21 Ipo Funding Jobs

Position Overview: We are seeking a highly motivated and knowledgeable Product Manager to lead the end-to-end management of Initial Public Offerings (IPOs) and Bond products. This role requires a strong understanding of capital markets, regulatory frameworks, and investor behavior to build and grow these fixed-income and equity investment offerings. Role & responsibilities A) IPOs: Manage the product lifecycle for IPO offerings from sourcing and onboarding to distribution and investor communication. Liaise with investment banks, registrars, and internal compliance teams to ensure timely and compliant participation in public issues. Curate and present IPOs to clients with clear value propositions, risk factors, and performance expectations. Monitor IPO performance and provide post-issue analysis for internal stakeholders and clients. B) Bonds: Develop and manage fixed-income offerings including government securities, corporate bonds, tax-free bonds, and structured debt instruments. Analyze market trends and investor demand to curate a competitive bond portfolio. Coordinate with issuers and distribution teams to structure, price, and promote bond offerings. Ensure compliance with regulatory requirements (e.g., SEBI, RBI norms). General Responsibilities: Collaborate with digital, marketing, and advisory teams to drive investor engagement and product penetration. Train internal teams (RMs, advisors) on product features, benefits, and sales pitches. Conduct due diligence and risk assessments for all product offerings. Prepare MIS reports and performance dashboards for management review. Preferred candidate profile MBA/PGDM in Finance or related field; NISM certification preferred. 4+ years of experience in product management, preferably in capital markets or wealth management. Deep knowledge of Indian equity and debt markets. Strong analytical, communication, and stakeholder management skills. Proficiency in MS Excel, PowerPoint, and financial tools/platforms. Ability to work in a fast-paced, regulated environment. Passion for investor education and market innovation. Experience with digital platforms and investment distribution channels.

Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction

Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction

Role & responsibilities Responsible for sales target achievement through partnership channels & self-sourcing Preferred candidate profile 3 to 8 years of relevant experience in Capital market, Mutual Fund, Equity broking industry & distribution houses into financial services Experience in loan against securities & exposure to digital lending process in loan against securities is preferred Preferred Industries: Equity Broking : ICICI Securities, HDFC Securities, IIFL, Share Khan, Motilal Oswal, Angel Broking etc.. NBFC : Bajaj Finserv, Tata Capital, Edelweiss etc.. Distribution Houses : JM Financial, Anand Rathi, SMC Global, Prudent, NJ India etc Banks : ICICI, HDFC, AXIS, KOTAK Please share your CV to anoop.kumar4@Piramal.com or WhatsApp your CV : 6230719397

JOB DESCRIPTION ROLE Senior/ Middle Professionals (DVP/VP/ AVP/Manager) for Equity Capital Markets Business LOCATION Mumbai ESSENTIAL QUALIFICATIONS MBA / CA EXPERIENCE PROFILE Experience of Investment Banking sector particularly in areas of Equity Capital Markets IPO, QIP, Buy Back, FPO, Rights Issue, Open Offer, FCCB and GDR /ADR Issue Key Skills Accomplished professional with proven track record in IB business sourcing & execution of mandates Good relationships in Industry , Large Corporates , Financial Services Markets and excellent Customer Management Credentials Flair and ability to evaluate business opportunities and provide solutions to address client needs Good People Management skills , should have led and mentored teams ROLE RESPONSIBILITIES Advise the client about various equity raising options (IPO, Rights Issue, QIP, Buyback, Delisting etc.) depending on their business needs and risk appetite Proactive to identify and seek business for buyback/ rights etc Responsible for complete due diligence exercise for IPOs / Rights Issues, Takeovers / Buy Backs etc. Liaison with various intermediaries like other Merchant Bankers, Advertising Agencies, Registrars to the Issues / Offer, Brokers, Banks etc Handle the Due diligence of the Issuer companies viz. Business due diligence, Financial due diligence and Legal due diligence. Co-ordinate with research team with respect to valuations, research reports etc. Liaison with regulatory authorities (SEBI) and Stock Exchanges (BSE & NSE) Facilitate Private equity placements Facilitate preparation of investor pitch related materials and other resources for the Organization

