Manager - Product, Finance & Actuarial

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

▌ ABOUT BXI WORLD

At BXI (Barter Exchange of India), we have reinvented the age-old concept of bartering for the modern Indian enterprise. We empower businesses to let their goods and services work for them — transforming inventory into a powerful engine for growth. Our digital marketplace connects you with 10+ categories of products and services available for exchange from over 100+ trusted brands. BXI is a business community where reputed organizations join to exchange goods and services, creating a vibrant marketplace where businesses trade without cash.

▌ ABOUT THE ROLE

We are looking for a Finance & Accounts Manager who is not just a numbers person, but a strategic finance partner who can drive analytical rigour, compliance, and financial excellence across BXI. You will own FP&A, MIS, P&L, and ensure our financial operations are audit-ready and growth-aligned — with specific exposure to fintech product workflows.

▌ KEY SKILLS

 FP&A  |   MIS  |   P&L Management  |   Financial Accounting  |   Audit & Compliance  |   KYC & Onboarding  |   Fintech  |   Analytical Thinking 

▌ WHAT YOU'LL DO

•    Lead FP&A (Financial Planning & Analysis) — budgeting, forecasting, and variance analysis

•    Prepare and present MIS reports — timely, accurate, and decision-ready

•    Own P&L management — monitor performance, flag risks, and drive cost efficiencies

•    Manage financial accounting including ledgers, reconciliations, and month-end close

•    Support brand KYC and onboarding processes as relevant to fintech compliance

•    Lead audit readiness and ensure compliance with all regulatory and statutory requirements

•    Liaise with online product teams for finance integration in fintech workflows

•    Drive analytical insights from financial data to support leadership decision-making

•    Coordinate with auditors, banks, and regulatory bodies as required

▌ WHAT WE'RE LOOKING FOR

•    3+ years of experience in finance and accounts, preferably in fintech or tech-driven companies

•    Strong expertise in FP&A — financial modelling, budgeting, and forecasting

•    Hands-on experience in MIS preparation and P&L management

•    Solid understanding of financial accounting principles and practices

•    Prior exposure to online product environments in fintech is highly preferred

•    Working knowledge of brand KYC, onboarding compliance, and audit processes

•    High analytical acumen — ability to interpret data and communicate insights clearly

•    Proficiency in accounting software and MS Excel (advanced level)

•    Inter CA / MBA Finance / CMA preferred

Company Overview

 Industry: Personal Care / D2C (Direct-to-Consumer)

 Founded: 2023

 Headquarters: Mumbai, India

 Company Size: Approximately 11–50 employees

 Business Model: Primarily D2C through its own e-commerce platform, supported by content-led marketing and creator-driven community building

Finance is not just a support function here - it's central to strategy, decision-making, and scaling the business

sustainably. We are seeking a Finance & Strategy Lead who combines sharp financial expertise with strategic vision,

and who has the credibility to partner with senior leaders and the board. This role is designed for someone with

future CFO potential.

Key Responsibilities

Strategic Finance & Business Partnering

●Lead financial planning, budgeting, forecasting, and performance management.

●Partner directly with business leaders on strategic initiatives, investment cases, and growth opportunities.

●Present business performance, insights, and recommendations to the CEO, board, and senior leadership team.

●Act as a thought partner to challenge assumptions, evaluate risks, and ensure robust decision-making.

Corporate Finance & Growth Strategy

●Drive capital allocation, fundraising, and investor relations strategy.

●Lead financial due diligence, scenario analysis, and long-term planning.

●Provide insights on market trends, competitive positioning, and strategic growth opportunities.

Financial Control & Governance

●Ensure strong compliance, risk management, and governance frameworks.

●Oversee accounting, audits, tax, and regulatory requirements with internal teams and external advisors.

●Continuously improve financial systems, reporting accuracy, and process scalability.

Leadership & Influence

●Mentor and build a high-performing finance team with scalable systems.

●Act as a trusted advisor to the CEO and executive team.

●Engage effectively with the board and external stakeholders, demonstrating credibility and the ability to hold ground in strategic discussions.

●Evolve into a broader leadership role with increasing ownership of finance and operations.

Reporting & Financial Insights

●Manage the end-to-end MIS process, providing precise reporting across P&L, balance sheet, and cash flow on a monthly, quarterly, and annual basis.

●Monitor liquidity by tracking burn rates and runway to ensure the leadership team has absolute visibility into working capital.

●Develop board materials and investor communications, distilling complex financial results into a compelling narrative regarding performance and future outlook.

●Function as the lead liaison for investor diligence while overseeing that all statutory audits and reporting remain compliant and timely.

Qualifications & Skills

●Chartered Accountant (CA) qualification strongly preferred; CFA/MBA Finance a plus.

●Strong track record in financial modeling, capital raising, and strategic problem-solving.

●Demonstrated ability to work with boards, investors, and senior leadership teams.

●Exceptional communication, influence, and stakeholder management skills.

●Entrepreneurial mindset with ambition to step into a CFO role in the near future.

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.

