7 Investment Proposals Jobs

You are a strategic thinker passionate about driving solutions using Client Management. You have found the right team. As a Client Advisor within our Private Banking team, you will be responsible for defining, refining, and achieving the set goals for our firm on a daily basis. Your responsibilities will include preparing presentations and materials for client and prospective client meetings, being aware of Asset Classes and characteristics, and the ability to work on Investment Proposals, Goal Based Analysis, and Investment Reviews. You will be coordinating with global investment specialists, wealth advisors, and capital advisors on client needs, meeting agendas, and managing client follow-up. You will ensure accurate information is provided for Client Onboarding activities, research client inquiries, manage follow-up communication and materials, periodically update client information in core banking systems, partner with various functional partners and departments to service clients, and diligently document minutes of client meetings. Additionally, you will draw insights from large data (Quantitative & Qualitative Analysis) and identify opportunities to streamline or automate existing processes. The required qualifications, capabilities, and skills for this role include a Graduate/Postgraduate degree from a reputed institute with a minimum of 2 years of experience, excellent stakeholder engagement skills, an inclination to understand market dynamics and develop expertise, PowerPoint and Excel expertise, and a strong understanding of the needs and sensitivities of client management. Preferred qualifications, capabilities, and skills include Private Banking/Asset & Wealth Management knowledge being a plus, the ability to work under minimal supervision, being adaptable to work in a demanding environment, being detail-oriented, and results-focused.,

About Credit Saison: Credit Saison India is a Neo-Lending Conglomerate dedicated to fueling India's credit growth. Backed by our Global MNC parent, we are committed to accelerating India's credit growth narrative through the establishment of a Technology-Led Neo-Lending Conglomerate. Our tailored solutions cater to the diverse credit requirements of Individuals, SMEs, FinTechs, and NBFCs. Established in 2018, Credit Saison India (CS India) operates as Kisetsu Saison Finance India Private Limited, a subsidiary of Credit SaisonCo. Ltd in Japan. With a focus on business verticals such as Wholesale Financing, Co-origination Financing, Consumer Financing, and SME Financing, our aim is to achieve resilient Assets Under Management (AUM) of US$1 billion efficiently. For more information, visit https://www.creditsaison.in Job Description: - Conduct credit assessment of leads and filter them for further evaluation. - Support Due Diligence activities of potential borrowers. - Analyze financial statements of prospects, including Balance Sheet, Profit & Loss Statement, Cash Flow Statement, etc. - Develop financial models and projections, providing detailed analysis to facilitate decision-making. - Prepare investment proposals and assist in the creation of internal and external presentations and materials. - Aid in sourcing new leads for lending. Eligibility Criteria: - CA/MBA/any other postgraduate degree in finance or related fields. - 0-2 years of relevant experience.,

As a structured financing professional, you will be responsible for originating and syndicating structured financing opportunities in the wholesale lending space, focusing on secured transactions. Your role will involve syndicating structured debt deals to various entities such as offshore funds, AIFs, NBFCs, banks, and wealth platforms. You will need to develop and implement syndication strategies to ensure successful placement of transactions. In deal structuring and execution, you will be required to create innovative financing solutions that meet the needs of both borrowers and investors. This will involve conducting thorough credit evaluations and financial analyses to establish an investment thesis. You will present investment proposals to internal committees and external investors, negotiate terms, and oversee transactions from start to finish. Building and maintaining strong relationships with institutional investors, private credit funds, family offices, and other key stakeholders will be a crucial aspect of your role in investor and client relationship management. You will engage with CFOs, treasury heads, and promoters to tailor financing solutions to their requirements and maintain an active investor pipeline for deal distribution. Your responsibilities will also include staying informed about market trends, credit risk appetite, and investor preferences to develop insights that drive new opportunities. You should possess 8-12 years of experience in private credit, structured finance, debt syndication, or corporate banking, with a deep understanding of structured credit, securitization, and high-yield debt markets. Experience in originating and distributing structured debt products to institutional investors is essential, along with a track record of closing complex transactions. The ideal candidate will have strong financial modeling, credit analysis, and negotiation skills, with a preference for a CA/MBA (Finance) or equivalent qualification. Preferred attributes include established relationships with private credit funds, banks, AIFs, and NBFCs, a solid understanding of RBI regulations and credit risk frameworks, as well as excellent communication and deal-making abilities.,

