- It is an entrepreneur role. Someone really keen to acquire knowledge and grow in life should apply.
- The candidate has to be energetic and quick to acquire knowledge and skills to do justice for this role. A strong finance knowledge and experience of setting meetings with CXO’s will be an added advantage.
- Over a period of 2-3 years the candidate will develop solid skills in relationship building and understanding of various topics in Treasury, Corporate Finance, Banking, Wealth Management since they will be a part of most meetings at Promoter levels.
- Candidates have a very good share in client’s revenue which becomes an attractive part in the long term.
- This is a Professional Services Pre - Sales position in the team, and is responsible for driving business,
achieving monthly meetings and acquiring new clients through consultative selling of the services.
One should target to set 15 meetings per month for Senior Management. (Channel used will be Linkedin - Associations - Cold calls, references, leads by webinars etc. Database and numbers will be provided)
- Pitching Treasury Solutions to Export Import companies, CFO & Performance Improvement
- Services, Fund Management to UHNI and Family Offices in India.
- Maintaining proper records of leads created, meetings set, presentation creation in ZOHO.
- Proficiency in Tamil or Telugu is must.