At a Glance
- Tasks: Support business growth through lead generation, client outreach, and pipeline management.
- Company: Join Rocketfin Consulting Ltd, a dynamic firm in the financial services sector.
- Benefits: Enjoy hybrid working, 25 days leave, mentorship, and professional development.
- Other info: Be part of an inclusive team that values diverse backgrounds and perspectives.
- Why this job: Make an impact in a relationship-driven environment with real career progression.
- Qualifications: Strong communication skills and a keen interest in sales and finance.
The predicted salary is between 25000 - 32000 € per year.
The Sales & Business Development Executive is an entry-level commercial role responsible for supporting the growth of Rocketfin Consulting Ltd through lead generation, client outreach, and pipeline management. Working closely with senior leadership, you will play a key role in identifying new business opportunities, nurturing client relationships, and contributing to the firm's commercial strategy. A key differentiator for this role is the ability to engage credibly with professionals in financial services — particularly within capital markets — and to confidently demonstrate and present the Rocketfin platform to prospective clients. The successful candidate will be comfortable operating in a relationship‑driven environment where trust, domain knowledge, and professional presence matter. This role offers significant scope for development and progression for the right candidate.
WHAT YOU'LL DO
- Business development & lead generation
- Research and identify prospective clients across target sectors, focusing on capital markets participants including brokers, banks, asset managers, and trading firms
- Generate new leads through targeted outreach, networking, LinkedIn, and industry events
- Qualify inbound and outbound leads and manage initial client contact
- Maintain an accurate, up-to-date pipeline in the CRM system
- Pitches & presentations
- Deliver compelling presentations of Rocketfin's services tailored to client-specific workflows and pain points
- Support senior team members in preparing and delivering client proposals
- Assist in pitch decks, tender documents, and RFP responses
- Adapt messaging for varied audiences — trading desk, ops team, or C‑suite stakeholders
- Follow up on proposals and manage communication throughout the sales cycle
- Networking & relationship building
- Proactively build a trusted network across front‑office, operations, and technology functions in financial services
- Represent Rocketfin at industry events, conferences, and forums
- Support account management activity to identify upselling and cross‑selling opportunities
- Monitor industry trends, regulatory developments, competitor activity, and market movements relevant to capital markets participants
- Provide insight to support sales strategy and go‑to‑market planning
- Contribute ideas to internal strategy and business development meetings
WHAT WE'RE LOOKING FOR
- Strong written and verbal communication skills with a confident, professional manner
- A commercial mindset with a genuine interest in sales and business development
- Working knowledge of financial services workflows, particularly within capital markets (e.g. trade lifecycle, brokerage operations, settlement) — gained through work experience, education, or personal interest
- Ability to present and explain complex platforms or concepts clearly to varied audiences
- Highly organised with strong prioritisation skills and the ability to meet deadlines
- Self‑motivated and results‑driven with a proactive approach to work
- Ability to build rapport and maintain positive working relationships
- Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook)
Desirable nice to have
- Previous experience at or working alongside a broker, bank, exchange, or capital markets firm (e.g. in sales, operations, trading support, or client services)
- Experience using CRM software such as HubSpot or similar
- Familiarity with LinkedIn Sales Navigator or equivalent prospecting tools
- A degree in finance, economics, business, or a related discipline — not essential
- Experience delivering platform or software demonstrations to clients
- An existing network within financial services that can be leveraged for business development
BENEFITS
- Hybrid working — London office and remote
- 25 days annual leave + UK bank holidays
- Structured onboarding and mentorship from senior leadership
- Training and professional development support
- Regular performance reviews with a clear progression pathway
EQUAL OPPORTUNITIES
Rocketfin Consulting Ltd is an equal opportunities employer. We are committed to creating an inclusive environment and welcome applications from candidates of all backgrounds, regardless of age, disability, gender, race, religion or belief, sex, or sexual orientation.
Sales & Business Development Executive in Liverpool employer: RocketFin Inc
Rocketfin Consulting Ltd is an exceptional employer that prioritises employee growth and development, offering structured onboarding and mentorship from senior leadership. With a hybrid working model based in London, employees enjoy a supportive work culture that fosters collaboration and innovation, alongside 25 days of annual leave and regular performance reviews to ensure clear progression pathways. The opportunity to engage with professionals in the financial services sector and contribute to the firm's commercial strategy makes this role both meaningful and rewarding.
StudySmarter Expert Advice🤫
We think this is how you could land Sales & Business Development Executive in Liverpool
✨Tip Number 1
Get your networking game on! Attend industry events, conferences, and forums where you can meet potential clients and professionals in financial services. Building relationships is key, so don’t be shy—introduce yourself and start conversations!
✨Tip Number 2
Leverage LinkedIn to its fullest! Use it for targeted outreach and to connect with decision-makers in capital markets. Share insightful content related to the industry to showcase your knowledge and engage with your network.
✨Tip Number 3
Practice your pitch! Tailor your presentations to address specific client pain points and workflows. The more confident and clear you are in presenting Rocketfin's services, the more likely you’ll impress potential clients.
✨Tip Number 4
Stay organised! Keep your CRM up-to-date and manage your pipeline effectively. This will not only help you track leads but also show your professionalism when following up with clients. Remember, we’re all about making a great impression!
We think you need these skills to ace Sales & Business Development Executive in Liverpool
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Sales & Business Development Executive role. Highlight your relevant skills and experiences, especially those related to financial services and client engagement. We want to see how you can contribute to our growth!
Show Off Your Communication Skills:Since strong written and verbal communication is key for this role, ensure your application reflects that. Use clear, concise language and demonstrate your ability to explain complex concepts simply. This will help us see your potential in engaging with clients.
Highlight Your Commercial Mindset:We’re looking for candidates with a genuine interest in sales and business development. In your application, share any relevant experiences or projects that showcase your commercial awareness and proactive approach. Let us know how you think about business opportunities!
Apply Through Our Website:To make sure your application gets the attention it deserves, apply directly through our website. This way, we can easily track your application and get back to you faster. Plus, it shows you're keen on joining our team at Rocketfin!
How to prepare for a job interview at RocketFin Inc
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of financial services, especially capital markets. Understand the trade lifecycle and brokerage operations so you can speak confidently about how Rocketfin's platform fits into these workflows.
✨Tailor Your Pitch
Prepare to deliver a compelling presentation that showcases Rocketfin's services. Think about how to adapt your messaging for different audiences, whether it's a trading desk or C-suite stakeholders. Practise explaining complex concepts in simple terms.
✨Network Like a Pro
Show your proactive side by discussing how you've built relationships in the financial services sector. Mention any relevant networking events you've attended or connections you've made, as this demonstrates your ability to engage credibly with professionals.
✨Be Organised and Results-Driven
Highlight your organisational skills and your approach to managing leads and client communications. Share examples of how you've prioritised tasks in the past and achieved results, as this will resonate well with the role's focus on pipeline management.
