Job Description (Role) Make outbound calls to identify new business opportunities and promote our products and services. Respond to customer inquiries and complaints in a timely and professional manner Resolve customer issues and escalate to the appropriate team if necessary Maintain accurate records of customer interactions and transactions Upsell fintech products and services to customers as appropriate Identifying new business opportunities by cross-selling products like Mutual funds, ETFs. Following the internal sales process by updating all the activities in online system. Comply with all rules and regulations of the company as well as following industry norms. Specific Criteria Required For The Applicants Good understanding of Education Loans / Mutual funds/investment products Good excel skills Good convincing Power & Good Communications skills both verbal and written A Positive and go-getter attitude & strong team culture Graduate with a minimum of one year of relevant experience What You Can Expect In Return ESOPs basis performance Health insurance Statutory benefits like PF & Gratuity Flexible Working structure Professional development opportunities Collaborative and inclusive work culture EduFund is an early-stage platform that helps Indian parents plan for their child's higher education in advance. Our product allows families to invest for education, take education loans, and receive competitive scholarships! Founded in 2020 by Eela Dubey (NYU 13’) and Arindam Sengupta (Princeton 12’), EduFund is backed by $5M+ funding from investors like MassMutual Ventures, Kunal Shah, and DSP Investment Managers. Our team, headquartered in Ahmedabad with branches in Mumbai and Pune, includes professionals from Reliance, Goldman Sachs, CRISIL, and others. We’re passionate, fun-loving, and love a good cup of chai while solving challenging problems! Skills: communication skills,investment products,loans,education loans,customer service,mutual funds,communications,customer,telecalling,excel skills,sales Show more Show less

EduFund is Indias first dedicated investment platform for higher education planning. Founded by NYU and Princeton alumni, we are backed by leading global investors such as MassMutual Ventures, Kunal Shah, and DSP Investment Managers. We empower Indian families to plan, invest, and finance their children's education through mutual funds, education loans, and scholarships all in one platform. We're growing rapidly and looking for a Senior UI/UX Designer to help shape the next generation of our web and mobile experiences. What Were Looking For We are seeking a seasoned UI/UX professional with a passion for user-centric design and at least 5 years of experience crafting elegant and functional digital products. If you're creative, proactive, and excited to work on meaningful products in the fintech-education space, youll thrive with us. Key Responsibilities Drive UX and UI design initiatives for our web and mobile applications. Integrate insights from user research and emerging design trends into engaging user experiences. Design and refine visual components including layouts, typography, color schemes, and interactive elements. Create original graphic assets and UI components. Build storyboards and prototypes to effectively communicate design ideas to internal stakeholders. Work cross-functionally with product managers, developers, and leadership to implement design solutions aligned with business goals. Stay abreast of evolving UI/UX trends, tools, and technologies to maintain a cutting-edge approach. Required Skills & Qualifications Minimum 5 years of hands-on UI/UX design experience, preferably in product-first organizations. Proficiency in tools such as Adobe Photoshop, Sketch, Figma, or similar design software. Strong foundation in front-end technologies including HTML/CSS (coding skills not mandatory but highly preferred). Strong understanding of responsive and adaptive design principles. Experience designing for both mobile and web platforms. A user-focused, detail-oriented approach with a knack for clean, modern, and intuitive design. Prior experience in the fintech domain is a strong plus. (ref:hirist.tech) Show more Show less

Job Description (Role) We are seeking a dynamic and results-oriented Head of Education Loans to lead and expand our education loan business in Mumbai. The ideal candidate will be a seasoned professional with a proven track record of developing and executing successful lending strategies within the education sector. You will be responsible for the entire lifecycle of the education loan product, from origination and underwriting to disbursement and portfolio management. This role requires strong leadership skills, a deep understanding of the education financing landscape, and the ability to drive growth while maintaining asset quality. Responsibilities Sales Operations & Strategy Lead and manage all sales-related operations within the international education loan market. Define, track, and optimize KPIs across the entire student loan journey—from login, documentation, to disbursement. Drive a 2.5x year-on-year growth in disbursals. Lender & Partnership Management Build, maintain, and expand relationships with all existing and new lending partners. Negotiate commercial terms and payout structures with financial institutions. Ensure up-to-date understanding of partner product changes and integrate them into sales processes. Funnel Growth & Lead Management Scale and mentor the sales team from tele-callers to mid-level sales managers. Ensure every incoming lead is promptly acted upon by the team, with a strong focus on maximizing conversions at each stage of the funnel4. Team Development & Leadership Collaborate with the digital marketing and B2B teams to improve top-of-funnel efficiency and lead quality. Oversee hiring, training, performance management, and KPI setting across the team. Promote a performance-driven culture aligned with EduFund’s goals. Cross-Functional Coordination Work closely with EduFund’s finance team and lender-side finance teams to manage payouts and reconciliations. Ensure smooth backend operations related to partner commissions and student disbursements. Industry Representation & Travel Represent EduFund at key industry events and ecosystem meetups. Travel as needed to build and nurture lender and institutional relationships. Qualifications Bachelor's degree in Finance, Business Administration, Economics, or a related field. A Master's degree or relevant professional certification (e.g., CA, MBA) is preferred. Minimum of 8 years of progressive experience in the financial services industry, with a significant focus on education loans. Proven track record of successfully building and managing a substantial education loan portfolio. Deep understanding of the education financing ecosystem in India, including different types of educational institutions, courses, and student demographics. Excellent leadership, communication, interpersonal, and negotiation skills. Demonstrated ability to develop and implement strategic initiatives and drive results. Strong ethical standards and a commitment to compliance. Must be based in or willing to relocate to Mumbai. What You Can Expect In Return ESOPs Health insurance Statutory benefits like PF & Gratuity Flexible Working structure Professional development opportunities EduFund is an early-stage platform that helps Indian parents plan for their child's higher education in advance. Our product allows families to invest for education, take education loans, and receive competitive scholarships! Founded in 2020 by Eela Dubey (NYU 13’) and Arindam Sengupta (Princeton 12’), EduFund is backed by $5M+ funding from investors like MassMutual Ventures, Kunal Shah, and DSP Investment Managers. Our team, headquartered in Ahmedabad with branches in Mumbai and Pune, includes professionals from Reliance, Goldman Sachs, CRISIL, and others. We’re passionate, fun-loving, and love a good cup of chai while solving challenging problems! Skills: sales,loans,communication skills,crm software proficiency,business development,sales strategy,sales performance,analytical skills,team leadership,interpersonal skills,market analysis,sales process optimization,revenue Show more Show less

