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3.0 - 7.0 years
0 Lacs
karnataka
On-site
As a Client Success Lead (HNI & Institutional) at InvestZ, you will play a crucial role in building the future of wealth, faster, smarter, and with soul. - Build high-touch journeys for the most valuable clients, including HNIs, family offices, and institutions - Solve issues promptly, respond proactively, and anticipate client needs - Drive client stickiness, identify upsell opportunities, and foster deep emotional loyalty - Collaborate closely with investment, sales, and product teams to provide clients with alpha and clarity - Previous experience in private banking, investor relations, or wealth management - Strong understanding that trust is built on attention to detail - Ability to hand...
Posted 3 weeks ago
4.0 - 9.0 years
3 - 8 Lacs
pune
Work from Office
SUMMARY Objectives The Mortgage Investor Reporting Analyst plays an important role in the organization by performing several activities related to the Loan Servicing functions. The role is primarily responsible, under general supervision, for performing several reporting related tasks in support of the department, such as, remittance reporting, balancing, preparing reports, maintaining accurate records, identifying payment discrepancies, providing analysis, etc. The Mortgage Investor Reporting Analyst is responsible for the accurate and timely reporting and remittance of mortgage payments to the investors in their assigned portfolio. They are required to review remittance reports, ensure the...
Posted 3 weeks ago
5.0 - 10.0 years
12 - 18 Lacs
hyderabad
Work from Office
Responsibilities: Develop & implement investment strategies Manage portfolio performance & risk Analyze market trends & opportunities Oversee fundraising efforts Build strong investor relationships Travel allowance
Posted 3 weeks ago
1.0 - 2.0 years
8 - 18 Lacs
navi mumbai, mumbai (all areas)
Work from Office
Key Responsibilities: New Business Expansion/Origination : Source new clients an implementing strategic initiatives aimed at driving business growth, client acquisition, and market positioning. Originate new clients - Reach out to new clients in Africa and south east Asia through call, email and LinkedIn. Travel to Africa to meet prospective clients and secure mandates. Reach out and speak to Europe based Development Finance Institutions and pitch them client from Africa for green and development finance Client & Stakeholder Management: Build and maintain long-term relationships with C-suite executives in Africa and Europe across NBFC, Solar Real estate and Manufacturing. Cross-functional Co...
Posted 3 weeks ago
15.0 - 17.0 years
0 Lacs
delhi, india
On-site
Location - Delhi / Mumbai Client is a sector-agnostic, multi-asset Alternative Investment firm with a strong focus on delivering customized capital solutions. With a commitment to delivering value- driven opportunities, the firm is gearing up to launch its flagship Private Credit & Private Equity Fund Domestic and Offshore, marking an exciting milestone in its journey to empower investors and transform businesses. With a global perspective and a commitment to sustainable growth, we partner with businesses to meet their unique financial requirements. Our team comprises seasoned professionals with decades of expertise in Private Equity, banking and structuring innovative financing solutions th...
Posted 4 weeks ago
15.0 - 19.0 years
0 Lacs
chennai, tamil nadu
On-site
As the Vice President of Finance Operations at TOVO Restaurants, you will play a pivotal role in overseeing the entire financial spectrum of the company. Your responsibilities will include optimizing financial processes, enhancing operational efficiency, ensuring regulatory compliance, and guiding the long-term financial health of TOVO. Your strategic thinking, operational mindset, and extensive experience in financial governance will be instrumental in driving financial performance, supporting growth, and enabling the company to achieve its ambitious expansion goals. **Key Responsibilities:** - Lead the end-to-end financial management and operations of TOVO, including budgeting, forecasting...
Posted 4 weeks ago
5.0 - 9.0 years
0 Lacs
maharashtra
On-site
As an Executive or Manager in BFSI, Investor Relations, and Capital Markets at India's largest PR consultancy, your role will involve collaborating with leading corporates to design and implement impactful IPO and investor communication strategies. You will be responsible for building and nurturing relationships with stakeholders in the BFSI and capital markets ecosystem. Additionally, you will craft compelling narratives to enhance corporate reputation and drive media engagement. In a Manager role, you will also lead and mentor teams to deliver exceptional client outcomes. To excel in this role, you should have: - A solid understanding of Initial Public Offerings (IPOs) and Investor Relatio...
Posted 4 weeks ago
6.0 - 8.0 years
0 Lacs
surat, gujarat, india
On-site
Working with a leading family office in India This is a rare opportunity at the intersection of impact, growth, and investing About Our Client The company is a diversified Indian conglomerate with a strong presence in textiles, infrastructure, and environmental solutions. Founded in 1980, the group has grown from a textile processing house in Surat to a multi-faceted organization with interests across various sectors. They are known for their commitment to sustainability, innovation, and community development, particularly in areas like waste management and water treatment. Job Description Strategic Projects - Promoter Office Work directly with the Promoter on new initiatives - from concept ...
