We are seeking a dynamic and results-driven Senior Manager Business Partnership Acquisition (B2B) to spearhead strategic partnership initiatives. The ideal candidate must possess a proven track record in acquiring and managing B2B partnerships, driving revenue growth, and expanding market presence. Your role will entail identifying potential partners, fostering robust relationships, and negotiating strategic alliances that align with our business objectives. Responsibilities include identifying, targeting, and acquiring new fintech B2B business partnerships in line with our growth strategy. You will be responsible for nurturing relationships with senior leadership and decision-makers of partner organizations, managing the entire partnership lifecycle, collaborating with internal teams, and ensuring seamless partnership execution. Additionally, you will be expected to develop a strong sales pipeline, exceed partnership acquisition and revenue targets, analyze market trends, and present compelling partnership proposals to stakeholders. The ideal candidate should possess strong B2B sales and business development expertise, with a focus on acquiring IFA, Fintech, and Investment Tech partners. Demonstrated ability to close high-value partnerships, exceptional relationship management, communication, and negotiation skills are essential. You should thrive in a fast-paced, collaborative environment, with a track record of exceeding sales targets and developing scalable partner engagement strategies for long-term success. Qualifications for this role include a Bachelor's degree in Business, Marketing, Finance, or a related field, with an MBA being preferred. You should have 5 to 8 years of relevant experience in B2B partnership acquisition or business development, with experience in managing mid to large-scale enterprise partnerships considered advantageous. In return, we offer a competitive salary, flexible working hours, health insurance, opportunities for professional development, and a dynamic and inclusive work culture. Join our team at Creddinv Technologies as Senior Manager- Business Partnership Acquisition and contribute to shaping our brand narrative through compelling business strategies. If you possess a creative mindset and storytelling skills, we encourage you to submit your resume and cover letter to hr@creddinv.in.,
Job Description: We are seeking a driven and detail-oriented Investment Analyst-Startup Scouting to join our team, with a focus on startup scouting and early-stage investments. In this role, you will help identify, evaluate, and track high-potential startups and emerging technologies. You will play a critical part in our investment decision-making process by supporting research, analysis, and relationship building across the startup ecosystem. Key Responsibilities: · Identify & evaluate early-stage startups across industries through market research, ecosystem engagement, and outreach. · Conduct financial, business model, and competitive analysis to assess startup potential. · Support the due diligence process, including working with founders and reviewing key business data. · Prepare investment briefs, memos, and pitch decks for internal and external stakeholders. · Track industry trends, emerging technologies, and key startup ecosystem developments. · Build and maintain a strong network with founders, accelerators, VCs, and other stakeholders. Qualifications: Master degree in Finance, Economics, Business, or a related field. · 6 months - 1 years of experience in venture capital, startup operations, consulting, investment banking, or a similar analytical role. · A solid understanding of startup business models and early-stage financing. · Strong analytical, research, and presentation skills. · Ability to work independently and thrive in a fast-paced, dynamic environment. Benefits: ● Competitive salary. ● Health insurance and wellness programs. ● Opportunities for professional development. ● Dynamic and inclusive work culture. Join our dynamic team at Creddinv Technologies as Investment Analyst-Startup Scouting and shape our brand narrative through compelling investment. If you're a creative thinker with a knack for storytelling, we want to hear from you. Submit your resume and cover letter to hr@creddinv.in
Job Description: We are seeking a driven and detail-oriented Investment Analyst-Startup Scouting to join our team, with a focus on startup scouting and early-stage investments. In this role, you will help identify, evaluate, and track high-potential startups and emerging technologies. You will play a critical part in our investment decision-making process by supporting research, analysis, and relationship building across the startup ecosystem. Key Responsibilities: · Identify & evaluate early-stage startups across industries through market research, ecosystem engagement, and outreach. · Conduct financial, business model, and competitive analysis to assess startup potential. · Support the due diligence process, including working with founders and reviewing key business data. · Prepare investment briefs, memos, and pitch decks for internal and external stakeholders. · Track industry trends, emerging technologies, and key startup ecosystem developments. · Build and maintain a strong network with founders, accelerators, VCs, and other stakeholders. Qualifications: