285 Investment Strategies Jobs - Page 4

You will be a Salesperson for CORACLE Capital Consulting & Corporate Services Pvt. Ltd., a leading player in the NBFC sector. Your role will be based in Samastipur and will involve identifying and acquiring new clients, understanding their financial requirements, and offering suitable financial solutions. Your daily responsibilities will include contacting potential clients, delivering sales presentations, negotiating contracts, and maintaining relationships with existing clients to ensure their satisfaction and foster repeat business. You will actively participate in developing and executing sales strategies to meet targets and drive business growth. To excel in this role, you should possess strong sales and negotiation abilities, excellent customer relationship management skills, and the proficiency to identify client needs and offer customized financial solutions. Prior experience in financial services, investment strategies, and lending options is preferred. Effective communication, interpersonal skills, and the ability to work autonomously to achieve sales targets are key requirements. A Bachelor's degree in Finance, Business, Marketing, or a related field is essential, while experience in the NBFC sector would be advantageous. Are you ready to be a part of a dynamic team that is dedicated to reshaping the financial landscape and empowering individuals and businesses to achieve their financial goals Join us at CORACLE, where we are more than just an NBFC - we are your trusted partner in navigating the intricacies of finance and unlocking growth opportunities.,

Job Description In this role, you will: Participate in low to moderately complex Wealth Underwriting initiatives in support of high-net-worth portfolio management; identify opportunities for process improvement within scope of responsibilities Review, analyze, and evaluate borrower financial data for basic high-net-worth client loans that require research, evaluation, and selection of alternatives to determine credit worthiness; exercise independent judgement to monitor existing portfolio and identify medium risk issues Present recommendations for resolving low to moderately complex situations and exercise independent judgment while developing expertise of Wealth Underwriting functional area policies, procedures, regulations, and compliance requirements Develop basic understanding of Home Lending policies, procedures, regulations, and compliance requirements for Wealth Investment Management client mortgages as needed Collaborate and consult with Wealth Underwriting peers, colleagues, and managers to resolve issues and achieve goals Adhere to credit risk management decisions to ensure satisfactory credit portfolio risk examinations Required Qualifications: 5-7 years of custom/commercial underwriting experience (including underwriting high net-worth individuals)

The Finance and Compliance Officer at Nayanta University, reporting to the Chief Operating Officer, will play a crucial role in establishing and leading the financial strategy to ensure financial sustainability, compliance, and operational efficiency in support of Nayanta University's mission. As the Finance and Compliance Officer, you will be responsible for overseeing various key areas including financial leadership and strategy, compliance and governance, operations and systems, donor and grant management, as well as team leadership. In terms of financial leadership and strategy, you will lead the development and execution of long-term financial strategies aligned with Nayanta's mission and growth plans. Additionally, you will oversee financial planning, budgeting, forecasting, and cash flow management for the University and Nayanta Education Foundation. Developing investment and fund utilization strategies to optimize resources and effectively manage institutional risk will also be a key focus area. In terms of compliance and governance, you will ensure full compliance with all statutory, regulatory, and donor requirements, including Income Tax, FCRA, CSR regulations, GST, and university-specific compliance. You will be responsible for liaising with the Board of Trustees and statutory bodies to ensure transparency and accountability in financial governance. Leading internal, statutory, and donor audits and implementing audit recommendations will also fall under your purview. Regarding operations and systems, you will establish robust financial systems, controls, and processes to support transparent reporting and effective resource utilization. Implementing financial management systems to support program delivery and operational efficiency will also be part of your responsibilities. You will also play a critical role in donor and grant management by supporting donor engagement and fundraising efforts, providing financial insights for proposals and ensuring accurate grant utilization reporting, as well as managing tracking and reporting for grants, donations, endowments, and CSR partnerships. Furthermore, as a team leader, you will build, lead, and mentor a high-performing finance and compliance team, fostering a culture of accountability, transparency, and continuous improvement. Providing financial analysis and insights to senior leadership and department heads to support informed decision-making will also be an essential aspect of your role. The ideal candidate for this position should hold a postgraduate degree in Finance, Accounting, Commerce, or a related field (e.g., CA, MBA Finance, M.Com) and possess 15-20 years of progressive leadership experience in financial management, with in-depth knowledge of Indian regulatory frameworks (FCRA, CSR, Income Tax, GST), and sectoral nuances. Experience in higher education or the non-profit sector is preferred, and experience in institutional start-up environments will be an added advantage. Strong analytical, interpersonal, and communication skills with the ability to influence at the leadership and board levels are required. Demonstrated ethical integrity, attention to detail, and adaptability in a fast-paced, mission-driven environment are also essential. The compensation for this position will be competitive and aligned with industry and sectoral benchmarks, based on the candidate's experience and qualifications. If you are passionate about financial stewardship in a purpose-driven educational institution, possess strategic leadership skills, and thrive in a collaborative and high-impact environment, we encourage you to apply for this position before the application deadline on July 15, 2025. Please note that only shortlisted candidates will be contacted.,

