KOCHI · FULLTIME
Client Engagement Specialist
Square League Ventures
Kochi · onsite · Posted 5d ago
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₹2.6L - ₹3.0L PA0–1 yrsfulltimeKochi
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Section · 01
About this role
Call and qualify leads from forms, ads and referrals, understand client needs and book advisor meetings. Hand over warm leads, follow up regularly, keep Excel/CRM records updated, engage clients through onboarding and meet daily/weekly targets.
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Section · 02
Skills
Client DevelopmentMutual FundsBranch SalesBusiness DevelopmentClient AcquisitionBusiness GenerationSales Support / PresalesSalesLead GenerationNew Client Acquisitioncold callingclient relationshipClient MeetingPresalesTele / Inside Sales
Section · Company
About Square League Ventures
Square League Ventures
₹2.6L – ₹3L PA
This role
About
Square League Ventures provides world-class financial advisory and wealth management services. The company focuses on the superlative interests of all stakeholders, ensuring that clients receive top-notch financial guidance. The team consists of experienced professionals from the banking sector, bringing expertise to the financial health of organizations.
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