Senior Business Development Officer (Vennala)

Senior Business Development Officer (Vennala)

13 Aug
|
Cap-Index Enterprises
|
Vennala

13 Aug

Cap-Index Enterprises

Vennala

We are seeking a driven, relationship-oriented, and high-credibility Senior Business Development Manager to lead our high-touch financial services and client acquisition efforts.

As an authorized partner of IIFL Securities, we provide comprehensive end-to-end handholding, expert market guidance, and personalized services.

Your core role is to build deep trust with retail investors, wealth creators, and high-net-worth individuals (HNIs). You will guide them through their investment journeys, offering structured service support and human-led advisory. We provide complete financial and product training ; we prioritize your elite relationship management skills and consultative sales approach over prior market background.

In addition to managing your own client portfolio, you will play a key role in driving business growth, strengthening the local market presence, and contributing to the success of the Kochi branch.

Job Description:

Key Responsibilities

1. Relationship-Driven Client Onboarding
- Acquire long-term retail investors and HNIs through consultative, face-to-face,



or detailed phone consultations.
- Assess client risk profiles and financial goals, translating them into personalized investment avenues.
- Provide comprehensive handholding during the initial onboarding phase, guiding clients through physical or digital KYC, account opening, and capital allocation.

2. Client Success Management
- Deliver high-touch service support, acting as the dedicated human touchpoint for clients who prefer personalized guidance.
- Deliver market insights and stock/mutual to clients, collaborating closely with IIFL's central research desk.
- Conduct regular portfolio reviews with clients to ensure their investments remain aligned with their financial goals, fostering long-term retention.

3. Strategic Network Building
- Organize localized financial awareness workshops, private investor meets, and interactive group discussions to educate potential clients.
- Drive client-ge

📌 Senior Business Development Officer (Vennala)
🏢 Cap-Index Enterprises
📍 Vennala

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