Investment/Fundraising Professional – AIF Category II (Debt Fund)

Key Deliverables:

● We're looking for a Partner Relations

● This role involves building and strengthening our connections with investors to

guarantee their contentment and active engagement.

● Act as the go-to contact for any investor-related questions or correspondence.

● Maintain robust relationships with our current investors, ensuring they're well-informed

about how their investments are performing through regular updates and reports.

● Formulate and execute customer acquisition and retention strategies.

● Organise and manage investor events, meetings, and presentations, whether online or

face-to-face, to conduct investment awareness programs.

● Work closely with other departments, such as finance, legal, and management.

● Keep a pulse on market trends, competitor moves, industry norms and regulatory

updates.

Key Competencies and skills:

● Good understanding of Finance and Financial Products

● Outstanding ability to interact and communicate with others.

● Willing to work flexible hours, focusing on customers' needs.

● Dedication to continually learn and adapt in a rapidly changing investment scene.

● Excellent skills in both writing and speaking, capable of explaining complex financial

topics simply and directly.

● Excellent at building relationships and interacting with people, always putting the

customer first in managing investor relations.

● Capable of juggling multiple tasks and setting priorities in a busy setting.

● Attention to detail and has a keen ability to analyse and solve problems.

Key Deliverables:

● We're looking for a Partner Relations ● This role involves building and strengthening our connections with investors to guarantee their contentment and active engagement. ● Act as the go-to contact for any investor-related questions or correspondence. ● Maintain robust relationships with our current investors, ensuring they're well-informed about how their investments are performing through regular updates and reports. ● Formulate and execute customer acquisition and retention strategies. ● Organise and manage investor events, meetings, and presentations, whether online or face-to-face, to conduct investment awareness programs. ● Work closely with other departments, such as finance, legal, and management. ● Keep a pulse on market trends, competitor moves, industry norms and regulatory updates.

Key Competencies and skills:

● Good understanding of Finance and Financial Products ● Outstanding ability to interact and communicate with others. ● Willing to work flexible hours, focusing on customers' needs. ● Dedication to continually learn and adapt in a rapidly changing investment scene. ● Excellent skills in both writing and speaking, capable of explaining complex financial topics simply and directly. ● Excellent at building relationships and interacting with people, always putting the customer first in managing investor relations. ● Capable of juggling multiple tasks and setting priorities in a busy setting. ● Attention to detail and has a keen ability to analyse and solve problems. 

Job Title: Wealth Manager

Location: Bengaluru

Department: Wealth Management

Employment Type: Full-Time

About the Role

We are looking for a highly driven, client-centric, and entrepreneurial Wealth Manager to acquire and manage High-Net-Worth Individuals (HNIs), Ultra-HNIs (UHNIs), family offices, corporates, and affluent investors. In addition to driving individual business growth, this role will play a key part in building and mentoring a high-performing wealth management team.

The ideal candidate will combine strong investment advisory expertise with leadership capabilities to grow client relationships, expand the business, and develop a team of Wealth Managers and Relationship Managers.

Key Responsibilities

Client Acquisition & Relationship Management

* Acquire new HNI, UHNI, corporate, and affluent clients through networking, referrals, and strategic partnerships.

* Build and maintain long-term relationships by providing tailored investment advice and exceptional service.

* Understand clients’ financial objectives, liquidity needs, risk appetite, and investment horizon.

* Present investment opportunities across unlisted debt products such as invoice discounting and asset leasing 

Business Development

* Own and achieve monthly, quarterly, and annual revenue, AUM, and investment targets.

* Expand the client base through strategic partnerships, referrals, and market networking.

* Identify new business opportunities and contribute to the growth of TAP’s wealth management business.

Team Leadership & People Management

* Recruit, interview, and onboard Wealth Managers and Relationship Managers in partnership with the HR team.

* Build and develop a high-performing wealth management team aligned with business goals.

* Coach, mentor, and support team members on client acquisition, investment advisory, relationship management, and sales excellence.

* Set individual and team performance goals and monitor progress through regular reviews.

* Drive productivity, accountability, and a performance-oriented culture.

* Conduct regular training sessions on investment products, market trends, compliance, and consultative selling techniques.

* Support succession planning and identify high-potential talent within the team.

Qualifications

* Bachelor’s degree in Finance, Commerce, Business Administration, Economics, or a related field.

* MBA (Finance) preferred.

* NISM, CFP, CFA, or equivalent certifications are an added advantage.

Experience

* 3–10 years of experience in Wealth Management, Private Banking, Investment Advisory, Capital Markets, or Financial Services.

* Demonstrated success in managing HNI/UHNI clients and consistently achieving revenue targets.

* Prior experience leading, hiring, or mentoring sales or wealth management teams is highly preferred.

* Strong understanding of fixed-income products and alternative investments.

Required Skills

* Deep knowledge of fixed-income and alternative investment products.

* Strong leadership, coaching, and people management skills.

* Proven ability to build, manage, and motivate high-performing teams.

