Manager - Business Development and Financial Planning
2 months ago
About Square league ventures Pvt Limited
Square league Ventures is one of Kerala's well known Portfolio management firms and also provides financial education services across the world. Square League has been featured in CEO insights magazine as one of top companies in India and also multiple times featured in the Hindu business line and Times of India as top start-ups from Kerala. Square League had won many awards, grants and recognition from the state and central government since its inception. We have clients across 15 counties and our stakeholders are Kerala Start up mission, IIM – Bangalore, IIM – Kozhikode, Stanford Business School, Times of India, BNI global and Rotary International.
The Role
Job Responsibilities:
- Business development and sales in HNI segment for financial products
- Customer acquisition and existing customer management
- Networking to generate leads
- Working with the digital marketing team
- Portfolio management for mapped clients
- Revenue generations and fee collection
- Executing customer events and financial sessions with institutions
- Organising customer events
- Making presentations and pitchs
- Customer development according to KRA
- Fixing appointments with institutions for seminars
- Telecalling the relevant data base
- Meeting audit parameters for company
Ideal Profile
- You have at least 1 year experience including solid experience in a similar role within Financial Services.
- You are a strong networker & relationship builder
- You are highly goal driven and work well in fast paced environments
- You are adaptable and thrive in changing environments
What's on Offer?
- Attractive Salary & Benefits
- A role that offers a breadth of learning opportunities
- Leadership Role
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Kochi, India Snaphunt Full timeThe OfferAttractive Salary & BenefitsA role that offers a breadth of learning opportunitiesLeadership RoleThe JobJob Responsibilities:Business development and sales in HNI segment for financial productsCustomer acquisition and existing customer managementNetworking to generate leadsWorking with the digital marketing teamPortfolio management for mapped...
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kochi, India Snaphunt Full timeThe Offer Attractive Salary & Benefits A role that offers a breadth of learning opportunities Leadership Role The Job Job Responsibilities: Business development and sales in HNI segment for financial products Customer acquisition and existing customer management Networking to generate leads Working with the digital marketing team Portfolio management for...
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Kochi, India Square League Full timeAbout Square league ventures Pvt LimitedSquare league Ventures is one of Kerala's well known Portfolio management firms and also provides financial education services across the world. Square League has been featured in CEO insights magazine as one of top companies in India and also multiple times featured in the Hindu business line and Times of India as top...
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