We are seeking a talented and motivated Security Engineer to join our team. The ideal candidate will possess a solid foundation in security practices and a proactive approach to safeguarding our digital ecosystem. This role requires a balance of technical expertise, strategic thinking, and an understanding of regulatory requirements. Key Responsibilities Cloud Security Design, implement, and maintain robust security measures in AWS cloud environments. Manage IAM roles and enforce least-privilege principles across cloud resources. Penetration Testing Conduct comprehensive penetration tests for web applications, APIs, and mobile applications. Identify vulnerabilities and recommend actionable mitigations. Security Architecture Create and implement scalable security architectures to meet organizational needs. Ensure security designs align with industry best practices and compliance requirements. Compliance and Policies Develop, implement, and maintain compliance frameworks (preferably ISO 27001). Formulate and review organization-wide security policies, processes, and procedures. Assist in audits and evidence collection for compliance requirements. Regulatory Awareness Have basic knowledge of SEBI guidelines and/or the DPDP Act for security compliance. Ensure organizational security measures adhere to applicable regulations. Organizational Security Controls Deploy and manage security controls like WAF, MDM, SIEM, API Gateway, and SSO solutions. Monitor and improve the performance and effectiveness of these controls. Administrative Tasks Handle security-related administrative activities efficiently. Maintain updated documentation of security tools, processes, and incident reports. Security Training and Assessments Conduct security awareness training sessions for employees. Perform periodic security assessments to evaluate organizational preparedness. Qualifications And Skills Experience: 3-6 years in cybersecurity, with proven hands-on expertise in the above responsibilities. Expertise in penetration testing methodologies and tools. Proficiency in designing security architectures and implementing security controls. Familiarity with compliance frameworks like ISO 27001. Understanding of regulatory guidelines such as SEBI and DPDP Act is a plus. Experience with organization-wide policy development and process implementation. Strong interpersonal skills to effectively conduct training and awareness programs. Preferred Skills Strong knowledge of AWS Cloud Security and associated tools. Familiarity with deploying and managing WAFs, SIEM solutions, MDM tools, API gateways, and SSO systems. Knowledge of incident response and vulnerability management tools. Basic scripting and automation skills to streamline security processes. What You Can Expect In Return ESOPs based on performance Health insurance Statutory benefits like PF & Gratuity Remote work options Professional development opportunities Collaborative and inclusive work culture Who We Are EduFund is an early-stage platform that helps Indian parents plan for their child's higher education in advance. Our product allows families to invest for education, take education loans, and receive competitive scholarships! We were founded in 2020 by Eela Dubey (NYU 13’) and Arindam Sengupta (Princeton 12’). EduFund team is filled with chai lovers, problem solvers, ridiculous jokes, and immeasurable passion towards our work. Our founding team has had the privilege of working at companies like Reliance, Goldman Sachs, CRISIL, GradRight, LeverageEdu, HDFC, and many others. We have raised over $5M in funding from notable investors such as MassMutual Ventures, Kunal Shah, and DSP Investment Managers. We are headquartered in Ahmedabad, with teams in Mumbai and Pune. Website - https://www.edufund.in/ Here’s a taste of what it is like to work at EduFund: https://bit.ly/3t5hLpd Skills: compliance frameworks,scripting,jenkins,mdm,anti-virus applications,content filtering,security architecture,metrics and kpis,iam roles,automation,penetration testing,api gateway,siem,firewalls,database security,architecture,vulnerability management,authentication systems,networking technologies,gitlab,devsecops,intrusion detection systems,sso solutions,cloud security,system security engineering,security policies,incident response,digital security,waf,iso 27001,compliance,incident management Show more Show less

The Head of Sales is a leadership position with full responsibility for revenue generation, P&L accountability, and driving the company's growth. This individual will play an integral role in developing new business, managing a small but dynamic team, and driving sales results. A core focus of this role will be driving mutual fund distribution, significantly growing the network of sub-brokers, and actively contributing to the sale of diverse asset classes. The ideal candidate will be highly experienced in B2C sales, particularly within the BFSI (Banking, Financial Services, and Insurance) sector, with a deep understanding of financial investment products such as Mutual Funds, Insurance, etc. Strategic Sales Leadership: Develop and execute comprehensive sales strategies to hit revenue and P&L targets, identifying new business opportunities and market trends. Mutual Fund Distribution & Growth: Lead and expand mutual fund distribution channels, focusing on increasing Assets Under Management (AUM) and staying updated on market trends. Sub-Broker Network Development: Strategize and execute the growth and management of a strong sub-broker network, including recruitment, training, and relationship building to maximize productivity and ensure compliance. Diversified Asset Class Sales: Facilitate the sale of other asset classes (e.g., insurance, bonds) by training the sales team and sub-brokers, and identifying cross-selling opportunities. Team Leadership: Recruit, mentor, and manage a high-performing sales team, fostering a culture of excellence and continuous improvement. Client Management & Analysis: Build strong client relationships, conduct market research, and report on sales performance to inform strategic decisions. Compliance: Ensure all sales activities and sub-broker operations adhere to regulatory guidelines and internal policies. Specific Criteria Required Minimum 10 years of experience in B2C sales, with a proven track record of driving revenue and achieving sales targets, particularly in the Mutual Fund industry. Strong experience with financial investment products such as mutual funds, wealth management, or other financial services. Candidates with experience in fintech or wealth management will be highly preferred. Bachelor's degree in Business, Finance, Economics, or a related field. An MBA or other relevant advanced qualifications are a plus. Skills & Competencies Deep understanding of the financial services industry, specifically investment products and market trends. Proven ability to manage P&L, including budgeting and forecasting. Excellent communication, negotiation, and interpersonal skills. Strong leadership and team management abilities, with a focus on motivation, coaching, and development. Ability to work in a fast-paced, startup environment, demonstrating flexibility and entrepreneurial spirit. Highly results-driven with a proactive and solutions-oriented mindset. What You Can Expect In Return ESOPs Health insurance Statutory benefits like PF & Gratuity Flexible Working structure Professional development opportunities Collaborative and inclusive work culture EduFund is an early-stage platform that helps Indian parents plan for their child's higher education in advance. Our product allows families to invest for education, take education loans, and receive competitive scholarships! Founded in 2020 by Eela Dubey (NYU 13’) and Arindam Sengupta (Princeton 12’), EduFund is backed by $5M+ funding from investors like MassMutual Ventures, Kunal Shah, and DSP Investment Managers. Our team, headquartered in Ahmedabad with branches in Mumbai and Pune, includes professionals from Reliance, Goldman Sachs, CRISIL, and others. We’re passionate, fun-loving, and love a good cup of chai while solving challenging problems! Skills: p&l management,revenue,communication skills,results-driven mindset,team leadership,entrepreneurial spirit,financial investment products,financial services,investment,client management,negotiation skills,b2c sales,interpersonal skills,market analysis,sales,leadership,flexibility,mutual funds Show more Show less

