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RiskInfo.ai
Outbound Sales Representative – Financial ServicesRiskInfo.ai • hosur, India
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Outbound Sales Representative – Financial Services

Outbound Sales Representative – Financial Services

RiskInfo.ai • hosur, India
5 days ago
Job description

About the Role

We are looking for an SDR to join our business development function, focused on generating qualified meetings with senior decision-makers at financial institutions globally. Working directly with the Head of Business, your primary responsibility is outbound - researching target accounts, identifying the right contacts, and opening conversations that convert to meetings.


What You Will Be Doing

  • Researching target institutions - commercial and investment banks, traditional and alternative asset managers, and market infrastructure firms - to understand their business model, structure, and where our services are relevant
  • Identifying and engaging decision-makers across Front Office, Middle Office, Risk and Analytics, and Technology - typically at Director level and above
  • Executing structured outreach across email, LinkedIn, and phone, with messaging tailored to the account and the individual contact
  • Qualifying interest rigorously - success is measured by meeting quality, not outreach volume
  • Maintaining accurate CRM records and providing regular reporting on activity, pipeline status, and conversion performance
  • Iterating on outreach based on what the data shows - response rates, meeting conversion, and segment-level patterns


What We Are Looking For

  • 2- 6 years in an outbound SDR, business development, or lead generation role
  • Strong written and verbal English - clear, professional, and precise
  • Demonstrated ability to reach senior stakeholders through cold outreach and book qualified meetings
  • Comfortable owning KPIs and being accountable to performance targets
  • Familiarity with CRM and outreach tools - LinkedIn Sales Navigator, Apollo, or equivalent
  • Prior exposure to financial services, fintech, or analytics environments is an advantage, not a requirement
  • Willingness to work hours aligned to UK or US business hours depending on the target geography


What Good Looks Like

  • 15+ qualified meetings per month once fully ramped
  • Reliable CRM hygiene and consistent pipeline reporting
  • Outreach that improves measurably over time - based on conversion data, not guesswork
  • Enough working knowledge of financial services to hold a credible opening conversation with a senior buyer


Why RiskInfo

RiskInfo is a specialist financial industry advisory firm, working with global financial institutions on risk, analytics, and technology. This is a high-visibility role in a small commercial team, with direct exposure to senior client relationships and a clear path into broader sales or client-facing responsibilities.

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Outbound Sales Representative – Financial Services • hosur, India

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