Client Serving

Organisation: A fintech neo-banking startup.

Position Overview:

We are looking for a seasoned finance professional to join our team as Finance Head. The ideal candidate will have a strong background in finance and accounting, with a proven track record of leadership in a startup environment.

Responsibilities:

● Develop financial forecasting models to aid in fundraising and inform strategic planning. Maintain and enhance financial models, including future projections

● Develop a financial strategy that supports the company's objectives, focusing on sustainable growth and profitability.

● Closely work with business team to evaluate product pricing, marketing campaigns, unit economics.

● Oversee the day-to-day financial operations, mentor our finance personnel, and ensure a seamless financial workflow.

● Manage treasury function and working capital planning

● Lead negotiations with partners and vendors to ensure beneficial deals, contributing

to the company's profitability and strategic objectives.

● Prepare comprehensive financial updates for internal stakeholders, investors, and tax

authorities, ensuring all reporting requirements are met.

● Ensure legal and regulatory compliance regarding all financial functions across

multiple jurisdictions, including the US, Canada and India .

● Manage fintech finance operations including reconciliation and fund flow

management.

Ideal Candidate:

● Bachelor’s degree in finance, Accounting, or a related field and Chartered Accountant.

● A minimum of 7-10 years of experience in finance, with at least 3-5 years in a senior financial leadership role, preferably in a startup.

● Excellent leadership and team management abilities with a track record of leading a lean team.

● Strong communication skills with the ability to present financial data to non-financial audiences.

● High level of integrity, confidentiality, and professionalism.

About the Company:

Equirus is a leading mid-market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

Job description:

• Empanel distributors to sell the investment management schemes

• Generate sales as per targets laid down through a judicious mix of external channel partners, internal sales channels, and direct clients, as outlined.

• Handling channel and client queries

Strategy Planning:

• Achieve set targets through a designed strategy

• Keep monitoring & review strategy on an ongoing basis

Internal Coordination:

• Liaising with senior management to arrive at clear objectives for the department

• Resource planning

• Liaising with investment teams to enable client interaction & information

• Liaising with operations and ensuring smooth functioning between the department & operations.

• Ensure proper compliance concerning all channel partners - distributors/clients etc.

Compliance:

• Ensure all activities are as per proper compliance internally and as per regulatory requirements

• Ensure all distributor agreements/client documentation has met all regulatory & compliance requirements on an ongoing basis.

Location: Mumbai

Qualifications:

• Graduate

• Great command over English & Regional Language.

• Experience 4 – 5 years of B2B Sales

About Fundamento

Fundamento is a skills readiness platform for customer-facing teams.

Companies can integrate the platform with existing CRMs and other tools so employees can be trained in the flow of work. Bite-sized interventions that are accessible on demand and also reinforced periodically ensure that sales and CX teams are equipped to deliver high performance and improve priority business metrics, including win rates and customer retention.

High-growth companies like Zomato, Flipkart, and Paisabazaar use the platform to measure and develop critical skills and know-how for their customer-facing teams and measurably improve business outcomes. Fundamento is backed by leading investors in the industry, including Binny Bansal, Kunal Shah, Caesar Sengupta, Pankaj Chaddah, among others.

Join us to transform the future of work.

We are looking for an exceptional and seasoned Product Manager to join the founding team at Fundamento. You’ll work closely with a passionate team of engineers, designers, marketers, and sales managers to understand customer needs and define the experiences that set Fundamento’s clients up for success.

What the role entails 👉🏽

• Manage, align, and communicate the vision for Fundamento’s Skills Readiness platform to internal stakeholders at all levels of the business.
• Build, regularly manage, and execute product roadmap for the platform. 
• Work closely with and communicate clearly to engineering, design, and business to ensure the correct product trade-offs and decisions can be made.
• Work as a bridge between customers, business, marketing, design, and engineering. You are responsible for making a product and ensuring you can create ambassadors and advocates for the development and its vision among these key stakeholder categories. 
• Own sprint execution and lead scrum
• Always advocate for the customers - do what it takes to get customer feedback with or without the help of the sales team. Define and analyze key performance metrics to support and inform product decisions.
• Continuously evaluate product fit and process optimization, and ascertain technical dependencies.
• Approach your work with a global design mindset to ensure we’re considering the needs of all future customers, wherever they may be
• Demonstrate your team releases to internal and external stakeholders.

Location: Delhi 

Job-type: Full-time 

Desired candidate profile 👇🏽

• 3+ years experience in designing and delivering world-class software products in a Product Management role. 
• Prior experience working on a B2B SaaS product is a must. 
• Experience must include having been through the Product-Market-Fit journey of a product.
• Outstanding written and verbal communication skills
• Strong project management skills and ability to break down a big vision into actionable, bite-size milestones
• Ability to develop and execute a successful product roadmap.
• Experience with AI/ML is a plus. 
• Comfortable using/ reading through GraphQL/ postman documentation and a decent understanding of complex Postgres DBs. An understanding of SQL is good to have. 
• Self-motivated, innovative, and strong team player
• Agility and flexibility in adapting to a dynamic and hybrid work environment

Why us?

Fundamento’s dynamic work environment thrives on an entrepreneurial mindset. You don’t need to be a rockstar to come work with us. Instead, you should be willing to learn and hungry for outcomes. We’re a young start-up so comfort with ambiguity is always a big plus.

We grow when you grow.

Founders:

Ankit Durga (Co-founder & CEO) - Co-founded Leap Skills in 2013, before that he worked in various managerial roles across both - corporates and start-ups (Ernst and Young, Zomato, Happily Unmarried). He is an alumnus of Harvard’s Executive Program for Strategic Nonprofit Management and an INK Fellow.

Megha Aggarwal (Co-founder) - is an Oxford alumna & a Chevening Scholar from the London School of Economics. She is an ex-investment banker who comes with years of experience in financial strategy owing to her work at Morgan Stanley, New York.

Prominent Investors:

Binny Bansal (Founder, Flipkart), Kunal Shah (Founder, Cred), Caesar Sengupta (VP and GM, Payments and Next Billion Users initiative, Google), Amrish Rau (CEO, PineLabs) Mohit Joshi (President, Infosys; Non-Executive Director at Aviva), Elea Foundation