The Head of Sales is a leadership position with full responsibility for revenue generation, P&L accountability, and driving the company's growth. This individual will play an integral role in developing new business, managing a small but dynamic team, and driving sales results. A core focus of this role will be driving mutual fund distribution, significantly growing the network of sub-brokers, and actively contributing to the sale of diverse asset classes. The ideal candidate will be highly experienced in B2C sales, particularly within the BFSI (Banking, Financial Services, and Insurance) sector, with a deep understanding of financial investment products such as Mutual Funds, Insurance, etc. Strategic Sales Leadership: Develop and execute comprehensive sales strategies to hit revenue and P&L targets, identifying new business opportunities and market trends. Mutual Fund Distribution & Growth: Lead and expand mutual fund distribution channels, focusing on increasing Assets Under Management (AUM) and staying updated on market trends. Sub-Broker Network Development: Strategize and execute the growth and management of a strong sub-broker network, including recruitment, training, and relationship building to maximize productivity and ensure compliance. Diversified Asset Class Sales: Facilitate the sale of other asset classes (e.g., insurance, bonds) by training the sales team and sub-brokers, and identifying cross-selling opportunities. Team Leadership: Recruit, mentor, and manage a high-performing sales team, fostering a culture of excellence and continuous improvement. Client Management & Analysis: Build strong client relationships, conduct market research, and report on sales performance to inform strategic decisions. Compliance: Ensure all sales activities and sub-broker operations adhere to regulatory guidelines and internal policies. Specific criteria required: Minimum 10 years of experience in B2C sales, with a proven track record of driving revenue and achieving sales targets, particularly in the Mutual Fund industry. Strong experience with financial investment products such as mutual funds, wealth management, or other financial services. Candidates with experience in fintech or wealth management will be highly preferred. Bachelor's degree in Business, Finance, Economics, or a related field. An MBA or other relevant advanced qualifications are a plus. Skills & Competencies Deep understanding of the financial services industry, specifically investment products and market trends. Proven ability to manage P&L, including budgeting and forecasting. Excellent communication, negotiation, and interpersonal skills. Strong leadership and team management abilities, with a focus on motivation, coaching, and development. Ability to work in a fast-paced, startup environment, demonstrating flexibility and entrepreneurial spirit. Highly results-driven with a proactive and solutions-oriented mindset. What you can expect in return: ESOPs Health insurance Statutory benefits like PF & Gratuity Flexible Working structure Professional development opportunities Show more Show less

Job Description Recruitment & Talent Acquisition Lead and execute full-cycle recruitment with a strong focus on setting up the Sales vertical. Develop recruitment strategies to attract top sales talent across different levels. Collaborate with leadership to define role requirements and hiring plans. Manage sourcing, screening, interviewing, and offer negotiation processes. Build strong talent pipelines for future hiring needs. Learning & Development Identify skill gaps and propose learning solutions aligned with business goals. Design, implement, and track effectiveness of training and development programs. Coordinate with external training vendors and internal stakeholders to facilitate sessions. Stakeholder Management Act as a strategic HR partner to Sales, Operations, and Leadership teams. Offer consultative support for organizational development and team-building initiatives. Maintain continuous feedback loops with hiring managers and department heads. Mobility & Office Collaboration Willingness to travel frequently across Mumbai and Pune office locations. Ensure on-ground support during key recruitment drives, onboarding, and training events. Qualifications & Skills Bachelor’s/Master’s degree in Human Resources, Business Administration, or related field. 6–8 years of HR experience with a strong recruitment foundation. Proven track record in setting up or scaling a business vertical (preferably Sales). Experience in L&D program implementation and stakeholder engagement. Excellent interpersonal, communication, and negotiation skills. Self-starter with the ability to work in a fast-paced, startup-like environment. Flexible to travel as required across locations What You Can Expect In Return ESOPs Health insurance Statutory benefits like PF & Gratuity Flexible Working structure Professional development opportunities Collaborative and inclusive work culture EduFund is an early-stage platform that helps Indian parents plan for their child's higher education in advance. Our product allows families to invest for education, take education loans, and receive competitive scholarships! Founded in 2020 by Eela Dubey (NYU 13’) and Arindam Sengupta (Princeton 12’), EduFund is backed by $5M+ funding from investors like MassMutual Ventures, Kunal Shah, and DSP Investment Managers. Our team, headquartered in Ahmedabad with branches in Mumbai and Pune, includes professionals from Reliance, Goldman Sachs, CRISIL, and others. We’re passionate, fun-loving, and love a good cup of chai while solving challenging problems! Skills: negotiation skills,communication skills,hiring,interpersonal skills,talent acquisition,learning & development,recruitment,stakeholder management Show more Show less

