Manager - Business Development and Financial Planning

2 months ago


Kochi, India Snaphunt Full time

The 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 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

The 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

The Employer

Our client is one of Kerala's well known Portfolio management firms and also provides financial education services across the world. Our client 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.



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