Company Description Roy's Invest provides comprehensive financial planning services, offering tailored strategies aligned with each client’s goals, risk tolerance, and investment horizon. The firm delivers expert investment advisory across mutual funds, equities, bonds, and other vehicles to build diversified portfolios. Services include retirement planning, insurance solutions covering life, health, and property, and tax optimization strategies to enhance returns.

Roy's Invest emphasizes regular portfolio reviews to respond to market changes and evolving client needs, while also conducting client education programs and workshops to strengthen financial literacy and confidence.

Role Description The Head of Business Development is a full-time, on-site role based in Ernakulam, responsible for driving growth across Roy's Invest’s financial planning, investment advisory, insurance, and tax optimization services. Day-to-day responsibilities include developing and executing business plans, identifying new market opportunities, and building strategic partnerships with individual and institutional clients. The role involves overseeing the sales pipeline, managing key accounts, and collaborating with advisory and operations teams to align solutions with client needs.

The Head of Business Development will lead business development initiatives, coach and mentor team members,



track performance metrics, and present regular reports to leadership on revenue, client acquisition, and market trends.

Qualifications

- Candidates should possess solid Business Development and Sales skills to drive client acquisition, revenue growth, and strategic partnerships.
- Candidates should possess solid Business Planning and Analytical Skills to design growth strategies, forecast performance, and interpret market data.
- Candidates should possess effective Account Management and relationship-building skills to retain clients and expand existing engagements.
- Candidates should possess knowledge of financial products and services, including investments, insurance, retirement planning, and tax-efficient strategies.
- Candidates should possess excellent communication, negotiation, and presentation skills, with the ability to influence stakeholders and explain complex financial concepts clearly.
- Candidates should possess leadership and team management capabilities, including experience guiding cross-functional teams toward sales and growth targets.
- Relevant bachelor’s or master’s degree in Business, Finance, Economics, or a related field is preferred; prior experience in financial services or wealth management is highly beneficial.

📌 Head of Business Development (Ernakulam)
🏢 Roy's Invest
📍 Ernakulam