105 Investment Strategies Jobs - Page 3

We are seeking dynamic and experienced professional to join our growing team as Chief Financial Officer . The ideal candidate will have a strong background in portfolio management, financial planning, and data analytics. You will work closely with clients to analyze their portfolios and provide expert investment advice while leveraging data to optimize portfolio performance. Key Responsibilities: Portfolio Management: Analyze and manage client investment portfolios, providing tailored strategies to meet their financial goals. Data-Driven Decision Making: Utilize data to inform investment decisions, enhance portfolio performance, and provide actionable insights. Market Monitoring: Continuously monitor financial markets, economic trends, and portfolio performance. Make timely adjustments to align with market movements and client objectives. Client Communication: Deliver clear, professional, and timely reports to clients, explaining complex investment strategies and portfolio performance. Risk Management: Assess and mitigate risks, ensuring portfolios are optimized for performance within the clients' risk tolerance levels. Collaboration: Work closely with cross-functional teams to integrate AI-driven solutions into wealth management strategies. Financial Modeling: Develop and maintain financial models to assist in portfolio analysis, performance forecasting, and risk management. Desired Skills & Qualifications: Educational Background: MBA/MSc in Finance, Economics, or a related field. CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) certification is highly preferred. Postgraduate degree in Financial Planning will be an added advantage. Professional Experience: 3-7+ years of experience in portfolio management or a related field, preferably within the fintech, financial services, asset management, or investment management industries. Proven expertise in investment analysis, market research, and financial modeling. Technical Skills: Strong analytical skills with the ability to interpret and leverage financial data to optimize investment strategies. Proficiency in portfolio management tools and financial software. Understanding of risk management practices and asset allocation strategies. Experience with fintech solutions or AI-driven investment platforms is a plus. Personal Attributes: Strong problem-solving ability and attention to detail. Excellent communication and presentation skills. Ability to work independently and collaboratively in a fast-paced, dynamic environment. Strong understanding of the Indian financial markets is a must.

Position: General Manager Accounts & Finance Location: Navi Mumbai Experience: 15+ Years Qualification: CA Key Responsibilities: Lead bank liaising , loan documentation, and credit line management. Drive funds planning , working capital optimization, and cash flow forecasting. Oversee Forex transactions , hedging, and compliance with RBI regulations. Ensure financial controlling , MIS, budgeting, and internal audits. Supervise costing processes , product-wise profitability, and variance analysis. Collaborate with leadership for financial strategy, risk mitigation, and policy formulation. Desired Skills: Strong relationships with banks and financial institutions Expertise in treasury, fund flows, and cost control ERP proficiency and sharp analytical ability Strategic mindset with leadership acumen

Lead Qualification & Filtering: Conduct outbound cold calls and respond to inbound inquiries to identify qualified prospects based on investment intent, budget, and timeline. Client Needs Assessment: Understand and evaluate the investment goals of prospects, filtering high-potential leads for the investment sales team. Initial Product Pitch: Deliver compelling overviews of real estate offerings, highlighting key features, USPs, and market trends tailored to each prospects interests. Appointment Setting: Schedule site visits and consultations with the appropriate sales executives, ensuring smooth handover of qualified leads. CRM Management: Accurately update and maintain lead status, call logs, and follow-up schedules in the CRM system to support seamless pipeline tracking. Collaboration with Sales Team: Work closely with the investment sales and technical teams to pass on well-informed and sales-ready leads, improving closure rates. Follow-up Communication: Execute timely follow-ups to nurture interested leads, share updated project details, and ensure engagement. Client Relationship Building: Foster trust and credibility with prospects through professional and informed interactions, contributing to a positive brand image. Market Awareness: Stay updated on property developments, pricing structures, and investment benefits to support informed client discussions. Bachelors degree in Business, Sales, Marketing, or related discipline. 2+ years of experience in telecalling, lead generation, or pre-sales within the real estate or related sector. Familiarity with the local real estate market, investment strategies, and property regulations. Excellent verbal communication and persuasion skills in English and at least one regional language. Proficiency in using CRM tools and sales support systems. Strong ability to understand client needs and align them with appropriate real estate solutions.

- You will communicate with clients - Advice them on investment opportunities and place their trades in stock market. - Your role combines client serving, advisory and product sales - Client Relationship Management, Trading and Advisory.

Role & responsibilities Manage fixed income portfolios, ensuring alignment with investment objectives and risk tolerance. Conduct fundamental credit research and analysis of fixed income securities including G-secs, corporate bonds and other debt securities. Monitor and analyze macroeconomic indicators, interest rate trends, credit spreads and demand-supply dynamics of bonds to identify investment opportunities. Prepare investment notes, memos, and provide investment recommendations. Execute purchase and sale transactions for the portfolio. Manage and monitor performance, duration, credit exposures and other risks while ensuring compliance with limits and regulations. Prepare portfolio factsheets, presentations, client reports and performance commentaries. Regularly communicate with internal teams, clients and other stakeholders, providing updates on portfolio performance, market outlook and strategies. Preferred candidate profile Education: CA / CFA / MBA (Finance) / Postgraduate in Economics / Finance Experience: 37 years of experience in debt markets, credit research, or fixed income portfolio management Preference for candidates with prior exposure in PMS, mutual funds or wealth firms Strong understanding of fixed income products: G-Secs, SDLs, corporate bonds, money market instruments Sound knowledge of credit and interest rate risk Analytical mindset with financial modelling and valuation skills Proficiency in Excel, Bloomberg, and financial databases Attention to detail, strong communication, and ability to work under tight timelines

