448 Investor Relations Jobs - Page 18

Key Responsibilities: 1. Market, Industry & Economic Research Conduct regular research on market trends, sectoral developments, peer analysis, and macroeconomic indicators. Track key industry movements, regulatory changes, and competitor updates relevant to the business. Track and report on market intelligence and developments impacting the companys strategic direction. Summarize key research findings into actionable insights and present them clearly to senior management. 2. Internal Business Reviews Preparing an analysis documents on the internal business performance and provide concise and clear updates to the management on the same Work with cross-functional teams to understand the reasons behind business outperformance or underperformance, identify key issues, and present clear, structured insights to the management. Analyze financial statements, monthly financial performance, internal business review documents, identify key risks and opportunities, and prepare detailed reports. Preparing comprehensive and accurate business analysis reports on a monthly basis, synthesizing key insights and data from business review meetings and IBR decks Create clear, structured presentations that align with strategic business narratives. 3. Meeting Coordination & Documentation Schedule and coordinate meetings with internal stakeholders, lawyers, bankers, and other external advisors. Prepare meeting agendas, take detailed minutes of meetings (MoMs), and track follow-ups and action items. Maintain a well-organized archive of key communications, notes, and documentation. 4. Document Review & Strategic Support Assist in reviewing and editing presentations, reports, and strategic documents prepared internally or for the senior management. Ensure accuracy, clarity, and consistency in all external-facing materials. 5. M&A Support Support in M&A activities including market research, ongoing developments, preliminary evaluations, and data gathering and analysis. Assist in documentation flow, timelines, and communication related to M&A processes. 6. Investor Relations Assistance Help in reviewing materials for investor calls, presentations, earnings updates, and investor queries. Ensuring compliance with secretarial regulations in accordance with SEBI guidelines throughout the due diligence process ensuring the necessary UPSI protocols are followed before adding any new members. Track investor interactions, follow investor conference calls and prepare a note highlighting the questions and responses to the same Skills & Qualifications: Bachelors degree in Business, Finance, or related field; MBA or CA preferred. 2-4 years of experience in business research, investor relations, strategy, consulting, or corporate development. Industry Expertise: Basic knowledge of healthcare sector in India including pharmacies, diagnostic businesses etc. Financial Expertise: Strong understanding of financial metrics, corporate finance, valuation methods, and accounting principles, deal structuring, and financial analysis. Strong research, analytical, and communication skills. Proficiency in MS PowerPoint and Excel; familiarity with financial databases and tools is a plus. Ability to work in a fast-paced environment, manage multiple priorities, and maintain confidentiality. Strong attention to detail and a structured approach to problem-solving.

Job Type Full time Key Responsibilities: Corporate Development: Identify, evaluate, and execute strategic growth initiatives, including mergers, acquisitions, joint ventures, and partnerships. Conduct comprehensive financial analysis, including financial modeling, valuation, and ROI analysis. Develop strategic recommendations based on industry trends, competitor analysis, and market research. Support due diligence and post-merger integration activities. Collaborate with senior management to identify and assess new business opportunities. Investor Relations: Develop and implement an investor relations strategy to effectively communicate the companys strategic direction and financial performance. Prepare investor presentations, press releases, and earnings call materials. Manage investor communications, including quarterly earnings releases, annual reports, and investor roadshows. Monitor investor sentiment and market trends to provide actionable insights to senior management. Maintain relationships with existing and potential investors, analysts, and key stakeholders. Financial Analysis & Reporting: Develop financial models and forecasting tools to assess the impact of strategic initiatives. Analyze and report on financial performance metrics, including revenue growth, EBITDA, and other key performance indicators. Provide financial insights to support strategic decision-making and business planning. Compliance & Governance: Ensure compliance with regulatory requirements and corporate governance standards. Monitor and report on industry trends, regulatory changes, and competitor activities.