1. Oversee daily cash flow, liquidity, and working capital management to facilitate informed and strategic investment decisions. 2. Manage investments in both marketable and non-marketable securities in strict accordance with the organizations Treasury policy. 3. Prepare and present monthly and quarterly functional reviews, including Management Information System (MIS) reports, covering investments, working capital, and other banking operations. 4. Monitor various financial limits, ensure compliance with internal controls as defined by Treasury policies, and maintain adherence to all relevant regulatory requirements. 5. Conduct comprehensive research and analysis of debt and financial markets to support treasury and investment strategies.

1. Oversee daily cash flow, liquidity, and working capital management to facilitate informed and strategic investment decisions. 2. Manage investments in both marketable and non-marketable securities in strict accordance with the organizations Treasury policy. 3. Prepare and present monthly and quarterly functional reviews, including Management Information System (MIS) reports, covering investments, working capital, and other banking operations. 4. Monitor various financial limits, ensure compliance with internal controls as defined by Treasury policies, and maintain adherence to all relevant regulatory requirements. 5. Conduct comprehensive research and analysis of debt and financial markets to support treasury and investment strategies.

As a Fund Selection/ Fund Manager Research (Alternative Assets) in the Investment Portfolio, you will be responsible for leading quantitative and qualitative data requests from traditional and alternative asset managers for fund due diligence. Demonstrating subject matter expertise in leading the manager research vertical, you will play a crucial role in the investment decision-making and manager-selection processes. Your tasks will include conducting fund manager due diligence, maintaining updated investment due diligence notes, and organizing data on a central database. Upon receiving data from the investment manager, you will be in charge of formatting and inputting it into a company research template, ensuring accuracy and integrity. Managing a team of specialists, you will oversee the production of manager research reports and ensure efficient delivery adhering to accuracy and timeliness. Additionally, you will monitor portfolio performance, analyze market trends, and develop reports for internal, external client presentations, and senior management. The preferred candidate for this role should have at least 6 years of experience in global markets with exposure in multi-asset/alternative asset classes. Experience in the fund manager selection process for alternative asset classes, asset management, or investment/fund due diligence is essential. Holding a CFA Charter or progressing towards CFA at advanced levels is preferred. A degree from a reputed college in finance or MBA, along with a working knowledge of all asset classes focusing on alternatives, is required. Intellectual curiosity, analytical expertise, and proficiency in Microsoft Excel and Office products are also key qualifications. If you meet the above requirements and are interested in this position, please share your CV at aishwarya@beanhr.com.,