Role & responsibilities Conduct in-depth fundamental research on listed companies across various sectors and market caps, focusing on financial performance, competitive positioning, and industry dynamics. Build and maintain detailed financial models to project future earnings and assess valuation metrics. Generate stock recommendations and prepare comprehensive research reports and presentations. Assist in the constructing and management of equity portfolios, ensuring alignment with investment objectives and risk parameters. Ensure the portfolios are compliant with all internal mandates and regulatory guide elines. Monitor and evaluate portfolio performance, provide recommendations for portfolio adjustments based on research findings and market conditions. Work closely with the portfolio management, compliance, operations, and client servicing teams to ensure seamless execution of investment strategies. Prepare weekly/monthly/quarterly reports and presentations on portfolio perfo rmance and market outlook for internal stakeholders and clients. Preferred candidate profile Education: CA / CFA / MBA (Finance) / Postgraduate in Finance Experience: 3 to 8 years of experience in equity markets as a research analyst ideally in a PMS, asset management firm or a broking house Proven track record of providing valuable investment insights and generating equity recommendations Experience in handling mid-cap and small-cap stocks is desirable Strong knowledge of financial statement analysis, financial modeling, and equity valuation techniques (DCF, P/E, P/B, etc.). Knowledge of sector-specific trends, market indicators, and economic data influencing equity markets. Excellent communication and presentation skills to effectively convey research findings and recommendations. Detail-oriented and self-motivated with a passion for equity markets. Knowledge of the regulatory environment (SEBI, stock exchanges, etc.). Proficiency in financial tools such as Bloomberg, Capitaline, or similar, along with advanced Excel skills.

Experience: 1-3 years Location: Indiranagar, Bangalore Reports To: Strategic Partnership/ Funding Manager About the Role: We are seeking a motivated Business Development Associate to support key partnerships, funding opportunities, and business collaborations. This role is ideal for candidates looking to gain hands-on experience in finance and business development. Key Responsibilities: Partnership Development & Outreach Identify and research potential partners, including financial institutions and investors. Assist in preparing partnership proposals and pitch decks. Support outreach efforts by coordinating meetings and follow-ups. Maintain a database of key contacts and track engagement. Funding & Investment Support Assist in evaluating funding opportunities, including grants and Debt. Basic Knowledge of financial modeling and data analysis. Operations & Coordination Coordinate communication between internal teams and external stakeholders. Track and report key performance metrics for partnerships. Qualifications & Skills Required: Interest in finance, business development, and investment strategy. Strong communication and analytical skills. Proficiency in MS Office (Excel, PowerPoint, Word); CRM tools are a plus. Self-motivated and detail oriented. What Youll Gain: Hands-on experience in financial strategy and partnerships. Exposure to investment negotiations and structuring. Networking opportunities with industry professionals. Certificate of completion and career growth potential.

Finance Executive job description 1. Demonstrate experience in developing, managing, and analyzing budgets and forecasting financial performance. 2. Showcase expertise in preparing and analyzing financial statements, reports, and dashboards. 3. Highlight analytical abilities in evaluating financial data, identifying trends, and making recommendations. 4. Mention experience with regulatory compliance and ensuring adherence to relevant financial standards. 5. Showcase ability to identify, assess, and mitigate financial risks. 6. Highlight experience in developing and managing investment strategies to maximize returns. 7. Highlight involvement in developing and implementing financial strategies to support organizational goals. 8. Mention successful initiatives to reduce costs, improve profitability, and enhance financial performance. 9. Assist company in procuring different loans requirement along with all the requisite paperwork 10. Holds meeting with the banks official for successful completion of loan procurement keeping in view the best interest of the company. 11. Showcase achievements in driving revenue growth and contributing to overall financial success.

