Business Development Associate

JOB DETAILS:

Job Role: Investment Manager

Industry: Banking and Finance

Working Day: 6

Work Mode: ONSITE

Salary: Best in Industry

Experience: 4-7 years

Location: Mumbai

Review Criteria:

• Strong investor management profile
• Must have 4+ years of fundraising experience startups, AIFs, or investment products), investor management and network building
• Must be proficient in pitching investment opportunities and onboarding investors
• Must have experience conducting investor meetings & presentations
• Must have experience achieving revenue targets
• Must have experience representing the company at networking events
• Must understand startup valuation basics, portfolio reporting, investment products.
• Must prepare investment proposals, performance reports, and KPIs.
• No strict requirement, but finance background preferred.
• Must have high ownership and target-driven mindset.

Preferred:

• Preferably from VC firms, AIFs, Wealth Management, Investment Banking, or startup fundraising roles.
• Preferred (Industry): Events industry
• Preferred (Work background): Experience in start-up funding events & roadshows

Job Specific Criteria:

• CV Attachment is mandatory
• How many years of experience do you have in investor management?
• Are you comfortable working 6 days from Mumbai office?
• Current company?
• Current Location?

Role & Responsibilities:

About the Role:

We are seeking a highly driven and strategic Manager - Investment (Start-up Fundraising) to lead fundraising, manage investor relationships, and drive portfolio growth. The role requires a mix of financial expertise, investor engagement, and strong networking ability to achieve AUM growth and revenue targets. The ideal candidate will have proven experience in capital raising, managing HNIs/Family Offices/Venture Partners, and expanding investor networks.

Key Responsibilities:

Fundraising & AUM Growth-

• Drive growth in Assets Under Management (AUM) by meeting set targets.
• Achieve quarterly and annual revenue targets through investor onboarding and capital deployment.

Investor Relationship Management-

• Research, identify, and connect with high-potential investors (HNIs, Family Offices, Institutions).
• Nurture relationships with inactive investors and convert them into active contributors.
• Build long-term trust by ensuring transparency, timely updates, and strong portfolio communication.
• Proactively outreach and pitch company’s value proposition and curated start-up campaigns.
• Seamlessly onboard new investors, ensuring smooth KYC, onboarding, and activation.

Business Development & Conversion-

• Source, qualify, and onboard new investors through referrals, networking, and events.
• Leverage existing investor networks for introductions and referrals.
• Manage pipeline of new investor conversions and ensure smooth onboarding process.

Networking & Outreach-

• Represent the firm in industry events, conferences, and investor summits to expand reach.
• Stay updated on funding trends, investor behavior, and competitive landscape.
• Conduct one-on-one investor meetings to present opportunities and investment strategies.
• Establish strong connections with Venture Partners, Family Offices, and Institutional Investors for strategic collaborations.

Strategic Input & Reporting-

• Prepare and present investment proposals and performance reports.
• Work closely with the investment team to align fundraising strategy with portfolio needs.
• Track KPIs (AUM growth, investor reach-outs, referrals, event participation, conversions, revenue).

Ideal Candidate:

• 4+ years of proven experience in fundraising for start-up.
• Strong investor network with HNIs, Family Offices, and Institutions.
• Track record of achieving AUM/revenue targets and closing investor commitments.
• Exceptional communication, presentation, and relationship-building skills.
• Entrepreneurial mindset, high ownership, and target-driven approach.

• Education: BE/MCA or equivalent.
• Solid experience in software testing, with a combination of development experience being a plus.
• Good knowledge of web and mobile testing principles and techniques.
• Familiarity with various technologies, including Web and Client-Server.
• Good understanding of testing methodologies, such as Waterfall, Agile, and Iterative.
• Competent in functional testing (manual and automation) with a good understanding of basic testing techniques.
• Hands-on experience with testing tools relevant to web and mobile testing (e.g., Selenium, Appium).

Request for Proposal (RFP): AI Receptionist for Helvetica Incoming Broker Calls

Company Overview

Helvetica Group is a direct commercial real estate lender and investment bank, specializing in providing alternative financing solutions for complex real estate transactions. We focus on fast, innovative, and common-sense underwriting to serve brokers, investors, and borrowers nationwide.

Website: helveticagroup.com

Project Overview

We are seeking an experienced AI Engineer to design and implement an AI Receptionist using Retell AI and Make (formerly Integromat). This AI Receptionist will handle incoming broker calls, collect loan request details, integrate with Salesforce, and automate follow-up communications.

Scope of Work

The solution should:

1. Receive Incoming Calls

• Integrate with our phone system and Retell AI to answer broker calls professionally.
• Detect caller intent and initiate a structured loan intake conversation.

1. Prompt Loan Request Details

• Use natural language conversation to gather key loan scenario data:
• Borrower and broker information
• Property type, location, value
• Loan amount requested, purpose, and timeline
• Any special circumstances (e.g., foreclosure bailout, BK buyout, etc.)

1. Data Handling & Automation

• Send collected call details to Salesforce as a new Lead.
• Email a summary of the loan request to our broker group.
• Send an automated confirmation email to the caller.
• Send an SMS confirmation text to the caller with a thank-you and next steps.

1. Integration Requirements

• Use Retell AI for call handling and voice interactions.
• Use Make for workflow automation (Salesforce, email, SMS).
• Ensure all data flows securely and complies with applicable regulations.