Job Description Recruitment & Talent Acquisition Lead and execute full-cycle recruitment with a strong focus on setting up the Sales vertical. Develop recruitment strategies to attract top sales talent across different levels. Collaborate with leadership to define role requirements and hiring plans. Manage sourcing, screening, interviewing, and offer negotiation processes. Build strong talent pipelines for future hiring needs. Learning & Development Identify skill gaps and propose learning solutions aligned with business goals. Design, implement, and track effectiveness of training and development programs. Coordinate with external training vendors and internal stakeholders to facilitate sessions. Stakeholder Management Act as a strategic HR partner to Sales, Operations, and Leadership teams. Offer consultative support for organizational development and team-building initiatives. Maintain continuous feedback loops with hiring managers and department heads. Mobility & Office Collaboration Willingness to travel frequently across Mumbai and Pune office locations. Ensure on-ground support during key recruitment drives, onboarding, and training events. Qualifications & Skills Bachelor’s/Master’s degree in Human Resources, Business Administration, or related field. 6–8 years of HR experience with a strong recruitment foundation. Proven track record in setting up or scaling a business vertical (preferably Sales). Experience in L&D program implementation and stakeholder engagement. Excellent interpersonal, communication, and negotiation skills. Self-starter with the ability to work in a fast-paced, startup-like environment. Flexible to travel as required across locations What You Can Expect In Return ESOPs Health insurance Statutory benefits like PF & Gratuity Flexible Working structure Professional development opportunities Collaborative and inclusive work culture EduFund is an early-stage platform that helps Indian parents plan for their child's higher education in advance. Our product allows families to invest for education, take education loans, and receive competitive scholarships! Founded in 2020 by Eela Dubey (NYU 13’) and Arindam Sengupta (Princeton 12’), EduFund is backed by $5M+ funding from investors like MassMutual Ventures, Kunal Shah, and DSP Investment Managers. Our team, headquartered in Ahmedabad with branches in Mumbai and Pune, includes professionals from Reliance, Goldman Sachs, CRISIL, and others. We’re passionate, fun-loving, and love a good cup of chai while solving challenging problems! Skills: negotiation skills,communication skills,hiring,interpersonal skills,talent acquisition,learning & development,recruitment,stakeholder management Show more Show less

We are seeking a talented and motivated Security Engineer to join our team. The ideal candidate will possess a solid foundation in security practices and a proactive approach to safeguarding our digital ecosystem. This role requires a balance of technical expertise, strategic thinking, and an understanding of regulatory requirements. Key Responsibilities Cloud Security Design, implement, and maintain robust security measures in AWS cloud environments. Manage IAM roles and enforce least-privilege principles across cloud resources. Penetration Testing Conduct comprehensive penetration tests for web applications, APIs, and mobile applications. Identify vulnerabilities and recommend actionable mitigations. Security Architecture Create and implement scalable security architectures to meet organizational needs. Ensure security designs align with industry best practices and compliance requirements. Compliance and Policies Develop, implement, and maintain compliance frameworks (preferably ISO 27001). Formulate and review organization-wide security policies, processes, and procedures. Assist in audits and evidence collection for compliance requirements. Regulatory Awareness Have basic knowledge of SEBI guidelines and/or the DPDP Act for security compliance. Ensure organizational security measures adhere to applicable regulations. Organizational Security Controls Deploy and manage security controls like WAF, MDM, SIEM, API Gateway, and SSO solutions. Monitor and improve the performance and effectiveness of these controls. Administrative Tasks Handle security-related administrative activities efficiently. Maintain updated documentation of security tools, processes, and incident reports. Security Training and Assessments Conduct security awareness training sessions for employees. Perform periodic security assessments to evaluate organizational preparedness. Qualifications and Skills Experience: 3-6 years in cybersecurity, with proven hands-on expertise in the above responsibilities. Expertise in penetration testing methodologies and tools. Proficiency in designing security architectures and implementing security controls. Familiarity with compliance frameworks like ISO 27001. Understanding of regulatory guidelines such as SEBI and DPDP Act is a plus. Experience with organization-wide policy development and process implementation. Strong interpersonal skills to effectively conduct training and awareness programs. Preferred Skills Strong knowledge of AWS Cloud Security and associated tools. Familiarity with deploying and managing WAFs, SIEM solutions, MDM tools, API gateways, and SSO systems. Knowledge of incident response and vulnerability management tools. Basic scripting and automation skills to streamline security processes. What you can expect in return: ESOPs based on performance Health insurance Statutory benefits like PF & Gratuity Remote work options Professional development opportunities Collaborative and inclusive work culture Who we are EduFund is an early-stage platform that helps Indian parents plan for their child's higher education in advance. Our product allows families to invest for education, take education loans, and receive competitive scholarships! We were founded in 2020 by Eela Dubey (NYU 13’) and Arindam Sengupta (Princeton 12’). EduFund team is filled with chai lovers, problem solvers, ridiculous jokes, and immeasurable passion towards our work. Our founding team has had the privilege of working at companies like Reliance, Goldman Sachs, CRISIL, GradRight, LeverageEdu, HDFC, and many others. We have raised over $5M in funding from notable investors such as MassMutual Ventures, Kunal Shah, and DSP Investment Managers. We are headquartered in Ahmedabad, with teams in Mumbai and Pune. Website - https://www.edufund.in/ Show more Show less

About the job: Key Responsibilities: 1. Make outbound calls to identify new business opportunities and promote our products and services. 2. Respond to customer inquiries and complaints in a timely and professional manner 3. Resolve customer issues and escalate to the appropriate team if necessary 4. Maintain accurate records of customer interactions and transactions 5. Upsell fintech products and services to customers as appropriate 6. Identifying new business opportunities by cross-selling products like Mutual funds, ETFs. 7. Following the internal sales process by updating all the activities in online system. 8. Comply with all rules and regulations of the company as well as following industry norms. Who can apply: Only those candidates can apply who: have minimum 1 years of experience Salary: ₹ 3,00,000 - 4,00,000 /year Experience: 1 year(s) Deadline: 2025-06-19 23:59:59 Other perks: Informal dress code, 5 days a week, Health Insurance Skills required: Client Interaction and English Proficiency (Spoken) About Company: We're a budding start-up comprised of passionate technologists looking to disrupt the fintech ecosystem. We are one of India's first investment apps focused purely on higher education, providing parents with a unique roadmap to meet the financial goals for their child's higher education, be it abroad or in India. The app offers users the option to create an investment plan and invest in both Indian and US funds. Our holistic planning tool helps parents estimate the cost of education, and use counseling services for test prep, mentorship, and admissions. EduFund is built by India's trusted investment experts and backed by angel and US institutional investors. We are a SEBI-registered investment advisor (RIA). Our purpose is simple - enable Indian parents and empower Indian students.