As a skilled Equity Research Analyst with expertise in fundamental and technical analysis, you will be joining our growing team in Noida. Your strong finance background, MBA qualification, and at least CFA Level 1 certification will be valuable assets in this role. Your primary responsibilities will include analyzing market trends, evaluating stocks, and providing actionable insights to support investment strategies. An immediate joiner is preferred for this position. You will conduct fundamental analysis of companies by evaluating financial statements, ratios, and company performance. Additionally, you will perform technical analysis on stocks using charts, indicators, and market trends to predict price movements. Analyzing industry trends, macroeconomic factors, and their impact on specific stocks and sectors will also be a key part of your role. You will be responsible for preparing comprehensive equity research reports with recommendations for buy/sell/hold decisions and creating financial models, forecasts, and valuations using various techniques. Moreover, you will track and monitor market news, corporate announcements, and other relevant data affecting stock prices. Collaboration with portfolio managers and traders to execute investment ideas is essential. Staying updated on global financial markets, currency movements, and economic trends will be crucial. Regular presentations to management and clients on key research findings will also be part of your responsibilities. To qualify for this role, you must have a minimum of 3 years of experience in fundamental and technical analysis within the equity/stock market. An MBA in Finance is required, while CFA Level 1 or above is highly preferred. Proficiency in financial analysis software and charting tools, strong communication skills, and the ability to manage multiple tasks in a fast-paced environment are essential. Attention to detail, accuracy in analysis and reporting, and immediate availability are also key qualifications we are looking for. Joining our fast-growing finance team in Noida will provide you with exposure to both fundamental and technical analysis. You will have the opportunity to work on challenging projects in the financial market, receive a competitive salary, benefits, and performance bonus, and access excellent growth and learning opportunities in the equity research and finance domain. This is a full-time, permanent position with benefits such as cell phone reimbursement and provident fund. The work schedule is a day shift from Monday to Friday. A total of 3 years of work experience is preferred for this role, and the work location is in person.,

You will play a key role in contributing to achieving the financial targets and business composition goals of the organization. Your primary focus will be on achieving a return on investment (ROI) that exceeds the benchmark index for the portfolio, while also managing acceptable risk levels effectively. As part of your responsibilities, you will be guiding Wealth Managers on the latest products to enhance their sales pitches, thus helping them to better serve clients and drive business growth. Additionally, you will actively engage in internal discussions to collaboratively develop house views across asset classes and create effective investment strategies. Your role will also involve proposing new product concepts to the Investment Committee, thereby contributing to the continuous improvement and innovation within the organization. You are expected to stay current with market developments, including automation, process optimization, and compliance with regulatory changes, and provide ideas to enhance the investment platform accordingly. Ensuring client satisfaction is a crucial aspect of your job. You will be responsible for maintaining a portfolio that is aligned with each client's risk tolerance, financial goals, and investment preferences. Building strong, long-term client relationships will be a key focus, with an emphasis on high retention through consistent performance and transparent communication. Furthermore, you will provide clients with clear and understandable updates on portfolio performance and market conditions, keeping them informed and engaged. Tailoring investment strategies to meet each client's unique financial goals, such as retirement, education, or wealth preservation, will be essential in delivering personalized financial solutions.,

Are you passionate about empowering people with financial knowledge Do you thrive on helping individuals make smart financial decisions for a secure future If yes, then this role is for you! Build strong relationships with clients by understanding their goals and offering personalized financial solutions. Guide individuals in making informed financial decisions for long-term financial well-being. Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs. Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice. Analyze financial data, track progress, and optimize financial plans for better results. Represent Finnovate at conferences, meetings, and industry events to promote financial education. Qualifications & Skills: - Bachelors degree in finance, economics, or a related field (MBA-Finance preferred). - A CFP certification would be a definite advantage, alternatively should have a NISM XA XB qualification or working towards the same. - Minimum of 5+ years of experience in financial advisory or related fields. - Strong knowledge of financial planning, investment strategies, and wealth management. - Excellent stakeholder management skills, superior communication and interpersonal skills to educate and engage clients. - Analytical mindset with the ability to assess financial data and provide strategic recommendations. - Self-driven, goal-oriented, and passionate about helping others achieve financial success.,

