<ul><li>Handle the queries and concerns received by the investors and educate them with the correct process.</li><li>Resolving customer complaints brought to your attention.</li><li>To get thorough with the customer service process and products in depth understanding.</li><li>Conducting quality assurance surveys with customers and providing feedback to the staff.</li><li>Possessing excellent produ

We are solving the problem of good quality and safe alternatives to existing investing and passive income options.

We are a Bengaluru-based startup enabling people to buy, own and rent equipment to pre-vetted companies and earn monthly rentals. Our marketplace model connects potential investors with businesses requiring capex and our proprietary OS enables seamless transactions with transparency being at the heart of it. 

We&#39;ve iterated and built this product after working with experts, consultants and 1000s of our investors. From our own custom due diligence and risk management process to our payments and collections stack, everything is built in-house. We have built leasing as our use case and it has received tremendous traction in our private beta. Leaf Round is now live for public!

Check out the platform or reach out to anyone from Leaf Round to know more.

We are looking for an experienced Business Development executive who is great at closing financing (lending or leasing) deals with OEMs, distributors and other strategic partners. If you think you fit the bill, we want you to work with us on building the foundations of our high-value partnerships. Role Description● Meet with the B2B sales heads of OEMs, distributors and other strategic partners pan India● Initiate financing deals with them wherein Leaf Round will provide leasing to the B2B clients of the OEMs, distributors and other strategic partners● Hire and build the complete BD team to execute on-ground operations with OEMs and their clients● Set up other strategic partnerships with financing institutions– banks, NBFCs, other alternate financing players● Manage the deal funnel● Work closely with the investment team to close the deals● Set and accomplish monthly targets in terms of deal pipeline building and deal closure Requirements:● At least 7-9 years experience as a BD executive preferably in a bank, NBFC or leasing company● 50+ connections with OEMs across IT equipment, automotive, appliances, agriculture tools etc.● Strong communication and negotiation skills● Experience of leading a team of sales executives● Confident presentation abilities● Thorough understanding of business finance – capex and working capital financing Benefits:● Work in a well-funded start-up with a dynamic team from top-tier college, 0 to 1 startup experience and top tier consulting experience● Chance to get decent ESOPs and lead the BD function● Build a fin-tech brand that would help billions of people unlock the future of investing● Get guidance from the industry veterans out there at leadership positions in Barclays, JP Morgan, True North etc.

● Develop a client base of investors and manage relationships on a regular basis● Work closely with internal and external stakeholders to establish HNI, advisory andinstitutional channels● Responsible for key account management and customer success specific to thewealth clients of Leaf Round● Maintain a log of client concerns or feedback and evaluating them for better successrates● Develop new AUM as well as expand and deepen existing relationships to increaseoverall AUM● Achieve budgeted targets in terms of number of clients / volume of business &amp; assets● Cross-sell products and services to clients as per their lifestyle needs, and riskrequirements while keeping in mind their financial objectives● Undertake strategic initiatives - partnering with other fintech startups, productenhancement etc.● Engage in multiple activities such as referrals, social networking, utilising socialplatforms, attending conferences, and even cold-calling high-quality databases todevelop new client relationships

<h3>Role Description</h3><ul><li>Assessing business and asset valuations.</li><li>Calculating risks and opportunities for potential and current deals partnered.</li><li>Monitoring market trends and investment portfolios.</li><li>Analysing previous investment decisions and generating risk analysis with evaluating the reliability checks of the deals.</li><li>Conducting meetings with deal partners and management.</li><li>Producing complex financial models for integration into decision-making processes.</li><li>Compiling financial data into reports for other team members and stakeholders.</li><li>Identifying critical areas of business performance for other stakeholders.</li><li>Reporting discrepancies and issues to senior team leaders when they arise.</li></ul>&nbsp;Requirements:<ul><li>A bachelor's degree in finance, investment banking, or accounting.</li><li>At least 2 years experience in a similar role.</li><li>Strong mathematical and numerical skills.</li><li>Proficiency in data collection and analysis.</li><li>Excellent research and writing abilities.</li><li>A flair for statistics and data manipulation.</li><li>Confident presentation abilities.</li><li>Thorough understanding of financial analysis and investment strategy.</li></ul><h3> </h3><h3>Benefits:</h3><ul><li>Work in a well-funded startup with a dynamic team from top-tier college, 0 to 1 startup experience and top tier consulting experience</li><li>Chance to get decent ESOPs and lead the Investment team</li><li>Build a fin-tech brand that would help billions of people unlock the future of investing</li><li>Get guidance from the best marketing folks out there at leadership positions in Adobe, Synaptic, Bain, Barclays etc.</li></ul>

What’s the opportunity?We are looking for a super cool marketing manager who is great at picking on trends, takes an interest in the field of personal finance/investments and is an ambitious tech-savvy professional. We want you to work with us on building the foundations of our content and marketing strategies and self-driving the same. We are expecting someone with enriched experience in social media, PR and promotional events. If working with a pre-seeded startup and building brand awareness with the team digitally from scratch excites you, this is the right place and we would love to meet you! What will I be doing?Tasks include managing our digital presence and creating social media audience engagement for the users. Setting and implementing social media and communication campaigns to align with marketing strategies on digital platforms. Responsibilities: <ul><li>Design and execute a community building strategy for an alt investment product</li><li>Work closely with the founding team to create cool marketing campaigns and engagements</li><li>Manage our social media handles - may be even get to advise our founders to uplift their handles</li><li>Latch on to trends and help Leaf stay ahead of the curve in terms of it social media game</li><li>Monitor, track and engage on feedback and online reviews</li><li>End goal is to get our brand across in our own unique way</li></ul>Requirements: <ul><li>1+ years of experience in a such a role/startup</li><li>Ability to develop creative, engaging and original content</li><li>Exceptional communication, interpersonal and presenting skills</li><li> </li><li>Hands on experience and knowledge with social media platforms</li></ul>

Leaf Round

Relationship Manager

Relationship Manager

Customer Success Executive

Customer Success Executive

Business Development Manager

Wealth Manager

Investment Analyst

Wealth Manager

Marketing Manager