Sales Development Representative

Sales Development Representative (SDR) – US Financial Services and Wealth Management IT Services

Location: Gurgaon, Haryana, India — working in the US time zone | Experience: Junior / Entry Level (0–3 years)

About the Company

Established in 2011 and headquartered in Florham Park, New Jersey, our company delivers technology solutions and services for financial services and wealth management organizations. We help clients address complex business and technology needs through practical, industry-focused capabilities that support stronger operations, better client experiences, and sustainable growth. The company operates across financial services and wealth management technology, giving commercial teams the opportunity to engage with senior stakeholders on meaningful transformation priorities rather than transactional software sales. This role will join a US-facing growth organization while being based in Gurgaon, collaborating across geographies and working directly with teams serving the American market. We are an inclusive, employee-first firm that values diverse perspectives, respectful collaboration, and equal opportunity for people to grow and contribute. Our environment also values disciplined execution, clear communication, consultative thinking, and measurable commercial outcomes. As an SDR, you will help build the top of the revenue funnel by identifying relevant accounts, creating informed conversations, and connecting qualified prospects with experts who can solve business-critical technology challenges.

About the Role

As a Sales Development Representative, you will own the creation of qualified US-market pipeline for financial services and wealth management IT services. You will research target accounts, identify relevant decision-makers, and initiate thoughtful outreach through email, phone, LinkedIn, and other approved channels. Your goal is not simply to increase activity; it is to create credible business conversations around technology, operational, and growth priorities. You will qualify inbound and outbound opportunities, capture accurate context in the CRM, and schedule productive meetings for account executives or consulting leaders. Working in the US time zone from Gurgaon, you will collaborate with globally distributed colleagues and maintain high standards for responsiveness, preparation, and follow-through. Success will be measured through qualified meetings, opportunity conversion, data quality, account coverage, and contribution to revenue pipeline.

Key Responsibilities

• Own outbound prospecting across US financial services and wealth management accounts, using account research to prioritize organizations with relevant business or technology needs.
• Build and maintain high-quality target-account lists, identifying executives and influencers across technology, operations, digital, data, and business functions.
• Execute personalized outreach through phone, email, LinkedIn, and approved sales tools, translating company capabilities into concise, prospect-relevant business messages.
• Qualify responses against agreed criteria, uncovering business priorities, current challenges, timing, stakeholders, and potential fit before advancing opportunities.
• Schedule well-prepared discovery meetings for account executives and subject-matter leaders, ensuring every handoff includes relevant account and conversation context.
• Maintain accurate CRM records, activity history, contact data, next steps, and pipeline stages so leadership can rely on transparent funnel reporting.
• Partner with marketing and sales teams to test messaging, share market feedback, improve campaign performance, and increase qualified pipeline conversion.
• Consistently achieve agreed performance targets while protecting prospect experience through professional, relevant, and timely communication.

Essential Skills & Technologies

• Strong written and verbal communication skills, with the ability to engage US-based business and technology stakeholders in clear, credible, outcome-oriented conversations.
• Demonstrated interest in financial services, wealth management, enterprise technology, consulting, or B2B services, with the curiosity to learn industry-specific terminology and priorities.
• Comfort using CRM and sales-engagement platforms, researching accounts online, managing structured activity, and interpreting basic funnel or conversion metrics.
• Organized, resilient, and coachable working style, with the discipline to manage repetitive prospecting while continuously improving messaging and qualification quality.
• Willingness and ability to work consistently in the US time zone from Gurgaon, collaborating effectively with distributed teams and maintaining dependable follow-through.

Additional Plus

• Internship or early experience in B2B sales, inside sales, lead generation, business development, recruitment, consulting, or financial services client engagement.
• Familiarity with Salesforce, HubSpot, Outreach, Salesloft, LinkedIn Sales Navigator, or comparable prospecting and revenue-development tools.
• Exposure to wealth management, banking, capital markets, insurance, fintech, or enterprise IT services and an interest in how technology changes these sectors.

What You'll Bring

You will bring a growth mindset, strong communication fundamentals, and the persistence required to create opportunities in a complex B2B market. You can learn an unfamiliar industry quickly, understand how financial services and wealth management organizations operate, and connect technology capabilities to practical business outcomes. You are comfortable researching accounts before reaching out, tailoring messages for different stakeholders, and asking thoughtful questions rather than relying on generic scripts. You take ownership of your activity and results, while remaining open to coaching, experimentation, and feedback. You are organized enough to keep CRM data accurate and disciplined enough to follow a structured sales process across a high-volume account universe. You communicate confidently with US-based prospects, manage conversations professionally, and know when to involve a senior seller or subject-matter expert. You value inclusive workplaces where colleagues with different backgrounds and perspectives are respected. Most importantly, you are motivated by measurable progress: stronger conversations, better-qualified meetings, improved conversion, and a growing contribution to the company’s US-market pipeline.

Why Join Us

• Build a career in consultative B2B technology sales while gaining direct exposure to financial services and wealth management decision-makers in the US market.
• Join an inclusive, employee-first firm where diverse perspectives are respected and people are encouraged to develop, contribute, and reach their potential.
• Work with experienced sales, consulting, and technology professionals who can help you develop account research, executive communication, qualification, and commercial judgment.
• Own a measurable contribution to growth from day one, with clear visibility into how disciplined prospecting becomes qualified pipeline, client conversations, and revenue.

What We Offer

• Gurgaon-based role aligned to the US time zone, offering meaningful collaboration with US stakeholders and experience working in a globally connected commercial environment.
• Structured exposure to financial services and wealth management technology, including coaching on industry context, messaging, prospect qualification, and sales execution.
• An inclusive and collaborative workplace where respectful teamwork, equal opportunity, and individual development support long-term professional growth.
• Opportunity to grow within an established company serving a specialized market, with performance recognized through measurable contribution to pipeline and business development outcomes.