Job Description -Integral part of the team and work on mergers & acquisition, divestments / fundraising transactions, etc., Day-to-day responsibilities include– Execution transactions: lead execution team in preparation of marketing materials/ collaterals, financial modelling and valuation analysis, target and buyer/ investor screening, data-room management, due diligence co-ordination, negotiating definitive agreements, manage client requirements, lead entire end to end transaction Business development initiatives: sector mapping in different industries, preparation of market, strategic and industry peer analyses, lead generation screening of potential M&A targets / buyers, assist in identifying opportunities, preparing pitch-books, etc. Key Responsibilities– Lead execution and day-to-day project management Execute deliverables within set time lines Creating financial analyses(build financial models, valuation analysis, sector comparison ,merger modelling, corporate finance solutions, etc.) Build detailed financial models to evaluate performance under various operating scenarios PrepareInformationMemorandumandotherdeliverablesasperrequirement Evaluate different capital structures and potential equity and debt capital market transactions or M&A transactions Research and analysis of markets and industries Keeping abreast of market information /deals &share relevant information Completecoordinationwithinternalandexternalmemberstodeliverprojectsontime Lead due diligence &manage queries as may be required Role Requirement– Education–CA/ MBA Should be able to join soon 10-12 years of experience in Corporate Finance /Investment Banking/ Private Equity Strong understanding of investment banking and M&A Experience of end-to-end deal closure Entrepreneurial spirit with the ability to contribute own ideas and work autonomously Proficiency in the use of Excel ,PowerPoint ,Word and Outlook. Capability to work under pressure and in a context of shifting priorities Impeccable communication and presentation skills(verbal and written), attention to detail Show more Show less

Job Title: Credit Manager / Analyst Vertical: Wholesale Banking Sectors: Infrastructure, FIG, CCG Job Role: Analyze Structured Finance deals, perform Credit Analysis & Cash Flow Analysis, and evaluate Financial Risk and Risk Assessment. Prepare Credit Appraisal Notes (CRANs) for Large Corporate clients. Engage with business teams to discuss Terms & Conditions for risk assessments. Interact with customers to gather required information for CRAN preparation. Monitor accounts in line with the terms stipulated by the Sanctioning Authority. Prepare Monthly/Quarterly Monitoring Reports for the assigned portfolio. Identify and escalate non-compliances with an appropriate action plan. Conduct site visits and submit inspection reports. Address and manage escalations related to risk assessments. Job Requirements: Experience: Prior experience in Structured Finance/Credit Underwriting for Large Corporates. Technical Skills: Working knowledge of Excel for Financial Model preparation. Sector Expertise: Experience in Project Finance and/or Infrastructure sector credit analysis preferred (not mandatory). Qualifications: CA/MBA/CFA. Soft Skills: Strong verbal, written communication, and presentation skills. Show more Show less

We are looking to hire a CA Fresher for the LAS Credit profile. Preference will be given to candidates who have cleared CA in their 1st or 2nd attempt. Educational Qualifications Chartered Accountant/ CA Inter / MBA Key Responsibilities • Credit Assessment & Proposal Preparation: Analyze companies and industries, conduct financial and background due diligence, and prepare detailed credit proposals for committee/board approvals. • Monitoring & Compliance: Periodically review exposures, track security and market developments, and ensure compliance with RBI regulations and internal policies. • Data Management & Analysis: Maintain credit policies, MIS, and use tools like Capitaline, Bloomberg, and financial reports to gather and interpret financial data. • Industry & Economic Tracking: Monitor sector-specific data andmacro/microeconomic trends to support credit decisions. • Research & Reporting: Handle ad-hoc research requests, prepare industry insights, and track relevant company operating metrics for ongoing portfolio evaluation. Job Summary: Looking to induct assertive, self-motivating & dynamic Professionals. Show more Show less

🚨 We’re Hiring | Cluster Head – Sales | Asset Management 🚨 Are you ready to shape the future of wealth management in India? Join us at a newly licensed Asset Management Company on a mission to build a modern, investor-first platform. We’re on the lookout for hashtag#Cluster hashtag#Heads across major cities who are entrepreneurial, network-driven, and passionate about building business from the ground up. 📍 Locations: hashtag#Mumbai hashtag#Delhi hashtag#Bangalore hashtag#Kolkata hashtag#Chennai hashtag#Pune hashtag#Ahmedabad hashtag#Hyderabad hashtag#Chandigarh hashtag#Lucknow 💼 Role: Cluster Head – Sales 🏢 Department: Mutual Fund Sales 🎯 Experience: 5–10 years (Min. 5 years in Mutual Fund Sales is mandatory) 📌 Initial Role: Individual contributor with opportunity to build a regional team 👊 What’s in it for you? ✅ Be part of a Greenfield leadership team ✅ Own regional strategy, build distribution network from scratch ✅ High-visibility role with direct impact on business outcomes ✅ Work closely with top leadership and contribute to product go-to-market 🔍 We’re looking for professionals with strong networks across mutual fund distributors, RIAs, NDs, banks & brokers — and the drive to build something meaningful in the AMC space. 📩 Interested or know someone who’s perfect for this? DM me or drop your resume at: prashant@intellectualcapital.co.in 👉 Let’s build the next-generation AMC together. hashtag#JoinUs hashtag#WealthManagement hashtag#MutualFunds hashtag#AssetManagement hashtag#ClusterHead hashtag#SalesLeadership hashtag#GreenfieldRole hashtag#MutualFundCareers hashtag#HiringNow hashtag#FinancialServices hashtag#BFSIJobs hashtag#AMC hashtag#PMS hashtag#RIA hashtag#ND hashtag#IndiaHiring hashtag#StartupJobs hashtag#MumbaiJobs hashtag#DelhiJobs hashtag#PuneJobs hashtag#AhmedabadJobs hashtag#LucknowJobs hashtag#ChennaiJobs hashtag#HyderabadJobs hashtag#ChandigarhJobs hashtag#KolkataJobs hashtag#LeadershipHiring hashtag#MutualFundSales Show more Show less