Master degree in Finance, Economics, Business, or a related field. · 1-2 years of experience in venture capital, startup operations, consulting, investment banking, or a similar analytical role. · A solid understanding of startup business models and early-stage financing. · Strong analytical, research, and presentation skills. · Ability to work independently and thrive in a fast-paced, dynamic environment. Benefits: ● Competitive salary. ● Health insurance and wellness programs. ● Opportunities for professional development. ● Dynamic and inclusive work culture. Join our dynamic team at Creddinv Technologies as Investment Analyst-Startup Scouting and shape our brand narrative through compelling investment. If you're a creative thinker with a knack for storytelling, we want to hear from you. Submit your resume and cover letter to hr@creddinv.in
Job Description: We are seeking a driven and detail-oriented Investment Analyst-Startup Scouting to join our team, with a focus on startup scouting and early-stage investments. In this role, you will help identify, evaluate, and track high-potential startups and emerging technologies. You will play a critical part in our investment decision-making process by supporting research, analysis, and relationship building across the startup ecosystem. Key Responsibilities: · Identify & evaluate early-stage startups across industries through market research, ecosystem engagement, and outreach. · Conduct financial, business model, and competitive analysis to assess startup potential. · Support the due diligence process, including working with founders and reviewing key business data. · Prepare investment briefs, memos, and pitch decks for internal and external stakeholders. · Track industry trends, emerging technologies, and key startup ecosystem developments. · Build and maintain a strong network with founders, accelerators, VCs, and other stakeholders. Qualifications: Master degree in Finance, Economics, Business, or a related field. · 6 months to 1 years of experience in venture capital, startup operations, consulting, investment banking, or a similar analytical role. · A solid understanding of startup business models and early-stage financing. · Strong analytical, research, and presentation skills. · Ability to work independently and thrive in a fast-paced, dynamic environment. Benefits: ● Competitive salary. ● Health insurance and wellness programs. ● Opportunities for professional development. ● Dynamic and inclusive work culture. Join our dynamic team at Creddinv Technologies as Investment Analyst-Startup Scouting and shape our brand narrative through compelling investment. If you're a creative thinker with a knack for storytelling, we want to hear from you. Submit your resume and cover letter to hr@creddinv.in
As a Senior Wealth Manager at Creddinv Technologies, you will play a critical role in the advisory team by managing complex client relationships, overseeing high-value portfolios, and providing strategic financial guidance. You will lead client engagements, mentor junior team members, and contribute to the firm's growth and development. Key Responsibilities: - Serve as the primary point of contact for a portfolio of high-net-worth clients, developing long-term relationships based on trust and expertise. - Design and implement advanced financial plans, tax strategies, and estate planning solutions. - Conduct in-depth portfolio reviews, asset allocations, and investment strategies to optimize client returns. - Manage complex family wealth, including philanthropic planning, succession planning, and risk management. - Mentor and guide junior wealth managers, fostering a collaborative and supportive environment. - Drive business development efforts, participate in client acquisition activities, and represent the firm in industry events. Qualifications: - Bachelors degree in Finance, Business, Economics, or a related field; Masters degree and/or CFP, CFA, CPA preferred. - Wealth Management and NBFC Background. - Minimum of 3-5 years of experience in wealth management, financial planning, or a similar field, with a track record of success managing high-net-worth clients. - Deep understanding of investment products, estate planning, and complex financial planning. - Proven leadership skills and experience mentoring junior advisors. - High emotional intelligence, excellent communication skills, and a strong client service orientation. Join our dynamic team at Creddinv Technologies as a Senior Wealth Manager/Wealth Manager and shape our brand narrative through compelling investment. If you're a creative thinker with a knack for storytelling, we want to hear from you. Submit your resume and cover letter to hr@creddinv.in. Please note that the benefits include: - Competitive salary and flexible working hours. - Health insurance. - Opportunities for professional development. - Dynamic and inclusive work culture. You are welcome to attend a direct walk-in interview at the following location: - Contact Number: 9513699801 - Walk-in Address: 14th Cross Road, L-158, 5th Main Rd, Sector 6, HSR Layout, Bengaluru, Karnataka 560102, [Creddinv Technologies](https://www.creddinv.in/). Kindly reach out to the above number for any assistance or directions regarding the venue.,