About Aparoksha Financial Services

Aparoksha Financial Services (AFPL) is a regulated NBFC built on a straightforward conviction: institutions that last are built through disciplined execution, sound governance, and people who take genuine ownership of their work. Over the last few years, we have built a meaningful presence in two-wheeler financing across India, backed by dependable operations, growing technology capability, and a culture that values follow-through over noise.

As we continue to grow—we are looking for the next set of accounting professionals who want to build on the foundation that the current team has built, and not simply maintain it.

We are hiring an accounting professional to join our Finance team in Bengaluru. Depending on your current experience, exposure, and demonstrated capability, you could join us as a Senior Executive, Assistant Manager, Manager, or Assistant Vice President – Accounts.

What matters more than the title is the disposition: someone who is comfortable with the fundamentals, willing to be precise where precision matters, and interested in strengthening how the accounting function operates as the organisation scales. You will work closely with the finance leadership team and be entrusted with responsibilities that are genuinely central to the financial integrity of the business — not peripheral to it.

Core Accounting & Reconciliations

•   Manage loan booking in aggregate on the core banking system (CBS), exercise control on their movement to the accounting platform.

•   Carry out disbursement, payment and billing transactions

•   Manage core accounting operations across Accounts Payable (AP) and Accounts Receivable (AR), including invoicing, receipt accounting, and vendor payment processing.

•   Perform bank, ledger, vendor, customer, and inter-company reconciliations with a high degree of accuracy.

•   Maintain accurate books of accounts, vendor and customer master records, and all supporting documentation. Exposure to ERP Next will be an added attraction.

Financial Closing & Reporting

•   Support month-end, quarter-end, and annual financial closing activities, including preparation of journal entries.

•   Prepare MIS, ageing reports, schedules, and management reports, and support financial analysis as required.

•   Monitor outstanding receivables and payables, and drive timely follow-up and resolution of discrepancies.

Compliance & Controls

•   Ensure compliance with GST, TDS, and other applicable statutory requirements.

•   Coordinate with internal and statutory auditors, providing documentation and clarifications as needed.

•   Strengthen internal controls and contribute to process improvements as the function matures.

For More Experienced Candidates (Manager / AVP level)

•   Own specific accounting workstreams end-to-end and take accountability for their accuracy and timeliness.

•   Liaise with banks, vendors, counterparties and lender representatives

•   Mentor and guide junior team members, and help shape processes and systems that will scale with the business.

•   Partner with cross-functional teams — credit, operations, and technology — to ensure accurate and timely financial operations.

What We're Looking For

•   2+ years of relevant experience in Finance & Accounts; candidates with significantly more experience are welcome to apply for the more senior bands of this role.

•   B.Com, M.Com, MBA (Finance), CA Inter, or an equivalent qualification.

•   Experience in an NBFC, bank, or other regulated financial services environment is preferred, though not mandatory.

•   A solid grasp of accounting fundamentals, reconciliations, GST, and TDS.

•   Working proficiency in MS Excel, and familiarity with an ERP or accounting systems other than Tally.

•   A high degree of ownership, integrity, and attention to detail — the kind that shows up in the small things as much as the large ones.

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)

Associate Product Manager TAP INVEST

Location: Bangalore · On-site, 5 days/week in office

Experience: 1–3 years, in Product, Analytics, or Consulting Function:

Product Management

About Tap Invest

Tap Invest is India's leading Fixed Income Investment Platform, committed to empowering investors with secure and smart investment opportunities. Join us in the pursuit of Financial Freedom through our innovative approach to wealth creation. The Role As a Associate Product Manager at Tap Invest, you will own end-to-end product structure for your area - from framing the problem to shipping and measuring the outcome. You'll drive growth-centric features that move core metrics, and lead the infrastructural and platform changes that let the product scale reliably.

What You'll Do → Own end-to-end product structure — from problem framing and scoping to shipping and measuring outcomes. → Build growth-centric features that move activation, engagement, and retention metrics. → Lead infrastructural and platform changes needed to scale the product reliably. → Work closely with engineering, design, and stakeholders to turn strategy into shipped product. → Build high-impact product experiences that help users make smarter investment decisions. → Own outcomes, not just features or sprints. → Tackle complex, ambiguous problems across investments, user engagement, and more.

What We're Looking For → 1–3 years of experience in Product Management, Analytics, or Consulting. → Strong hands-on SQL skills — comfortable pulling and interpreting data independently. → Proven ability to scope problems and write clear PRDs from ambiguous inputs. → A strong sense of ownership — you drive things to closure without being told to. → Ability to lead with clarity, aligning engineering, design, and stakeholders around a shared plan. → Strong with data — comfortable using it to prioritize, validate, and course-correct.

Good to Have → Prior experience in Fintech or BFSI — a strong plus.  

Position Summary

This is a key role supporting the day‑to‑day operation of one of our esteemed customers' core financial systems across the organization. In this role, you will support application configuration and best practices for systems including Hyperion, PeopleSoft, Concur, Oracle Transportation Management (TMS), Planview, Lucernex, and Coupa. The scope of this role will continue to expand as additional finance systems are shared across multiple business processes and application modules.

