Role & responsibilities Reviewing bank and mutual fund statements on a daily basis Oversee investment strategies, portfolio management and wealth preservation Create and implement comprehensive financial planning and risk management strategies Evaluating potential equity investments under the guidance of the Finance Head Payment processing MIS preparation on a monthly basis Banking operations and co-ordination Managing family administrative tasks for the Chairman Preferred candidate profile Minimum 1-2 years of relevant experience Strong financial analysis and strategy planning skills Excellent verbal and written communication MS Office Proficiency Pleasant personality High level of discretion and professionalism Immediate Joiner
Role & responsibilities Business growth strategy - Partnership development - Manage leads - Digital marketing campaigns - Competitor analysis - Represent company in meetings
Candidates with a minimum of 4-6 years of experience in Institutional or HORECA sales are encouraged to apply. Location : Angamaly, Ernakulam, Kerala Job Responsibiliteis Drive Institutional Sales Growth Achieve sales targets across assigned institutional channels such as hotels, restaurants, catering services, hospitals, corporate canteens, etc. Ensure consistent volume growth and market penetration in the assigned territory. Identify & Develop New Business Opportunities Prospect, qualify, and convert new institutional accounts. Conduct presentations, product sampling, and negotiation to onboard new clients. Manage Key Accounts Build and maintain strong relationships with key clients. Conduct regular business reviews to ensure high customer satisfaction and identify upselling opportunities. Route & Territory Planning Create and execute a systematic coverage plan for the area. Optimize travel schedules and visit frequency to ensure maximum productivity. Forecasting & Demand Planning Collaborate with the supply chain and inventory team to provide accurate sales forecasts. Ensure timely product availability and prevent stock-outs at client locations. Contract Management & Negotiation Negotiate pricing, credit terms, and service agreements in line with company policies. Ensure contracts are renewed and terms are adhered to. Coordinate with Internal Teams Work closely with logistics, finance, and customer service to ensure seamless execution of orders and resolution of customer issues. Monitor Market Trends & Competitor Activities Track competitor offerings, pricing strategies, and promotional activities. Provide timely market intelligence to the management team. Collection & Payment Follow-up Ensure timely collection of outstanding payments. Maintain discipline in credit and limit exposure to bad debts. Ensure Compliance Adhere to all internal sales processes, reporting requirements, and company policies. Ensure ethical sales practices and zero tolerance for policy violations. Reporting & MIS Maintain updated records of daily calls, sales achieved, customer feedback, and competitor information. Submit weekly/monthly reports and sales forecasts to the Business Head
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