Position - Manager Business Development-Super HNI.

Qualification -CA

Job Role

Strategy & Business Development

- To strategize the business development initiatives/plans on a yearly basis post discussions with CEO

- To map the different avenues for business development in alignment with overall organization strategy

- To study market/corporate laws/tax laws which may influence the business and take actions accordingly

- To leverage changes in laws/tax structures/market to develop new products/offerings which would lead to business development

- To keep track of global policies/laws/markets for business development opportunities

- To design the master business development plan for the years and allocate quarterly targets

- To ensure all business development targets are achieved as per the plans and business requirements

- To track the new leads and monitor the closures

- To maintain & manage relations with all Banks/NBFCs for client referrals and business development opportunities

- To maintain & manage relations with corporates for leveraging on the networks for business development

- To make changes in business development plans/strategies in alignment with the changes in market scenarios/special laws which may influence the existing plans

- To act as an interface between clients and philanthropy partners for clients transactions

- To represent company on different forums/seminars/BD events which would enhance business development opportunities

- To ensure BD reports/information is shared with respective stakeholders as per the timelines or as required

Client Servicing

- To scout for new NGOs basis client requirements for all philanthropy services

- To liaise with NGOs to ensure all the funds deployed by clients are utilized as per the agreements and report the status to clients accordingly

- To monitor the transition of assets from clients to as per the structure requirements and monitor all related transactions

- To seek necessary approvals from SEBI for stakes held by clients or any changes to be made as applicable

- To ensure all assets of clients are invested/divested as per the structure requirements/clients instructions as per the guidelines

- To ensure all client's bank, demat and broking accounts are operated as per the guidelines received from clients

- To ensure all payments/asset transfer are done to beneficiary only

- To monitor all immovable assets of the clients and ensure that they are serviced as per instructions of buying, selling, renting or leasing

- To appoint bankers, portfolio managers, brokers, auditors for clients for different transactions and requirements

Compliance

- To ensure all necessary approvals from different stakeholders (Legal/Secretarial etc.) are in place before on-boarding any new client

- To report any discrepancy/issues faced in any transaction/s of existing clients

- To ensure all funds provided by the clients are from legitimate sources

- To ensure no transaction/transfer of funds to non-listed beneficiary

- To seek all KYC related documents from all clients

- To check all documents/specific details provided by the clients before execution of transactions.

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