Posted 4 weeks ago
8.0 - 12.0 years
30 - 40 Lacs
gurugram
Work from Office
To undertake M&A and divestments under the guidance of the core group, related to strategic financial activities .i.e. acquisitions, divestments, mergers, demergers, fund raise, restructuring, diligence, valuations, financial modelling, etc. For M&A, to ensure timely completion of valuation exercises, due diligence reports, assist with legal / commercial aspect in legal documentation, work with tax advisors as required, presentation and updates to management. M&A tracker. Close and continuous engagement with all external parties involved in M&A transactions. Maintaining relationships with investment banks, due diligence firms, valuation firms, law firms etc in all matters related to M&A and ...
Posted 4 weeks ago
5.0 - 10.0 years
10 - 20 Lacs
mumbai suburban, navi mumbai, mumbai (all areas)
Work from Office
Strategic financial planning, revenue & cost management, hospitality KPIs, cash flow, compliance, contracts, asset control, investor relations, risk management, ERP/PMS, analytics & leadership.
Posted 4 weeks ago
0.0 - 3.0 years
1 - 3 Lacs
bengaluru
Work from Office
Key Responsibilities: Prepare investor materials, financial analysis, and market research. Manage investor relations and fundraising support. Understand product architecture, workflows, and emerging AI/market trends.
Posted 4 weeks ago
5.0 - 10.0 years
15 - 25 Lacs
ahmedabad, bengaluru, delhi / ncr
Work from Office
Job Summary : Steptrade Capital is seeking an experienced, and results-driven VP - Wealth Management to lead and grow our distribution and investor relations initiatives. The ideal candidate will have a strong background in Alternative Investment Funds (AIFs), and Wealth Management, with proven expertise in fundraising, building strategic distributor/investor networks, and expanding business footprints. Key Responsibilities : • Identify and approach potential investors including HNIs, UHNWIs, family offices, PE/VC firms, and institutional investors for both listed and unlisted fundraising mandates. • Develop, maintain, and strengthen relationships with distribution partners including Nationa...
Posted 4 weeks ago
8.0 - 12.0 years
0 Lacs
hyderabad, telangana
On-site
As a visionary CFO at Gridlogic, you will play a crucial role in navigating the financial growth of the company, guiding investment decisions, and ensuring long-term financial health. Reporting directly to the MD, you will be responsible for formulating and implementing financial strategies aligned with the company's long-term goals. Your role will involve overseeing financial management, planning, and reporting to provide financial insights and shape the strategic direction in collaboration with the executive team. Key Responsibilities: - Formulate and implement financial strategies aligned with the company's long-term goals. - Oversee financial planning, budgeting, forecasting, and analysi...
Posted 4 weeks ago
10.0 - 15.0 years
0 Lacs
karnataka
On-site
As a Marketing & Communication Specialist in the Automotive Business at SKF, a global supplier of bearings and supporting solutions for rotating equipment, you will be instrumental in developing and executing strategies that are in line with the company's vision and objectives. **Key Responsibilities:** - **Internal Communications:** - Develop strategies to ensure that employees are well-informed, engaged, and share the company's core values. - Create and distribute internal communications such as newsletters, announcements, and updates. - Collaborate with HR and leadership to drive employee engagement initiatives. - **External Communications:** - Enhance and maintain the organization's bran...
Posted 4 weeks ago
7.0 - 11.0 years
0 Lacs
delhi
On-site
As an Investment Analyst at AMPIN Energy, you will play a crucial role in the investment team focusing on renewable energy projects. Your responsibilities will include: - Creating financial models for solar, wind, and hybrid projects in the C&I and utility sectors, as well as strategic investments. - Managing the investment life cycle of projects and developing investment frameworks to maximize returns. - Presenting investment opportunities to international institutional investors and leading them through the investment process. - Conducting financial due diligence and analysis on potential projects to recommend investment decisions. - Monitoring and reporting key performance indicators to i...
Posted 4 weeks ago
6.0 - 10.0 years
0 Lacs
maharashtra
On-site
Role Overview: As an AVP/DVP Commercial Real Estate at this leading Bank, your primary responsibility will be to manage sales and relationships within the Real Estate or Construction finance sector. Your role will involve: Key Responsibilities: - Closing deals and creating financing plans for customers - Developing analytical models for investors and credit underwriters - Collaborating with sales, investors, and other agencies for placements, due diligence, documentation, and final closing - Handling classes, lease rental discounting transactions, high yield agreements, and unique scenario arrangements - Generating ideas for financing, restructuring, settlement, and advising mandates in coor...
Posted 4 weeks ago
3.0 - 8.0 years
0 - 0 Lacs
mumbai city
On-site
Company Overview We are a specialized real estate debt financing firm focused on providing debt and equity capital to real estate projects in India. We are seeking a dynamic professional to lead our investor relationship initiatives and expand our network of high-net-worth individuals, retail investors and institutional lending partners. Position - Title Head of IR Location Mumbai, Maharashtra (with extensive travel across the city for client meetings) Key Responsibilities Network Development & Relationship Management Build and maintain relationships with wealth management companies, banks, CA firms, and family offices to seek investors from their networks Develop strategic partnerships with...