Job Description - Opportunity to head the Admin team for a leading NBFC. Client Details Our client is a leading NBFC. JOB DESCRIPTION: Position Title: Head of Administration & Corporate Services Job Purpose: - Head Administration & Corporate Services at Client to support organizations growth agenda by providing infrastructure/ expansion planning and execution support, driving projects/ innovation for improving systemic/ process/ operational efficiency, empaneling vendors, ensure physical environment for Employees, Assets, Offices are maintained efficiently by formulating/implementing Policies & Procedures and norms and managing all employee services & facilities from end to end. Accountabilities: Major Activities % of Time: 1. Functional AOP planning 2. Functional review - Discuss and seek understanding of business expansion plans and ongoing business requirements from various businesses - Study the historical trend of expenses incurred on infrastructure, facilities & admin related aspects to forecast the costs for coming year - Review the seat capacity utilization annually for the Client and identify requirements for office expansion to be put up to CHRO for approval - Prepare the consolidated administration function budget across the various heads of expenses w.r.t Client and submit to all stakeholders for final approval. - Provide justifications and logic to Client and on costs and allocation of costs - Participate in monthly reconciliation process with team to review actual expenses and conduct deviation analysis against the provisioned budget of expenses - Reforecast expenses bi-annually by analyzing impact of changes in business plans/ current business dynamics on expenses - Participate in corporate audit to demonstrate compliance with regulatory requirements at enterprise level and convince auditors about Client’s compliance adherence 3. Infrastructure management 4. Facilities management 5. Projects & COE 6. Team development 7. Monitor compliance with all the regulatory and statutory regulations in India including health, Safety and Environment & PR development - Resolve escalated issues related to various corporate services, and provide solutions to enhance service levels, reduce recurrence and assure effectiveness - Identify and drive process improvements/ standardization by streamlining and simplifying existing processes to improve efficiency, accuracy and reduce turnaround time for purchase activities particularly processing of POs - Review launch plans of projects, monitor the progress and remove roadblocks in setting up new projects to ensure that targeted number of deliverables are delivered as per desired quality standards and timelines - Provide input, guidance and solutioning to address exceptions related to logistics, integration and coordination in expansion plans - Keep the big-picture view of aligning Infrastructure, facilities management and compliance requirements, and seek opportunities for collaboration, improvements and to minimize issues related to inter-dependencies - Identify/ evaluate/ select vendors/ partners (Facilities, infra related, events related etc.) and review their performance to ensure meeting of Client’s standards - Conduct negotiations for high cost engagements with vendor/ service providers and discuss impact, value and duration of engagement - Leverage analytics, identify and drive projects through COE for improving operational efficiency, driving innovation and building capability within the function - Track project milestones and provide guidance during project execution and resolve challenges/ issues/ escalations, if any - Participate in recruitment process to identify the right talent at various administrative & FM positions within the department - Establish individual performance expectations and regularly review individual performance of the team - Identify and create development opportunities for team members to enhance functional knowledge - Ensure that the overall functioning of the organization is in line with the relevant legal and government requirements in India and ensure that all necessary documentation is in place - Liaise with key government representatives & agencies on a need basis to present Clients views on critical issues SKILLS AND KNOWLEDGE: (State the minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent). Educational Qualifications: - Post-Graduation - MBA preferable Functional Skills & Behavioral Skills: - Thorough understanding of Administrative, Infrastructure, and Facility Management including R&M operations in upstream and downstream - In depth understanding of Financial Services Industry - Vendor Relationship Management Skills - People Management Skills - Strategic thinking - Influencing skills - Coaching skills Relevant and total years of Experience" - 15 years of experience in specific industry - At least 10 years of experience of leading a company/ business line in administration & Facilities management domain Show more Show less

Marketing Manager to be based out at Mumbai - BKC - housing finance company Roles and Responsibilities Develop and manage the brand strategy as well as corresponding brand elements in order to maximize the brand visibility Conceptualize brand-led ideas that can elevate brand awareness, recall, and positioning in our target segment Planning and execution of all communications and media actions on all channels, including online and social media Collaborate with internal and external stakeholders to ensure consistent communication across all channels and always striving to improve the brand awareness and brand recall Take ownership of designing, building and maintaining online as well as offline presence (including but not limited to the website, social media accounts, and branch premises) Overall responsibility for brand management and corporate identity & ensure brand standards are followed across all programs and initiatives. Partner closely with Creative and Media agencies to brainstorm and extract best output as well as own and motivate the agency teams Experience - 8+ Years Show more Show less