* Excellent relationship management and consultative selling skills.

* Strong business development, networking, and negotiation abilities.

* Analytical mindset with sound financial acumen.

* Excellent communication and presentation skills.

* Proficiency in CRM systems, Microsoft Excel, and financial planning tools.

Key Performance Indicators (KPIs)

* Revenue generated

* Assets Under Management (AUM)

* Investment volume closed

* New client acquisition

* Client retention and repeat investments

* Team revenue and productivity

* Hiring and successful onboarding of team members

* Team retention and employee development

* Cross-selling and upselling performance

* Customer satisfaction (NPS/CSAT)

Key Responsibilities Client Acquisition & Relationship Management  Acquire HNI, UHNI, Family Office, Corporate, and Affluent clients through networking, referrals, strategic partnerships, and business development initiatives.  Develop and maintain long-term relationships by delivering personalized investment advisory services.  Understand clients' financial goals, liquidity requirements, risk appetite, and investment horizons.  Recommend suitable investment opportunities across fixed-income and alternative investment products.  Build trust through proactive portfolio reviews and continuous engagement.  Ensure exceptional client experience while maintaining high retention and repeat investment rates. Investment Advisory  Advise clients on investment opportunities across: o Corporate Bonds o Secured Debt Instruments (SDIs) o Invoice Discounting o Asset Leasing o Other Alternative Investment Products  Monitor market trends, interest rates, and economic developments to provide timely investment recommendations.  Ensure investment recommendations align with clients' financial objectives and risk profiles.  Stay updated on regulatory developments impacting investment products.

Job description

We are looking for an experienced professional to lead our investment planning, project analysis, and company growth strategy. The ideal candidate should have strong experience in investment firms, banking, corporate strategy, or consulting.

Key Responsibilities

• Evaluate new projects and prepare financial models, ROI, and feasibility reports.

• Support investor meetings, funding discussions, and due diligence.

• Prepare business plans, pitch decks, and financial projections.

• Identify growth opportunities and drive company expansion strategies.

• Coordinate with internal teams to monitor project execution and KPIs.

1. Investment Planning & Evaluation

• Conduct financial feasibility studies for new projects and expansion initiatives.

• Build detailed financial models, ROI calculations, and risk analysis for investment decisions.

• Prepare investment proposals, valuation reports, and pitch decks for investors.

2. Funding & Investor Coordination

• Support leadership in meetings with investors, banks, and funding agencies.

• Coordinate due diligence materials, business plans, financial projections, and compliance documents.

• Evaluate various funding options (Equity, Debt, Grants, Strategic Investors).

Requirements

• MBA (Finance) / CA / CFA preferred.

• Strong skills in investment analysis, valuation, financial modelling & strategy.

• Excellent communication and presentation skills.

• Experience in tech or EdTech companies is a plus.

Investment banking

• Corporate finance

• Venture capital

• Strategy consulting

• FP&A roles in high-growth companies

Why Join Us?

• Work directly with founders on growth and investment decisions.

• High-impact role in a rapidly scaling tech company.

The Cluster Manager will lead CSR fundraising and corporate partnership activities for the assigned cluster. The role involves driving revenue growth, managing a team of Assistant Cluster Managers and Business Development professionals, developing strategic relationships with corporates, PSUs, foundations, and government stakeholders, and ensuring achievement of fundraising and business targets. 

Duties and Responsibilities

1. Build, lead, and motivate large teams, fostering a growth mindset and high performance
2. Develop and execute business strategies aligned with the company's vision to drive revenue, client acquisition, and market share expansion
3. Lead new account acquisition, product development, and management of the existing product suite
4. Build and maintain strong relationships with key clients, providing regular advice on market opportunities and trading strategies
5. Innovate and leverage technology for new product launches and cost optimization.
6. Ensure high levels of customer experience and satisfaction.
7. Analyze market trends, customer feedback, and competitor activities to identify new business opportunities and cross-selling avenues
8. Oversee day-to-day operations, ensuring efficiency and regulatory compliance across all channels
9. Present and implement plans for client base and revenue growth, operational efficiency, cost optimization, and digitization
10. Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
11. Prepare and present investment and portfolio reports to clients, and conduct meetings or presentations as needed
12. Achieve revenue and client activation targets through effective advisory and relationship management
13. Attain through knowledge about stock market terms and trading practices

Founder's Office | Sierra Innovations

At Sierra Innovations, we are building a high-impact Founder’s Office to drive the next phase of growth.

This role sits at the intersection of strategy, execution, and leadership building.

You will work directly with the Founder on critical business problems that shape the company’s future.

This is not a role.

This is a launchpad into leadership.