Overall responsibility for Legal and Secretarial role for the whole group; Secretarial compliance of listed entity; ROC, AGM,EGM,ESOP, Investor relations etc; Subsidiary compliance management - manage ROC compliances for 12 subsidiaries; insurance tasks management; BRSR and ESG Monitoring; Risk management; CSR; Merger and restructuring; Lead a team of two executives Graduate plus a CS; preferably rank holder; must have minimum 5 years experience as CS in a 700cr + listed entity; smart and confident personality; sincere and hard working; clear thinker; confident to deal with Board level stakeholders and CXOs; reports to CFO

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

Management Information Systems (MIS): Design, develop, and maintain MIS reports and dashboards Gather requirements from various departments and translate them into technical specifications, management reports Implement new software applications/automation to enhance data management and reporting capabilities It is good if the candidate is able to evaluate existing systems and recommend improvements for efficiency and usability Data Analysis and Reporting: Analyze data to identify trends, patterns, and insights that drive decision-making Prepare and present reports to senior management on various aspects Preparation and submission of data to be shared with various internal and external stakeholders Ensure data accuracy and integrity within MIS systems Investor Relations Activities: Preparation of reports for quarterly results and assist in activities for result declaration Preparation of Peer PPT & Excel on a quarterly basis. Keep track of Peer companies and draw meaningful insights which helps the top management to take business decisions Preparation and analysis of share price movement and shareholding pattern on required frequencies Database Management: Maintain and update the investor database with accurate and current information. Organize investor profiles, notes, and interactions in a systematic manner for easy reference and analysis. Continuously monitor and evaluate the database to ensure data integrity and completeness. Competencies: Excellent communication skills, both written and verbal, with the ability to articulate complex concepts in a clear and concise manner. Strong interpersonal skills and the ability to build rapport and trust with diverse stakeholders. Proficiency in database managem

The Head of Finance & Accounts is a key position responsible for overseeing all aspects of accounting, audits, financial reporting, taxation, treasury operations, and payroll functions. The role involves ensuring accurate financial management, timely compliance with statutory requirements, Corporate Tax and efficient functioning of the Finance & Accounts department. The position reports to the Chief Financial Officer and works closely with internal teams, statutory auditors, consultants, and regulatory bodies. Hierarchical position Managing Director Chief Financial Officer Head of Finance & Accounts Manager Accounts & Finance Deputy Manager Accounts & Finance Executive - Accounts & Finance Result areas of the job I. Implementation of strategy - Support the implementation of financial strategies and internal financial controls aligned with business objectives. - Contribute to relevant working groups and finance-related planning activities. II. Operations of the organization - Analyze, develop, maintain and ensure compliance with policies, procedures and guidelines for own discipline while considering the business needs. - Act as functional expert or liaison with managers, advise and support them concerning relevant matters relating to own discipline, including the effective application of policies, procedure and / or guidelines. - Contribute to the implementation of processes relating to own discipline within Oikocredit and carry out the work within the assigned work field. - Provide insights at request or at own initiative regarding quantitative and qualitative developments by means of periodical and ad hoc reports and / or analysis. - Build and maintain a network of relevant (internal and external) stakeholders. - Collaborate and cooperate across departments in projects, knowledge sharing and process optimization. III. Governance and Compliance - Ensure timely submission of reports to regulatory authorities, lenders, auditors, and Oikocredit International (Parent entity). - Coordinate with internal and external auditors for statutory and internal audits. - Maintain regular communication with stakeholders regarding financial performance and compliance. IV. Fund Raising and Investor Relations - Identify fund raising opportunities to support business growth, including through debt and other financial instruments. - Prepare financial documents and proposals required by prospective and existing lenders/investors. - Coordinate due diligence, respond to lender queries, and ensure timely compliance with financial covenants. - Maintain regular communication with lenders and rating agencies. Detailed responsibilities of the Head – Finance & Accounts: I. Accounting: to oversee and perform following accounting functions - Posting of payment and receipt entries into accounting system (Tally) - Reconciliation of all ledger balances - Posting of all adjustment entries - Preparation of Fixed assets register - Reconciliation of Income, Outstanding PF and provisioning based on ECL model b/w local accounting system (Tally) and E-Front (ERP). - Finalization of trail balance, P&L, B/S and Cash Flow statement as per Ind AS. II. Audits: to oversee and perform following audit functions - Statutory audit of financial year accounts - Audit of calendar year accounts for consolidation of accounts with Parent purpose - Internal Audits - Tax Audit of the Company - Annual GST audit - Transfer Pricing audit - Audit of annual accounts of gratuity & Superannuation trusts. III. Corporate tax matters: to oversee and perform following corporate tax functions - Assessment of Advance Tax liability & Payments - Reconciliation of tax receivables b/w accounting system and tax report (26AS) - TDS payments and filing of tax returns periodically - Compilation of information required to submit tax authorities on account of tax assessments/Appeals filed with Tax tribunals. - Assessment of GST liability and payment - Filing of GST returns - Filing of annual income tax return of company - Submitting information required to tax consultant with respect to tax appeals filed by the company. IV. Treasury & Finance operations: to oversee and perform following treasury & finance functions - Review and verification of all bank and cash payments - Review of vendor invoices & payments - Updating of receipts & disbursements (R&D) statement - Preparation of repayment schedules for all loan contracts - Payments to lenders as per repayment schedules - Classification of interest & instalment payments to OI with respect to ECB made by OI. V. Management support functions: to perform following tasks - Support in Preparation of budgets and variance analysis - Business plans - Funding proposals to lenders - ALM reports - Statutory compliances VI. Fund Raising - Prepare and present funding proposals to banks and financial institutions. - Liaise with lenders for negotiations, drawdowns, and documentation. - Maintain compliance with lender requirements, including regular financial and performance updates. VII. Payroll management: to oversee and perform following payroll functions - Processing of employee salaries - Assessment of tax liability of each employee based on annual salary income and tax exempted savings & investments. - Filing of TDS returns with respect to employee salary payments. - Professional tax payments related to staff. VIII. Reporting matters: to oversee and perform following reporting functions - Regulatory compliances - Reporting to Oikocredit (OI): - Preparation of monthly results of company - Submission of R&D statement - Reporting to RBI – ALM, Quarterly financials, SMA reporting - Reporting to lenders – Performance reports, Book debts - Reporting to Rating agencies. IX. Other duties & responsibilities assigned by the CFO time to time. Education and experience - CA or an equivalent professional qualification - Strong experience in Ind AS and preparation of financial statements like P & L, Balance sheet, and Cash Flow. - Hands-on experience with statutory, tax, internal, and transfer pricing audits. - Proven expertise in managing corporate tax matters such as advance tax, GST filings, income tax returns, and TDS. - Experience in treasury management, including cash flow management, payments to lenders, and loan repayment schedules. - Solid knowledge of payroll management, including employee tax assessments and compliance. - Experience in reporting to regulatory bodies, such as RBI and rating agencies, and corporate reporting to lenders and parent organizations. - Experience in the financial services sector, particularly with NBFCs (Non-Banking Financial Companies) or similar industries. - Familiarity with reporting tools and practices, including ALM reports and regulatory reporting. - Expertise in accounting software like Tally. - Proficiency in financial systems and tools, including reconciliation platforms like E-Front. Competences - Initiative and Ownership (Shared Oikocredit competence) - Analytical Thinking - Cooperation (Shared Oikocredit competence) - Attention to Detail - Written communication - Flexibility - Client and service orientation - Integrity - Planning and organising - Functional contacts - Chief Financial Officer - Finance & Accounts Team - Internal Stakeholders across Departments Additional remarks - Affinity with development issues and / or socially relevant organizations - Willingness to travel - Any other work assigned by the CFO / Managing Director.