Tracxn is a leading data intelligence platform for private markets, tracking over 4M+ entities across 2.9K + feeds. We help investors, corporates, and government agencies access high-quality insights to make informed decisions. As a publicly listed company, we continue to scale our global knowledge ecosystem. Role Overview We are looking for an Industry Connect Manager who can connect leading investors, corporates, and decision-makers with industry experts across various domains. This person will act as a bridge between knowledge seekers (such as VC firms, PE funds, and enterprises) and senior professionals from different industries. Key Responsibilities Expert Identification & Outreach Connect with senior professionals (CXOs, Heads of Departments, Functional Experts) across industries. Stakeholder Collaboration Work closely with VCs, investors, and enterprises to understand their queries and provide fast, relevant expert connections. Industry Research & Mapping Stay updated on market trends, emerging industries, and key players to proactively suggest relevant experts. Seamless Coordination Facilitate expert interactions through scheduled calls, meetings, and discussions. Relationship Building Maintain and expand a robust network of industry experts across sectors like logistics, fintech, healthcare, and more. Ideal Candidate Profile Excellent Communicator Able to engage and build relationships with senior professionals. Proactive & Resourceful Quickly identifies the right expert for a given query. Industry-Savvy Understands multiple business sectors and their key players. Networking Specialist Experience in consulting, investor relations, or expert networks is a plus. Multi-Tasker & Self-Starter Can handle multiple expert requests and work independently. Preferred Qualifications Relevant experience in Business, Consulting, or Market Research. MBA is a plus. Prior experience in expert networks, investor relations, or corporate research. Strong LinkedIn presence and ability to leverage professional networks effectively. Why Join Tracxn? Work at the intersection of investments, business intelligence, and expert networks. Engage with top investors, decision-makers, and industry leaders across the globe. Be part of a fast-growing, publicly listed company shaping private market intelligence.

Role & responsibilities Financial Planning & Analysis (FP&A): Lead the development of financial models, forecasts, and budgets for the firms global operations. Provide actionable insights into financial performance to senior leadership, ensuring effective financial decision-making. Regulatory Stakeholder Management: Serve as a liaison with regulatory bodies and ensure compliance with relevant financial and reporting regulations. Prepare materials for regulatory reporting and audits, ensuring adherence to legal and industry standards. Corporate Development: identifying and executing strategic growth opportunities for a company, primarily through mergers and acquisitions (M&A), by leading the evaluation of potential targets, conducting due diligence, negotiating deal terms, and managing the integration process, while collaborating closely with senior leadership to align with the company's overall strategic objectives Investor Relations: Support the investor relations function by preparing investor presentations, quarterly updates, and other key communications. Liaise with investors to address queries and provide transparency on financial performance and strategic initiatives. Asset Management Business: Collaborate with investment teams to provide financial analysis and reporting related to portfolio performance, asset valuation, and fund operations. Contribute to investment strategies and decision-making from a financial perspective. Financial Modelling: Build and maintain sophisticated financial models to evaluate investment opportunities, perform valuations, and assess risk. Ensure models are robust, accurate, and aligned with industry best practices. Strategic Insight: Partner with senior management to deliver key financial insights and recommendations that drive growth and profitability. Participate in strategic planning sessions and provide financial expertise to support business initiatives. Preferred candidate profile Education: Chartered Accountant (CA) or masters in business administration (MBA) with a specialization in finance. Experience: 7-8 years of experience in finance or investment banking, with significant exposure to financial planning & analysis (FP&A), corporate development and investor relations. Experience in a global investment firm or asset management business is highly preferred. Skills & Competencies: Strong financial modelling skills, with a deep understanding of financial statements, investment analysis, and valuation techniques. Excellent communication and presentation skills, with the ability to convey complex financial concepts to both financial and non-financial stakeholders. Proven track record in managing investor relations and preparing investor reports, presentations, and updates. Strong analytical mindset with a strategic approach to problem-solving and decision making. Knowledge of regulatory requirements in the investment and asset management space. Proficiency in financial software and advanced Excel modeling skills. Strong attention to detail with the ability to work in a fast-paced, deadline-driven environment. Personal Attributes: Strong interpersonal skills, with the ability to collaborate effectively across multiple teams. Proactive, self-driven, and able to work independently while managing multiple priorities. High level of integrity, professionalism, and the ability to handle confidential information.

Spearheaded the fund-raising efforts, good relationship with global/domestic/Banks, FIIs & Investors. Leading the fund-raising initiative of the Company to ensure clear visibility of funds/credit limit for ensuring the AUM growth & Cash Flows. Required Candidate profile Hands on experience in raising debt from banks/FII/FI, through Private Placement & Public Issue of NCDs. Managerial & Leadership skills, networking & negotiation skills

- Research prospective projects in target markets and do the mandate Ceyone curation before moving them for approvals. - Candidates should spend some time finding projects through RERA, online portals, and recce. - Candidate should be able to build a pipeline of projects through networking and business connect. - Should present the Curated project to the Ceyone team for approval. - Develop and execute strategies to generate new leads through networking, referrals, online platforms, and other relevant channels. - Should identify new opportunities contact the decision makers from the developers to explain the Ceyone Vision and benefits - Developing quotes and proposals for prospective clients - Build and maintain strong relationships with existing clients to ensure satisfaction and encourage repeat business - Ensure the partners are well informed about the payment procedures and dues to be cleared within the stipulated time. - Attending conferences and industry events and maintaining a highly professional network - Provide regular reports and updates to the senior management team on progress and outcomes. - Must be Results-oriented with a focus on achieving and exceeding targets. Requirements Educational Qualification - Bachelors degree in any field. Masters degree is a plus. - Proven track record in business development, preferably within the real estate industry. - Strong understanding of real estate market trends, property valuation, and investment strategies. - Excellent communication and negotiation skills. - Strategic thinker with the ability to identify opportunities and develop effective plans to capitalize on them. - Candidate should have 10 years of experience in Sales or Business Development - Candidates should be ready to travel regularly within Bangalore (weekly 3-4 days). - Candidates must have at least a 2-wheeler. - Candidates must speak Kannada/Telugu, Hindi English fluently.