The primary responsibility of this role is to identify opportunities for project acquisition in residential projects within the region. This involves conducting detailed evaluations of transactions, initial due diligence activities, first level negotiations, and building and maintaining relationships with a network of brokers and property consultants to facilitate the identification of opportunities. Additionally, the job entails identifying trends in real estate, land use patterns, and high potential regions to develop a defined strategy for development. Moreover, the role involves identifying opportunities for Joint Development, Joint Ventures, or outright purchase in the region and strategizing the approach for transaction negotiations to achieve the desired outcomes. Proactively identifying available land banks through various means such as broker networks, detailed mapping of the region, and individual meetings with potential alliance partners is also a key aspect of the job. Furthermore, responsibilities include creating and maintaining a database of potential opportunities and landowners, monitoring competitors" activities to gain strategic and first mover advantages, shortlisting sites based on defined criteria, and visiting shortlisted sites to assess complexities, location dynamics, and other special situations. The role also encompasses evaluating transactions end-to-end, which includes deal sourcing, site, location, and market analysis, financial modeling, transaction structuring, negotiations, due diligence, transaction documentation, and deal closure. Coordinating with relevant departments for obtaining preliminary and final filters post detailed due diligence, undertaking detailed financial analysis, preparing investment proposals for presentation to the Investment Committee and Board for approval, and providing necessary data on potential partners/alliances are crucial aspects of this role. Additionally, the job involves initiating discussions with potential parties, participating in committee meetings to decide on negotiation strategies, negotiating final deals as a team member, coordinating deal closures, and providing support for deal closure by liaising with local consultants, legal experts, bankers, etc. Building a network of brokers and property consultants in the region, ensuring visibility for residential projects by actively participating in local real estate forums and meets, staying updated on regulatory, tax, and statutory changes and guidelines, as well as developments in the region are also part of the job responsibilities. This role entails internal interactions with Regional Deal Analysts, Legal, Finance, Marketing & Sales, Engineering teams, and external interactions with Brokers, Property Consultants, Landowners, Land Procurement Agencies, Partners/Collaborators, and Local Authorities. Education and Experience Requirements: - MBA from a reputed B-School/CA - 12-18 years of experience in a Business Development/Land Acquisition role in the real estate industry.,

You should have a good knowledge of sales and marketing. Your responsibilities will include meeting clients such as Architects and Builders, briefing them about the product, convincing customers to achieve monthly sales targets, making appointments for product presentations, giving various investment proposals to clients, achieving sales targets, searching for new corporate clients, and providing after-sales support. The company, ASES Security Pvt Ltd (Brand name: AGNI SURAKSHA), is an ISO 9001 certified company with expertise in fire alarm systems since 1995. They manufacture Fire Alarm Panels and Fire doors. The ideal candidate should have 3 to 10 years of experience. This is a full-time position with benefits such as cell phone reimbursement, health insurance, and Provident Fund. The work schedule is day shift with a yearly bonus. The job location is in Lucknow, Uttar Pradesh. Relocation or reliable commuting to Lucknow is required. If you have a total of 4 years of work experience, it would be preferred for this role.,

To provide essential support by delivering accurate data & timely sales analyses.Business Performance Analysis & Monitoring. Exp in Growth Projects Evaluation & Investment Proposals, Financials , Valuation & Returns Calculation for Budget approvals. Required Candidate profile B.Tech & MBA Marketing/ Finance. with 6-12 yrs experience of Business or Financial Analysis. Experience of Excel, PPT, Google Slides. Excellent communication skill .

You will be a key member of Paul Resorts & Hotels, a renowned player in the hospitality industry with award-winning properties like Kumarakom Lake Resort, Coorg Wilderness Resort & Spa, The Paul Bangalore, and Forte Kochi. Our company is esteemed for its premium wines, Big Banyan collection, and Paul John Single Malt Whiskies, offering luxury experiences that seamlessly blend traditional architecture with modern comforts. As part of the Western Region team, you will report directly to the Head of Development & Expansion. Your primary responsibility will be to lead the identification, evaluation, and negotiation of new hotel ventures through a variety of avenues such as management contracts, lease agreements, or acquisitions throughout India. Your day-to-day tasks will include spotting new development prospects (including greenfield, brownfield, acquisitions, leases, or joint ventures), conducting initial market research and feasibility studies, engaging with property owners, consultants, and brokers, crafting investment proposals and internal concept notes, managing negotiations of term sheets and Memorandums of Understanding (MoUs) with support from the legal team, and collaborating with the Projects, Finance, and Operations departments to evaluate project viability. To excel in this role, you should hold an MBA or a Bachelor's degree in Hospitality, Real Estate, or Finance, coupled with 6-10 years of relevant experience in hotel development, real estate, or consulting. Strong negotiation and financial analysis skills are essential, and a willingness to travel extensively is a must to succeed in this dynamic environment.,