Location: Mumbai Experience: 2–3 Years in Research / Financial Analysis with Strong PPT Skills Role Overview Provide research support and presentation-ready materials for investment decision-making, tailored to either a sell-side (brokerage/advisory) or buy-side (investment/asset management) context. Key Responsibilities: · Conduct fundamental and quantitative research on companies and sectors. · Prepare clear, engaging PPT presentations and investment reports. · Provide valuation, market trend analysis, and financial modeling. · Support senior analysts or managers in client pitches or internal strategy meetings. · Monitor market/news and update models and slide decks accordingly. · Ensure consistency, clarity, and visual professionalism in deliverables. Required Skills & Qualifications · 2–3 years of experience in sell-side or buy-side research roles. · Proficient in PowerPoint with strong sense of layout, typography, and storytelling. · Analytical mindset with attention to detail and accuracy. · Proficiency in Excel, financial modeling, and data sourcing. · Good communication and presentation delivery skills. · Bachelor’s in Finance, Business, Economics, or equivalent. CFA/CA (intermediate or full) is a plus. Job Type: Full-time Pay: ₹30,000.00 - ₹50,000.00 per month Work Location: In person
Location: Delhi Experience: 4–5 Years in Unlisted Shares / Pre-IPO / Mutual Funds Distribution Role Overview: Lead and expand the company’s sales presence in the Delhi region, specifically focused on distribution and sales of unlisted shares, pre‑IPO offerings, and mutual funds. Liaise between fund managers, high-net-worth clients, and institutional stakeholders. Key Responsibilities · Develop and execute regional sales strategies to drive growth in unlisted shares, pre‑IPO offerings, and mutual fund distribution. · Build and manage a pipeline of institutional and HNI clients through networking, referrals, and relationship management. · Collaborate with product, compliance, and marketing teams to ensure readiness of offerings for sales. · Conduct regional market analysis, track competitor offerings, and provide feedback on product positioning. · Negotiate deals, finalize terms, ensure KYC/AML compliance, and coordinate transaction funding. · Achieve and report on quarterly and annual sales targets. · Mentor and train junior sales staff or business development associates in the region. Required Skills & Qualifications · 4–5 years in sales of financial products—preferably unlisted shares, pre‑IPOs, or MF distribution. · Strong sales track record, excellent negotiation and relationship-building skills. · Familiarity with regulatory requirements in capital markets (KYC/AML, SEBI guidelines). · Excellent communication and presentation skills. · Willingness to travel across Delhi/NCR. · Bachelor’s in Finance, Business, or Economics; MBA is a plus. Job Type: Full-time Pay: ₹50,000.00 - ₹100,000.00 per month Work Location: In person