About The Role : Job TitleRisk Manager/Senior Risk Manager - Model Validation LocationPune, India Corporate TitleAVP Role Description At DWS, were capturing the opportunities of tomorrow. You can be part of a leading, client-committed, global Asset Manager, making an impact on individuals, communities, and the world. Join us on our journey, and you can shape our transformation by working side by side with industry thought-leaders and gaining new and diverse perspectives. You can share ideas and be yourself, whilst driving innovative and sustainable solutions that influence markets and behaviours for the better. Every day brings the opportunity to discover a new now, and here at DWS, youll be supported as you overcome challenges and reach your ambitions. This is your chance to lead an extraordinary career and invest in your future. Read more about DWS and who we are here. Team / division overview The Risk platform is the independent risk oversight function of DWS. Model Risk is part of the Risk function and is designed to provide governance and control to manage a variety of models used in the Firm and associated risks. The Model Risk team works as a global organization with team members in New York, London and Frankfurt with a focus around validating, testing and overseeing the usage of models related to Corporate Risk (liquidity/economic capital) and Investment Risk for Liquid and Illiquid investment strategies. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities As a Risk Manager you will Contribute to the enhancement of DWS model risk appetite and management framework definition Engage model owners/users/developers for the collation and ongoing maintenance of the DWS Model Inventory Support the management the model approval process, administration for initial use approval, subsequent approvals and model change oversight Implement model risk governance processes including model risk assessment and reporting thereon to relevant governance forums Interact with regulators and internal/external audit on model risk management topics Compile and distribute model governance forum materials Coordinate with Model Validation for the firms models; define validation priorities for both in-house and vendor models, based on regulatory guidance, internal policy and procedures and best industry practice Work with technology partners to design and roll out the firms strategic model inventory and workflow solution Review validation findings, recommendations and reports, while tracking and reporting of model findings and remediation status Your skills and experience Strong experience in Model Governance and/or Model Risk Management Strong knowledge of Model Risk regulatory requirements and industry standard practice Experience in drafting policy and procedure documentation, and MIS intended for a senior audience that includes senior management, oversight forums and regulators Exceptional interpersonal skills and ability to collaborate successfully Proven success as a trusted partner who implements change and positively influences change adoption by end users Educated to degree level in a financial related discipline or with relevant professional experience How we'll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm

******URGENT POSITION****** BONANZA PORTFOLIO LIMITED, a leading financial services firm is looking to hire for a "Wealth Sales Manager - B2B and B2C" for their Office. IMPORTANT: ONLY CANDIDATES WITH EXPERIENCE IN SALES OF THESE PRODUCTS NEED TO APPLY. I.E. SALES OF MUTUAL FUNDS, DMAT ACCOUNT, PORTFOLIO/ WEALTH MANAGEMENT SERVICES OF HNI CUSTOMERS, INSURANCE, LOANS, ETC. LOCATIONS (2 openings exists for each location) : 1. CHENNAI, TAMILNADU 2. KOCHI, KERALA 3. VISAKHAPATNAM (VIZAG), ANDHRA PRADESH Company Website : www.bonanzaonline.com Job Title : Wealth Sales Manager - B2B and B2C Role & Responsibilities: Design goal-based investment strategy plans. Execute Financial Planning for clients and responsible for final sales. Implementation of Client Financial Plans and rebalancing strategies. Emailing clients on a weekly basis and curating content for emails. Calling clients from leads and nurturing them by calling. Manage high net worth individual (HNI) clients' portfolios through cross-selling of various financial products such as Equity Sales, Mutual Funds Sales, Investment Strategies, Financial Sales, Research, and Portfolio Management Services and Cross-Selling. Review/ Research and Recommend Financial products. Develop and maintain strong relationships with existing HNIs to increase sales revenue and expand product offerings. Identify new business opportunities by networking within the community and leveraging referrals from current contacts. Collaborate with internal teams to resolve client issues and provide exceptional customer service. Stay up-to-date on industry trends and market developments to stay ahead of competitors. Preferred Candidate profile Complete 2- 6 years B2B and B2C Sales experience of Financial products - i.e. Candidates having experience especially in Sales of Mutual Funds, Portfolio Management Services, Equity Sales in the BFSI Industry. (Candidates with experience in Sales of Insurance or any other financial products are also welcome to apply) CFP/ CFA certification completed- fresher candidates with these certifications also welcome to apply for entry level roles. Salary/ CTC on offer Based on current hike, profile fitment - B2B and B2C sales experience. Perks and benefits Performance Bonus and growth opportunities Qualification Graduate/Post Graduate ( Graduation is mandatory and Post Graduate will be preferable ) Key Skills Sales Sales Strategy and Execution B2B Sales B2c Sales Wealth Management Portfolio Management Results focussed and Results Oriented Must be smart, fast-paced, dynamic, self- starter, self- motivated, proactive and have analytical skills. Should have excellent communication skills- Spoken and Written English, local language and Hindi as applicable Company details : # Company website: https://bonanzaonline.com/ # Industry: Financial Services # Employment Type: Full Time, Permanent # Year of start of Operations: 1994 (completed 30 years in business) # Employee strength: 1500+ and *growing # Company offices in 18 states in India (Pan-india presence) Posted by Sujata Shetty Golden Sunrise Talent Advisory Services (External Recruitment Consultant for Bonanza Portfolio Limited) Email: goldensunrise172@gmail.com

