B2B Sales Development Representative

About the Role

Cognerium AI, an Agentic AI ERP platform specialized for the financial industry, seeks a motivated B2B Sales Development Representative based in Hyderabad. The candidate will be responsible for generating qualified sales leads and scheduling meetings by targeting financial institutions.

Key Responsibilities

• Conduct thorough research to identify wealth management firms, Registered Investment Advisors (RIAs), banks, credit unions, broker-dealers, and similar financial entities.
• Pinpoint and connect with decision-makers such as CEOs, Presidents, Heads of Wealth, Digital, Technology, and Business leaders.
• Engage potential clients via LinkedIn, email, telephone, events, and other outreach methods.
• Build and nurture relationships through regular follow-ups until prospects are ready to engage in conversations.
• Assess prospects’ compatibility based on their business needs, decision-making power, and level of interest.
• Arrange meetings and product demos with Cognerium's leadership team once prospects are qualified.
• Maintain accurate records of prospect details, outreach efforts, follow-ups, and meetings in the CRM system.

Candidate Profile

• At least 3 years of experience in B2B sales, presales, business development, or lead generation.
• Background in financial services, FinTech, WealthTech, banking, or wealth management is preferred.
• Excellent skills in research, written communication, and relationship building.
• Confidence and ability to engage directly with senior and C-level executives.
• Strong persistence and discipline in following up with prospects.

Success Criteria

The primary metric for success in this role is the consistent generation of qualified meetings with key decision-makers across targeted financial institutions.