Job Description (Role): We are seeking a dynamic and detail-oriented Compliance and Operations Specialist to join our team at EduFund. This role is instrumental in ensuring the smooth execution of compliance- related tasks and operational processes, contributing to the organization's regulatory adherence and operational efficiency. Responsibilities CS Coordination: Collaborate with the company's corporate secretarial functions to ensure effective communication and coordination. Legal Agreements: Manage and oversee the preparation and execution of legal agreements involving non-HR stakeholders, including individuals and companies. Investment Operations: Handle the legal paperwork associated with investment operations, including the maintenance of ARN (AMFI Registration Number) and RIA (Registered Investment Advisor) compliance. Investor Coordination: Facilitate seamless communication with investors, coordinating signatures, and acting as a liaison to ensure a streamlined process. ESOP Maintenance and Updation: Monitor and update the company's Employee Stock Ownership Plan (ESOP) documentation as required. Additional Compliance Tasks: Undertake any other compliance-related responsibilities that may arise within the EduFund group, ensuring adherence to regulatory requirements and best practices. Required Skills Proven experience in compliance, legal operations, or a related role. Knowledge of corporate governance, legal agreements, and investment operations. Exceptional organizational and multitasking abilities. Detail-oriented with a commitment to accuracy and precision. Ability to work independently and collaboratively in a fast-paced environment. Proficiency in relevant software and tools. Specific Criteria Required For The Applicants Bachelor's degree in Business Administration, Law, or a related field. CS is mandatory 4-5 years of experience in the relevant field. Good communication skills Strong analytical, problem-solving, management and organizational skills What You Can Expect In Return ESOPs Health insurance Statutory benefits like PF & Gratuity Flexible Working structure Professional development opportunities Collaborative and inclusive work culture EduFund is an early-stage platform that helps Indian parents plan for their child's higher education in advance. Our product allows families to invest for education, take education loans, and receive competitive scholarships! Founded in 2020 by Eela Dubey (NYU 13’) and Arindam Sengupta (Princeton 12’), EduFund is backed by $5M+ funding from investors like MassMutual Ventures, Kunal Shah, and DSP Investment Managers. Our team, headquartered in Ahmedabad with branches in Mumbai and Pune, includes professionals from Reliance, Goldman Sachs, CRISIL, and others. We’re passionate, fun-loving, and love a good cup of chai while solving challenging problems! Skills: multitasking,cs,investment operations,analytical skills,communication skills,organizational skills,legal operations,due diligence,legal agreements,operations,proficiency in software tools,amfi,problem-solving,software proficiency,attention to detail,compliance,corporate governance Show more Show less

We are seeking a dynamic and detail-oriented Compliance and Operations Specialist to join our team at EduFund. This role is instrumental in ensuring the smooth execution of compliancerelated tasks and operational processes, contributing to the organization's regulatory adherence and operational efficiency. Responsibilities. CS Coordination: Collaborate with the company's corporate secretarial functions to ensure effective communication and coordination. Legal Agreements: Manage and oversee the preparation and execution of legal agreements involving non-HR stakeholders, including individuals and companies. Investment Operations: Handle the legal paperwork associated with investment operations, including the maintenance of ARN (AMFI Registration Number) and RIA (Registered Investment Advisor) compliance. Investor Coordination: Facilitate seamless communication with investors, coordinating signatures, and acting as a liaison to ensure a streamlined process. ESOP Maintenance and Updation: Monitor and update the company's Employee Stock Ownership Plan (ESOP) documentation as required. Additional Compliance Tasks: Undertake any other compliance-related responsibilities that may arise within the EduFund group, ensuring adherence to regulatory requirements and best practices. Proven experience in compliance, legal operations, or a related role. Knowledge of corporate governance, legal agreements, and investment operations. Exceptional organizational and multitasking abilities. Detail-oriented with a commitment to accuracy and precision. Ability to work independently and collaboratively in a fast-paced environment. Proficiency in relevant software and tools. Specific Criteria Required For The Applicants. (ref:iimjobs.com) Show more Show less

Job Description (Role): We are seeking a dynamic and detail-oriented Compliance and Operations Specialist to join our team at EduFund. This role is instrumental in ensuring the smooth execution of compliance-related tasks and operational processes, contributing to the organization's regulatory adherence and operational efficiency. Responsibilities: CS Coordination: Collaborate with the company's corporate secretarial functions to ensure effective communication and coordination. Legal Agreements: Manage and oversee the preparation and execution of legal agreements involving non-HR stakeholders, including individuals and companies. Investment Operations: Handle the legal paperwork associated with investment operations, including the maintenance of ARN (AMFI Registration Number) and RIA (Registered Investment Advisor) compliance. Investor Coordination: Facilitate seamless communication with investors, coordinating signatures, and acting as a liaison to ensure a streamlined process. ESOP Maintenance and Updation: Monitor and update the company's Employee Stock Ownership Plan (ESOP) documentation as required. Additional Compliance Tasks: Undertake any other compliance-related responsibilities that may arise within the EduFund group, ensuring adherence to regulatory requirements and best practices. Required Skills: Proven experience in compliance, legal operations, or a related role. Knowledge of corporate governance, legal agreements, and investment operations. Exceptional organizational and multitasking abilities. Detail-oriented with a commitment to accuracy and precision. Ability to work independently and collaboratively in a fast-paced environment. Proficiency in relevant software and tools. Specific criteria required for the applicants: Bachelor's degree in Business Administration, Law, or a related field. CS is mandatory 4-5 years of experience in the relevant field. Good communication skills Strong analytical, problem-solving, management and organizational skills What you can expect in return: ESOPs Health insurance Statutory benefits like PF & Gratuity Flexible Working structure Professional development opportunities Collaborative and inclusive work culture EduFund is an early-stage platform that helps Indian parents plan for their child's higher education in advance. Our product allows families to invest for education, take education loans, and receive competitive scholarships! Founded in 2020 by Eela Dubey (NYU 13’) and Arindam Sengupta (Princeton 12’), EduFund is backed by $5M+ funding from investors like MassMutual Ventures, Kunal Shah, and DSP Investment Managers. Our team, headquartered in Ahmedabad with branches in Mumbai and Pune, includes professionals from Reliance, Goldman Sachs, CRISIL, and others. We’re passionate, fun-loving, and love a good cup of chai while solving challenging problems! Job Types: Full-time, Permanent Pay: ₹600,000.00 - ₹1,100,000.00 per year Benefits: Flexible schedule Health insurance Leave encashment Paid sick time Provident Fund Work from home Schedule: Day shift Monday to Friday Work Location: In person