What You’ll Work On

• Drive high-priority strategic initiatives across the company
• Support fundraising — investor research, financial narratives, deck building, and conversations
• Design and implement key HR policies & org structures
• Lead KMP / leadership hiring across business functions
• Define and track KPIs across teams, ensuring accountability and performance
• Conduct market research & competitive intelligence to guide decision-making
• Work on 0→1 and 1→100 growth projects across categories
• Solve unstructured problems with clarity, speed, and ownership

Key Skills & Experience

• Investment Banking / Fund Analyst Experience
• Strong grounding in financial thinking, investor communication, and structured problem solving
• Fundraising Exposure
• Experience in supporting or leading fundraise processes
• KMP / Leadership Hiring
• Ability to identify and close high-quality leadership talent
• KPI & Performance Management
• Experience in defining, tracking, and improving business metrics
• Project Management
• Proven ability to drive cross-functional projects to completion
• Education / EdTech Exposure (Preferred)
• Understanding of test prep, K-12, or learning ecosystems
• Analytical + Execution Strength
• Ability to think clearly and execute fast

Who This Role Is For

• You have high intellectual horsepower
• You take extreme ownership — outcomes matter more than effort
• You are comfortable with ambiguity and thrive in fast-moving environments
• You can build networks and influence people
• You want to grow beyond a single function into a business leader
• You are hungry to create disproportionate impact

What You’ll Gain

• Direct exposure to founder-level decision making
• Hands-on experience in fundraising, hiring, strategy, and execution
• Opportunity to build a cross-functional business understanding
• Fast-track path into leadership roles within the company

Why Sierra Innovations

We are building a category-defining D2C powerhouse in publishing and beyond — combining content, technology, and distribution at scale.

If you want to be in the room where:

• strategic decisions are made,
• leaders are built, and
• real outcomes are driven,

this is that opportunity.

Final Note

This role is not for everyone.

But if you believe you have the intellect, network-building ability, and execution strength to drive outcomes,

we would love to work with you.

Apply if you’re ready to build — not just participate.

Job Title: Manager - Product, Finance & Actuarial

Role: Domain Expert / Specialist – Fund Accounting & Portfolio Management

Location: Hyderabad

Job Type: Full-time

Job Summary

We are looking for a highly analytical and detail-oriented Domain Expert/Specialist in Fund Accounting & Portfolio Management to join our Product, Finance & Actuarial team. The ideal candidate should possess strong expertise in fund accounting, portfolio management services (PMS), investment operations, financial analysis, and reconciliation processes.

In this role, you will work closely with business stakeholders and the engineering team to translate complex financial and investment workflows into scalable product solutions. You will also lead analysts, drive process improvements, ensure quality deliverables, and support the development of financial products and reporting solutions.

Key Responsibilities

• Act as a subject matter expert in Fund Accounting, Portfolio Management Services (PMS), investment operations, and financial reporting.
• Understand client requirements, regulatory guidelines, compliance needs, and investment workflows, and translate them into clear business and functional requirements.
• Collaborate with cross-functional teams to enhance financial products and automate operational workflows.
• Conduct detailed financial analysis to support product development, business decisions, and operational improvements.
• Develop, validate, and maintain financial models, including portfolio valuations, cash flows, NAV calculations, reconciliations, and performance reporting.
• Analyze financial data, identify trends, investigate variances, perform reconciliations, and recommend process improvements.
• Prepare reports, dashboards, presentations, and analytical insights for internal stakeholders and clients.
• Investigate portfolio, accounting, and reconciliation issues, providing timely resolutions and communicating findings effectively with clients and stakeholders.
• Lead, mentor, and manage analysts while ensuring timely delivery, accuracy, and quality of work.
• Create and maintain documentation for financial models, business processes, workflows, and product requirements.
• Support senior management with business analysis, product enhancements, and strategic initiatives.

Requirements

Qualifications & Skills

• Bachelor's degree in Finance, Accounting, Commerce, Economics, Mathematics, Statistics, or a related discipline.
• Professional qualifications such as CA, CFA, CPA, FRM, CMA, MBA (Finance), or equivalent will be an added advantage.
• 4–8 years of experience in Fund Accounting, Portfolio Management Services (PMS), Asset Management, Investment Operations, Financial Analysis, or similar domains.
• Strong understanding of fund accounting principles, portfolio accounting, financial statements, investment products, and reconciliation processes.
• Experience in financial modelling, reporting, and analytical problem-solving.
• Advanced proficiency in Microsoft Excel and MS Office applications (Word, PowerPoint, Email).
• Experience working with financial systems, investment platforms, or portfolio management applications is preferred.
• Strong analytical, quantitative, and problem-solving abilities.
• Excellent communication and stakeholder management skills.
• Ability to lead teams, manage multiple priorities, and deliver high-quality results within deadlines.
• Strong attention to detail with a continuous improvement mindset.

Skills & Experience

● Minimum 8 years of experience in sourcing and managing HNI clients in wealth management or related financial services.

● Strong understanding of Equity and Debt Capital Markets, mutual funds, insurance, and structured investment solutions.

● Familiarity with global markets and international investment products will be an added advantage.

● High level of comfort with technology platforms, digital tools, CRM systems, and AI-assisted advisory workflows.

● Excellent communication, presentation, negotiation, and relationship management skills with strong proficiency in English