As an Investment & Real Estate Research Analyst at our company, you will be responsible for conducting detailed research in both stock markets (equities, F&O) and the real estate sector. Your key role will involve providing valuable insights to support investment strategies in these domains. In the realm of stock market research, you will be expected to perform technical and fundamental analysis of equity and F&O markets. Your tasks will include monitoring market trends, economic indicators, and global events that influence financial markets. Additionally, you will need to generate trade recommendations and investment reports based on technical patterns and data analysis, while staying abreast of sectoral movements, earnings reports, and policy changes. In the real estate sector, your responsibilities will revolve around analyzing residential, commercial, and industrial real estate markets. This will involve studying pricing trends, demand-supply data, new developments, and regulatory updates. You will also be required to conduct location-specific research to identify investment opportunities and prepare detailed property investment reports and market feasibility studies. To excel in this role, you should possess a Bachelors or Masters degree in Finance, Economics, Real Estate, or a related field. Previous experience in stock market research and/or real estate analysis is essential. Proficiency in tools such as Excel, PowerPoint, TradingView, and real estate data platforms is a must. Strong analytical skills, attention to detail, and the ability to synthesize large data sets are key attributes for success in this position. Excellent written and verbal communication skills are also crucial. Preferred qualifications include NISM or NSE certifications in Equity/Derivatives for market research, knowledge of RERA regulations, REITs, and property valuation methods, as well as experience with real estate investment modeling. In return, we offer you exposure to both the financial and real estate investment industries, the opportunity to collaborate with a rapidly expanding advisory team, and ample learning and growth prospects in multi-asset research. This is a full-time, permanent position that requires in-person work at our location. Application Deadline: 18/07/2025 Expected Start Date: 21/07/2025,

You should have 2-4 years of relevant experience in producing periodic accurate and timely Client Reports and Presentations across multiple investment strategies for an Asset Manager or Bank. Your responsibilities will include working with others to draft Requirement Documents, review data sets, source data accurately, standardize data for consistency, create reporting templates, perform testing, and implement suitable reporting templates in a timely manner. You must have a proven working knowledge of client reporting platforms, processes, internal and external data providers, and a strong sense of risk mitigation. Coordinating information flow between relevant internal business areas to ensure accurate and timely completion of reports is crucial. Additionally, you should continuously maintain reporting templates, suggest ways to check for data issues and resolve them, manage project timelines, support functional testing, and deployment. Experience in MS Excel, MS Power Query / BI, automation software like Alteryx, SQL, Simcorp Coric, object-oriented programming, TFS, .NET, C#, and understanding of performance principles and calculations is required. Your role will involve creating and maintaining SOPs, risk logs, BCP, suggesting and implementing tools to automate and optimize reporting workflows, and resolving automation issues. You should have excellent communication and interpersonal skills, be highly motivated, independent, have a strong interest in solving complex problems, and be able to manage projects and deadlines effectively. Maintaining strong working relationships with external/internal clients and responding to queries in a timely manner is essential.,

Stock Broking Company Location: Kolkata Salary:- Upto 30 Lacs/ Annum JD- Develop equity investment strategies Conduct research and financial analysis of listed companies. Monitor market movements Generate regular portfolio performance reports Required Candidate profile Graduate/ Postgraduate in Finance/ Economics/ or related field Min. 5–7 years of exp. in equity research or portfolio/fund management CALL:-- Namrata- 8910291069 Arijit- 9748042221 Benchmark Global

Urgent Requirement - Project Coordinator - Strategy (LID) Experience - 10 to 15 years Location - Sion (Mumbai) Qualification BE (Civil) + MBA (Finance) / B. Arch + MBA (Finance) Industry - Construction / Real Estate. Company Profile www.lidinfra.com Job Description 1. Understanding of the Project Life Cycle based on relevant feasibility, approvals & required due diligence at every key Milestone right through Initiation, Sustenance & Exit. Initiation ------ Sustenance ----- Exit 2. Coordinate with the internal as well as External Stakeholder to ensure that the Project are executed as per desired goals in line with Company Objective. 3. Overseeing investor due diligence processes & securing the necessary financing to successfully fund Projects. 4. Expert in Business Model Design. 5. Projects Monitoring & Project Control. Job Specification 1. Candidates with BE (Civil) / B. Arch + MBA (Finance) having minimum of 10 years of Relevant experience from Construction / Real Estate industry. Thanks & Regards, Anand Wakode Sr. Manager – Talent Acquisition Land infrastructure Development (LID) 9967085379