Job Overview: We are seeking a dynamic and results-driven individual to join our team as a Real Estate - Investment Sales Associate. The successful candidate will play a critical role in supporting the Real Estate sales and investment strategies within the Real Estate capital markets division. This role requires strong analytical skills, in-depth knowledge of Real Estate - financial markets, and the ability to build and maintain client relationships. Key Responsibilities: Sales and Business Development : Identify, qualify, and develop new business opportunities within the Real Estate market and investment sales sectors. Build and maintain strong relationships with institutional investors, high-net-worth individuals (HNWIs), and other key stakeholders. Advise clients on Real Estate investment opportunities and assist in structuring Real Estate investment deals. Collaborate with senior management to develop tailored Real Estate investment strategies and solutions for clients. Market Research and Analysis : Monitor and analyze Real Estate markets, trends, and investment opportunities. Conduct comprehensive market research to identify potential deals, acquisitions, and sales opportunities. Transaction Support : Assist in preparing pitch materials, presentations, and Real Estate investment reports. Coordinate due diligence, financial modelling, and documentation required for investment transactions. Work closely with legal, compliance, and other internal teams to ensure smooth transaction execution. Client Relationship Management : Act as a key point of contact for clients, offering tailored advice and maintaining long-term relationships. Attend client meetings, conferences, and industry events to represent the firm and expand business opportunities. Property Sales & Execution : Work with realtors and investors to sell properties and achieve investment goals. Assist in the preparation of marketing materials, presentations, and investment proposals. Track the progress of sales and investment deals, ensuring timely follow-up and closure. Collaboration & Reporting : Collaborate with the internal team to align on company goals and market strategy. Provide regular reports on market trends, investor feedback, and sales progress to senior management. Support the team in achieving sales targets and ensuring smooth execution of transactions. Market Outreach & Relationship Building : Act as the main point of contact for realtors, providing them with detailed information about available Real Estate investment opportunities. Build and maintain strong, long-term relationships with realtors and investors in the market. Identify and reach out to potential investors to promote available real estate investments. Work closely with realtors to understand market trends and develop strategies for property sales. Investor Engagement & Meeting Coordination : Reach out to investors, provide them with information about Real Estate investment opportunities, and schedule meetings. Participate in investor meetings, presenting details about investment options, company strengths, and market dynamics. Address Real Estate investor queries, providing them with the necessary market insights and updates on available properties. Negotiate terms and close deals in collaboration with the senior management team. Key Requirements: Bachelors degree in Business Administration, or a related field. A masters degree. 1-9 years of experience in Real Estate - Capital markets, investment sales, Business Development or a related field. Proven track record of working with realtors and investors and successfully closing property deals. Strong understanding of market trends, property valuation, and investment strategies. Strong understanding of market trends, and investment strategies. Excellent communication and negotiation skills with the ability to build relationships with clients at all levels. Strong attention to detail, problem-solving skills, and the ability to manage multiple priorities in a fast-paced environment.

JOB DESCRIPTION PORTFOLIO MANAGER A portfolio manager in a real estate company is responsible for overseeing and managing a collection of real estate assets or properties owned or managed by the company. Their main goal is to optimize the financial performance and strategic value of the portfolio. Here's a brief breakdown of their key responsibilities: 1. Asset Selection and Acquisition: Portfolio managers are involved in identifying and acquiring properties that align with the company's investment strategy. This includes market research, due diligence, and financial analysis to ensure the properties meet the company's risk-return profile. 2. Risk Management: They assess and mitigate risks across the portfolio, ensuring that properties are diversified and that there are strategies in place to minimize potential losses. This might involve evaluating market conditions, tenant risks, and economic factors. 3. Performance Monitoring: They regularly monitor the performance of the properties in the portfolio, including evaluating rental income, occupancy rates, property expenses, and market trends. Their goal is to ensure that the portfolio is achieving its financial objectives. 4. Maximizing Return on Investment (ROI): Portfolio managers develop strategies to improve the profitability of properties, such as implementing cost-saving measures, increasing occupancy rates, or renovating and repositioning assets to increase value. 5. Disposition and Sales: They may make decisions about selling properties that no longer fit the portfolios strategy, or when it is financially advantageous to do so. 6. Stakeholder Communication: Portfolio managers communicate regularly with investors, stakeholders, and senior management to provide updates on portfolio performance, market trends, and any strategic shifts. 7. Strategic Planning: They contribute to long-term portfolio strategies, including expansion into new markets, property renovations, or the development of new investment opportunities.

Requirement of a Stock Market Trainer who must have the experience of teaching and in Trading,investment or overall in stock market as well who can teach fundamental, Technical,Options strategies & Psychologies in depth to our students.

