Company Description Elara Capital is a global employee-owned firm focusing on emerging markets, offering innovative financial solutions for corporations. As a full-service Investment Bank established in 2002, Elara Capital has become a leader in global finance and cross-border transactions with multiple offices worldwide. Role Description This is a full-time on-site role in Mumbai for a Private Wealth Manager at Elara Capital. The Private Wealth Manager will be responsible for financial planning, investment management, and utilizing analytical skills to assist clients in maximizing diverse global financial markets. Qualifications Financial Planning and Investment Management & client acquisition skills Strong Analytical Skills Knowledge of Finance and Communication skills Experience in Wealth Management - Third party products on the distribution side Excellent interpersonal and client relationship management skills Bachelor's degree in Finance, Economics, Business, or related field Industry Financial Services Employment Type Full-time
Company Description Elara Capital is a global employee-owned firm focusing on emerging markets, offering innovative financial solutions for corporations. As a full-service Investment Bank established in 2002, Elara Capital has become a leader in global finance and cross-border transactions with multiple offices worldwide. Role Description This is a full-time on-site role in Mumbai for a Private Wealth Manager at Elara Capital. The Private Wealth Manager will be responsible for financial planning, investment management, and utilizing analytical skills to assist clients in maximizing diverse global financial markets. Qualifications Financial Planning and Investment Management & client acquisition skills Strong Analytical Skills Knowledge of Finance and Communication skills Experience in Wealth Management - Third party products on the distribution side Excellent interpersonal and client relationship management skills Bachelor's degree in Finance, Economics, Business, or related field Industry Financial Services Employment Type Full-time
JOB DESCRIPTION Job Specifications Role Designation: Analyst / Senior Analyst / Associate/ Sr Associate (Depending on the experience) Location: Mumbai Job Purpose The ECM team member plays a critical role within the Equity Capital Markets team, supporting the origination and execution of equity transactions such as Initial Public Offerings (IPOs), Follow-on Public Offers (FPOs), Qualified Institutional Placements (QIPs), rights issues, and block deals. The role requires strong financial and analytical capabilities, familiarity with capital markets regulations, and the ability to manage complex projects across multiple stakeholders. The ideal candidate should be adept at preparing investor-facing materials, coordinating regulatory processes, and contributing to high-quality execution outcomes. Key Deliverables 1) Lead and support the end-to-end execution of ECM transactions including IPOs, FPOs, QIPs, rights issues, and private placements. 2) Collaborate with internal and external stakeholders including clients, legal advisors, auditors, regulators, and merchant banking partners to ensure seamless execution. 3) Prepare pitch presentations, deal collaterals, and roadshow presentations tailored to institutional and retail investors. 4) Build, refine, and maintain detailed financial models to support valuation analysis, pricing decisions, and transaction structuring. 5) Conduct in-depth financial analysis and benchmarking of client and peer companies. 6) Draft and review key transaction documents including offer documents, term sheets, information memoranda, and investor presentations. 7) Support due diligence processes, coordinating inputs from various advisors and compiling diligence reports. 8) Liaise with the legal and compliance teams to ensure adherence to regulatory guidelines throughout the transaction lifecycle. 9) Ensure that all execution activities comply with SEBI regulations, stock exchange requirements, and internal risk policies. 10) Provide real-time updates and support to clients during the execution phase; address client queries and participate in regular status meetings. 11) Track market conditions, investor appetite, and regulatory changes impacting ECM activity; share insights with internal teams and clients. 12) Prepare internal reports and external communications including transaction updates, investor materials, and marketing decks. 13) Recommend and implement improvements in execution workflows to enhance process efficiency and accuracy. 14) Maintain a high standard of quality and professionalism across all deliverables. 15) Work closely with legal and compliance teams to address any regulatory issues that arise. 16) Maintain up-to-date knowledge of relevant regulations and industry standards. 17) Identify opportunities to enhance execution processes and improve efficiency. 18) Implement best practices and maintain high standards of execution quality. 19) Continuously evaluate and refine execution strategies. Role Requirements Educational Qualifications: MBA / Chartered Accountant (CA) / CFA Certifications: NISM Series IX (Merchant Banking) Certification preferrable (mandatory within 3 months of joining) Experience: Upto 3 years of relevant experience in investment banking, with a focus on ECM transaction execution. Domain Expertise Comprehensive understanding of capital market products, regulations, and transaction structures Strong grasp of valuation methodologies and hands-on experience in financial modeling Experience in drafting investor presentations and roadshow materials Familiarity with SEBI regulations and documentation processes Ability to manage regulatory coordination, including liaison with compliance and legal functions
J ob Description: Assistant Manager/Manager/Senior Manager - premier client group (Sales) Position Title: - Assistant Manager/Manager/Senior Manager- premier client group (Sales) Location: Ahmedabad & Surat Employment Type: Full-Time Role Overview Drive sales and build long-term relationships with HNWIs and UHNWIs. Recommend investment solutions aligned with client goals. Ensure compliance and provide excellent client service. Key Responsibilities Acquire and onboard high-value clients. Achieve sales targets for financial products (mutual funds, equities, PMS, Fixed income & AIF). Provide personalized financial advice and monitor portfolio performance. Stay updated on market trends, products, and regulatory changes. Prepare sales reports and ensure compliance with standards. Required Skills and Qualifications Education: Bachelor’s in Finance/Business (MBA/CFP preferred). Experience: 2–5 years in wealth management or financial sales. Skills: Financial product knowledge, strong communication, CRM tools proficiency. Key Performance Indicators (KPIs) Meeting sales targets. Client acquisition and retention. Portfolio growth. High client satisfaction scores. What We Offer Competitive salary with incentives. Professional training and growth opportunities. Access to diverse financial products and tools.
Assistant Manager/Manager/Senior Manager/Associate vice president– Private Client Group (PCG) Location: Ahmedabad & Surat. We’re looking for a dynamic wealth professional to join our Private Client Group — someone passionate about financial markets, client relationships, and business growth. Key Responsibilities: Manage and grow relationships with HNI/UHNI clients. Drive sales and business development through client acquisition and portfolio expansion. Offer tailored investment and wealth management solutions across asset classes. Stay ahead of market trends to deliver superior client outcomes. What We’re Looking For: 3+ years’ experience in Wealth Management/Broking/Advisory. Strong market knowledge and proven sales track record. Excellent communication and relationship management skills. MBA/CFP or relevant financial qualification preferred. If you’re a self-driven professional eager to build long-term client relationships and grow with a leading financial services brand — Elara Securities is the place for you. 📩 Apply now or reach out to us directly to explore this opportunity