4 Investment Platform Jobs

Cluster Manager - Equity Broking & Investment Products QuickTurtle is looking for an experienced and results-oriented Cluster Manager to lead our Equity Broking & Investment Products team. In this pivotal role, you'll manage a team of Key Account Managers and Broking RMs, drive business growth through strategic client relationships, and expand our footprint in the investment landscape. Key Responsibilities Lead and manage a team of Key Account Managers (KAMs) and Broking RMs , providing essential guidance, training, and support to ensure they achieve sales targets and deliver exceptional client service. Build and maintain strong relationships with clients , deeply understanding their investment needs and objectives to provide personalized investment solutions that precisely meet their requirements. Identify new business opportunities within your assigned cluster of key accounts. This includes strategically cross-selling a diverse range of financial products like Mutual Funds, PMS (Portfolio Management Services), AIF (Alternative Investment Funds), and Structured Products, actively expanding the client base through proactive sales efforts. Set and achieve ambitious sales targets for your assigned cluster of key accounts. You'll continuously monitor sales performance, analyze market trends, and identify opportunities to optimize sales strategies and tactics for maximum effectiveness. Stay abreast of market trends, industry developments, and competitor activities , providing valuable market intelligence and insights to both clients and internal teams to facilitate informed decision-making. Generate and analyze comprehensive reports related to sales performance, client engagement, and other relevant metrics. You'll provide regular updates to senior management on key account activities, emerging opportunities, and potential challenges. What We're Looking For Proven leadership experience in equity broking and investment products. Strong track record in managing teams and exceeding sales targets. Deep understanding of diverse financial products including Mutual Funds, PMS, AIF, and Structured Products. Exceptional relationship-building, analytical, and strategic planning skills. A keen eye for market trends and competitor activities.

Cluster Manager - Equity Broking & Investment Products QuickTurtle is looking for an experienced and results-oriented Cluster Manager to lead our Equity Broking & Investment Products team. In this pivotal role, you'll manage a team of Key Account Managers and Broking RMs, drive business growth through strategic client relationships, and expand our footprint in the investment landscape. Key Responsibilities Lead and manage a team of Key Account Managers (KAMs) and Broking RMs , providing essential guidance, training, and support to ensure they achieve sales targets and deliver exceptional client service. Build and maintain strong relationships with clients , deeply understanding their investment needs and objectives to provide personalized investment solutions that precisely meet their requirements. Identify new business opportunities within your assigned cluster of key accounts. This includes strategically cross-selling a diverse range of financial products like Mutual Funds, PMS (Portfolio Management Services), AIF (Alternative Investment Funds), and Structured Products, actively expanding the client base through proactive sales efforts. Set and achieve ambitious sales targets for your assigned cluster of key accounts. You'll continuously monitor sales performance, analyze market trends, and identify opportunities to optimize sales strategies and tactics for maximum effectiveness. Stay abreast of market trends, industry developments, and competitor activities , providing valuable market intelligence and insights to both clients and internal teams to facilitate informed decision-making. Generate and analyze comprehensive reports related to sales performance, client engagement, and other relevant metrics. You'll provide regular updates to senior management on key account activities, emerging opportunities, and potential challenges. What We're Looking For Proven leadership experience in equity broking and investment products. Strong track record in managing teams and exceeding sales targets. Deep understanding of diverse financial products including Mutual Funds, PMS, AIF, and Structured Products. Exceptional relationship-building, analytical, and strategic planning skills. A keen eye for market trends and competitor activities.

Cluster Manager - Equity Broking & Investment Products QuickTurtle is looking for an experienced and results-oriented Cluster Manager to lead our Equity Broking & Investment Products team. In this pivotal role, you'll manage a team of Key Account Managers and Broking RMs, drive business growth through strategic client relationships, and expand our footprint in the investment landscape. Key Responsibilities Lead and manage a team of Key Account Managers (KAMs) and Broking RMs , providing essential guidance, training, and support to ensure they achieve sales targets and deliver exceptional client service. Build and maintain strong relationships with clients , deeply understanding their investment needs and objectives to provide personalized investment solutions that precisely meet their requirements. Identify new business opportunities within your assigned cluster of key accounts. This includes strategically cross-selling a diverse range of financial products like Mutual Funds, PMS (Portfolio Management Services), AIF (Alternative Investment Funds), and Structured Products, actively expanding the client base through proactive sales efforts. Set and achieve ambitious sales targets for your assigned cluster of key accounts. You'll continuously monitor sales performance, analyze market trends, and identify opportunities to optimize sales strategies and tactics for maximum effectiveness. Stay abreast of market trends, industry developments, and competitor activities , providing valuable market intelligence and insights to both clients and internal teams to facilitate informed decision-making. Generate and analyze comprehensive reports related to sales performance, client engagement, and other relevant metrics. You'll provide regular updates to senior management on key account activities, emerging opportunities, and potential challenges. What We're Looking For Proven leadership experience in equity broking and investment products. Strong track record in managing teams and exceeding sales targets. Deep understanding of diverse financial products including Mutual Funds, PMS, AIF, and Structured Products. Exceptional relationship-building, analytical, and strategic planning skills. A keen eye for market trends and competitor activities.

About BioFizz BioFizz AgriTech Pvt. Ltd. is revolutionizing agriculture through effervescent biostimulants, biologicals, and crop protection tabletsdesigned to be safer for farmers, more effective for crops, and better for the planet. With a patented platform and strong market traction, we’re now seeking to expand our reach through strategic partnerships and fundraising efforts. About the Role As a Fundraising Coordinator at BioFizz, you will work closely with senior leadership to support capital raising initiatives across equity, debt, and grants. You’ll manage investor pipelines, coordinate communication and meetings, ensure readiness of documents, and contribute to pitch decks and reports. This role is ideal for someone passionate about agritech, sustainability, and scaling high-impact innovation. Key Responsibilities: Build and maintain a structured database of investors, VCs, family offices, and government grant bodies Schedule and coordinate investor meetings, follow-ups, and due diligence support Assist in preparing investment decks, financial models, and funding proposals Maintain investor data room, compliance records, and grant documentation Track fundraising pipeline, key milestones, and reporting metrics Support execution of investor demos, product walkthroughs, and strategic events Liaise with internal teams (R&D, Finance, Legal, Sales) for required documentation and reports Maintain CRM tools and ensure timely and professional investor communication Assist in grant applications (Startup India, DPIIT, global accelerators, etc.) Qualifications: Bachelor’s degree in Business, Finance, Communications, or related field 1–3 years of relevant experience in fundraising, investor relations, or startup ecosystem Excellent written and verbal communication skills High attention to detail, follow-through, and coordination abilities Proficiency in Microsoft Office / Google Workspace; knowledge of Canva or pitch tools is a plus Interest in agriculture, sustainability, or biotech innovation is highly desirable What We Offer Be part of one of India’s most innovative agri-startups Mentorship from experienced leadership and exposure to investor networks Opportunity to grow with the company as it scales globally Competitive salary with performance-linked incentives and travel opportunities