Abhinav Thakur Business systems · BD · AI marketing
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Case study 01 · Business development

International B2B business development

Direct conversations with prospective B2B clients in France, Canada, Malaysia and the UAE about SaaS, BaaS and payment-infrastructure products — from first call to qualified opportunity.

Role
Business development
Company
Royal Bank Pacific · RBP Finivis
Markets
France · Canada · Malaysia · UAE
Products
SaaS · BaaS · payment infrastructure
Period
May 2025 – Present

Tools

  • Zoho CRM
  • LinkedIn
  • Email
  • Video calls
  1. 01France
  2. 02Canada
  3. 03Malaysia
  4. 04UAE

SaaS · BaaS · payment infrastructure

01

Overview

Much of my client-facing work has been with businesses outside India — companies evaluating software, BaaS (banking-as-a-service: banking capabilities a company builds into its own product) and payment infrastructure. The person on the other side is usually a founder or a senior decision-maker, and the conversation crosses time zones, cultures and very different regulatory backgrounds.

My job is to turn interest into a clear, qualified opportunity: understand what they’re trying to build, explain what the product actually does for them, and keep the conversation moving until there’s a real decision to make.

02

The challenge

Infrastructure is hard to buy. Before a prospect can say yes, they need to know:

  • what they’d be responsible for, and what the provider handles;
  • how compliance and onboarding work in their market;
  • what it takes to go live, and what they’d need to provide.

A pitch that skips any of these doesn’t fail on the call — it stalls weeks later. So the work is less about presenting and more about asking the right questions early.

03

What I did

  • Ran first conversations and discovery — their customers, current systems, licences, constraints and what they wanted to launch.
  • Explained the product in their terms — what changes for them, what stays with the platform, and where the responsibility sits.
  • Mapped needs to an offer — for example, a fully branded platform versus an API integration.
  • Handled commercial follow-up — written recaps, answers to open questions and an agreed next step after each call.
  • Qualified and progressed leads — separating real opportunities from curiosity, and moving the real ones into the pipeline.
  • Kept relationships warm over multiple touchpoints, not a single pitch.
How a conversation moves
  1. 01 First contact Outbound, referral or inbound — context gathered before the call.
  2. 02 Discovery Customers, systems, licences, constraints and the goal.
  3. 03 Product fit Branded platform, API — or not a fit, said early.
  4. 04 Commercials Scope, onboarding steps and what the client needs to provide.
  5. 05 Follow-up Recap, open questions answered, next step agreed.
  6. 06 Qualified Logged in the CRM with the context the next person needs.
04

Example: positioning a white-label platform

Closer to home, one of the products I represent in India is RBP Finivis’s white-label forex platform — software a partner runs under its own brand. The pitch comes down to one line:

You have the customers. We have the licence and the stack.

A partner — a fintech, a bank, or a travel, education or immigration business — can launch a fully branded platform or integrate through APIs, while RBP Finivis runs the licensed infrastructure, KYC and compliance workflows underneath. I also produced the campaign that carries this message: Your brand on top. Our engine underneath.

05

Outcome

I don’t name the companies involved — those conversations belong to them. I’m happy to walk through specific conversations, and what I learned from them, in an interview.

06

Capabilities demonstrated

Professional B2B communication · discovery and requirement gathering · explaining technical products plainly · commercial follow-up · lead qualification · relationship management · cross-cultural communication · SaaS and BaaS fundamentals.