As a Senior Wealth Manager - Premium at Creddinv Technologies, your role will involve managing and growing a portfolio of High Net-Worth Individual (HNI) and Ultra HNI clients by offering personalized wealth management solutions. You will be responsible for building and maintaining strong, long-term relationships with clients through regular reviews and proactive communication. Additionally, you will conduct in-depth portfolio reviews, asset allocations, and investment strategies to optimize client returns. Managing complex family wealth, including philanthropic planning, succession planning, and risk management, will be a key part of your responsibilities. Your ability to drive new client acquisition through networking, referrals, and lead generation strategies will also be crucial in this role. Previous experience in startup investment and handling Assets Under Management (AUM) of 30-40 Cr will be an added advantage. **Qualifications:** - Bachelor's degree in Finance, Commerce, Economics, or related field. MBA/PGDM or certifications like CFP, CFA preferred. - 7-10 years of relevant experience in wealth management, private banking, or financial advisory within the banking sector. - Strong understanding of financial products, markets, and regulatory frameworks. - Excellent interpersonal, negotiation, and communication skills. - Target-driven with strong business acumen and ethical standards. - Strong client network and ability to acquire new HNI clients. Creddinv Technologies offers a dynamic and inclusive work culture with competitive salary, flexible working hours, health insurance, and opportunities for professional development. Join our team and shape our brand narrative through compelling investment strategies. If you are a creative thinker with a knack for storytelling, we encourage you to submit your resume and cover letter to hr@creddinv.in. Please note that only candidates based in Bengaluru are preferred for this position. For direct walk-in interviews, you can visit us at: Walk-in Address: 14th Cross Road, L-158, 5th Main Rd, Sector 6, HSR Layout, Bengaluru, Karnataka 560102. Contact Number: 9513699801 Feel free to reach out to the provided contact number for any assistance or directions regarding the venue.,
Job description: Investment Analyst-Sales professional on the sell-side plays a critical role in driving revenue for the firm by managing relationships with investors, promoting the firm’s investment products, and providing strategic insights. This role requires a mix of sales acumen, financial market expertise, and the ability to deliver tailored solutions that meet the needs of sophisticated clients. Core Responsibilities: 1. Client Relationship Management: Building and Maintaining Client Relationships: Managing and expanding relationships with clients. Understanding Client Needs: Gaining deep insights into the investment objectives, strategies, and constraints of clients to tailor products and services that meet their needs. 2. Investment Product Sales: Selling Investment Products: Leading the sale of a range of financial products, including startup investments, structured products, or alternative investments. Pitching Investment Ideas: Presenting new investment ideas, market themes, and opportunities to clients, often backed by the firm’s research teams. 3. Client Communication and Engagement: Organizing Client Meetings: Arranging regular meetings, conference calls, and presentations with clients to discuss portfolio updates, market developments, and new investment opportunities. Investment Conferences: Attending industry conferences and events to network with clients, understand new trends, and promote the firm’s products. 4. Investment Strategy Consulting: Advising on Portfolio Construction: Advising clients on asset allocation, portfolio construction, and risk management strategies based on their objectives and the current market environment. 5. Revenue Generation and Growth: Driving Sales Revenue: Setting and achieving revenue targets for selling the firm’s investment products. The lead investments sales professional is often evaluated based on their contribution to the firm’s bottom line. 6.Monitoring Market Trends: Staying Informed: Keeping up with global and regional market trends, macroeconomic developments, and new investment products to better advise clients and position the firm’s offerings. 7. New Business Development: Sourcing New Clients: Identifying and targeting new institutional clients or expanding the firm’s footprint in specific sectors or geographies. This includes networking, attending industry events, and leveraging personal and professional contacts. Onboarding New Clients: Managing the onboarding process for new clients, including establishing new accounts, setting up reporting processes, and ensuring compliance with regulations. Qualifications: Educational Background: A bachelor's degree in finance, economics, business, or a related field is typically required. An MBA or other advanced degree may be preferred. Proven knowledge in investment banking, venture capital, corporate finance, or related financial services roles. Excellent communication and interpersonal skills. MBA Finance 6 months to 1 years experience (fintech industry). What we offer: ● Competitive salary ● A collaborative and innovative work environment. ● Opportunities to work on impactful projects in the fintech space