Crietorgroup is looking for Manager Investor Relations to join our dynamic team and embark on a rewarding career journey. Responsibilities : Investor Relations : Communication : Develop and maintain strong relationships with existing and potential investors. Communicate the company's financial performance, strategies, and outlook effectively. Reporting : Prepare and distribute financial reports, presentations, and other materials for investors. Ensure timely and accurate reporting of financial results. Analyst and Shareholder Meetings : Organize and participate in meetings with analysts, shareholders, and other key stakeholders. Address inquiries and provide relevant information to the investment community. Market Intelligence : Monitor market trends, competitor activities, and regulatory changes. Provide insights on how external factors may impact the company's performance. Investor Outreach : Actively engage in investor outreach initiatives to attract new investors. Attend conferences, roadshows, and other events to promote the company to the investment community. Financial Analysis : Financial Modeling : Create and maintain financial models to analyze the company's performance and financial projections. Assist in scenario planning and sensitivity analysis. Earnings Guidance : Collaborate with the finance team to develop and communicate earnings guidance to investors. Provide explanations for variances between guidance and actual results. Compliance : Regulatory Compliance : Ensure compliance with regulatory requirements related to investor relations. Stay informed about changes in regulations affecting the company. Disclosure Practices : Oversee the company's disclosure practices, ensuring adherence to transparency and fairness principles. Coordinate the release of information to the public.