JOB DESCRIPTION: Position Title: Head of Administration & Corporate Services Job Purpose: - Head Administration & Corporate Services at Client to support organizations growth agenda by providing infrastructure/ expansion planning and execution support, driving projects/ innovation for improving systemic/ process/ operational efficiency, empaneling vendors, ensure physical environment for Employees, Assets, Offices are maintained efficiently by formulating/implementing Policies & Procedures and norms and managing all employee services & facilities from end to end. Accountabilities: Major Activities % of Time: 1. Functional AOP planning 2. Functional review - Discuss and seek understanding of business expansion plans and ongoing business requirements from various businesses - Study the historical trend of expenses incurred on infrastructure, facilities & admin related aspects to forecast the costs for coming year - Review the seat capacity utilization annually for the Client and identify requirements for office expansion to be put up to CHRO for approval - Prepare the consolidated administration function budget across the various heads of expenses w.r.t Client and submit to all stakeholders for final approval. - Provide justifications and logic to Client and on costs and allocation of costs - Participate in monthly reconciliation process with team to review actual expenses and conduct deviation analysis against the provisioned budget of expenses - Reforecast expenses bi-annually by analyzing impact of changes in business plans/ current business dynamics on expenses - Participate in corporate audit to demonstrate compliance with regulatory requirements at enterprise level and convince auditors about Client’s compliance adherence 3. Infrastructure management 4. Facilities management 5. Projects & COE 6. Team development 7. Monitor compliance with all the regulatory and statutory regulations in India including health, Safety and Environment & PR development - Resolve escalated issues related to various corporate services, and provide solutions to enhance service levels, reduce recurrence and assure effectiveness - Identify and drive process improvements/ standardization by streamlining and simplifying existing processes to improve efficiency, accuracy and reduce turnaround time for purchase activities particularly processing of POs - Review launch plans of projects, monitor the progress and remove roadblocks in setting up new projects to ensure that targeted number of deliverables are delivered as per desired quality standards and timelines - Provide input, guidance and solutioning to address exceptions related to logistics, integration and coordination in expansion plans - Keep the big-picture view of aligning Infrastructure, facilities management and compliance requirements, and seek opportunities for collaboration, improvements and to minimize issues related to inter-dependencies - Identify/ evaluate/ select vendors/ partners (Facilities, infra related, events related etc.) and review their performance to ensure meeting of Client’s standards - Conduct negotiations for high cost engagements with vendor/ service providers and discuss impact, value and duration of engagement - Leverage analytics, identify and drive projects through COE for improving operational efficiency, driving innovation and building capability within the function - Track project milestones and provide guidance during project execution and resolve challenges/ issues/ escalations, if any - Participate in recruitment process to identify the right talent at various administrative & FM positions within the department - Establish individual performance expectations and regularly review individual performance of the team - Identify and create development opportunities for team members to enhance functional knowledge - Ensure that the overall functioning of the organization is in line with the relevant legal and government requirements in India and ensure that all necessary documentation is in place - Liaise with key government representatives & agencies on a need basis to present Clients views on critical issues SKILLS AND KNOWLEDGE: (State the minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent). Educational Qualifications: - Post-Graduation - MBA preferable Functional Skills & Behavioral Skills: - Thorough understanding of Administrative, Infrastructure, and Facility Management including R&M operations in upstream and downstream - In depth understanding of Financial Services Industry - Vendor Relationship Management Skills - People Management Skills - Strategic thinking - Influencing skills - Coaching skills Relevant and total years of Experience" - 15 years of experience in specific industry - At least 10 years of experience of leading a company/ business line in administration & Facilities management domain Show more Show less

📍 Position: Senior Managing Director – Investment Banking 📌 Location: Mumbai 🏢 Division: Investment Banking – Emerging Markets We are hiring a Senior Managing Director – Investment Banking to lead our growing practice across India, Africa, and other emerging markets. This is a unique opportunity to shape innovative, impact-driven financial solutions that deliver both strong returns and measurable ESG outcomes. In this leadership role, you will define and execute our capital advisory strategy, spearhead deal origination and execution, build investor relationships, and mentor a high-performing team. We are looking for a strategic, entrepreneurial leader with deep experience in M&A, capital raising, and structured finance, especially in the context of sustainable and blended finance models. 🔑 Key Responsibilities Strategic Leadership Drive the long-term vision and strategy of the Investment Banking division Lead expansion into new markets and investor segments Position the firm as a trusted advisor across emerging markets Represent the firm globally and contribute to thought leadership on sustainable finance Business Development & P&L Ownership Lead origination of equity, debt, and M&A deals Cultivate relationships with PE/VC funds, DFIs, family offices, and institutional investors Drive execution of fundraising mandates and capital strategies Innovate on ESG-aligned investment structures and instruments Deal Execution Oversee the full transaction cycle: structuring, due diligence, valuation, negotiations, closure Navigate complex negotiations and regulatory compliance Collaborate with legal and financial experts to minimize risk and maximize value Team Leadership & Talent Management Build and lead a high-performing team Foster a culture of innovation, ownership, and results Design performance management systems Attract top-tier talent in capital markets and structured finance Innovation & Thought Leadership Drive the firm’s thought leadership via whitepapers and strategic presentations Stay ahead of trends in sustainable finance and emerging capital strategies Organizational Contribution Support firm-level initiatives across branding, partnerships, and institutional growth Uphold and champion the firm’s mission, values, and culture 📊 Key Performance Indicators (KPIs) Revenue & Profitability Deal Closure & Capital Raised Global Investor Engagement Market Leadership in Sustainable Finance High-Performance Team Development 👤 Candidate Profile Required Skills & Experience 10+ years in investment banking, PE, or structured finance Deep expertise in M&A, capital raising, and financial structuring Strong relationships with DFIs, institutional investors, and family offices Proven track record in closing high-value deals Leadership experience with full P&L responsibility MBA, CA, CFA or equivalent from a top-tier institution Preferred Attributes Entrepreneurial and solution-driven mindset Strong executive presence and stakeholder management Passion for sustainable finance and emerging markets Cross-functional leadership and talent development experience 📩 Interested candidates may apply or reach out via LinkedIn DM for more details. Let's shape the future of finance together. Show more Show less

