At TrueShield.ai, we are redefining the methods by which financial institutions and businesses process, analyze, and safeguard their financial data.
Our platform is an all-in-one AI-driven solution designed to simplify bank statement processing, generate actionable financial insights, and provide advanced fraud protection.to deliver intuitive, user-friendly, and visually appealing digital experiences.
If you are passionate about fintech, AI innovation, and helping businesses grow through intelligent automation -- this is the role for you.
Key Responsibilities
Lead Generation & Prospecting
Identify and target potential clients across fintech, banking, and business sectors through research, LinkedIn outreach, cold calling, and networking.
Develop and maintain a consistent pipeline of qualified leads to achieve business growth targets.
Research client organizations to understand their financial data processing and security needs.
2. Client Engagement
Build strong relationships with prospective and existing clients, including finance heads, business owners, and compliance managers.
Conduct meetings, presentations, and product demos to showcase TrueShield.ai's capabilities.
Understand client requirements and provide tailored solutions to improve financial operations and safeguard data.
3. Sales & Negotiation
Manage the complete sales cycle--from prospecting to negotiation and closure.
Collaborate with internal technical and marketing teams to prepare customized proposals.
Negotiate pricing, terms, and contracts to ensure mutually beneficial agreements.
4. Market Research & Competitor Analysis
Stay updated on fintech trends, financial data solutions, and competitor offerings.
Identify new market opportunities and recommend strategies for expansion.
Provide insights to management to refine sales approaches and product positioning.
5. Sales Targets & Reporting
Achieve and exceed monthly and quarterly sales targets.
Maintain accurate records of all client interactions and leads in CRM systems.
Provide regular performance reports to the management team.
6. Collaboration & Teamwork
Work closely with the marketing team to execute lead generation campaigns.
Collaborate with product and customer success teams to ensure smooth client onboarding and satisfaction.
Job Type: Full-time
Pay: ₹30,000.00 - ₹50,000.00 per month
Benefits:
Flexible schedule
Health insurance
Provident Fund
Work Location: In person
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