Job Title: Director Business Finance & Investor Relations Location: Bangalore (On-site; full-time) About Locus : At Locus , we are redefining logistics decision-making with deep-tech solutions that drive efficiency, consistency, and transparency across industries like retail and FMCG/CPG. Founded in 2015 by Nishith Rastog i and Geet Garg , Locus has evolved from a women s safety geo-tracking app into a globally recognized logistics optimization platform . Our technology has empowered enterprises such as Unilever and Nestl to execute over a billion deliveries across 30+ countries. Guided by our commitment to innovation and sustainable growth, we transform complex supply chains into strategic growth enablers . Join us at Locus and be part of a team shaping the future of global logistics. Job Overview: About the Role: As a Director Business Finance & Investor Relations you need to be with a strong financial background, excellent communication skills, and experience in investor relations (IR). Here are the key aspects to look for: Key Responsibilities: Financial Expertise: Strong knowledge of Enterprise SAAS business, leading to explaining the why of the numbers. Strong knowledge of financial planning, reporting, and analysis (FP&A). Experience with, corporate finance, and M&A activities Business Strategy & Investor Reporting : Ability to align financial strategies with corporate objectives. Partnering with Business to achieve joint objectives, and translating it to the business annual plan. Leading the overall Revenue commercials working closely with the Sales & Customer Success teams. Experience in developing investor relations strategies and engaging with analysts, institutional investors Strong Communication and Relationship Management: Excellent verbal and written communication skills for financial storytelling. Ability to articulate company strategy, performance, and vision to investors. Leadership and Stakeholder Management Experience working with C-suite executives, board members, and external stakeholders. Strong leadership skills to coordinate between finance, legal, and business teams. Ability to navigate complex financial transactions and corporate decisions. Skills and Qualifications: 7-9+ years of experience in Business finance, investor relations, or related fields. MBA, CFA, CPA, or equivalent financial qualification is preferred. What We Offer Join Locus and become part of a visionary team that is redefining logistics through innovation and smart distribution. We provide competitive compensation, comprehensive benefits, and a collaborative environment where your expertise will drive both your growth and that of the organization. Locus is an equal opportunity employer dedicated to creating a diverse and inclusive workplace.

Own Sourcing Through the VC Channel Deepen engagement with existing VC firms and maintain warm relationships across multiple levels. Continuously drive education and visibility of Recur Club s offerings within the VC ecosystem. Expand the VC Network Identify and onboard new venture capital firms, micro-VCs, accelerators, and angels with strong early-stage portfolios. Build a growing pipeline of channel partners who actively refer startups for debt-based funding. Enable Deal Origination Collaborate with Capital Consultants and BD teams to convert referrals into funded deals. Track and report on each VC partners performance: deals referred, converted, and revenue generated. Represent Recur Club at VC & Startup Events Actively participate in startup events, VC summits, demo days, and networking sessions to promote the brand and build new partnerships. Travel as needed to maintain a strong presence within the community. Drive Revenue from the Channel Own revenue goals from deals originated via the VC ecosystem. Co-create go-to-market initiatives and programs (webinars, workshops, cohort financing plans) with partner VCs to accelerate adoption. 3 7 years of experience in partnerships, venture development, founder-facing fintech, or investor relations. Strong understanding of the startup and VC ecosystem in India. Prior experience working with or within a venture capital fund, accelerator, or founder-facing startup is a strong plus. Excellent relationship-building skills across junior to partner-level stakeholders. Self-starter with strong execution, program management, and stakeholder coordination skills. Highly articulate with strong presentation, storytelling, and ecosystem engagement capabilities. Comfortable using CRM tools (e.g., HubSpot, Salesforce), and experienced in reporting and event coordination. Join a high-growth fintech that s transforming how businesses access capital through a technology-led approach. Hustle with a team that blends deep capital markets expertise with product-first thinking. Work closely with senior stakeholders across startups, corporates, VCs, and financial institutions. Attractive compensation package with performance-linked incentives.

Shall have experience in Financial reporting and analysis, investor relation, fund raising, risk management, financial modelling, forecasting. Experience in different Accounting Software, Excel, and other financial tools. Must have firm experience.

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.