Urgent Requirement - Project Coordinator - Strategy (LID) Experience - 10 to 15 years Location - Gujarat Qualification BE (Civil) + MBA (Finance) / B. Arch + MBA (Finance) Industry - Construction / Real Estate. Company Profile www.lidinfra.com Job Description 1. Understanding of the Project Life Cycle based on relevant feasibility, approvals & required due diligence at every key Milestone right through Initiation, Sustenance & Exit. Initiation ------ Sustenance ----- Exit 2. Coordinate with the internal as well as External Stakeholder to ensure that the Project are executed as per desired goals in line with Company Objective. 3. Overseeing investor due diligence processes & securing the necessary financing to successfully fund Projects. 4. Expert in Business Model Design. 5. Projects Monitoring & Project Control. Job Specification 1. Candidates with BE (Civil) / B. Arch + MBA (Finance) having minimum of 10 years of Relevant experience from Construction / Real Estate industry. Thanks & Regards, Anand Wakode Sr. Manager Talent Acquisition Land infrastructure Development (LID) 9967085379

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones. Provide financial advisory services, including investment planning, portfolio management, and mutual fund sales. Develop and implement effective wealth management strategies for HNI clients. Identify cross-selling opportunities for other banking products and services. Ensure compliance with regulatory requirements and internal policies. Desired Candidate Profile 0-1 year of experience in Wealth Management or related field (e.g., Investment Banking). Certified Financial Planner (CFP) certification preferred but not mandatory. Strong understanding of Investment Advisory, Financial Advisory, Investment Planning, Mutual Funds, Investment Products, Financial Planning, Investment Analysis, Investment Strategies, Fund Management.

Seeking an expert in Equity Fundraising, Stake Sales, IPO Processes & Stock Exchange Regulations. Must lead end-to-end IPO execution, ensure compliance with SEBI/SEC, manage due diligence, filings, and investor relations. Provident fund

The role of an Investor at our company is a full-time position based in Mavelikkara with the option for some work from home flexibility. As an Investor, your primary responsibilities will revolve around evaluating investment opportunities, conducting thorough financial analysis, and effectively managing investment portfolios. Additionally, you will play a crucial role in market research, assessing risks, and formulating investment strategies. Cultivating and nurturing relationships with stakeholders and partners will be a significant aspect of this role. The ideal candidate for this position should possess strong financial analysis skills and expertise in evaluating potential investments. A background in market research and risk assessment is essential, along with proficiency in developing investment strategies and effectively managing portfolios. Building solid relationships and managing stakeholders are key components of this role, requiring excellent written and verbal communication skills. The ability to work autonomously as well as collaboratively within a team is crucial for success in this role. A Bachelor's degree in Finance, Economics, Business, or a related field is required. Prior experience in the investment industry would be advantageous.,

As a Finance and Compliance Officer at Nayanta University in Pune, Maharashtra, you will play a crucial role in establishing and leading the financial strategy of the institution. With 15-20 years of experience in financial management, you will report directly to the Chief Operating Officer and ensure financial sustainability, compliance, and operational efficiency to support the university's mission. Your key responsibilities will include leading the development and execution of long-term financial strategies aligned with Nayanta's mission and growth plans. You will oversee financial planning, budgeting, forecasting, and cash flow management for the University and Nayanta Education Foundation. Additionally, you will be responsible for developing investment and fund utilization strategies to optimize resources and manage institutional risk effectively. In terms of compliance and governance, you will ensure full compliance with all statutory, regulatory, and donor requirements, including Income Tax, FCRA, CSR regulations, GST, and university-specific compliance. You will liaise with the Board of Trustees and statutory bodies to ensure transparency and accountability in financial governance and lead internal, statutory, and donor audits while implementing audit recommendations. Your role will also involve establishing robust financial systems, controls, and processes to support transparent reporting and effective resource utilization. You will implement financial management systems to support program delivery and operational efficiency. Moreover, you will support donor engagement and fundraising efforts by providing financial insights for proposals and ensuring accurate grant utilization reporting. As a leader, you will build, lead, and mentor a high-performing finance and compliance team, fostering a culture of accountability, transparency, and continuous improvement. You will provide financial analysis and insights to senior leadership and department heads to support informed decision-making. To qualify for this role, you should hold a postgraduate degree in Finance, Accounting, Commerce, or a related field (e.g. CA, MBA Finance, M.Com) and have 15-20 years of progressive leadership experience in financial management. Experience in higher education or the non-profit sector is preferred, and experience in institutional start-up environments will be an added advantage. You should have a proven track record of strategic financial leadership, system building, and audit handling, along with strong analytical, interpersonal, and communication skills. Compensation for this position will be competitive and aligned with industry and sectoral benchmarks based on your experience and qualifications. The application deadline is July 15, 2025, and only shortlisted candidates will be contacted. Join Nayanta University and be a part of a mission-driven institution dedicated to creating a culture of honesty and excellence as we shape the leaders of tomorrow.,