Reporting to the Finance Systems Manager and working closely with multiple business stakeholders as well as functional and technical application support teams across the enterprise, you will be responsible for ensuring the ongoing integrity, stability, and effectiveness of application functionality across the Customer's systems landscape.

This position provides an excellent opportunity to support change within a cross‑functional, multi–business unit environment, with exposure to all areas of Finance operations. The role offers a fast‑paced and challenging work environment, with regular interaction and visibility across multiple levels of management.

What you will do:

• Query, script and reporting writing within Finance applications such as Hyperion, PeopleSoft, Concur, Oracle Transportation Management (TMS), Planview, Lucernex, and Coupa
• Application configuration to support core business functionality of procure to pay (P2P)
• Ensure Finance standards are consistently achieved and proactively monitored within our core finance applications
• Engage with broader Finance Systems and Data Governance team members to perform root-cause analysis related to Finance application integrity and/or data fixes resulting from upstream system integrations
• Engage with broader Finance Business Analysts members to support in application enhancements and improvement initiatives.

What we are looking for:

• Demonstrated experience supporting financial and/or operational business processes, such as:
• Record-to-Report (close, consolidation, reporting)
• Procure-to-Pay (requisition → PO → invoice)
• Lease/real estate management and/or portfolio delivery processes
• Proven track record in incident/problem/change management with practical experience leading triage, RCA, and release coordination.
• Ability to elicit requirements and convert them into configuration recommendations and well-defined work items.
• Hands-on leadership of UAT, including test planning, execution, defect management, and go-live readiness.
• Strong understanding of integrations from a functional support standpoint (how data flows, common failure modes, reconciliation).

What you will bring:

• 5+ years in functional application support or functional analyst roles supporting enterprise applications (ERP/EPM/SaaS).
• Bachelor’s degree in business, Finance, Information Systems, Supply Chain, or equivalent experience.
• Strong functional support mindset: restore service quickly, prevent repeat issues, and improve stability over time
• Functional support experience with one or more of:
• Coupa (P2P, catalog/invoicing, supplier enablement, matching rules)
• Lucernex (leases, escalations, CAM, critical dates, lease reporting)

Good to have any of the following skills:

• PeopleSoft Financials (ChartFields, AP, GL, workflow, batch processes)
• Concur (expense policy, audit rules, corporate card feeds, ERP posting)
• OTM/TMS (tendering, execution, rating, freight settlement/audit)
• Planview (demand intake, portfolio/resource mgmt., governance workflows)
• Hyperion (planning, consolidation, metadata/hierarchies, Smart View support)
• Ability to read and validate file layouts/mapping documents, troubleshoot integration logs, and run basic queries (SQL) for investigation.
• Experience with structured intake forums, prioritization frameworks, product ownership, or ITIL-based service management.
• Experience partnering with data governance teams or supporting data quality controls and stewardship processes.

Work time: Eastern time zone (US Shift)

Position: Chartered Accountant

Location: Devanahalli

Reporting to: Deputy Manager / CFO

Key Responsibilities:

Financial Reporting

o Preparation of monthly standalone and consolidated financial statements.

o Coordination with group entities for timely submission of monthly compliance requirements.

o Preparation of monthly expense variance analysis and reporting to management.

Compliance & Audit

o Addressing monthly requirements of Adani Group and other stakeholders.

o Coordinating with statutory auditors / Internal Auditors for quarterly closures and ensuring timely completion.

o Performing quarterly 26AS reconciliation with books of accounts.

Fixed Assets & Banking

o Managing and reviewing the consolidated fixed assets register, including monthly computation and reconciliation.

o Handling monthly banking requirements related to company financiers and ensuring smooth liaison with banks.

General Responsibilities

o Supporting management in ad-hoc requirements related to finance, accounting, and compliance.

o Assisting in process improvements, system enhancements, and strengthening internal controls.

Ideal Candidate

1

Strong Lead Business Analyst Profile with team leadership experience and BFSI background

2

Mandatory (Experience 1): Must have 6+ years of experience as a Business Analyst, including team lead or people-management experience with at least recent 2+ years in BFSI background

3

Mandatory (Experience 2): Must have proven ability to lead and mentor analysts and coordinate work across multiple stakeholders

4

Mandatory (Experience 3): Must have owned requirement gathering, analysis, and documentation end-to-end for key initiatives, ensuring quality and consistency of BA deliverables

5

Mandatory (Experience 4): Must have experience translating business needs into functional specifications, user stories, and process flows with senior stakeholders

6

Mandatory (Experience 5): Must have experience defining and driving BA best practices, standards, templates, and process improvements

7

Mandatory (Experience 6): Must have experience overseeing testing, validation, and stakeholder sign-off across workstreams

8

Mandatory (Skill 1): Must have strong requirement-gathering, documentation, and stakeholder-management skills.

9

Mandatory (Skill 2): Must have excellent communication, analytical, and leadership abilities, with a data-informed decision-making approach

10

Mandatory (Domain): Must have a background in the BFSI (Banking, Financial Services & Insurance) sector

11

Mandatory (Shift): Must be willing to support calls during EST hours (this is an EST-based project)

12

Preferred (Tools): Hands-on experience with Unqork or other low-code / no-code platforms