Head of Family Office - Wealth Management Position Summary: We are seeking a highly experienced and dynamic Head of Family Office to lead our efforts in serving our most discerning ultra-high-net-worth (UHNW) and high-net-worth (HNI) family clients. The successful candidate will be responsible for understanding and addressing the multifaceted financial needs of these families, providing holistic wealth management solutions, and driving the growth and profitability of the family office division. This role requires a strong entrepreneurial spirit, exceptional client relationship management skills, and a deep understanding of diverse investment products and wealth planning strategies. Key Responsibilities: Strategic Client Engagement & Asset Allocation: Gain a deep understanding of clients' intricate investment needs, financial goals, and risk profiles. Develop and implement long-term, comprehensive asset allocation plans tailored to individual family objectives, considering intergenerational wealth transfer and legacy planning. Client Acquisition & Holistic Advisory: Actively acquire and onboard new family office, PCG (Private Client Group), and HNI clients. Provide expert advisory across all asset classes, including but not limited to: anchor investments, pre-IPO opportunities, structured debt, alternate assets (e.g., private equity, venture capital, real estate), public equity, mutual funds, and Portfolio Management Services (PMS). Leverage in-house expertise to advise clients on their business-related financial needs, encompassing Corporate Finance, Mergers & Acquisitions (M&A), and Private Equity transactions. Portfolio Management & Wallet Share Expansion: Proactively manage and optimize clients' investment portfolios, with a core thrust on increasing "pocket share" (wallet share) and managing the complete financial wealth of the family unit. Revenue Generation & Team Leadership: Demonstrate a strong focus on achieving and exceeding personal and team revenue targets, contributing directly to team profitability. Drive new client development and acquisition strategies for the family office segment. Conduct periodic reviews of target vs. actual achievements on an RM (Relationship Manager) wise basis, implementing corrective actions as needed. Collaborate closely with other team leaders to increase cross-selling opportunities across different geographies and within various wealth advisory (WA) units to improve overall revenues. Business Development & Market Differentiation: Develop and execute strategies for business growth through the effective promotion and utilization of multiple product offerings. Differentiate our offerings in the marketplace by continuously enhancing personal knowledge and expertise to improve client impact and value proposition. Relationship Management & Referrals: Deepen existing client relationships through proactive engagement, exceptional service, and a thorough understanding of evolving client needs. Actively seek and convert referrals from existing satisfied clients, leveraging a strong network and reputation. Qualifications: Bachelor's degree in Finance, Business Administration, Economics, or a related field; MBA or CFA preferred.] Minimum of 10-15 years of progressive experience in wealth management, with a significant focus on serving UHNW/HNI clients and family offices.] Proven track record of successfully acquiring, managing, and growing significant client portfolios. In-depth knowledge of a wide range of investment products and financial markets. Strong understanding of wealth planning, estate planning, and tax implications for UHNW families. Excellent communication, interpersonal, and presentation skills. Demonstrated ability to build and maintain long-term, trusting client relationships. Results-oriented with a strong focus on achieving revenue targets and profitability. Leadership experience with the ability to mentor and motivate a team. NISM certifications, AMFI certifications, etc.] Show more Show less

Role Designation: Equity Research – Ideation Desk We are looking for candidates with prior experience in Investment Banking, KPOs (Tracking domestic and international companies), Investor Relations (IR), or Corporate Development. Sectors: Industrials Healthcare / Pharma / Lifesciences New Age Technology Compensation: Fixed + Variable + Super Variable (linked to IB deals) Job Purpose: This role is critical to leading and driving ideation-based research efforts – ideation: recommendation and creating deal pipeline or tracking or identifying companies with a deal mindset. It requires strong business acumen, strategic thinking, and the ability to generate actionable research insights that directly contribute to revenue generation. Key Responsibilities Conduct broad-based sector and company analysis with a macro-to-micro approach in the following sectors: Industrials Healthcare / Pharma / Lifesciences New Age Technology Develop and maintain a strong ideation pipeline to support institutional client engagement. Provide high-impact research ideas that can be leveraged to drive trading activity and business development. Collaborate with internal stakeholders and research teams to deliver thematic, sectoral, and company-specific insights. Engage with corporates, clients, and internal teams to translate research into actionable investment ideas. Ensure timely dissemination of high-quality research output from the Ideation Desk. Role Requirements Educational Qualification: Chartered Accountant (CA) or MBA (Finance) Expertise: Strong domain knowledge across equity markets, sector dynamics, and company fundamentals Show more Show less