As an Investment Analyst-Sales professional on the sell-side, your role is crucial in driving revenue for the firm by managing relationships with investors, promoting the firm's investment products, and providing strategic insights. You will need to leverage your sales acumen, financial market expertise, and ability to deliver tailored solutions to meet the needs of sophisticated clients. Your core responsibilities will include: - Building and maintaining client relationships by managing and expanding relationships with clients. - Understanding client needs by gaining deep insights into their investment objectives, strategies, and constraints to tailor products and services accordingly. - Selling a range of financial products, including startup investments, structured products, or alternative investments. - Pitching investment ideas, market themes, and opportunities to clients, often supported by the firm's research teams. - Organizing client meetings, conference calls, and presentations to discuss portfolio updates, market developments, and new investment opportunities. - Attending industry conferences and events to network with clients, understand new trends, and promote the firm's products. - Advising clients on asset allocation, portfolio construction, and risk management strategies. - Driving sales revenue by setting and achieving revenue targets for selling the firm's investment products. - Monitoring global and regional market trends, macroeconomic developments, and new investment products to better advise clients and position the firm's offerings. - Sourcing new institutional clients or expanding the firm's footprint in specific sectors or geographies through networking and leveraging personal and professional contacts. - Managing the onboarding process for new clients, including establishing new accounts, setting up reporting processes, and ensuring compliance with regulations. Qualifications required for this role: - Bachelor's degree in finance, economics, business, or related field. An MBA or advanced degree may be preferred. - Proven knowledge in investment banking, venture capital, corporate finance, or related financial services roles. - Excellent communication and interpersonal skills. - 6 months to 1 year of experience in the fintech industry. In addition to a competitive salary, you will be part of a collaborative and innovative work environment with opportunities to work on impactful projects in the fintech space.,
Position: Investment Banking Associate (Investor Relations) Experience: 0–1 year in investment banking, corporate advisory, or PE/VC transactions Qualification: MBA Finance (Mandatory) Location: Bangalore About Creddinv: Creddinv is a curated investment platform connecting high-net-worth and ultra-high-net-worth investors with early revenue-stage startups in India. Our Investment Bankers play a pivotal role in building investor relationships, presenting curated opportunities, and facilitating investments, ensuring investors have access to high-quality deals. Role Overview: As an Investment Banking Associate, your primary responsibility will be to engage and convince investors to invest in early revenue-stage startups in India. Our investment bankers play a pivotal role in building investor relationships, presenting curated by creddinv. you will work closely with founding team members to communicate startup investment opportunities, manage investor relationships, and contribute to business development initiatives. Key Responsibilities: 1. Investor Relationship Management ● Approach and engage HNIs/UHNIs leads provided by the marketing team, for curated startup investment opportunities. ● Develop a deep understanding of the curated startups and communicate their growth potential, business model, and investment rationale effectively. ● Maintain and strengthen investor relationships through regular communication, reporting, and follow-ups. 2. Deal Presentation & Business Development ● Prepare and deliver investment decks, financial analyses, and insights to prospective investors. ● Conduct sector research and market analysis to support conversations with investors. ● Organize and participate in investor meetings, webinars, and networking events to generate interest in curated deals. ● Work with founding team members to design persuasive pitches and presentations tailored to investor profiles. 3. Collaboration & Continuous Learning ● Collaborate with internal analysts and investment teams to ensure accurate and compelling information is presented to investors. ● Stay updated on trends in early-stage startup investments, emerging sectors, and investor preferences. ● Contribute ideas to enhance investor engagement strategies and deal communication processes. Candidate Profile/Skill Required: ● Proven experience in front-end investment banking, private equity, venture capital, or startup investments. ● Strong communication, persuasion, and relationship-building skills. ● Excellent financial analysis, presentation, and Excel/PowerPoint skills. ● Self-starter with high ownership, curiosity about startups, and a passion for investments. ● Ability to multi-task, operate independently, and work under tight deadlines. What we offer: ● Competitive salary ● A collaborative and innovative work environment. ● Opportunities to work on impactful projects in the fintech space