An investor relations officer (IRO) is responsible for creating and presenting a consistently applied investment message to the investment community. The IRO is also responsible for monitoring and presenting to management the opinions of the investment community regarding the company's performance. To fulfill these responsibilities, an IRO is involved with the formulation and release of information to outsiders, as well as with the handling of inquiries from members of the investment community. Investor Relations Officer Responsibilities Develops the investor relations plan . The IRO will work with senior management to devise an investor relations plan. This plan includes outreach programs and the types of information that will be provided to investors. Performs a competitive analysis . The IRO will perform an ongoing analysis of the investor relations programs and metrics of the companys chief competitors, noting points of differentiation and valuation. Develops performance metrics . The IRO will develope an oversees performance metrics for the investor relations function. This includes the identification of areas of improvement, with remediation plans that are communicated to senior management. Establishes the optimum type and mix of shareholders . The IRO will work with senior management to develop a target mix of shareholders, and then works to achieve it through a variety of initiatives. Monitor operational changes through ongoing contacts with company management, and develops investor relations messages based on these changes Create presentations, press releases, and other communication materials for earnings releases, industry events, and presentations to analysts, brokers, and investors Oversees the production of all annual reports, SEC filings, and proxy statements Manages the investor relations portion of the company web site Monitors analyst reports and summarizes them for senior management Serves as the key point of contact for the investment community Establishes and maintains relationships with stock exchange representatives Organizes conferences, and investor meetings Provides feedback to management regarding the investment community's perception of how the company is being managed, and their view of its financial results. Represents the views of the investor community to the management team in the development of corporate strategy Provide feedback to the management team regarding the impact of stock repurchase programs Preferred candidate profile : 5 years of accounting/finance experience, or 5+ years experience in managing an investor relations department. Also, a BA/BS degree/MBA, as well as excellent written and verbal skills, relationship-building skills in the investment community,

Support - Investor Relations Market Presence Decide content and finalized report to be published in weekly and monthly internal reports about companys financials, investor concerns etc. through various analyses Prepare and finalize quarterly and yearly reports by interfacing with the finance department about the organizations quarter and annual results and circulating reports to investors Liaison with government and regulatory authorities as and when required Circulation of information (quarterly earnings) to investors & analysts Coordinate and organize for plant visits for investors & media professionals Prepare for event driven press releases such as credit ratings, new acquisitions & joint ventures Investor Events Organize investor conferences and road shows and arrange meetings with investors/ institutions to showcase Spark Minda Group groups performance and growth potential to build confidence among the investor community and raise funds Attract long term institutional investors through quarterly earning presentations, annual report & investor conference calls Timely preparation, updating and circulation of Investor Presentation & IR Activity report in coordination with group companies Compliance Prepare consolidated financial excel spreadsheet model with required capital market ratios / analysis for capital market Implement effective corporate governance & ensure compliance Periodically conduct board meetings and share notes with stakeholders Qualifications : MSW (Master of Social Work)

Cultivate and maintain strong relationships with current and potential investors, analysts, and financial institutions. Serve as a primary point of contact for inquiries from the investment community.

Role & responsibilities As a key member of the Executive Management team, person will report to the Chairman & Managing Director and assume a strategic role in the overall management of the company. Person will have primary day-to-day responsibility for planning, implementing, managing and controlling all financial-related activities of the company. This will include direct responsibility for finance, forecasting, strategic planning, legal, deal analysis and negotiations, investor relationships and partnership compliance and private and institutional financing, fund raising through debt & equity. Responsibilities: 1) Bringing Equity investment to the Company at appropriate level with valuation of the Company. 2) Knowing the Companys Projects & Business in depth to present & express the balance sheets & number in appropriate manner of markets. 3) Raising Debt Funds for Construction Finance & Term Loans. 4) Prepare investor profiling as per investing history and gather investment related Market intelligence 5) Building & maintaining relationships with buy-side/sell-side institutions/investors/analysts through regular, targeted meetings and communicating feedback to the management 6) Enable high quality top management engagement with potential investor base. 7) Preparing of collateral such as quarterly/annual earnings press releases, operational updates, result presentations, and investor presentations Preferred candidate profile MBA or CFA. 10+ years in progressively responsible financial leadership roles, preferably in real estate development, property management, and/ or construction industry. Overall post qualification experience of 15+ years Personal Attributes: Strong interpersonal skills, ability to communicate and manage well at all levels of the organization. High level of Proficiency in English & Hindi Should be comfortable on Public Platforms and Media Interactions Strong problem solving and creative skills and the ability to exercise sound judgment and make decisions based on accurate and timely analyses. High level of integrity and dependability with a strong sense of urgency and results-orientation.