Role Title: Company Secretary 📌 Job Purpose This statutory position ensures full compliance with Companies Act and SEBI listing regulations, guiding the Board and shareholders on governance matters. The role is pivotal in managing Board meetings, regulatory filings, shareholder communication, and compliance frameworks. 🎯 Key Responsibilities 1. Board & Committee Meeting Coordination Plan, coordinate, and conduct Board and Committee meetings (Audit, CSR, Risk, Nomination & Remuneration, Stakeholder Relationship, etc.) Draft and circulate notices, agendas, insider trading window closures, and post-meeting outcomes Upload and manage documents on Board Vantage and ensure SEBI LODR and Companies Act compliance 2. Regulatory Compliance Stay updated on amendments to Companies Act, SEBI LODR, RBI, and analyze their impact Lead group-level secretarial meetings to align practices and identify challenges 3. Annual Report & AGM Preparation Draft corporate governance reports, director reports, AGM notices, etc. Ensure compliance and coordinate dissemination of reports to shareholders 4. Dividend Management Draft dividend proposals, coordinate Board approvals, and ensure timely payments Liaise with banks for dividend disbursements and resolve shareholder issues 5. Shareholder Relations Handle queries related to dividends, shares transmission, duplicates, and legal disputes Maintain records of unclaimed dividends and statutory filings 6. Secretarial Compliance Maintain statutory registers and records Provide corporate law updates and MIS to senior leadership Lead secretarial projects including regulatory filings and governance process improvement 7. IEPF Compliance Manage unclaimed dividends and transfer of shares to IEPF Facilitate recovery of shares from IEPF for shareholders 8. Statutory Filings Ensure timely filings with ROC, SEBI, and RBI Maintain accurate and up-to-date records 🚧 Key Challenges Balancing differing legal interpretations while ensuring group-wide consistency Maintaining open-mindedness while asserting compliance-based views when required ✅ Decision-Making Areas Finalizing agenda items and content of shareholder communications Ensuring proactive compliance tracking and reporting 🤝 Key Interactions Internal: Board of Directors, Chairperson, Business/Function Heads External: Stock Exchanges, MCA, ROC, SEBI, RBI, Shareholders, RTA, Industry Peers 📊 Role Dimensions Team Size: 2 direct reports + 1 trainee Compliance Impact: Financial penalties in case of non-compliance 🎓 Skills & Qualifications Qualified Company Secretary 10–12 years of experience in a listed company’s secretarial department Strong exposure to Board management, listing regulations, RTA processes, shareholder communication, and regulatory filings Experience in liaising with regulators and stock exchanges Show more Show less

Job Title: AVP/VP - Human Resources Location: BKC, Mumbai Reporting To: Senior Management / CHRO Job Summary: Our client, a leading financial services firm, is seeking an experienced AVP/VP - Human Resources to lead Talent Acquisition, Compensation & Benefits, and Incentive Plan Design . The ideal candidate will be responsible for attracting top-tier talent, developing competitive compensation structures, and creating incentive programs that align with business goals. Key Responsibilities: Talent Acquisition & Employer Branding Develop and execute robust talent acquisition strategies to attract and retain top talent in BFSI and Wealth Management. Build employer branding initiatives to position the company as a preferred employer. Oversee end-to-end recruitment processes, including sourcing, selection, and onboarding. Implement innovative hiring methodologies and use data analytics to drive recruitment efficiency. Compensation & Benefits Strategy Design and implement competitive compensation structures aligned with market benchmarks. Develop salary bands, pay scales, and review incentive structures to retain high performers. Conduct compensation benchmarking studies and ensure alignment with industry standards. Oversee payroll, benefits administration, and compliance with labor laws. Incentive Plan Design & Performance Management Create and manage performance-linked incentive plans that drive employee productivity and motivation. Develop rewards and recognition programs that foster a high-performance culture. Collaborate with leadership to implement KPIs and performance management frameworks. HR Operations & Compliance Ensure compliance with labor laws, SEBI, and regulatory guidelines. Optimize HR processes through technology and automation. Manage HR analytics to support data-driven decision-making. Key Requirements: Education: MBA (HR) / PGDM-HR from a reputed institute. Experience: 10-15 years of HR leadership experience, preferably in BFSI/Wealth Management firms. Talent Acquisition Expertise: Proven experience in hiring for mid to senior-level roles in BFSI. Compensation & Benefits: Strong background in designing and managing pay structures and incentives. Analytical Skills: Ability to leverage HR analytics for strategic decision-making. Strategic Mindset: Ability to align HR strategies with business growth. Tech-Savvy: Familiarity with HRMS platforms and compensation modeling tools. Show more Show less

Job Title: Regional Head – Sales Reporting To: National Sales Head / Business Head Team: Cluster Heads + large frontline sales team Role Summary: As Regional Head – Sales, you will oversee the overall sales strategy, execution, and performance for your assigned region, leading a network of Cluster Heads and their teams across multiple geographies. You will be responsible for driving AUM growth, expanding distributor networks, deepening client relationships, ensuring product penetration, and achieving key business KPIs in alignment with national goals. Key Responsibilities: ✅ Regional Sales Leadership Lead and manage a team of Cluster Heads and their respective sales teams. Translate national sales strategy into actionable regional plans. Monitor and drive achievement of AUM, revenue, empanelment, and client acquisition targets. ✅ Distributor & Channel Management Strengthen relationships with key mutual fund intermediaries (distributors, IFAs, RIAs, national distributors, banks) across the region. Drive empanelment of new partners and enhance productivity of existing ones. Oversee execution of regional engagement programs, trainings, and partner events. ✅ People Management & Development Coach and mentor Cluster Heads to build high-performing sales teams. Drive a culture of accountability, customer centricity, and performance excellence. Identify capability gaps and work with HR/training teams to upskill the workforce. ✅ Strategic Initiatives & Business Development Identify growth opportunities within the region – new customer segments, products, or markets. Collaborate with product, marketing, and digital teams to design and execute regional initiatives. Monitor market trends, competitor activities, and regulatory changes to stay ahead. ✅ Operational Excellence Review performance dashboards, sales MIS, and pipeline reports regularly. Ensure compliance with all regulatory and internal policies. Optimize use of sales tools, CRM, and technology to enhance sales effectiveness. Key KPIs: Regional AUM growth Number of new empanelled partners Activation and productivity of distributor base Product mix and wallet share improvement Team performance metrics Candidate Profile: 12–18 years of experience in asset management, wealth management, or BFSI sales leadership. Strong understanding of mutual fund products, markets, and regulatory landscape. Proven track record of leading large teams and managing senior stakeholders. Excellent strategic thinking, execution, and communication skills. Ability to travel extensively within the region. Show more Show less