Job Description Preparation, Maintenance and review of Accounts/Bookkeeping and statutory compliances and fixed assets and supplies. Adhere to the Direct & Indirect taxation compliance with the Filings and their Due Dates of the respective filings. Finalize Accounts and Submit as per the guidelines of company’s Policy. Assist in payroll, reimbursements, and other financial reconciliations. Find Best Industry Practices and Implement them as suitable for the company’s Environment and operations. Improvise Internal Timing & Scrutiny Lag if found in the operations. Help in preparing the monthly financial reports based on the performance as per the accounts/books to comply with various Department/Vertical. Vendor Management – Onboarding, payments and coordination. Liaise with Cross-functional teams i.e. Credit / Operations / Service / legal etc. and ensure the documentary requirements are complied with, and seamless service gets delivered to the acquired customers. Go the extra mile to build trust relationships, customer loyalty and satisfaction throughout the underwriting process and operate in compliance with laws and regulations and adhere to lending compliance guidelines. Mandatory Qualification CA Final/ CA Inter qualified What You Can Expect In Return ESOPs based on performance Health insurance Statutory benefits like PF & Gratuity Remote work options Professional development opportunities Collaborative and inclusive work culture Who We Are EduFund is an early-stage platform that helps Indian parents plan for their child's higher education in advance. Our product allows families to invest for education, take education loans, and receive competitive scholarships! We were founded in 2020 by Eela Dubey (NYU 13’) and Arindam Sengupta (Princeton 12’). EduFund team is filled with chai lovers, problem solvers, ridiculous jokes, and immeasurable passion towards our work. Our founding team has had the privilege of working at companies like Reliance, Goldman Sachs, CRISIL, GradRight, LeverageEdu, HDFC, and many others. We have raised over $5M in funding from notable investors such as MassMutual Ventures, Kunal Shah, and DSP Investment Managers. We are headquartered in Ahmedabad, with teams in Mumbai and Pune. Website - https://www.edufund.in/ Here’s a taste of what it is like to work at EduFund: https://bit.ly/3t5hLpd Skills: financial reconciliation,audit reports,documentary,statutory compliance,tax compliance,payroll management,vendor management,compliance,cross-functional liaison,taxation compliance,bookkeeping,cross-functional collaboration,accounts preparation,financial reporting

Job Description (Role): We are seeking a dynamic and detail-oriented Compliance and Operations Specialist to join our team at EduFund. This role is instrumental in ensuring the smooth execution of compliance- related tasks and operational processes, contributing to the organization's regulatory adherence and operational efficiency. Responsibilities CS Coordination: Collaborate with the company's corporate secretarial functions to ensure effective communication and coordination. Legal Agreements: Manage and oversee the preparation and execution of legal agreements involving non-HR stakeholders, including individuals and companies. Investment Operations: Handle the legal paperwork associated with investment operations, including the maintenance of ARN (AMFI Registration Number) and RIA (Registered Investment Advisor) compliance. Investor Coordination: Facilitate seamless communication with investors, coordinating signatures, and acting as a liaison to ensure a streamlined process. ESOP Maintenance and Updation: Monitor and update the company's Employee Stock Ownership Plan (ESOP) documentation as required. Additional Compliance Tasks: Undertake any other compliance-related responsibilities that may arise within the EduFund group, ensuring adherence to regulatory requirements and best practices. Required Skills Proven experience in compliance, legal operations, or a related role. Knowledge of corporate governance, legal agreements, and investment operations. Exceptional organizational and multitasking abilities. Detail-oriented with a commitment to accuracy and precision. Ability to work independently and collaboratively in a fast-paced environment. Proficiency in relevant software and tools. Specific Criteria Required For The Applicants Bachelor's degree in Business Administration, Law, or a related field. CS is mandatory 4-5 years of experience in the relevant field. Good communication skills Strong analytical, problem-solving, management and organizational skills What You Can Expect In Return ESOPs Health insurance Statutory benefits like PF & Gratuity Flexible Working structure Professional development opportunities Collaborative and inclusive work culture EduFund is an early-stage platform that helps Indian parents plan for their child's higher education in advance. Our product allows families to invest for education, take education loans, and receive competitive scholarships! Founded in 2020 by Eela Dubey (NYU 13’) and Arindam Sengupta (Princeton 12’), EduFund is backed by $5M+ funding from investors like MassMutual Ventures, Kunal Shah, and DSP Investment Managers. Our team, headquartered in Ahmedabad with branches in Mumbai and Pune, includes professionals from Reliance, Goldman Sachs, CRISIL, and others. We’re passionate, fun-loving, and love a good cup of chai while solving challenging problems! Skills: corporate governance,communication skills,legal agreements,problem-solving,organizational skills,proficiency in relevant software and tools,investment operations,analytical skills,compliance,multitasking,due diligence,amfi,cs,software proficiency,legal operations,proficiency in software tools,operations,attention to detail

