Manager

Job Description

Responsibilities

• Identify and engage prospective clients through club memberships, founder networks, CA/CS referrals, alumni bodies, and premium community events
• Build and maintain a live CRM pipeline of 30+ qualified prospects at all times
• Conduct structured discovery meetings to understand client goals, corpus, and risk appetite (no product pitching in the first meeting)
• Drive KYC, risk profiling, and documentation to closure within 7 working days of client sign off
• Brief the Advisory Team comprehensively on each onboarded client
• Build referral partnerships with CA firms, corporate lawyers, and startup CFOs
• Represent BlissMoney at premium community events, club functions, and industry sessions

Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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