Posted:5 days ago|
Platform:
On-site
Full Time
Key Responsibilities:
a. Assisting founder in all areas.
b. Creating pre-sales and sales pitch decks.
c. Handling client queries from onboarding to client reporting.
d. Effective communication with the clients and maintaining client relationships.
e. Effective financial reporting including performance and portfolio review reports.
Key candidate aptitude requirements :
What You’ll Gain:
1. Direct collaboration with founder which gives an exposure to strategic decision-making and operational leadership.
2. A broad, cross-functional experience that accelerates your career toward strategy, operations, or leadership roles.
3. A high-ownership environment where your contributions have real impact and visibility.
About the company
Swatantra Wealth means financial freedom. Our target for our hard working clients is to give them freedom of money at an earlier stage in life. This can be done by helping in savings, cash flow management and finding products to invest wherein they generate absolute alpha consistently over a longer period of time !
We also help startups raise capital through various instruments like equity, venture debt, revenue based growth finance etc.
We try to match synergies with everyone at the finance stage !!
Swatantra Wealth
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