Manager - Business Development and Financial Planning

2 months ago


kochi, India Square League Full time

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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