About Vision India Talent Foundation: Founded in 2016, Vision India Talent Foundation is a grassroots non-profit organization advancing education, skill development, health, environmental sustainability, and women empowerment. Our flagship programs Cool the Planet , Tech Talent Hunt , and Guardians of Education reflect our mission of inclusive, sustainable growth. Role Overview: We seek a committed and impact-driven Senior Manager Business Development to anchor program execution, fundraising, team leadership, and community engagement nationwide. If you believe in "impact over income" and aspire to drive real change, join us. Key Responsibilities: Fundraising and Resource Mobilization: Identify and pursue funding opportunities through CSR collaborations, foundations, grant applications, and individual donors. Assist in preparing project proposals, concept notes, and donor reports. Build and nurture relationships with funders and partners to sustain and expand program reach. Lead end-to-end program rollout and operations across locations. Drive project budgeting, financial monitoring, and fund utilization. Mobilize resources through CSR partnerships, grants, and donor outreach. Build, guide, and motivate state and ground teams for mission delivery. Represent the Foundation with donors, partners, government bodies, and communities. Establish transparent systems for smooth, ethical operations. Track program impact through reviews, reporting, and real-life storytelling. Ideal Profile: 10–12 years in NGO operations, CSR project management, or fundraising. Strong field exposure, team management, and donor engagement skills. Passion for rural development, youth empowerment, and sustainability. Excellent communication skills in Hindi and English. Willingness to travel as needed. Education: Master’s Degree in Social Work, Development Studies, or related fields preferred. Why Join Us: Be part of a mission-led, community-centered organization. Lead programs that create visible, sustainable impact. Collaborative, empathetic, and purpose-driven work culture. Visit Us: www.talentfoundation.org.in

Company Overview: BioFizz Agritech is an innovative and fast-growing startup focused on [brief description e.g., revolutionizing agriculture through nano-technology solutions / building AI-powered logistics platforms / etc.]. Backed by cutting-edge technology and a passionate team, we are seeking high-growth capital to scale operations, expand market reach, and accelerate product development. Role Overview: The Investor Relations Officer will play a critical role in shaping the company's capital strategy, managing relationships with current and prospective investors, and leading fundraising efforts. The ideal candidate will have deep experience in startup fundraising, capital markets, and communicating with venture capital firms, angel investors, family offices, and institutional partners. Key Responsibilities: Develop and execute the company’s fundraising strategy. Build and maintain strong relationships with venture capitalists, angel investors, institutional investors, and strategic partners. Create compelling investor pitch decks, financial models, and investment materials aligned with the company’s vision and metrics. Represent the company at pitch events, investor meetings, demo days, and financial conferences. Prepare periodic investor reports, updates, and dashboards. Coordinate due diligence processes and manage data rooms during investment rounds. Monitor market trends, startup funding landscape, and competitor fundraising activity. Collaborate closely with the CEO/founders, CFO, and legal counsel to support capital raise efforts and compliance. Qualifications: Bachelor’s degree in Finance, Business, Economics, or a related field. MBA or CFA is a plus. 5+ years of experience in investor relations, corporate finance, venture capital, or private equity. At least 3 years of hands-on experience in a startup or scale-up environment. Demonstrated success in closing fundraising rounds or managing investor pipelines. Exceptional communication, presentation, and relationship-building skills. Strong understanding of startup valuation, cap tables, and term sheets. Proficiency in Excel, PowerPoint, and fundraising platforms. Share your CV on hr@sunraysia.in

Exp. in domestic Fund Raising Credit Rating Treasury Management timely complying the compliances Credit Rating Surveillance of GHIAL & Subsidiaries Supporting the team on new funding initiatives & refinancing Preparing Business Plan, support the team Required Candidate profile Qualification : If CA Final Experience 7+ or B.Com with MBA- Finance Experience 10+ . Business Plan Regulatory support Business Support New Initiatives Fund Raising Credit Rating

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

CA with 8-12 years of experience, including 2-3 years as HOD in a startup or D2C. Responsible for end-to-end financial management of the company, including day-to-day operations, financial reporting, budgeting, compliance, and strategic planning.

We're seeking a motivated individual to join our team to build and maintain client relationships, understand their needs, deliver tailored solutions, and help grow our revenue and market share. Perks and benefits Health insurance, Career growth.