Deliverables

• Fully functional AI Receptionist integrated with our systems
• Retell AI call flow design and scripts tailored to Helvetica's lending guidelines
• Make (Integromat) scenarios for:
• Salesforce lead creation
• Email notifications (internal and external)
• SMS confirmation to caller
• Documentation for setup, maintenance, and future scaling
• Optional: Dashboard for call analytics and performance monitoring

Skills Required

• Experience with Retell AI (or similar conversational AI voice platforms)
• Expertise in Make (Integromat) or similar workflow automation tools
• Strong knowledge of Salesforce API integrations
• Experience with Twilio or other SMS/email APIs is a plus
• Understanding of secure data handling and compliance (preferred)

Proposal Requirements

Please include in your proposal:

• Relevant experience with Retell AI, Make, and Salesforce integrations
• Portfolio of similar AI automation projects (voice + CRM)
• Estimated timeline for project completion
• Proposed budget and pricing structure
• Any additional recommendations to enhance this solution

Timeline

• Proposal Submission Deadline: [Insert Date]
• Project Kickoff: [Insert Date]
• Expected Completion: Within 4-6 weeks from kickoff

Budget

We are open to proposals with fixed price or hourly rates. Please provide a clear breakdown of your pricing.

How to Apply

Submit your proposal directly through Upwork, including all requested details.

Would you also like me to include:

• Sample call flow conversation script (to attract engineers who understand the flow)?
• Technical architecture diagram (for clarity on integrations)?
• I can draft both to include in your posting. Shall I proceed?

Location: Remote

Type: Internship

Compensation: Negotiable based on portfolio and experience

Application : https://forms.gle/5Vn7YXzyXx9muoEZA

About Us:

We are a team of IIT Bombay and IIT Kanpur graduates with over 10 years of experience in building SaaS products. Our software product is used by finance and accounting professionals. We are looking for a self-motivated, passionate content writer who understands SEO and is a fast learner. This role offers the chance to drive web traffic through SEO, content, and analytics.

Roles and Responsibilities:

• Deliver two high-quality, well-researched blogs daily
• Brainstorm and ideate topics based on keyword research, competitive analysis, and emerging trends.
• Conduct in-depth research to produce informative and engaging content.
• Develop an understanding of the target audience.
• Implement SEO best practices to optimize content for search engines.
• Use analytics tools to measure content effectiveness and adjust strategies.

Requirements:

• Previous experience in B2B SaaS writing.
• Proficiency in verbal and written English.
• Strong research and analytical skills.
• Curiosity, self-motivation, and willingness to invest time in high-quality research.
• Ability to perform in high-pressure situations and meet deadlines.
• Ability to work independently and take ownership of tasks.

What We Offer:

• Opportunities for professional growth.
• Mentorship from experienced professionals in the SaaS industry.
• Flexible remote work environment.
• A key role in driving our content strategy and increasing web traffic.

Oversee the sales process to attract new clients.

Work with senior team members to identify and manage risks.

Maintain fruitful relationships with clients and address their needs effectively.

Prepare and deliver pitches to potential investors.

Foster a collaborative environment within the organization.

Transfer call to the supervisor after initial explanation.

SKILLS:

Excellent spoken English.

Both Graduate/Undergraduate may apply.

Ability to develop good relationships with current and potential clients.

Excellent communication skills.

Knowledge of productivity tools and software.

Ready to work in Nightshift.

PRIMARY RESPONSIBILITIES :-

• Should have develop professional applications in PHP using CodeIgniter.
• Additional advantage if worked on frameworks like Laravel and Zend
• Extensive knowledge with JavaScript, jQuery or Angular
• Advance Level SQL knowledge
• Additional advantage if familiar with Server Configuration and Monitoring
• Should have working on Git Repository
• Candidate should have exceptionally good debugging skills.
• Clear about Object Oriented Programming Concepts.

SECONDARY RESPONSIBILITIES :-

• Ability to work independently and take ownership of the project.
• Should be capable to work in a team.
• Must have strong communication skills.
• Should be enthusiasts and able to take challenge.

Ideal Candidate Profile (Essential Attributes)

• Expertise and Prior experience in JavaScript environment [Node JS/ PHP/ React JS/ React Native]
• Prior work experience in B2C start-ups (unicorn scale)
• Excellent coding skills with experience in building system architecture, databases
• Exposure to version control, documentation tools, progress management tools
• Must have built application from scratch and scaled to a sizable user base.

Desirable Attributes

• Experienced to work in agile environment
• Prior experience to host applications on cloud
• Able to work in fast paced evolving environment
• Ability to learn and adopt new tools/ technology

Target Industry/Sector

• Consumer Internet Companies – B2C

Key Responsibility Areas:

This will include but not limited to

• Development and building of large-scale applications which is scalable, high performing and resilient
• Understand product requirement and develop/deploy end-to-end scalable technology systems for our ed-tech business
• Setting up the technology infrastructure to host website and apps for our customers
• Integrate third party tools as per the product requirements
• Own the development and operations of our website, apps and database
• Regularly manage, test and fix issues related to security and performance
• Continuously strive to meet the development timelines with minimum bugs
• Maintain good coding practices to ensure quality, documentation, low maintenance
• Work closely with product owner, business owner and testing team to ensure timely and satisfactory product release
• Regularly stay in touch with technological changes in the industry and implement necessary changes to keep our technology ecosystem updated
• Any other items as deemed necessary for effective functioning and growth of the function

To know more about Centum Learning Ltd. please use the below links.

Brochure: http://centumlearning.com/documents/Centum_Brochure.pdf">http://centumlearning.com/documents/Centum_Brochure.pdf              

Website: http://www.centumlearning.com/">http://www.centumlearning.com/