You should have 2-4 years of relevant experience in producing periodic, accurate, and timely client reports and presentations across multiple investment strategies regularly for an asset manager or bank. It is essential to have a proven working knowledge of client reporting platforms, processes, internal and external data providers, coupled with a strong sense of risk mitigation. Your responsibilities will include working with others to draft requirement documents, reviewing data sets and flows for suitability and quality, accurately sourcing data, standardizing data for consistency, creating reporting templates with accurate configurations, performing functional/integration testing, and implementing suitable reporting templates in a timely manner. Coordinating information flow between all relevant internal business areas to ensure all allocated reports are completed accurately and promptly is crucial. You will need to continuously maintain reporting templates to ensure they are operating efficiently and fit for purpose. Identifying and resolving data issues promptly is essential. Managing project timelines, supporting functional/integration testing and deployment, creating and maintaining SOPs, risk logs, and BCP are also part of your responsibilities. Proficiency in MS Excel, MS Power Query/BI, automation software like Alteryx, and SQL is required. You should be able to suggest and implement tools to automate and optimize reporting workflows and mitigate risks. Experience with Simcorp Coric, object-oriented programming, TFS, .NET, and C# would be highly beneficial. A strong understanding of the end-to-end process of data collection, data review, and report production, including performance principles and calculations, is essential. You should demonstrate an understanding of how incorrect data points can impact reporting. Excellent communication and interpersonal skills, along with a command of English, are necessary. You must be highly motivated, independent, have a strong interest in solving complex problems, and demonstrate a proven ability to manage projects and deadlines effectively. Maintaining strong working relationships with all external/internal clients, ensuring clear and accurate communication, and responding to queries promptly are critical aspects of this role.,

We are looking for an Investment Partner to join our VC client's team in Bangalore, focusing on early and growth-stage investments in the technology sector. This role offers a unique opportunity to lead investments in transformative companies across DeepTech sectors. As a Partner, your main responsibility will be to evaluate and lead investments in companies driving industry transformation through technological innovation. You will collaborate closely with portfolio companies to implement strategic growth initiatives and enhance value creation while fostering relationships within the deep tech ecosystem. Your key responsibilities will include leading end-to-end investment processes for growth-stage deep tech companies, from initial sourcing to due diligence, structuring, and closing. You will also be tasked with developing and executing sector-specific investment strategies across target verticals such as SaaS, Space Tech, Computer Vision, and Climate Tech, among others. Additionally, conducting comprehensive technical, market, and financial analysis of potential investments and presenting investment recommendations to the investment committee will be part of your role. The ideal candidate should have at least 12 years of experience in senior executive or C-level roles at high-growth deep tech companies, founder/co-founder experience in the deep tech sector with a successful exit track record, investment banking experience focused on deep tech sectors with transaction leadership, partner/principal, or similar senior role at top-tier venture capital or growth equity funds, or top-tier management consulting experience (MBB) with a technology focus. An MBA from a top-tier business school or equivalent advanced degree is required. In return, we offer you the opportunity to lead investments in category-defining deep tech companies, a competitive compensation package, and a collaborative and entrepreneurial firm culture with significant autonomy and responsibility.,