Responsible for the P&L of the organisation Lead product, sales, operations, compliance functions Maximize revenue along with brand visibility Aggressively drive fintech collaborations/onboarding Required Candidate profile 20+ yrs exp in BFSI sector including 15 yrs exp in Loan against securities, digital lending, fintech collaboration etc Job location will be Kerala

Role & responsibilities: Promote Pre-IPO Investment Ideas Actively reach out to potential clients through telephonic conversations, virtual meets, and in-person meetings to introduce and pitch Pre-IPO investment opportunities. Educate prospects on the benefits, risks, and structure of investing in unlisted companies ahead of their public offering. Support Sales Channels Partner with regional branches, sub-brokers, RM teams, and third-party partners to generate leads, provide support material, and facilitate deal closures. Help branches organize client meets, Pre-IPO awareness sessions, and focused pitch discussions. Relationship Building Build and maintain strong relationships with both new and existing clients through timely updates, ongoing communication, and portfolio guidance. Understand investor preferences and risk appetite to suggest the right Pre-IPO opportunities. Product Knowledge & Pitching Develop in-depth knowledge of unlisted companies, their financials, growth potential, and Pre-IPO offering terms. Create and deliver compelling product pitches backed by data, research, and industry analysis. Act as a Subject Matter Expert Be the internal go-to expert for anything related to Pre-IPO deals supporting peers, client queries, and sales team training. Stay updated on SEBI regulations, listing timelines, and market developments in the unlisted space. Qualifications: Education & Experience Bachelors degree in Finance, Business, Commerce, or related fields. Freshers are welcome, or candidates with up to 2 years of experience in sales, investment advisory, client servicing, or capital markets. Communication Skills Excellent verbal and written communication skills, with the ability to present investment ideas clearly and convincingly. Confident in holding one-on-one conversations with HNI clients and prospects. Learning Attitude A genuine interest in financial products and a strong desire to learn more about investments, Pre-IPO markets, and investor behavior. Market Awareness A basic understanding of how the stock market works, key investment terms, and the role of equity is preferred. Awareness of startup funding rounds and valuation concepts will be an advantage (but not mandatory). Self-Driven & Collaborative Proactive and result-oriented individual who can work independently while collaborating well with the broader sales and product teams. Ability to take ownership of tasks and meet client and business expectations efficiently.

Role & responsibilities To assist Business partners to grow their business. Drive business and support Regions Business Partners. Selling of SK Research and Advisory Products,Algo Trading- APIS,Mutual Fund,PMS, LAS etc .. Funding/MF/ IPO Advisory support. Investment Query Resolution Regular Visits to Outlet of business partner Relationship building. HNI Client Meet & Interactions and Seminars. (Market Outlook, Mutual Funds, Stock Idea, SK Advisory Products, etc) Communication and follow up of Business Plan IPO Funding/ Brokerage Deals & Hand Holding. Partners & their staff training on Investments ,Trading , TradeTiger etc • Coordinating events for Business partners with NSE/NSDL/CDSL/AMCs Liasoning with other departments to quickly resolve HNI client queries Preferred candidate profile Graduate with 10+ years Experience or Post Graduate with 7 years + Experience

Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction

Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction

# 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

Industry: Construction & Energy Location: Viman Nagar, Pune Experience: 2-3 years Preferred Qualification: MBA (Finance) with CA or CMA Work Time: 9:30 AM 5:30 PM Working Days: Monday to Friday, 1st, 3rd, and 5th Saturdays are working Key Responsibilities: Sole Point of Contact for all Banks and NBFCs , addressing queries, delivering in-depth financial analyses, and supporting the CFO in fundraising and capital structuring. Recognized by senior bank management for improving turnaround times and financial efficiency. Developed and implemented financial strategies , including balance sheet structuring, capital structure decisions, and investment analysis , ensuring alignment with stakeholders such as banks, promoters, IPO investors, customers, and Credit Rating Agencies. Achieved a Credit Rating upgrade to investment-grade level from CRISIL by driving financial excellence and strategic planning. Led the Balance Sheet preparation and audit process , ensuring regulatory compliance and improving the audit closure timeline by 80%. Key liaison with a leading Management Consultancy firm , driving EBITDA tracking and financial performance improvements. Led Mergers & Acquisitions (M&A) execution , including deal structuring, due diligence, financial analysis, and financing. Evaluated three entities , resulting in the successful acquisition of one after a rigorous assessment. Led meetings with Investment Bankers and Private Equity Funds , delivering in-depth financial insights and profitability analyses , securing Term Sheets from two funds. Formulated a strategic roadmap for IPO , focusing on financial restructuring, regulatory compliance, and corporate governance to maximize valuation. Worked extensively with cross-functional teams on cost-saving initiatives and financial due diligence during new customer onboarding. Planned and coordinated Board Meetings, Monthly, and Quarterly Reviews , setting agendas and finalizing presentations for senior management. Managed book closures, financing activities, and decision-making processes for two group entities, ensuring smooth financial operations. Led legal financial activities , including contract reviews, SEBI & RBI compliance, and risk assessment for fundraising, IPOs, and investment decisions. Handled ad-hoc strategic assignments for Top Management, providing critical financial insights and customized reports for decision-making. This role requires a highly analytical, strategic, and results-driven finance professional with expertise in fundraising, IPOs, financial planning, investment banking, and legal compliance. If you thrive in a fast-paced financial environment and are looking to grow in the construction and energy industry , we encourage you to apply.

Role & responsibilities 1.Identify potential clients and drive sales of Loan Against Shares products to individual and institutional investors. 2.Build and maintain strong relationships with clients to promote long-term business growth. 3.Provide clients with expert advice on the best LAS products suited to their financial needs and investment goals. 4.Stay up to date on market trends, the stock market, and regulatory changes related to LAS offerings.

Job Description: Public Equity Head The Head of Public Equity will be responsible for overseeing all aspects of the public equity division, including sourcing, evaluating, and executing investment opportunities, as well as managing and optimizing investment portfolios. This role requires a deep understanding of the public equity landscape, strong leadership skills, and a proven track record of successful investments and exits. Key Responsibilities: 1. Investment Strategy: o Develop and implement a comprehensive public equity investment strategy aligned with the firms overall objectives. o Identify and evaluate investment opportunities across various sectors and geographies. o Conduct thorough due diligence and financial analysis to assess the viability of potential investments. 2. Deal Sourcing and Execution: o Build and maintain a robust pipeline of investment opportunities. o Lead negotiations and structuring of investment deals. o Manage the execution of transactions, including coordination with legal, financial, and operational teams. 3. Portfolio Management: o Oversee the management and performance of investments. o Work closely with Wealth Managers, PE Consultants, Investment Bankers to drive growth, operational improvements, and value creation. o Monitor and evaluate the financial performance of portfolio, implementing corrective actions as needed. 4. Exit Strategy: o Develop and execute exit strategies to maximize returns for investors. 5. Team Leadership: o Build and lead a high-performing public equity team. o Mentor and develop team members, fostering a culture of excellence and continuous improvement. o Ensure effective collaboration and communication within the team and with other divisions. 6. Stakeholder Management: o Maintain strong relationships with investors, advisors, and industry professionals. o Communicate investment performance and strategy to investors and stakeholders. o Represent the firm at industry conferences, events, and in media engagements. 7. Compliance and Risk Management: o Ensure all investments comply with relevant regulations and internal policies. o Identify and mitigate risks associated with investments and portfolio management. Preferred candidate profile Professionals with 15-20 years of experience in Public equity research, institutional research, mutual funds, portfolio management, and asset management . To ensure we find the best match for this critical position, I am targeting senior professionals currently holding roles such as Head of Equity Research , Fund Manager , or similar leadership positions at leading asset management companies, investment firms, and wealth management organizations.

