Claat Advisors

Jayanagar, Bangalore

Key Responsibilities: Identify and generate leads through field visits, networking, and online channels. Meet potential clients to present and promote VTAMINMs financial services such as Business Loans, Debt Solutions, and Investment Offerings. Build and maintain strong client relationships to ensure repeat business and referrals. Develop and execute strategies to achieve monthly and quarterly sales targets. Coordinate with internal teams for proposal preparation, documentation, and client onboarding. Conduct market research to identify business opportunities and competitive trends. Maintain accurate records of sales activities and client interactions in CRM tools. Represent the company in client meetings, business events, and industry forums.Requirements & Qualifications: Bachelors or Masters degree in Business Administration, Marketing, or Finance (BBA/MBA preferred). 13 years of experience in Sales or Business Development, preferably in financial services or related sectors. Excellent communication, negotiation, and presentation skills. Strong client relationship management and networking abilities. Proactive attitude with a results-oriented mindset. Comfortable working in a hybrid role (field + office). Proficiency in MS Office.

About the RoleWe are looking for passionate and detail-oriented Semi-Qualified Company Secretary professionals to join our Compliance & Secretarial team. This role is ideal for candidates pursuing their CS course who wish to gain hands-on exposure to company law, compliance, and corporate governance.Key Responsibilities Assist in company law compliances under the Companies Act, 2013. Draft and file ROC forms (MGT, AOC, PAS, DIR, SH, etc.). Prepare Board and General Meeting notices, agendas, and minutes. Support in annual filings, maintenance of statutory registers, and secretarial records. Assist in incorporation of companies, LLPs, and other entities. Handle share allotments, transfers, and related compliance. Assist in preparation of Board Reports and Annual Returns. Research and ensure compliance with SEBI, FEMA, RBI, and other corporate laws (as applicable). Liaise with clients, regulators, and stakeholders for documentation and compliance. Support the senior CS/compliance team in advisory, due diligence, and corporate governance.________________________________________Eligibility & Qualifications Pursuing CS Professional Programme / CS Executive Programme (completed CS Executive preferred). Graduate in Commerce / Law / Management will be an added advantage.