individuals with experience at Google, Microsoft, Amazon, and other global tech companies. We move fast, take ownership, and continuously experiment to build the future of campaign management and optimization.

The most important qualities for success at Optmyzr: take ownership of your work and be willing to try new ideas—always.

We are an equal opportunity employer and value diversity!

Our client is a wellness startup based in Bengaluru, delivers personalized health services through its in-house clinics, with a focus on longevity and holistic well-being.

The Business Development Executive will:

• Be the first point of contact for potential clients.
• Explain Biopeak’s health programs.
• Understand client needs and connect them to the right experts.
• Schedule consultations, follow-ups, and support onboarding.
• Track leads, analyze sales funnel data, and meet conversion targets.
• Collaborate across sales, medical, and marketing teams.
• This role needs someone who’s a great communicator, comfortable with sales conversations, and ideally has interest in wellness/health.

What we are looking for

• Excellent spoken communication (clarity, confidence, empathy)
• Phone sales or inside sales experience
• Interest in health, wellness, or proactive medicine
• Ability to use Excel + AI tools for analysis

Comfort with fast-paced, startup environments

JD - API + Mobile testing (IOS)

• Strong experience in Manual Testing of Enterprise Class and Financial application and web portals.
• Expert in UI testing on multiple platforms and browsers, and API testing using Postman.
• Experience in UI Automation using tools like Selenium web driver and API Automation using Rest Assured framework with Java.
• Good Experience in Mobile App testing on iOS platform.
• Good to have exposure to Automation testing of mobile apps via Appium Exposure and know-how of performance testing and security testing
• tools.
• Good experience in understanding the requirements, deriving the goals and taking ownership of tasks.
• Knowledge of AWS / Cloud would be a plus.
• Should be self-driven engineer with desire to use practical and professional concepts in QA along with application of QA standards and
• procedures to resolve routine issues.
• Should be able to write use cases based on product requirements, execute them and report issues in bug tracking system.
• Should be self-starter, lead and self-contributing to the QA team. Helps QA community to learn Automation, impart necessary technical
• knowledge. Improve process and quality via test and process automation: defining right strategy and technology based on process and
• architecture assessment by engaging different roles and stakeholders.
• Deep practical experience with cutting edge tools for Web, Mobile, Desktop, DB and Web-service testing (Selenium, Katalon, Ready API/
• Postman etc.)
• Experience using SQL regarding writing and understanding queries and procedures.

Responsibilities:

• Take ownership of QA requirements and provide testing guidance to the technology team Lead and coordinate the application enhancement
• and tech ops testing activities with technology and business teams
• Should understand the requirement, design and develop the automation test cases
• Define and establish test strategy and process
• Understand complex nature of the application and come up with the test plan
• Should also work as Individual Contributor
• Participate in team communication and collaborate in planning activities, including stand-ups, iteration planning meetings (IPM), and
• retrospectives.
• Manage and communicate regular updates on project status (e.g., work completed, work in progress, next steps, risks, quality, KPIs, and
• costs) to stakeholders, peers, Product managers, QA Manager, and others.

Qualifications:

• Very good hands-on and good knowledge of backend testing procedures, API testing and UI Testing.
• Exposure to test management and bug tracking tool (like ALM, Testrail, X-Ray, JIRA or others), Agile methodologies.
• Knowledge regarding financial services, and workflows, payment gateways, e-wallets etc

Foreign Accounting experience compulsory (Night Shift)

Required Skills:

• Having experience on daily operations of the accounting in QuickBooks.
• Timesheets, Invoicing, Billing
• Month & Year-End Process.
• Accounts Payable/ receivable.
• Receipt & Payments.
• General Ledger
• Account Reconciliations
• Provide required accounting data and produce financial reports and statements
• Establish appropriate practices for collecting client financial information, analyzing, verifying, and reporting.

• Excellent written and verbal communication skill is a must.
• Candidate should be comfortable in US shifts.
• Preference will be given to first world educated candidates.

• Employee friendly Corporate Work culture
• Excellent Salary structure
• Timings are fixed (6:30 PM to 3:30 AM) with Saturday and Sunday Off.
• Best in class infrastructure
• In-House Meals are available.
• Strong recognition for our employees, giving them excellent career path.
• An outstanding opportunity to work with On-shore US clients.

Our growing company is in need of an experienced and resourceful Business Development Executive to develop and implement growth opportunities in existing and new markets. 

We're searching for professionals that have a solid track record of creating long-term value for organizations. 

- First and foremost, we- re looking for a leader who understands how to leverage real data and capitalize on business trends and opportunities. 

- Candidates should have strong communication and leadership skills, as well as the ability to manage a diverse team in an evolving industry landscape. Successful applicants should also be willing to travel.

- Oversee the sales process to attract new clients.

- Work with senior team members to identify and manage risks.

- Maintain fruitful relationships with clients and address their needs effectively.

- Research and identify new market opportunities.

- Prepare and deliver pitches to potential clients.