Position Title: Associate Vice President – Group Leadership & Talent Location: Pune Function: Group Learning & Talent Development Job Purpose This role is responsible for leading the diagnosis, design, implementation, and evaluation of leadership, transition, and talent development programs across the group. It offers substantial opportunities to envision and execute a forward-thinking leadership development agenda. The role involves close collaboration with senior business leaders, managers, and HR teams to deliver impactful and scalable learning experiences. Key Responsibilities 1. Leadership Capability Building Design and implement a leadership development strategy in consultation with executive leadership. Diagnose leadership challenges and propose tailored interventions. Translate business strategies into scalable leadership development experiences. Develop, deliver, and evaluate impactful leadership programs. Partner with external specialists to align interventions with business needs. Ensure learning outcomes are implemented and sustained. 2. Content Creation Curate end-to-end leadership journeys from emerging leaders to CXOs. Use modern instructional design methods (ADDIE, SAM, design thinking) for high-impact content. Integrate organizational context, adult learning principles, and behavioral science. Establish content quality standards and templates. Collaborate with senior leaders on custom content for sessions. 3. Executive Coaching Manage one-on-one and group coaching interventions based on identified needs. Identify and onboard executive coaches aligned to individual goals. Monitor and assess the effectiveness of coaching journeys. 4. Organization Development Partner with HR and leadership to develop special programs for high-potential talent. Lead design of targeted talent development journeys. Implement feedback-based iteration of interventions. Drive diversity & inclusion learning agendas aligned with organizational outcomes. 5. Cultural Integration & Branding Design and execute initiatives that foster a unified workplace culture. Ensure alignment of people practices with organizational values. 6. Budgeting, Data & Logistics Management Manage MIS, analytics, and reporting for leadership and talent programs. Oversee budgeting and resource planning. Ensure flawless program execution and stakeholder coordination. 7. Team Management Drive team performance through mentoring, coaching, and feedback. Lead hiring and talent identification within the function. Set clear objectives and promote a collaborative team culture. Major Challenges Navigating complex stakeholder ecosystems at senior levels. Ensuring resource alignment with evolving talent needs. Key Decisions Selection of internal/external learning partners. Finalization of program design and delivery approaches. Communication and rollout strategies. Budget utilization and allocation. Key Stakeholder Interactions Internal: Executive Leadership (CEO, CHRO) Senior Business Leaders HR and L&D teams across the group Admin and Event Coordination Teams External: Industry Experts Learning & Development Partners Organizational Development Consultants Skills & Knowledge Education: Master’s degree in Management or related field. Experience: 12–15 years of experience in Human Resources and Leadership Development. Key Competencies: Stakeholder Management Leadership Development Design Team Management Strategic Thinking Communication and Interpersonal Skills Design Thinking Show more Show less

Job Title: Investment analyst Job Description: We are seeking a highly skilled Analyst with 3-5 years of experience in investment research or portfolio management. The ideal candidate will have a background in CA or CFA, with expertise gained from working at a top PMS, AIF, or family office. Experience in covering small and mid-cap stocks is crucial. You will be responsible for conducting in-depth financial analysis, generating investment insights, and supporting the portfolio management team in making informed decisions. Responsibilities: • Conduct detailed financial analysis, including valuation, financial modeling, and due diligence. • Provide investment recommendations based on market trends, financial data, and company performance. • Support portfolio management decisions by analyzing potential investment opportunities. • Monitor and assess portfolio performance, suggest adjustments to optimize returns. • Stay updated on market trends, economic developments, and relevant regulatory changes. • Focus on identifying, analyzing, and recommending small and mid-cap stocks for the portfolio. Qualifications: • CA, CFA, or equivalent qualification. • 3-5 years of experience in investment analysis, ideally in PMS, AIF, or family office. • Strong experience in covering small and mid-cap stocks. • Strong financial modeling, valuation, and analytical skills. • Proficient in using financial tools and software. • Excellent communication and presentation skills. • Strong understanding of market trends and asset classes. Show more Show less