Job Description (Role): We are seeking a dynamic and detail-oriented Compliance and Operations Specialist to join our team at EduFund. This role is instrumental in ensuring the smooth execution of compliance- related tasks and operational processes, contributing to the organization's regulatory adherence and operational efficiency. Responsibilities: CS Coordination: Collaborate with the company's corporate secretarial functions to ensure effective communication and coordination. Legal Agreements: Manage and oversee the preparation and execution of legal agreements involving non-HR stakeholders, including individuals and companies. Investment Operations: Handle the legal paperwork associated with investment operations, including the maintenance of ARN (AMFI Registration Number) and RIA (Registered Investment Advisor) compliance. Investor Coordination: Facilitate seamless communication with investors, coordinating signatures, and acting as a liaison to ensure a streamlined process. ESOP Maintenance and Updation: Monitor and update the company's Employee Stock Ownership Plan (ESOP) documentation as required. Additional Compliance Tasks: Undertake any other compliance-related responsibilities that may arise within the EduFund group, ensuring adherence to regulatory requirements and best practices. Required Skills: Proven experience in compliance, legal operations, or a related role. Knowledge of corporate governance, legal agreements, and investment operations. Exceptional organizational and multitasking abilities. Detail-oriented with a commitment to accuracy and precision. Ability to work independently and collaboratively in a fast-paced environment. Proficiency in relevant software and tools. Specific criteria required for the applicants: Bachelor's degree in Business Administration, Law, or a related field. CS is mandatory 4-5 years of experience in the relevant field. Good communication skills Strong analytical, problem-solving, management and organizational skills About EduFund EduFund is an early-stage platform that helps Indian parents plan for their child's higher education in advance. Our product allows families to invest for education, take education loans, and receive competitive scholarships! Founded in 2020 by Eela Dubey (NYU 13’) and Arindam Sengupta (Princeton 12’), EduFund is backed by $5M+ funding from investors like MassMutual Ventures, Kunal Shah, and DSP Investment Managers. Our team, headquartered in Ahmedabad with branches in Mumbai and Pune, includes professionals from Reliance, Goldman Sachs, CRISIL, and others. We’re passionate, fun-loving, and love a good cup of chai while solving challenging problems! Website - https://www.edufund.in/

About The Job Job Description (Role): We are seeking a dynamic and detail-oriented Compliance and Operations Specialist to join our team at EduFund. This role is instrumental in ensuring the smooth execution of compliance- related tasks and operational processes, contributing to the organization's regulatory adherence and operational CS Coordination: Collaborate with the company's corporate secretarial functions to ensure effective communication and coordination. Legal Agreements: Manage and oversee the preparation and execution of legal agreements involving non-HR stakeholders, including individuals and companies. Investment Operations: Handle the legal paperwork associated with investment operations, including the maintenance of ARN (AMFI Registration Number) and RIA (Registered Investment Advisor) compliance. Investor Coordination: Facilitate seamless communication with investors, coordinating signatures, and acting as a liaison to ensure a streamlined process. ESOP Maintenance and Updation: Monitor and update the company's Employee Stock Ownership Plan (ESOP) documentation as required. Additional Compliance Tasks: Undertake any other compliance-related responsibilities that may arise within the EduFund group, ensuring adherence to regulatory requirements and best practices. Required Skills Proven experience in compliance, legal operations, or a related role. Knowledge of corporate governance, legal agreements, and investment operations. Exceptional organizational and multitasking abilities. Detail-oriented with a commitment to accuracy and precision. Ability to work independently and collaboratively in a fast-paced environment. Proficiency in relevant software and tools. Specific Criteria Required For The Applicants Bachelor's/ Master's degree in Business Administration, Law, or a related field. CS is mandatory 4-5 years of experience in the relevant field. Good communication skills Strong analytical, problem-solving, management and organizational skills About EduFund EduFund is an early-stage platform that helps Indian parents plan for their child's higher education in advance. Our product allows families to invest for education, take education loans, and receive competitive scholarships! Founded in 2020 by Eela Dubey (NYU 13) and Arindam Sengupta (Princeton 12), EduFund is backed by $5M+ funding from investors like MassMutual Ventures, Kunal Shah, and DSP Investment Managers. Our team, headquartered in Ahmedabad with branches in Mumbai and Pune, includes professionals from Reliance, Goldman Sachs, CRISIL, and others. Were passionate, fun-loving, and love a good cup of chai while solving challenging problems! Website - https://www.edufund.in/ (ref:iimjobs.com)

We are seeking an experienced and strategic Zonal/Regional Head to lead our B2B Wealth Management operations in the assigned region. This role is pivotal in driving business growth, leading a team of Wealth Managers, and establishing deep relationships with corporate partners, HNIs, and distribution channels. Key Responsibilities Team Leadership & Management: Lead, mentor, and manage a team of Wealth Managers in the assigned region. Drive performance through regular reviews, training, and motivational leadership. Ensure team alignment with business goals, client engagement, and service excellence. Business Development: Develop and execute regional B2B strategies to acquire and grow institutional and corporate relationships. Identify and onboard strategic partners, IFAs, and corporate channels. Drive penetration of investment and wealth solutions across the partner/client base. P&L Ownership: Own the region's business targets including revenue, AUM growth, and client acquisition. Optimize cost-effectiveness and resource utilization within the team. Client Relationship Management: Build and nurture long-term relationships with key clients and partners. Ensure exceptional service delivery, compliance, and retention. Market Intelligence & Strategy: Monitor regional market trends, competitor activities, and regulatory updates. Share insights and contribute to product development and strategic decisions. Specific Criteria Required For The Applicants Education: Graduate/Postgraduate in Finance, Business Management or related field. Certifications like NISM/CFP/CFA will be a plus. Experience: 8–10 years in B2B Wealth Management, BFSI, or Financial Advisory, with at least 3 years in a leadership role. Proven ability to manage sales teams, deliver results, and build B2B partnerships. Strong understanding of financial products: Mutual Funds, PMS, Bonds, Insurance, etc. Excellent communication, leadership, and analytical skills. Familiarity with CRM and digital tools for sales and client management. What You Can Expect In Return ESOPs basis performance Health insurance Statutory benefits like PF & Gratuity Flexible Working structure Professional development opportunities Collaborative and inclusive work culture About The Company EduFund is an early-stage platform that helps Indian parents plan for their child's higher education in advance. Our unique technology is inspired by years of asset management experience as well as personal experience in funding higher education. EduFund team is filled with chai lovers, problem solvers, ridiculous jokes, and immeasurable passion towards our work. Our founding team has had the privilege of working at companies like Reliance, Goldman Sachs, CRISIL, InCred, Upstoxx, LeverageEdu, HDFC, and many others. We have raised a seed round from notable investors such as Anchorage Capital Partners, ViewTrade, AngelList and other angels. We are headquartered in Ahmedabad, with teams in Mumbai and Pune. Website - https://www.edufund.in/ Skills: p&l ownership,financial products knowledge,business development,communication skills,market intelligence,wealth management,analytical skills,leadership,mutual funds,nism,b2b,crm and digital tools,investment,team leadership,b2b wealth management,client relationship management,p&l management