Roles & Responsibilities: IPO and Fundraising: Lead and manage the end-to-end process of preparing for and executing the Initial Public Offering (IPO), ensuring regulatory compliance and operational readiness. Identify, engage, and negotiate with potential investors, including private equity firms, venture capitalists, and institutional investors, to secure funding for the company's growth and expansion. Build and maintain strong relationships with investment bankers, underwriters, auditors, and regulatory authorities to facilitate a successful IPO and future fundraising activities. Develop and execute investor communication strategies, including roadshows and presentations, to build investor confidence and attract long-term investors. Financial Strategy and Planning: Design and implement comprehensive financial strategies that are aligned with the companys long-term goals and objectives. Drive the annual budgeting, financial forecasting, and long-term planning processes to support decision-making and strategic initiatives. Monitor financial performance across all areas of the business and present detailed financial reports and analysis to the Board of Directors, executive leadership, and other stakeholders. Provide financial insights and recommendations to support business decisions, growth initiatives, and cost management strategies. Risk Management and Compliance: Ensure adherence to all relevant financial regulations, accounting standards, and corporate governance requirements. Develop and enforce a robust risk management framework to identify, assess, and mitigate financial and operational risks. Oversee internal controls, audits, and compliance activities to ensure transparency and integrity in financial reporting. Ensure timely and accurate tax filings, corporate governance disclosures, and other regulatory filings. Accounts and Financial Management: Supervise day-to-day financial operations, including accounting, taxation, financial reporting, and treasury management. Ensure the accuracy, completeness, and integrity of financial statements, accounting records, and internal controls. Manage external audits, tax filings, and regulatory reporting to ensure compliance with relevant laws and standards. Lead cost optimization efforts and drive operational efficiencies to maximize profitability and streamline financial processes. Leadership and Team Building: Lead, mentor, and develop a high-performing finance and accounts team, fostering a culture of excellence, collaboration, and accountability. Promote cross-functional collaboration with other departments to ensure alignment of financial strategies with broader business objectives. Set clear objectives, KPIs, and performance metrics for the finance team, ensuring continuous professional growth and development. Lead recruitment and talent management efforts to build a strong, capable finance team. Stakeholder Communication: Act as the primary spokesperson for all financial matters, representing the company to investors, analysts, regulatory bodies, and other external stakeholders. Prepare and present strategic financial insights to the leadership team to enable informed decision-making and business strategy formulation. Manage investor relations, ensuring timely and accurate communication regarding financial performance, risks, and strategic initiatives. Foster transparency and trust with key stakeholders by delivering regular, clear, and comprehensive financial updates. Key Requirements: Experience: 12-18 years of progressive leadership experience in finance, accounting, or related fields, with at least 5 years in a senior finance role (CFO or equivalent). Qualifications: Chartered Accountant (CA), MBA in Finance, or similar qualifications. Skills: Expertise in IPO processes, fundraising, and investor relations. In-depth knowledge of financial planning, forecasting, and strategic financial management. Strong understanding of risk management, financial regulations, and compliance standards. Proven leadership skills with the ability to manage, mentor, and grow a high-performance team. Excellent communication and presentation skills for internal and external stakeholders. Ability to drive operational efficiency and cost optimization while maximizing profitability.

Chief Financial Officer (CFO) Name:Chief Financial Officer (CFO) Role:CFO Industry:Mining Location:Udaipur(Rajasthan)Job Type:Full Time Experience:15- 25yearsSkills:financial planning,investment strategies,risk management Salary:Best in the industry Education:CA, MBA Description: Create and present financial and tax strategy recommendations to CMD. Support the financial planning and analysis efforts. Oversee cash flow, cash management, working capital, and company audits. Prepare financial statements and reports. Ensure legal compliance on all financial functions. Manage relationships with banks. Manage the company’s financial planning. Plan and perform risk management duties. Analyze and manage the organization’s liabilities and investments. Plan, implement, and manage investment strategies. Manage fundraising plans and capital structure. Determine finance KPIs. Track and ensure cash flow is appropriate and sustainable. Supervise finance personnel such as controllers, financial advisors, financial consultants, and treasurers. Manage and retain relationships with various vendors. Prepare current reports. Prepare and present forecasting reports. Adhere to the law and company’s policies Candidate profile: qualified charter accountant having 15-25 years of Post qualification experience,"preferably a local candidate from Udaipur", who have at least 5 years of working experience with a corporate office in a metro or overseas location. in a top management positionResponsibilities.

