Manager - Business Development and Financial Planning

Square League

Kochi, Kerala
Permanent
Full-time

13 days ago

About 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 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 RoleJob 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

Square League

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