About Us: We are a boutique wealth management firm committed to delivering personalized financial strategies to high-net-worth individuals and families. Our team thrives on trust, insight, and innovation. As we grow, we’re looking for a creative and detail-oriented professional to elevate our brand through compelling content and strategic social media presence. Role Overview: We’re looking for a driven Content, Copywriting & Social Media Manager to lead the creation of high-impact content that resonates with our audience. The ideal candidate is not only an excellent writer and editor, but also understands the nuances of financial communication, investor psychology, and digital marketing. Key Responsibilities: Content & Copywriting Create engaging and accurate content for social media, newsletters, client communications, and videos Write clear, concise, and compelling copy for social media, brochures, presentations, and investor reports Collaborate with advisors and research teams to simplify complex financial concepts for a broad audience Maintain a consistent brand tone across all materials Social Media Management Develop and execute a content calendar across platforms (LinkedIn, Twitter, Instagram, etc.) Monitor industry trends and curate relevant financial news and insights Grow and engage the community with high-value content and interactive campaigns Track and report on key metrics to refine strategy Requirements: 2–3 years of experience in content writing, copywriting, or social media, preferably in finance, fintech, or professional services Excellent writing, editing, and proofreading skills Strong understanding of investment/wealth management terminology is a plus Experience with content management systems and applications Proficient in using LinkedIn and other professional platforms for brand building Ability to think creatively and work independently in a fast-paced environment Preferred Qualifications: Bachelor’s degree in Communications, Marketing, Finance, or related field Basic design skills (Canva) and understanding of social media platforms Familiarity with compliance and content guidelines in the financial services sector Why Join Us? Opportunity to shape the voice of a growing brand in a respected industry Direct access to leadership and a collaborative team culture A chance to create content that truly educates, inspires, and influences Show more Show less
Company Description AFINUE is a WealthTech platform that facilitates alternate finance and investments in physical assets, offering institutional-grade asset management. Our curated opportunities provide a hurdle rate of 13% - 15% Post Tax XIRR for non-Real Estate assets, and 8% yield hurdle for Real Estate, enabling members to earn consistent and predictable high-yield cash flows. Our platform curates' opportunities for HNI's to earn periodic payouts, with flexible tenures starting with a minimum contribution of ₹1,00,000. Members can subscribe to various wealth product options listed after thorough due diligence, on the AFINUE platform. Role Description This is a full-time on-site role located in Mumbai for an AVP - Deal Origination and Fund Raising. The role involves sourcing and originating potential deals with other asset heavy startups, in manufacturing as well as services industries, managing the fundraising process through outreach to internal member base, as well as adding newer HNI's and family offices, developing relationships with alternative focused wealth managers, preparing and presenting investment proposals, and ensuring the alignment of deals with company goals. The role will include structuring and marketing small value private credit as well as equity investments. Role will also include thorough due diligence on potential investment opportunities and continuous interaction with investors to ensure successful fundraising campaigns. Qualifications Strong Analytical and Financial Modelling skills needed M&E (Monitoring and Evaluation) skills (for post transaction asset management) Excellent Communication skills and experience in developing investment memo's Good network with HNI's, Family offices and business families, will be an added advantage Proven track record in deal origination and fund-raising Strong network within the wealth management community to support in fund sourcing Bachelor’s degree in finance, Business Administration, Chartered Accountant or CFA 3 Experience in working in small teams or boutique roles while engaged in lead advisory is preferred Ability to work effectively in a fast-paced environment with minimal oversight
You will play a critical role in identifying and evaluating high-quality investment opportunities, conducting thorough due diligence, managing key external relationships, and monitoring the performance of our portfolio assets. Proactively identify and build a pipeline of investable opportunities across real assets, operating businesses, and private credit. Engage with founders, promoters, and intermediaries to evaluate early-stage deal flow and strategic fit. Support comprehensive due diligence across financial, operational, legal, commercial, and regulatory dimensions. Summarize key findings and red flags in investment memos and diligence reports. Prepare compelling investment materials, including pitch decks, IMs, and FAQs for investor queries. Build and manage strong relationships with HNIs, UHNIs, family offices, wealth advisors, institutional partners, and other capital market intermediaries. Assist in explaining the value proposition to different investor segments. Work with legal, compliance, and finance teams to ensure regulatory and procedural adherence during deal closure. Monitor portfolio company performance across financial, operational, legal, commercial, and regulatory dimensions. Prepare monitoring reports for periodic investor updates and reporting. Skills Required: 4-6 years of experience in similar roles in investment banking, family office, or corporate finance. Strong exposure in business development and sales. Proficient in financial modeling, investment memos, and market research. Excellent interpersonal, negotiation, and presentation skills. Ability to thrive in a dynamic, entrepreneurial, and fast-paced environment.,