Position: Equity Research Analyst (Buy Side) Qualification: CA,CFA Experience: 5 to 7 years Location: Mumbai Roles and Responsibilities 1. Identify New Investment Ideas and Trends • Analyze global and regional market trends to identify emerging investment opportunities. • Monitor industry developments, technological advancements, and economic indicators to uncover potential investment targets. • Conduct competitive analysis and benchmarking to evaluate companies within various sectors. • Generate investment ideas that align with the firms investment strategy and risk appetite. 2. Conduct Research and Financial Modelling • Perform in-depth fundamental research on potential investment opportunities, including equities, fixed income, and alternative assets. • Develop and maintain detailed financial models to forecast company performance, including income statements, balance sheets, and cash flow analysis. • Conduct valuation analysis using various methodologies such as DCF, comparable company analysis, and precedent transactions. • Evaluate the financial health, management quality, and strategic positioning of companies. 3. Present Investment Ideas for Decision Making • Prepare and present comprehensive research reports and investment recommendations to the Fund Manager and investment committee. • Support the decision-making process by providing data-driven insights and analysis. • Engage in discussions with the investment team to refine investment strategies and ensure alignment with overall portfolio objectives. • Track the performance of recommended investments and provide updates as necessary. 4. Stay Updated on Market News and Company Reports • Continuously monitor and interpret market news, earnings reports, and economic data to assess their impact on existing and potential investments. • Maintain up-to-date knowledge of regulatory changes, industry developments, and geopolitical events that could influence investment strategies. • Review and analyze quarterly and annual reports, SEC filings, and other company disclosures. • Attend industry conferences, earnings calls, and meetings with company management as needed. 5. Collaborate with Fund Manager and Portfolio Analyst • Work closely with the Fund Manager to align research efforts with the firm’s investment strategy. • Collaborate with the Portfolio Analyst to ensure accurate and timely integration of research insights into portfolio construction. • Assist in the ongoing monitoring and evaluation of portfolio holdings, providing insights on potential risks and opportunities. • Participate in team meetings and contribute to the overall investment decision-making process.

Role & responsibilities As the Chief Financial Officer (CFO), you will play a critical role in shaping the financial strategy and direction of the organization. Reporting directly to the Board of the Company and key officials at the global headquarters, you will be responsible for overseeing all financial activities, driving financial planning and analysis, ensuring regulatory compliance, and providing strategic financial guidance to support the company& objectives in India and other designated markets. Additionally, you will implement and manage Supply Chain Financing (SCF) solutions to strengthen financial support for dealers and suppliers across the value chain. This role requires a strategic financial approach, strong leadership, and collaboration with key stakeholders to align financial planning with business objective. As a member of senior management, the CFO will be comfortable in a leadership role that requires clear and effective communication skills. Key Duties Financial Strategy and Planning: Develop and implement comprehensive financial strategies aligned with the company & overall objectives and growth initiatives. Work with senior managers to efficiently develop annual budget proposals, provide access to project finance information, Lead the long-term financial planning, and forecasting activities. Research revenue opportunities and economic trends, analyze internal operations, and identify areas for cost analysis. Identify opportunities for cost optimization, revenue enhancement, and risk management to maximize financial performance. Financial Reporting and Analysis: Prepare and present financial reports in accordance with International Accounting Standards (IAS) and International Financial Reporting Standards (IFRS). Oversee the preparation of accurate and timely financial reports, including monthly, quarterly, and annual financial statements, ensuring compliance with regulatory requirements and accounting standards. Conduct in-depth financial analysis to assess business performance, identify key trends, and provide actionable insights to senior management. Developing Business strategy to achieve organizational goals and developing KPI. Supervise and manage Management Information Systems (MIS) to support data- driven decision-making. Controlling & Supervision of Finance & Accounts: Ensure efficient financial management, including accounting operations, financial controls, and compliance with corporate policies. Implement and maintain SAP B1 for financial reporting, process automation, and operational efficiency. Supervise taxation matters, including GST, income tax, and other statutory requirements, ensuring compliance with regulatory authorities. Oversee legal and secretarial matters, ensuring adherence to corporate governance and regulatory frameworks. Capital Management and Investment Strategy: Manage capital allocation, working capital, and investment decisions to optimize returns and mitigate financial risks. Evaluate potential mergers, acquisitions, and strategic partnerships, conducting financial due diligence and providing recommendations to support growth objectives. Monitor and ensure efficiency in logistics, stores, and supply chain finance to streamline operational costs. Risk Management and Compliance: • Establish and maintain robust internal controls, financial procedures, and risk management frameworks. • Monitor market trends, regulatory changes, and economic indicators to assess potential risks and opportunities that may impact financial performance. • Ensure compliance with tax regulations, audit requirements, and corporate governance standards as per the existing and new legislation and taking appropriate action. Stakeholder Relationship Management: Build and maintain effective relationships with key stakeholders, including investors, enders, auditors, and regulatory authorities. Liaise with external stakeholders, including auditors, investors, and regulatory authorities, ensuring transparency and compliance. Present financial results and strategies to the board of directors, shareholders, and analysts. Technology and IT Management: Oversee IT infrastructure, ensuring smooth operation of financial and business systems, including SAP B1. Preferred candidate profile Skills and Qualifications: Education: A Bachelors degree in Finance, Accounting, Economics, or The Institute of Chartered Accountants of India. A Masters in Business Administration (MBA) or a relevant advanced degree is often preferred. Certifications: Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or similar certifications are often required. Experience: 10+ years in financial management, with at least 5 years in a senior leadership role (preferably as a CFO or similar). Perks and benefits About the Company It is a well-established company and a subsidiary of the Italian entity, being multi-national company dealing in Automobile Industry. As we continue to grow and innovate, we are seeking an experienced and dynamic Chief Financial Officer (CFO) to join our executive leadership team. Base Salary: Competitive, commensurate with experience and qualifications. Bonus: Performance-based bonus opportunities. Benefits: Comprehensive benefits package as per the Statutory laws in India. Potential for Growth: Opportunities for advancement within the company.