Posted 4 weeks ago
2.0 - 7.0 years
40 - 45 Lacs
mumbai
Work from Office
Serve as a resource to educate and provide information to the advisors on the Managed Solutions. Prioritize and respond to a high volume of advisor inquiries across multiple channels (e-mail, phone, instant messenger) Identify opportunities to enhance processes and workflows to improve efficiency and client satisfaction. Work with senior team members to develop and drive initiatives aimed at improving the advisor/client experience (both internal & external), including increasing the efficiency of information flow and communication channels between different areas of the business Oversee quality control checks to ensure data integrity and accuracy for content created by the team Assist in dev...
Posted 4 weeks ago
1.0 - 3.0 years
2 - 5 Lacs
hyderabad, chennai, bengaluru
Work from Office
Job Summary: We are looking for a highly motivated and results-driven Investment Banker to join our team. The role involves advising clients on mergers and acquisitions (M&A), capital raising, financial restructuring, and other strategic financial transactions. The Investment Banker will work closely with corporate clients, investors, and internal teams to deliver tailored financial solutions that maximize value and foster growth. Key Responsibilities: Client Advisory & Deal Execution Advise clients on mergers, acquisitions, divestitures, and other strategic transactions. Develop and maintain relationships with corporate clients, investors, and stakeholders. Conduct due diligence and prepare...
Posted 4 weeks ago
10.0 - 14.0 years
0 Lacs
chennai, tamil nadu
On-site
Role Overview: As a Financial Strategy & Planning Manager at the company, your primary responsibility will be to develop and execute financial strategies that align with the company's goals. You will play a crucial role in providing valuable financial insights and projections to facilitate strategic decision-making. Key Responsibilities: - Lead efforts in raising debt and equity to support company growth. - Cultivate relationships with investors and financial institutions. - Demonstrate proven experience in successfully closing fundraising assignments. Qualifications Required: - Chartered Accountant (CA) with any additional financial qualifications. - A minimum of 10 years of experience in t...
Posted 1 month ago
3.0 - 7.0 years
0 Lacs
ahmedabad, gujarat
On-site
**Job Description:** As a Business Development Officer, you will play a crucial role in developing and sustaining solid relationships with company stakeholders and customers. Your primary focus will be on analyzing customer feedback data to ensure high levels of satisfaction with company products and services. Moreover, you will be responsible for recruiting, training, and guiding business development staff. Your insights into product development and competitive positioning will be invaluable in driving the company's growth. By analyzing financial data, you will be able to develop effective strategies to reduce business costs and increase profits. Your role will also involve conducting marke...
Posted 1 month ago
2.0 - 6.0 years
0 Lacs
haryana
On-site
You will be part of the Investor Relations team, supporting the head of IR in daily engagement with the investor and analyst communities. Your responsibilities will include: - Communicating feedback from investors to company leadership. - Collaborating with various teams such as Product, Marketing, Communications, PR, Legal, Business Development, and Corporate Finance for activities related to quarterly results, annual reports, and more. - Assisting in the communication of the organization's performance to shareholders and potential investors by the management team. Location for this role is in Gurgaon, with the requirement to work from the office on all days.,
Posted 1 month ago
8.0 - 12.0 years
0 Lacs
karnataka
On-site
As a Financial Manager at our rapidly scaling tech-led venture in the construction and real estate services space, you will be responsible for managing and overseeing the day-to-day financial operations of the company. Your role will encompass various financial aspects such as financial management and planning, financial reporting, budgeting and forecasting, tax and regulatory compliance, internal controls, cash management, financial analysis, team leadership, financial strategy, fundraising, audit and risk management, stakeholder and investor relations, business performance and profitability, technology and process automation, as well as cash flow and working capital management. Key Respons...
Posted 1 month ago
3.0 - 7.0 years
0 Lacs
noida, uttar pradesh
On-site
As a Fundraiser cum Investment Manager at Akava Luxurious, your role involves identifying and securing new funding opportunities, managing investor relations, and creating effective fundraising strategies. You will also be responsible for managing investment portfolios, conducting market research, and analyzing financial data to inform investment decisions. Your daily tasks will include preparing investment reports, presenting to potential investors, and maintaining strong relationships with stakeholders. Key Responsibilities: - Identify and secure new funding opportunities - Manage investor relations - Create effective fundraising strategies - Manage investment portfolios - Conduct market r...
Posted 1 month ago
0.0 - 3.0 years
0 Lacs
pune, maharashtra
On-site
Role Overview: As a CFA Intern/Semi-Qualified Chartered Accountant at CapSurge, you will be responsible for supporting CFO services by assisting in financial management, reporting, budgeting, and strategic decision-making. Key Responsibilities: - Assist in financial planning, budgeting, and forecasting - Prepare MIS reports, financial statements, and variance analysis - Support cash flow management and working capital optimization - Assist in cost control, pricing analysis, and profitability improvement - Manage investor relations for the clients - Reach out to potential investors for ongoing mandates Qualifications & Skills: - CFA L1 cleared/Semi-Qualified CA (CA Inter or pursuing CA Final)...
Posted 1 month ago
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