Role & responsibilities Responsible for sales target achievement through partnership channels & self-sourcing Preferred candidate profile 3 to 8 years of relevant experience in Capital market, Mutual Fund, Equity broking industry & distribution houses into financial services Experience in loan against securities & exposure to digital lending process in loan against securities is preferred Preferred Industries: Equity Broking : ICICI Securities, HDFC Securities, IIFL, Share Khan, Motilal Oswal, Angel Broking etc.. NBFC : Bajaj Finserv, Tata Capital, Edelweiss etc.. Distribution Houses : JM Financial, Anand Rathi, SMC Global, Prudent, NJ India etc Banks : ICICI, HDFC, AXIS, KOTAK Please share your CV to Maruthu.PandianP@Piramal.com or whatsapp your CV : 7305615420

Interested Candidate can apply from this link - https://bit.ly/3CD20La About the Company The Company is a pioneering fintech enterprise that specializes in delivering fast, flexible, and unsecured personal loans through an innovative mobile application, specifically designed to serve young salaried millennials across India. Founded in 2016, the Company is on a mission to enhance financial inclusion by addressing the financial needs of underserved and unserved urban working professionals. This is achieved through precise and rapid credit decisions, powered by cutting-edge artificial intelligence and machine learning technologies. The Company has established itself as a disruptor in the traditional credit rating industry by employing alternative credit scoring models that emphasize mobility, transparency, agility, and a customer-centric approach. With a vision to transform into a comprehensive digital financial institution, the Company aims to offer a diverse range of financial products tailored to millennials' needs. Having disbursed loans totaling 7,000 crore, the Company operates in key cities and serves a growing customer base of over 450,000 across India. Its mobile application, with over 30 million downloads, underscores its strong market acceptance. Dedicated to responsible lending, the Company ensures a seamless borrowing experience, prioritizing credit access for the right individuals and maintaining transparency with no hidden charges. Responsibilities Strategic Planning Develop and implement long-term business strategies aligned with the company's growth objectives. Drive financial and operational initiatives to enhance profitability and scalability. Financial Strategy Oversee financial planning, forecasting, and budgeting to ensure sustainable growth. Provide data-driven insights to support decision-making. Risk & Compliance (RBI Regulations) Ensure adherence to RBI guidelines and other regulatory requirements. Develop risk mitigation strategies and maintain compliance with industry standards. Fundraising (Debt & Equity) – Lead fundraising efforts through debt and equity instruments. Engage with investors, financial institutions, and stakeholders to secure capital for business expansion. IPO (Initial Public Offering) – Spearhead IPO preparation, including financial structuring, regulatory filings, investor relations, and compliance adherence. Treasury Management – Optimize cash flow management, investment strategies, and liquidity planning. Oversee banking relationships and ensure efficient capital allocation. Stakeholder Management – Maintain strong relationships with investors, regulatory bodies, board members, and business partners. Ensure transparent communication and alignment of business goals. Corporate Governance – Uphold best practices in corporate governance, ethical business conduct, and financial integrity. Ensure regulatory compliance and accountability. Mergers & Acquisitions (M&A) – Identify, evaluate, and execute M&A opportunities. Conduct due diligence, financial analysis, and integration planning for successful transactions. Tax Planning – Develop and implement tax-efficient strategies to optimize financial performance and ensure compliance with tax laws. Technology Integration (Fintech Solutions) – Leverage fintech innovations to enhance financial operations, automate processes, and improve customer experience. Leadership – Lead and mentor finance teams, fostering a culture of excellence, collaboration, and continuous improvement. Business Acumen – Provide strategic insights to drive business growth, optimize financial performance, and enhance competitive positioning. Qualifications Possesses 15-25 years of progressive financial leadership experience, with a strong background in NBFCs and a proven track record in private equity and IPO fundraising. Demonstrated expertise in mergers and acquisitions, with the ability to identify and execute strategic growth initiatives. Strong analytical and strategic thinking skills, with the ability to translate complex financial data into actionable insights. Excellent communication and interpersonal skills, with the ability to effectively engage with senior management, investors, and external partners. Chartered Accountant (CA) or Master of Business Administration (MBA) in Finance, or equivalent professional qualification, is highly desirable. In-depth knowledge of financial regulations and compliance requirements in India,ensuring adherence to industry standards and best practices. Proven leadership capabilities, with experience in managing and developing high-performing finance teams.

