04 Oct
|
RCI Asset Management
|
Bengaluru
04 Oct
RCI Asset Management
Bengaluru
Key Responsibilities
1. Business Development
- Identify and acquire new clients requiring VCFO/CFO advisory services.
- Develop leads through direct networking, referrals, professional networks and institutional relationships.
- Build relationships with promoters, founders, CEOs, MDs and finance heads.
- Conduct client meetings to understand financial and business requirements.
- Prepare proposals, presentations and commercial quotations.
- Convert leads into recurring VCFO mandates.
2. VCFO Product Sales Promote and sell services including:
- Virtual CFO Services
- MIS & Management Reporting
- Cash Flow Management
- Budgeting & Financial Planning
- Working Capital Management
- Business Performance Analysis
- Financial Controls
- Cost Optimization
- Fundraising Support
- Debt & Finance Advisory
- Investor Reporting
- Financial Due Diligence
- CFO-level strategic advisory
- Compliance coordination with CA/CS/legal teams
3. Client Acquisition
- Target SMEs, MSMEs, startups, construction companies, EPC companies,
manufacturing companies and growing businesses.
- Identify companies without a full time CFO but requiring senior-level financial expertise.
- Develop sector-specific VCFO packages.
- Maintain a monthly sales pipeline and revenue forecast.
4. Client Relationship Management
- Understand ongoing client requirements.
- Coordinate with the VCFO execution team.
- Identify opportunities for additional services.
- Ensure client retention and renewal of monthly contracts.
- Develop long-term promoter/management relationships.
5. Strategic Partnerships
Develop referral channels with
- Chartered Accountants
- Company Secretaries
- Lawyers
- Banks/NBFCs
- Investors
- Business consultants
- Auditors
- Tax consultants
- Startup advisors
- Industry associations
Pay: ₹25,000.00 - ₹75,000.00 per month
Work Location: In person
📌 Manager - Business Development (Bengaluru)
🏢 RCI Asset Management
📍 Bengaluru