Role Responsibilities Fund Raising • Spearheaded the fund-raising efforts, good relationship with global/domestic /Banks, FIIs. • Leading the fund-raising initiative of the Company to ensure clear visibility of funds/credit limit for ensuring the AUM growth and Cash Flows. • Representing company to Institutional Investors, PE firms, Mutual Funds, Banks, FI, FIIs, Rating Agencies, Debenture Trustees, Registrars, Brokers/intermediaries to ensure that the adequate credit limits are available which has in turn led to development of extensive relationships. • Nurtured and developed extensive relationship with Senior Bank Officials, Mutual Funds Managers / CIOs, FI, FIIs and major local and international Investment Banks. Experience • 9 -14 years of experience in Fund Raising, NBFC candidate will be preferred. Qualification • CA (Preferred) / MBA Key Skills • Strategic - Hands on experience in raising debt from banks/FII/FI and also through Private Placement and Public Issue of NCDs. • Strong relations with Banks and other FIs • A person of proven professional competency and managerial ability at the corporate level • Strong Leadership skills, networking & negotiation skills

Oversee accounts, book closures, invoicing, payroll, investor communication, and daily operations. Manage systems, documentation, SOPs, and automation using Excel and AI tools. Coordinate with auditors, tax consultants, and internal teams daily. Required Candidate profile 2+ years of finance experience with accounting knowledge. Skilled in Excel, task automation & AI tools like ChatGPT. Strong coordination skills & ability to work independently with senior management.

Handle clients, lead fundraising and M&A deals, build investor relations, manage financial modelling & analysis, create investor decks, support due diligence, ensure communication, drive strategy, perform valuations, and conduct industry research. Required Candidate profile CA or MBA with 3+ years in investment banking. Skilled in client handling, real estate exposure preferred. Proficient in MS Excel, PowerPoint. Strong in analysis, valuation and data interpretation.

# Compliance with stock exchange regulations # Ensuring compliance with statutory regulations and laws # Filing documents with regulatory & government authorities # Facilitating board meetings and annual general meetings # Regular financial reporting Required Candidate profile Interested one can share their resumes at hr@clnenergy.in

Summary This role is for Hedge Fund & Private Equity Industry which includes functions like Subscription, Redemption, AML, Payment, Reporting, Capital Call, Distribution Call etc. The incumbent needs to understand the laws of the region supported and perform day to day work in accordance with procedure set for an activity. The role needs to work in rotational shift and there would be shifts starting at 2 PM. ESSENTIAL DUTIES AND RESPONSIBILITIES This role offers the opportunity for the successful candidate to join a dynamic team and to develop their knowledge and skills base to enjoy a career in Investor Services in the Funds industry. Receive and process investor transaction documents in accordance with fund documentation requirements such as subscriptions, redemptions, switches, and transfers Maintain capital activity tracking report and distribute report to the client(s) on a periodic basis Ensure accurate and timely system output and delivery of client / investor reporting Complete and maintain AML requirements for all investor transactions Provide money movement notification to the client(s) and prepare wire instructions for money movement for fund investor activity Work on Capital Calls & Distribution Calls of Private Equity Investors Serve as client operational contact for investor servicing and maintain good relationship with clients. Query, problem and error resolution on a timely basis Develop knowledge of performance calculations (equalization and series of shares) Maintain a good working relationship with external clients as well as with internal relationship managers and other business units Strictly adhere to established departmental procedures and controls Work on Projects / Ad-hoc tasks as required Demonstrate team player qualities within Investor Services Contact investors for whom there are outstanding AML / Tax requirements Understand the risk factors of activity performed in the function and raise any possible undocumented risk in the function. Post which takes part of discussion with internal and external stakeholders to form controls to mitigate the risk, if required. Provide Coaching / Training to team member/members as appropriate and according to the specific needs of the individual and group. Support Team leader in managing Team by providing support in managing SLA, Deadlines, Training, Huddles and Quality Issues. Drive, Suggest and Identify process improvements that positively impact efficiencies, quality standards and customer experience across the business Conduct Floor Sessions for Team on Quality improvement, Risk Management, Update / Changes in process. Human skills and abilities Strong analytical and investigative skills. Attention to detail and accuracy. Excellent communication and interpersonal skills. Proficiency in MS Office and familiarity with Hedge & Private Equity software tools. Willingness to work in Rotational Shifts & any department within Investor Services & AML team Demonstrate team player qualities within Investor Services Governance & Risk To assist with query handling, quality error analysis, identify root cause and help with solutions to close the gaps. Provide periodic reports to Manager on team performance Education A Bachelors or master’s degree in business or finance Or Banking related discipline from a reputed College/University. Experience 3-6 years of experience in Investor Services. Work timings Shift starting at 2 PM