Company Description Tred+ is transforming invoice financing by connecting businesses with investors, empowering vendors to turn invoices into growth opportunities. Our innovative platform simplifies access to funding, offering a secure and seamless experience for both vendors and investors. With advanced investor search, detailed profiles, and assured transaction guarantees, we nurture a thriving ecosystem for business growth. Join us in creating meaningful connections that drive success. Role Description This is a full-time on-site role for a Business Development Intern located in Ahmedabad. The Business Development Intern will assist in lead generation, conduct market research, and support the development of strategies to attract new business opportunities. Daily tasks include engaging with potential clients, managing customer inquiries, and providing excellent customer service. The intern will also analyze market trends to identify potential growth areas and contribute to the overall business development strategy. Qualifications Analytical Skills and Market Research skills Excellent Communication and Customer Service skills Ability to generate leads and develop new business opportunities Proactive attitude and eagerness to learn Bachelor's degree in Business, Marketing, or a related field is preferred Strong organizational skills and attention to detail Show more Show less
Designation: Analyst – Investor Relations Location: Ahmedabad (On-site) Experience - 2 - 4 Years Preference - Experience in Financial Analysis & Financial Modeling Job Summary: We are seeking a Analyst – Investor Relations to support our growing Investor Relations team. The ideal candidate will bring expertise in investment banking, financial analysis, and startup funding ecosystems. This role will involve managing communication between the company and its investors, preparing investor reports and presentations, and providing insights into market and competitor trends to inform strategic decisions. Key Responsibilities: - Conduct in-depth financial analysis and modelling to support fundraising and investor engagement. - Monitor and analyze investment banking trends, competitor investor activities, and market dynamics. - Assist in preparing quarterly/annual reports, pitch decks, and investor presentations for stakeholder communication and capital raising. - Maintain and update investor databases, CRM systems, and contact lists . - Handle investor inquiries professionally and provide accurate and timely information. - Collaborate cross-functionally with teams including Finance, Legal, Marketing, and Leadership to ensure cohesive and compliant communication. - Support due diligence processes related to equity funding, venture capital, and other strategic investments. Qualifications: MBA (Finance) / CFA (preferred) 2–4 years of relevant experience in Investor Relations, Investment Banking, Institutional Investment, or Startup Funding Advisory . Must-Have Skills: - Strong command of financial statements, market data, and valuation techniques - Proficiency in financial modelling and business forecasting - Excellent communication and presentation skills - Skilled in report generation and investor pitch material creation - Advanced knowledge of MS Excel, PowerPoint, Word, and tools like Canva Apply now at hr@tredplus.com Show more Show less
Role: Relationship Wealth Manager – HNI Sales Industry Type: Banking Department: BFSI, Investments & Trading Employment Type: Full Time, Permanent Location - Ahmedabad Experience - 2-7 Years Core Responsibilities Managing the banking and investments relationship of current clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Tred+. Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory Financial Planning and Investment Advisory to HNI clients Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit Ensure all sales activity is recorded online as per the organizational process Capture and maximize the business opportunity through detailed client profiling as per organizational process Good communication with minimum 2-7 years of experience required in Banking sector Handling Wealth management/Portfolio more than 50cr.
Company Description Tred+ is revolutionizing invoice financing by connecting businesses with investors and transforming invoices into opportunities. Our innovative platform simplifies access to funding, providing a secure and seamless experience for both vendors and investors. With advanced investor search, detailed profiles, and guaranteed assurance on transactions, we create a thriving ecosystem for business growth. Join us in creating meaningful connections that drive success. Role Description This is a full-time, on-site role for a Sales Executive located in Bhuj, Gujarat. The Sales Executive will be responsible for identifying and acquiring new clients, maintaining relationships with existing clients, conducting market research to identify selling possibilities, creating detailed sales reports, and ensuring customer satisfaction. The role involves meeting sales targets, preparing and presenting sales proposals, and collaborating with the marketing team to create brand awareness and drive business growth. Qualifications Experience in sales, client acquisition, and customer relationship management Strong communication, negotiation, and interpersonal skills Ability to conduct market research and develop sales strategies Skills in preparing sales reports and presentations Capability to work independently and as part of a team Bachelor's degree in Business, Marketing, or related field Experience in financial services or fintech is a plus
As a Relationship Wealth Manager specializing in HNI Sales at our BFSI, Finance, Investments & Trading department, your primary responsibility will be to manage the banking and investments relationships of our current clients. You will play a crucial role in driving the overall growth of Liabilities & Investment business from the HNI segment. Your focus will be on developing, managing, and expanding customer relationships by delivering a service level that exceeds the expectations of our most important customer segment. You will be expected to identify existing and potential relationships with additional revenue potential in order to grow the business. Generating Incremental Business and proactively selling a full range of consumer and commercial products to current and potential HNI Relationships will be key aspects of your role. Additionally, you will be tasked with driving higher product and channel penetration to deepen mapped relationships and increase wallet share with Tred+. Customer engagement will be a critical part of your role, as you will need to ensure portfolio quality by regularly engaging with each mapped relationship and maintaining desired relationship values. You will be the face to the client and the first person responsible for service and sales satisfaction of mapped clients. In the realm of Investment Advisory, you will provide financial planning and investment advisory services to HNI clients. Your role will involve driving revenue business to generate fee income through products such as mutual funds, investments, and insurance. As part of our team, you will also be responsible for ensuring that all sales activities are recorded online as per the organizational process. You will capture and maximize business opportunities through detailed client profiling in line with the organizational process. To excel in this role, you should possess good communication skills and have a minimum of 2-7 years of experience in the banking sector. Experience in handling Wealth management/Portfolio of more than 50cr will be an added advantage. If you are ready to take on this exciting opportunity and be a part of our team, we invite you to apply now by sending your resume to hr@tredplus.com. Let's connect and explore how you can contribute to our success!,