Job Summary: Looking to induct self-motivating / service-oriented Professionals for the Role of Service Manager having 5 to 10 years of Experience of working with NBFC (Capital Market oriented)/ Private Sector Banks / Wealth Management Team / Stock Broking Outfit. In essence, the role primarily entails overseeing post- sanction operations, encompassing activities such as loan document execution, loan disbursement, and post-disbursement loan account servicing. The ideal candidate must possess meticulous attention to detail, a comprehensive understanding of product offerings, foundational knowledge of legal documents, and effective communication skills (both written and verbal). This role is particularly suited for individuals with leadership qualities capable of guiding and managing a team effectively. Product Line includes – 1. Loan Against Shares 2. Promoter Funding 3. Structure Funding 4. IPO Funding 5. ESOP Funding 6. Unlisted Securities Funding Key Responsibilities: ▪ Management: Oversee and manage the service department, ensuring efficient operations and adherence to service standards. ▪ Client Relations: Build and maintain strong relationships with clients, addressing their queries and concerns in a timely and effective manner. ▪ Legal Documentation: Possess a deep understanding of legal documentation related to financial services and ensure compliance with regulatory requirements. ▪ Capital Markets: Demonstrate expertise in capital markets, including knowledge of market trends, products, and regulations. ▪ Team Leadership: Provide leadership and guidance to the service team, fostering a collaborative and high-performing work environment. ▪ Process Improvement: Identify areas for process improvement within the service department, implementing solutions to enhance efficiency and effectiveness. ▪ Training and Development: Conduct training sessions for team members to enhance their knowledge and skills in legal documentation and capital markets. ▪ Reporting: Prepare and present reports to senior management on service department performance, highlighting key metrics and areas for improvement. Key Requirements: ▪ Proven experience (5 to 10 years) in a service management role within the financial services industry. ▪ In-depth understanding of legal documentation and regulatory requirements. ▪ Strong knowledge of capital markets, including products, regulations, and market trends. ▪ Excellent communication and interpersonal skills, with the ability to build rapport with clients and team members. ▪ Leadership qualities, with the ability to inspire and motivate team members towards achieving departmental goals. ▪ Analytical mindset with strong problem-solving skills. ▪ Ability to thrive in a fast-paced environment and manage multiple priorities effectively. Show more Show less

Dealer should be at least graduate prefer post-graduation. Dealer Should have at least 3 years of Equity Dealing experience preferably at Institutional desk. Dealer should be responsible for generating orders as per fund manager instruction in Order Management System (OMS), monitoring execution happening at broker’s end through Bloomberg EMSX and accordingly give confirmation to Operation Department for settlement of trades. Dealer should know how to give fair treatment to multiple clients (proportion). Dealer should critically analyze broker’s execution capabilities and give feedback to reporting officer. Dealer should be aware about the algos available. Dealer should maintain MIS on Status of order received from FM with following details: Order details received from FM Order placed to broker for execution To give confirmation on order executed to Operation Department. Pending order. Dealer should always ensure that all statutory and internal checks are properly validated before placing orders for execution and are complied with regulatory requirements. Dealer should give valuable input to customize OMS. Dealer should be aware of concept of Market Making / liquidity mechanisms and should know how operate Front office/NEAT/BOLT/Internet Trading. Dealer should be familiar with Bloomberg. Dealer Should be well competent with Microsoft Office .. Excel/word/PowerPoint etc Show more Show less

Job Title: Regional Head – Sales Reporting To: National Sales Head / Business Head Team: Cluster Heads + large frontline sales team Location: Chennai - Tamil Nadu & Kerala Lucknow - UP Chhattisgarh - MP (Bhopal) Bihar Guwahati - Northeast Odissa & Jharkhand - Rajasthan (Jaipur) Role Summary: As Regional Head – Sales, you will oversee the overall sales strategy, execution, and performance for your assigned region, leading a network of Cluster Heads and their teams across multiple geographies. You will be responsible for driving AUM growth, expanding distributor networks, deepening client relationships, ensuring product penetration, and achieving key business KPIs in alignment with national goals. Key Responsibilities: ✅ Regional Sales Leadership Lead and manage a team of Cluster Heads and their respective sales teams. Translate national sales strategy into actionable regional plans. Monitor and drive achievement of AUM, revenue, empanelment, and client acquisition targets. ✅ Distributor & Channel Management Strengthen relationships with key mutual fund intermediaries (distributors, IFAs, RIAs, national distributors, banks) across the region. Drive empanelment of new partners and enhance productivity of existing ones. Oversee execution of regional engagement programs, trainings, and partner events. ✅ People Management & Development Coach and mentor Cluster Heads to build high-performing sales teams. Drive a culture of accountability, customer centricity, and performance excellence. Identify capability gaps and work with HR/training teams to upskill the workforce. ✅ Strategic Initiatives & Business Development Identify growth opportunities within the region – new customer segments, products, or markets. Collaborate with product, marketing, and digital teams to design and execute regional initiatives. Monitor market trends, competitor activities, and regulatory changes to stay ahead. ✅ Operational Excellence Review performance dashboards, sales MIS, and pipeline reports regularly. Ensure compliance with all regulatory and internal policies. Optimize use of sales tools, CRM, and technology to enhance sales effectiveness. Key KPIs: Regional AUM growth Number of new empanelled partners Activation and productivity of distributor base Product mix and wallet share improvement Team performance metrics Candidate Profile: 12–18 years of experience in asset management, wealth management, or BFSI sales leadership. Strong understanding of mutual fund products, markets, and regulatory landscape. Proven track record of leading large teams and managing senior stakeholders. Excellent strategic thinking, execution, and communication skills. Ability to travel extensively within the region. Show more Show less

