Role Objective The Business Associate (L1) is responsible for generating and handling leads, conducting client meetings, coordinating proposals, and building a strong sales pipeline through both self-generated and assigned opportunities. 1. LEAD GENERATION (SELF + SUPPORT) • The individual shall actively generate own leads through calls, references, site visits, and industry contacts. • The individual must not depend solely on L1 and should contribute independently to pipeline creation. • The individual shall ensure that self-generated leads are relevant, serious, and aligned with company business. • The individual must continuously work on building a personal network of clients, consultants, and contractors. • The individual shall maintain a record of all self-generated leads in the tracking system. 2. LEAD HANDLING & QUALIFICATION 6. The individual shall handle leads (self-generated + assigned) and ensure proper qualification before proceeding. 7. The individual must identify project scope, budget, timeline, and seriousness of the client. 8. The individual shall filter out low-potential leads to focus on high-value opportunities. 9. The individual must ensure that all qualified leads are properly tracked and updated. 3. CLIENT MEETINGS & INTERACTION 10. The individual shall conduct regular client meetings (online or site visits). 11. The individual must ensure proper preparation before meetings with clear understanding of project requirements. 12. The individual shall present company profile, past work, and solutions confidently. 13. The individual must ensure accurate capture of client requirements during discussions. 14. The individual shall maintain strong and professional client relationships. 4. PIPELINE CREATION & MANAGEMENT • The individual shall build and maintain a strong pipeline of opportunities with defined value (₹). • The individual must ensure pipeline includes both:  Self-generated leads  Assigned leads • The individual shall track each opportunity through stages:  Lead  Meeting  Proposal  Negotiation • The individual must ensure no opportunity remains inactive without follow-up. • The individual shall maintain minimum pipeline value as defined by management (typically 2–3x target). 5. PROPOSAL COORDINATION 20. The individual shall coordinate with the Cost Engineering team for proposal preparation. 21. The individual must ensure complete and correct information is shared with estimation team. 22. The individual shall ensure timely submission of proposals to clients. 23. The individual must review proposals before submission for accuracy and alignment with requirement. 24. The individual shall ensure consistent follow-up after proposal submission. 6. FOLLOW-UP & CLIENT ENGAGEMENT 25. The individual shall maintain continuous follow-up at every stage of the pipeline. 26. The individual must ensure that client communication is regular and professional. 27. The individual shall ensure that client queries are addressed promptly. 28. The individual must manage multiple leads effectively without delay or confusion. 7. CONVERSION SUPPORT 29. The individual shall actively support L3 and Lead in moving opportunities towards closure. • The individual must provide all required data, documents, and clarifications during negotiation stage. • The individual shall work on reducing delays between proposal and closure stages. 8. REPORTING & TRACKING (WITHOUT CRM) 32. The individual shall maintain a pipeline tracking sheet (Excel) for all leads and opportunities. 33. The individual must update status of each opportunity regularly. 34. The individual shall submit daily activity report and weekly pipeline report. 35. The individual must ensure accuracy and consistency in reporting. 9. INTERNAL COORDINATION 36. The individual shall coordinate with:  Estimation team for proposals  Design team for technical clarity  Accounts team for commercial understanding 37. The individual must ensure smooth flow of information between client and internal teams. 38. The individual shall avoid miscommunication or incomplete requirement sharing. 10. PERFORMANCE IMPROVEMENT 39. The individual shall continuously improve client handling, negotiation understanding, and technical knowledge. 40. The individual must aim to increase personal contribution to pipeline and conversion. 41. The individual shall work towards progressing to L3 (closing role). 11. DISCIPLINE & COMPLIANCE 42. The individual shall follow all company sales processes and reporting systems. 43. The individual must attend weekly review meetings and present pipeline clearly. 44. The individual shall maintain professional discipline in all responsibilities. �� PERFORMANCE EVALUATION CRITERIA Evaluation will be based on:  Self-generated leads  Qualified leads handled  Client meetings conducted  Pipeline value created (₹)  Proposal coordination efficiency  Follow-up discipline  Support in conversion  Reporting accuracy Company: Acme HR Consulting Experience: 8–12 years Location: Thane Employment Type: Full-time Salary: Negotiable (based on experience & skills) How to Apply Send your updated resume to: [email protected] [email protected] Contact Us 79866-94813 79866-43012