Head of Strategy Ridhira Group - Building World's largest Wellness Communities Hyderabad, Telangana, India Job Title: Head of Strategy Fundraising & Investment Banking Location: Nanakaramguda, Hyderabad Department: Strategy & Corporate Finance Reporting To: Group President Experience Required: 10–15+ years (including significant experience in investment banking, fundraising, corporate strategy) Industry Preference: Investment Banking, Real Estate or Hospitality. Role Overview: Ridhira Living Pvt Ltd is seeking a highly strategic, analytically driven, and execution-oriented professional to lead its corporate strategy, fundraising initiatives, and M&A activities. The Head of Strategy will work directly with the founder and leadership team to design, evaluate, and drive strategic initiatives, partnerships, capital raising efforts, and investor relations to scale the company across Real-estate & hospitality and wellness business verticals. Key Responsibilities: Strategic Planning & Execution Fundraising & Investor Relations Lead capital-raising efforts across equity, debt, and alternative instruments. Build financial models, investment decks, and IMs (Information Memorandums). Engage with venture capitalists, private equity firms, HNIs, family offices, and institutional investors. Manage investor relationships, due diligence processes, and transaction closures. Prepare data rooms, financial documentation, and board-level reports. Identify new markets, business models, and growth opportunities. Design business plans for new verticals including wellness products, expansion, and real estate offerings. Work closely with cross-functional teams (sales, marketing, projects & operations) to ensure strategic initiatives are executed. M&A and Strategic Partnerships Identify acquisition and joint venture opportunities aligned with company goals. Evaluate potential targets through market analysis, valuation models, and risk assessment. Negotiate deal terms, structure transactions, and oversee legal and financial closure. Financial & Business Analysis Partner with the finance team to ensure strategic planning is grounded in robust data analysis. Monitor key KPIs, business performance, and return on strategic investments. Provide market intelligence, competitor analysis, and benchmarking reports. Key Skills & Qualifications: MBA/CA/CFA from Tier-1 institute (IIMs, ISB, Ivy League, etc.) preferred. Prior experience in investment banking, private equity, or corporate strategy (mandatory). Proven track record of raising capital and closing investment rounds. Strong financial acumen, business planning, and modeling skills. Excellent stakeholder management, communication, and negotiation abilities. Deep understanding of the real estate and/or hospitality industry is a major advantage. Key Attributes: Entrepreneurial mindset with high ownership Strategic thinker with hands-on execution capability Excellent interpersonal and presentation skills Comfortable working in fast-paced and ambiguous environments High ethical standards and discretion Share cv at anusha@ridhira.com

As a Financial Advisor at Gamut HR Solutions, you will be responsible for providing expert financial planning and investment advice to clients. With a focus on job placements, our company is headquartered in Hyderabad, Telangana, India, and is currently seeking a mid-level candidate with 4 to 6 years of relevant experience for a full-time role. To excel in this position, you should have proven experience as a Financial Advisor or Wealth Manager, along with in-depth knowledge of investment strategies and financial products. Your strong analytical and problem-solving abilities, coupled with excellent communication and interpersonal skills, will be essential in this role. As part of your responsibilities, you will be expected to develop personalized financial strategies tailored to individual client goals. Monitoring and reviewing client portfolios regularly, recommending suitable investment products and insurance plans, and assisting clients in building and managing wealth effectively are key aspects of this role. While certifications such as CFP, CFA, or similar are considered a plus, the emphasis is on practical experience and expertise in the field. If you are passionate about finance and dedicated to helping clients achieve their financial objectives, we invite you to join our team at Gamut HR Solutions.,