Position: Qualified Company Secretary Qualification: CS Experience: 2 to 3 years Location: Andheri Mumbai Job requirement: Ensure compliance with the Companies Act and other applicable laws and regulations. Manage board, committee, and shareholder meetings, including preparation of agendas, minutes, and resolutions. Knowledge of ESOPs, corporate actions Timely filing of returns, forms, and disclosures with regulatory authorities (e.g., ROC,.) Maintain statutory registers, records, and filings in compliance with the Companies Act. Prepare and distribute board and shareholder meeting documentation. Identify legal and compliance risks and develop mitigation strategies. Ensure adherence to internal policies and procedures. Qualifications and Skills Qualified Company Secretary (ACS) with 2-3 years of post articleship experience. Comprehensive knowledge of corporate laws, regulatory frameworks, and governance standards. Excellent communication, drafting, and interpersonal skills. Proficiency in using governance and compliance software/tools. Strong analytical and organizational skills with attention to detail. Ability to handle confidential information with integrity and discretion. Preferred Skills Should be good with Companies Act and worked in corporate secretarial role in a Private Limited company Interested Candidates who can join immediately or a minimum notice period of 15 - 20 days will be preferred Good to have IPO experience

Role Definition Finance Head is a senior leadership role tasked with shaping the strategic financial direction of the company. This position is responsible for overseeing all financial activities, ensuring compliance with regulations, and promoting financial sustainability while driving growth and profitability. The role requires strong analytical skills, leadership capabilities, and effective communication with executive management and other stakeholders. Key Responsibilities and Deliverables 1. Strategic Financial Planning Develop and implement long-term financial strategies aligning with business objectives and market conditions. Conduct comprehensive financial analyses, including forecasting and modelling, to support decision-making at the executive level. 2. Financial Oversight Oversee the budgeting, forecasting, and financial reporting processes, ensuring accuracy and timeliness. Monitor cash flow, analyse financial risks, and develop strategies to optimise financial performance. 3. Team Development Lead and develop the finance team, establishing clear performance expectations and fostering a culture of excellence and accountability. Conduct regular performance reviews, provide constructive feedback, and facilitate professional development opportunities for team members. Tasks and Activities ( For every key responsibility what are the task or acitivites performed) Collaborate with senior leadership to define financial goals. Create and revise financial models and forecasts. Analyze historical financial data to project future performance. Prepare scenario analyses to assess the impact of strategic decisions. Present findings and recommendations to the executive team. Set performance goals and objectives for the finance team. Provide mentorship and guidance to team members. Facilitate team-building activities to enhance collaboration. Organize training sessions and workshops for skill enhancement. Evaluate team performance using key metrics and provide actionable feedback. Support career development plans for team members. Lead the annual budgeting process, coordinating with department heads. Review and approve monthly financial reports and ensure they meet internal standards. Implement rolling forecasts to adapt to changing market conditions. Maintain daily cash flow analysis to ensure liquidity. Identify potential financial risks and develop mitigation strategies. Implement cost control measures to enhance profitability.