Position Title: Portfolio Analyst – Investments and Risk Function: Investments & Risk Oversight Level: Mid-Senior Level Location: Pune Job Purpose To provide high-level investment oversight and analytical support to senior investment leadership by reviewing portfolio composition, evaluating investment risk, supporting cross-functional projects, and developing strategic insights. This role is crucial in driving performance enhancement and ensuring robust risk management practices across investment portfolios. Key Responsibilities 1. Portfolio & Investment Risk Oversight Review portfolios and monitor investment team performance across asset classes. Prepare and present group-wide investment performance, risk, and exposure reports. Analyze risk factors including value-at-risk (VaR), interest rate sensitivity, duration metrics, and market volatility. Build dashboards, generate Bloomberg/Excel-based reports, and conduct in-depth quantitative analyses. Track non-financial and financial investment-related risks, maintaining consistent risk documentation. 2. Investment Policy & Framework Development Assist in evaluating and refining investment processes, research methodologies, and risk management frameworks. Provide insights into ESG portfolio development across investment verticals. Support integration of local regulatory updates and global best practices into investment strategies. 3. Strategic Projects & Deliverables Collaborate on group-wide investment projects as directed by senior leadership. Track action items and status of deliverables across multiple initiatives. Release monthly newsletters summarizing key market events, announcements, and regulatory updates. 4. Reports & Presentation Development Support preparation of board-level and Investment Committee reports. Create detailed presentations, whitepapers, and research-based documents for use in executive-level meetings. Independently handle the design and validation of recurring investment reports and analytical summaries. 5. Investment Administration Assist in the use and improvement of portfolio accounting, trading, and performance measurement tools. Identify and implement workflow automation opportunities for routine investment reporting. Maintain data hygiene and integrity across all investment systems. 6. Compliance and Brand Integrity Support practices that protect organizational assets and uphold professional credibility in all external and internal communication. Key Challenges Build strong working relationships with diverse investment teams and leadership. Efficiently manage multiple cross-functional projects with tight deadlines and complex deliverables. Stakeholder Interactions Internal: Investment teams, risk teams, finance, and support functions External: Data and benchmark service providers (e.g., market data platforms, financial analytics vendors) Skills & Qualifications Education MBA/CA or Master’s degree in Finance, Economics, Business, or Statistics CFA/FRM preferred or willingness to pursue certification Technical Skills Advanced Excel: Pivot tables, macros, VBA, graphs, and financial modeling PowerPoint: Strong graphical and visual presentation skills Bloomberg proficiency Familiarity with risk analytics software and programming skills (Python, R, SQL) is a plus Experience 10+ years in investment oversight, portfolio performance measurement, and/or risk analytics Strong grasp of equity and fixed income instruments, and capital market operations Working knowledge of stress testing, scenario analysis, and regulatory compliance Core Competencies High attention to detail and analytical accuracy Strong communication and business writing skills Ability to manage confidential data and work cross-functionally with senior stakeholders Proactive problem-solving, organizational skills, and multitasking across diverse projects Show more Show less

Position Summary: We are seeking a highly accomplished and results-driven Head of Private Equity at the Vice President (VP) level, with a distinguished career spanning 20 years, specifically in the execution of sell-side Private Equity mandates. Based in Mumbai, this pivotal role demands a seasoned professional with an unparalleled understanding of the Indian PE landscape, exceptional deal execution capabilities, and a proven ability to originate, lead, and successfully close divestment transactions for corporate and financial sponsor clients. The ideal candidate will possess a robust network within the PE and corporate ecosystem, a strong strategic mindset, and the leadership acumen to mentor and guide junior teams. Key Responsibilities: Lead Sell-Side Mandate Execution: Spearhead the end-to-end execution of complex sell-side Private Equity mandates, including strategic divestments, stake sales, and exits for promoters, corporates, and financial sponsors. Oversee and manage all phases of the transaction lifecycle: preparatory phase, marketing (teaser, IM development), investor outreach, due diligence coordination, negotiation, and closing. Ensure meticulous preparation of marketing materials, financial models, valuation analyses (DCF, multiples, precedent transactions), and investor presentations. Drive rigorous due diligence processes, coordinating with legal, financial, and commercial advisors Strategic Advisory & Structuring: Provide expert strategic advisory to clients on divestment strategies, optimal deal structuring, valuation, and potential buyer landscape. Guide clients through complex negotiations, ensuring the best possible terms and outcomes. Anticipate and address potential transaction challenges, offering proactive solutions. Team Leadership & Mentorship: Lead, mentor, and develop a high-performing team of analysts and associates, fostering a culture of excellence, collaboration, and continuous learning. Delegate tasks effectively, provide constructive feedback, and ensure quality control of all deliverables. Contribute to the overall strategic direction and growth of the Private Equity division. Market Intelligence & Thought Leadership: Maintain an in-depth understanding of market trends, industry dynamics, and regulatory changes impacting Private Equity transactions in India. Develop and share thought leadership on PE investment and exit strategies. Represent the firm at industry conferences, seminars, and networking events. Cross-Functional Collaboration: Collaborate effectively with other internal teams, including M&A, Corporate Finance, and Research, to leverage expertise and provide integrated solutions to clients. Qualifications: Experience: A minimum of 20 years of progressive experience in Private Equity, Investment Banking, or a related field, with a significant and demonstrable track record of successfully executing sell-side PE mandates. Experience at a reputable investment bank or a leading PE advisory firm is essential. Educational Background: MBA from a premier business school or Chartered Accountant (CA) qualification is highly preferred. A strong academic record is a must. Technical Expertise: Exceptional financial modeling, valuation (DCF, LBO, comparables), and analytical skills. Deep understanding of transaction structuring, legal documentation, and due diligence processes. Proficiency in financial databases (e.g., Bloomberg, Capital IQ, VCCEdge). Soft Skills: Outstanding negotiation, communication (written and verbal), and presentation skills. Proven ability to build and maintain strong client relationships at the senior level. Strong leadership, team management, and mentoring abilities. Entrepreneurial mindset with a strong drive for results. High ethical standards and integrity. Market Knowledge: In-depth knowledge of the Indian Private Equity market, key players, and sector-specific trends. Why Join Us: Opportunity to lead complex, high-impact sell-side transactions in a dynamic market. Work with a highly experienced and collaborative team. Competitive compensation package with performance-linked incentives. Significant opportunities for professional growth and career advancement. A firm culture that values expertise, integrity, and client success Show more Show less