We are seeking an experienced and strategic Zonal/Regional Head to lead our B2B Wealth Management operations in the assigned region. This role is pivotal in driving business growth, leading a team of Wealth Managers, and establishing deep relationships with corporate partners, HNIs, and distribution channels. Key Responsibilities Team Leadership & Management: Lead, mentor, and manage a team of Wealth Managers in the assigned region. Drive performance through regular reviews, training, and motivational leadership. Ensure team alignment with business goals, client engagement, and service excellence. Business Development: Develop and execute regional B2B strategies to acquire and grow institutional and corporate relationships. Identify and onboard strategic partners, IFAs, and corporate channels. Drive penetration of investment and wealth solutions across the partner/client base. P&L Ownership: Own the region's business targets including revenue, AUM growth, and client acquisition. Optimize cost-effectiveness and resource utilization within the team. Client Relationship Management: Build and nurture long-term relationships with key clients and partners. Ensure exceptional service delivery, compliance, and retention. Market Intelligence & Strategy: Monitor regional market trends, competitor activities, and regulatory updates. Share insights and contribute to product development and strategic decisions. Specific Criteria Required For The Applicants Education: Graduate/Postgraduate in Finance, Business Management or related field. Certifications like NISM/CFP/CFA will be a plus. Experience: 8–10 years in B2B Wealth Management, BFSI, or Financial Advisory, with at least 3 years in a leadership role. Proven ability to manage sales teams, deliver results, and build B2B partnerships. Strong understanding of financial products: Mutual Funds, PMS, Bonds, Insurance, etc. Excellent communication, leadership, and analytical skills. Familiarity with CRM and digital tools for sales and client management. What You Can Expect In Return ESOPs basis performance Health insurance Statutory benefits like PF & Gratuity Flexible Working structure Professional development opportunities Collaborative and inclusive work culture About The Company EduFund is an early-stage platform that helps Indian parents plan for their child's higher education in advance. Our unique technology is inspired by years of asset management experience as well as personal experience in funding higher education. EduFund team is filled with chai lovers, problem solvers, ridiculous jokes, and immeasurable passion towards our work. Our founding team has had the privilege of working at companies like Reliance, Goldman Sachs, CRISIL, InCred, Upstoxx, LeverageEdu, HDFC, and many others. We have raised a seed round from notable investors such as Anchorage Capital Partners, ViewTrade, AngelList and other angels. We are headquartered in Ahmedabad, with teams in Mumbai and Pune. Website - https://www.edufund.in/ Skills: p&l ownership,financial products knowledge,business development,communication skills,market intelligence,wealth management,analytical skills,leadership,mutual funds,nism,b2b,crm and digital tools,investment,team leadership,b2b wealth management,client relationship management,p&l management

We are seeking an experienced and strategic Zonal/Regional Head to lead our B2B Wealth Management operations in the assigned region. This role is pivotal in driving business growth, leading a team of Wealth Managers, and establishing deep relationships with corporate partners, HNIs, and distribution channels. Key Responsibilities Team Leadership & Management: Lead, mentor, and manage a team of Wealth Managers in the assigned region. Drive performance through regular reviews, training, and motivational leadership. Ensure team alignment with business goals, client engagement, and service excellence. Business Development: Develop and execute regional B2B strategies to acquire and grow institutional and corporate relationships. Identify and onboard strategic partners, IFAs, and corporate channels. Drive penetration of investment and wealth solutions across the partner/client base. P&L Ownership: Own the region's business targets including revenue, AUM growth, and client acquisition. Optimize cost-effectiveness and resource utilization within the team. Client Relationship Management: Build and nurture long-term relationships with key clients and partners. Ensure exceptional service delivery, compliance, and retention. Market Intelligence & Strategy: Monitor regional market trends, competitor activities, and regulatory updates. Share insights and contribute to product development and strategic decisions. Specific Criteria Required For The Applicants Education: Graduate/Postgraduate in Finance, Business Management or related field. Certifications like NISM/CFP/CFA will be a plus. Experience: 8–10 years in B2B Wealth Management, BFSI, or Financial Advisory, with at least 3 years in a leadership role. Proven ability to manage sales teams, deliver results, and build B2B partnerships. Strong understanding of financial products: Mutual Funds, PMS, Bonds, Insurance, etc. Excellent communication, leadership, and analytical skills. Familiarity with CRM and digital tools for sales and client management. What You Can Expect In Return ESOPs basis performance Health insurance Statutory benefits like PF & Gratuity Flexible Working structure Professional development opportunities Collaborative and inclusive work culture About The Company EduFund is an early-stage platform that helps Indian parents plan for their child's higher education in advance. Our unique technology is inspired by years of asset management experience as well as personal experience in funding higher education. EduFund team is filled with chai lovers, problem solvers, ridiculous jokes, and immeasurable passion towards our work. Our founding team has had the privilege of working at companies like Reliance, Goldman Sachs, CRISIL, InCred, Upstoxx, LeverageEdu, HDFC, and many others. We have raised a seed round from notable investors such as Anchorage Capital Partners, ViewTrade, AngelList and other angels. We are headquartered in Ahmedabad, with teams in Mumbai and Pune. Website - https://www.edufund.in/ Skills: p&l ownership,financial products knowledge,business development,communication skills,market intelligence,wealth management,analytical skills,leadership,mutual funds,nism,b2b,crm and digital tools,investment,team leadership,b2b wealth management,client relationship management,p&l management