You are seeking a motivated and customer-focused Sales Associate to join our team in the mutual funds and insurance sector. This role is ideal for individuals with a strong passion for finance, a deep understanding of mutual funds and insurance products, and a drive to help clients secure their financial futures. As a Sales Associate, you will be responsible for identifying new sales opportunities, managing client relationships, and promoting our financial products in the market. Your key responsibilities will include identifying potential clients and generating new business opportunities in the mutual funds and insurance sectors. You will conduct meetings with prospective clients to understand their financial needs and recommend suitable products. Additionally, you will promote and sell mutual funds, insurance policies, and related financial products to individuals and businesses while maintaining a robust pipeline of prospects to meet sales targets and KPIs. In terms of client relationship management, you will develop and maintain strong, long-term relationships with existing clients to ensure their satisfaction and continued business. Providing ongoing support and service to clients by addressing their queries, guiding them through product offerings, and ensuring their financial goals are met will be essential. Moreover, offering expert advice on investment strategies, insurance planning, and portfolio management will be part of your role. You will need to stay updated on the latest mutual fund and insurance products, trends, regulations, and market conditions. Educating clients on the benefits and risks of financial products and assisting them in selecting the right products based on their objectives, risk tolerance, and investment horizon will also be crucial. Addressing client concerns and queries in a professional and timely manner, guiding clients through the onboarding process for financial products, and providing after-sales support to ensure client satisfaction are essential aspects of your role. Your qualifications should include a Bachelor's degree in Finance, Business Administration, Marketing, or a related field, a strong understanding of mutual funds, insurance products, and the financial services industry, and proven sales experience preferably in the financial services, insurance, or investment industry. You should possess strong communication, negotiation, and interpersonal skills, the ability to build rapport with clients, and understand their financial needs. Being self-motivated with a proactive approach to achieving sales goals, excellent time management, organizational skills, and attention to detail, as well as proficiency with Microsoft Office Suite, are necessary. Additionally, a customer-first mindset with a focus on delivering exceptional service is vital. Preferred skills include insurance and/or mutual fund certifications, knowledge of local regulations and compliance standards within the financial industry, and experience with sales-related software and tools such as Salesforce and HubSpot.,

As a Financial Research Intern at our organization, you will have the opportunity to work closely with our Founder, Salonee Sanghvi, a fourth-generation financial professional with over 20 years of experience in the financial services industry. Our company, My Wealth Guide, was established with a vision to enhance financial literacy and provide transparent financial advice to individuals from all walks of life. Your primary responsibilities will involve conducting in-depth research across various financial products such as insurance, gold, bonds, mutual funds, as well as analyzing cutting-edge investment and F&O strategies. You will also be responsible for gathering and presenting data related to the Indian financial markets. In return for your contributions, we offer a monthly stipend of 7K along with valuable learning opportunities. This internship program has a duration of 4-6 months, requiring a minimum commitment of 45 hours per week. By taking on this role, you will have the chance to develop into a top 1% capital markets professional and investment researcher. We are seeking individuals with a proven track record of working with large datasets and numbers, advanced proficiency in MS Excel, exceptional attention to detail, and a diligent work ethic. The ability to thrive in an unstructured work environment and a strong desire to expand your knowledge are highly valued qualities in potential candidates. If you believe that you possess the skills and characteristics we are looking for, please send us an email at hr@hlinvestrade.com expressing your interest and briefly explaining why you would be a good fit for this role. This is a full-time internship position with a contract length of 4 months. As part of our commitment to promoting work-life balance, we offer a flexible work schedule and the option to work from home. The role is based on a day shift and requires a minimum educational qualification of Higher Secondary (12th Pass). Join us in our mission to empower individuals to achieve financial independence and reach their goals through informed decision-making in the realm of personal finance. Visit www.mywealthguide.com to learn more about our organization and the impactful work we do.,

Job Summary: We are seeking a dynamic and proactive professional to lead our Fundraising and Investor Relations initiatives. This role requires strong communication skills, financial acumen, and the ability to build and maintain long-term relationships with investors, stakeholders, and institutional partners. Key Responsibilities: • Identify and approach potential investors (HNIs, family offices, PE/VC firms, institutional investors) for listed and unlisted companies fundraising opportunities. • Develop and execute fundraising strategies aligned with company and client objectives. • Manage investor relations by regularly updating stakeholders on company performance, strategic initiatives, and market developments. • Organize roadshows, investor meetings, webinars, and other engagement activities. • Prepare investment decks, pitchbooks, term sheets, and other fundraising materials. • Monitor market trends, investor sentiments, and competitor activities to adjust strategies. • Build and maintain a CRM database of existing and potential investors. Qualifications: • Masters degree in Finance, Business Administration, or a related field. • 25 years of experience in fundraising, investor relations, or investment banking. • Strong understanding of capital markets, private equity, and corporate finance. • Excellent verbal and written communication and presentation skills. • Proficiency in Excel, PowerPoint, and financial modelling tools. • Ability to work independently, manage multiple priorities, and meet deadlines.