Greetings for Excel Enterprises !!! We are retained by a startup manufacturing and emerging technologies group at Hyderabad to assist them in fulfilling CFO position to be based at Hyderabad PFB details of the job Core Expertise: Fundraising and managing relationships with investors. Handling audit, finance & accounts, taxation, secretarial functions, board meetings, and preparation of balance sheets. Experience with IPO processes, FOREX and SEBI regulations Strong exposure to banking and finance Experience in developing budgeting processes and ensuring regulatory compliance. Key Responsibilities: Oversee financial forecasting, budgeting, and financial reporting processes. Build and maintain strong relationships with senior management, external stakeholders, and investors. Analyze and propose action plans to meet financial objectives. Manage cash flows, monitor billing cycles, and oversee client payments. Handle all taxation-related documentation and compliance. Lead the Finance, Accounts, MIS, and Taxation functions while ensuring alignment with business goals. Forecast short-term and long-term financial needs aligned with business and project plans, and ensure cost-effective fund mobilization. Contribute to the companys overall growth, profitability, and strategic expansion through effective financial leadership. Candidate Profile: CA with 15 to 20 years of post-qualification experience, age around 45 years Strong leadership with the ability to steer the organization through financial strategy and planning in an evolving economic landscape. Expertise in corporate finance, budgeting, forecasting, and profitability management. Skilled in process improvement, quality management, and financial analysis. Experience in working with complex financial structures, ensuring compliance, and managing financial risk at a corporate level. A visionary finance professional who can align financial strategies with the organizations growth aspirations. If the roles looking interesting, please forward your updated Profile and the following details Applicants Full Name: Years of Experience, Post Qualification: Current CTC: Expected CTC: Notice Period: Current Location: Reason/Interest in a job change: Regards Sairam Adalath Excel Enterprises 502, Meridian Plaza Beside Lal Bunglow Ameerpet, Hyderabad-16 LinkedIn: https://in.linkedin.com/in/sairamadalath

Job Description: Chartered Accountant (CA) Solar Energy Vertical Position: Chartered Accountant (CA) Industry: Solar Energy Location: Mumbai Experience: 3-5 years (preferred in the renewable energy sector) Salary: As per market Standard Job Summary: We are looking for a skilled Chartered Accountant (CA) to manage the financial operations of our solar energy business. The ideal candidate will handle financial planning, accounting, taxation, compliance, and audits, plan for IPO and lead the company towards and IPO in 3 years, ensuring the companys financial health and regulatory adherence. Key Responsibilities: Financial Management: Oversee budgeting, financial forecasting, and cost control to optimize profitability. Accounting & Reporting: Oversee financial records, prepare MIS reports, and ensure timely financial statements, Taxation and coordinate with accounting team and auditor Taxation & Compliance: Manage direct and indirect taxes (GST, TDS, Income Tax), ensure timely filings, and handle audits. Fund Management: Monitor cash flows, working capital, and liaise with banks for loans and financial planning. Project Finance: Evaluate project feasibility, manage capital expenditures, and optimize funding sources for solar projects. Audit & Risk Management: Ensure internal control mechanisms, statutory audits, and risk assessments are in place. Regulatory Compliance: Stay updated with industry regulations, SEBI & MNRE guidelines, and renewable energy financial policies. Vendor & Client Coordination: Manage financial transactions with suppliers, customers, and stakeholders. Key Skills & Qualifications: Qualified Chartered Accountant (CA) with 3-5 years of experience. Strong knowledge of financial reporting, taxation, and compliance in the renewable energy sector. Experience in fundraising, Preparation of DPR, project finance, and cost optimization for solar projects is a plus. Excellent analytical, problem-solving, and leadership skills. Ability to work in a fast-paced environment with a strategic financial approach. Why Join Us? Be part of a fast-growing renewable energy company. Opportunity to contribute to sustainable energy solutions. Competitive salary and growth opportunities. Interested candidates can apply at shriram@primeenergyindia.com

Develop & execute fin. strategy Fin. planning, budgeting, forecasting, reporting Manage financial risk, liquidity & capital Lead fin. reports to Directors Compliance/Stat/Regulatory Strategic fin. insights to CEO/team Fundraising/capital markets Required Candidate profile CA with 20+ yrs. understanding of Indian & International financial regulations Significant exposure to the Service/Manufacturing industries Has handled IPO-related matters preferred