Presales consultant

Location: Mumbai

Department: International Business Relations

Industry: Financial Services / Proprietary Trading

Experience Level: Entry-level / Fresher-friendly

Position Overview Are you passionate about global markets, trading strategies, and client relations? We are looking for a sharp, finance-savvy Business Coordinator who will be the first point of contact for our international clients – including top-tier traders and researchers from across the globe. This role blends client-facing communication, market intelligence, and business strategy. As the bridge between clients and leadership, you'll be responsible for profiling client strategies, building strong relationships, and translating insights into actionable inputs for our management team.

Key Responsibilities

• Client Engagement & Strategy Mapping
• Represent the firm during introductory meetings with international clients.
• Understand and map out their trading styles, strategies, and business needs.
• Build lasting professional relationships with traders, quants, and fund managers.
• Business Analysis & Reporting
• Gather detailed insights on client portfolios, market behavior, and trading logic.
• Prepare structured reports and strategic briefs for senior management.
• Maintain well-documented, real-time client interaction logs.
• Meeting & Communication Management
• Coordinate internal and external meetings, ensuring smooth handovers to management.
• Liaise with HR and internal teams to ensure timely follow-ups and client tracking.
• Market Intelligence & Research
• Interact with traders, analysts, and financial researchers to stay updated on market trends.
• Relay valuable intelligence to the management to inform growth strategies.
• Relationship Management
• Proactively address client inquiries and concerns with professionalism.
• Drive high levels of client satisfaction, fostering trust and long-term partnerships.

Who Should Apply?

• If you are pursuing or have completed: MBA in Finance (Full-time or Online) BAF, BBA (Finance), BMS (Finance) Or any finance-related degree with an interest in trading, markets, or client engagement And you have:
• Strong foundational knowledge of financial markets and trading instruments
• Excellent communication and interpersonal skills
• A flair for breaking down complex ideas into simple, structured reports
• Proficiency in MS Office (especially PowerPoint & Excel); familiarity with CRM tools is a bonus Key Skills & Competencies Analytical thinking & financial acumen
• Business communication & client rapport building
• Organizational efficiency & multitasking
• Cultural awareness & global mindset

Why Join Us?

1. Work with a globally diverse clientele and fast-paced financial professionals.
2. Be at the forefront of trading intelligence and strategic business communication.
3. Gain exposure to real-world markets, high-stakes decision-making, and global trading ecosystems
4. Grow with a company that values initiative, learning, and ownership.

Responsible for end to end ownership of project deliverables and regular interactions with the clients to provide project status updates Work on the estimations for a given project Identify the risks and provide a mitigation plan promptly Responsible for generating reports, invoice and billing People responsibilities include ensuring optimal retention of talent and improving the performance of team members through continuous feedback Timely reporting of the projects to the client and management

Responsibilities include:

• Coordination and completion of projects on time within budget and scope. 
• Oversee all aspects of projects. Set deadlines, assign responsibilities, and monitor, and summarize the progress of the project. 
• Prepare reports for clients and internal stakeholders regarding the status of the project. 
• Work on the estimations for a given project. 
• Identify the risks and provide a mitigation plan promptly. 
• Generation of reports, invoices, and billing. 
• People's Management includes ensuring optimal retention of talent and improving the performance of team members through continuous feedback.
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Experience and Expertise: 

• Overall 7-12 years of experience and at least 4 years of project delivery management experience. 
• Should have worked on SaaS products and have experience in handling a team (at least 10-15). 
• Sound knowledge of SDLC, and quality process with respect to delivery management.
• Experience in Mobile application development and programming knowledge is a plus.
• Good presentation skills, Excellent verbal and written communication skills, and the ability to interact with customers at all levels

Requirements:

• We are looking for young Dynamic who got a Flair for Marketing and Bidding.
• Good in communication skills and good emailing etiquette.
• Extensive experience in Cold Calling and Lead generation for International Markets such as US / UK / Europe.
• Should have an experience to bring IT services Projects.
• Excellent interpersonal, communication and presentation skills.
• Exceptionally skilled at forging long-term relationships.
• Ability to develop good relationships with current and potential clients.
• Excellent leadership and communication skills.
• Experience in project management and/or sales.
• Knowledge of productivity tools and software.
• High attention to detail and a focus on fact-based decision making.

Senior Product Owner (Digital Transformation)

Executive Summary
Are you looking to level up? The Senior Product Owner (Digital Transformation) role at FirstPrinciples and the partner that you will be staffed with is a multi-million dollar digital transformation initiatives on web and mobile with one of the largest large Luxury Home Builders in the United States.

About FirstPrinciples & The Role

FirstPrinciples is a Tech Holding company with a Venture Studio as part of its holdings. One part of the Venture Studio business at FirstPrinciples is about working with large enterprises on long-term digital transformation initiatives within their organization. The position that we are currently hiring for involves a multi-million dollar digital transformation initiatives for one of the largest Luxury Home Builders in the United States. Our scope involves working as expert consultants to advice and execute on upgrading the IT & Tech different internal and stakeholder facing systems within their organization. We are working on both web and mobile platforms. 

Who is This For

This is for an experienced Product Owner/Manager who is looking to take their career to the next stage by working on a large scale initiative that will challenge and extend their current capacities.

At FirstPrinciples, we truly act as a Tech Strategic Consultant along with having the operational capacity to implement the suggested recommendations. This role is for someone who is able to provide recommendations to the client while having the ownership of the end deliverables. While we have technical leaders also staffed within this partnership, we are looking for someone who can talk the talk with senior engineers and tech architects and understand their recommendations and its implications. 

Requirements

• One of the following certifications (PRINCE2, CSP, CAPM, CBAP (BABOK), Agile, CSP, CSPO, PMPO)
• Experience in independently managing, End-to-End Business Analysis, Product Analysis, Project Management for complex IT Projects and Products / Apps
• Working with Client to understand provide Consulting or Business Solutions, Problem Solving Approach and Skills, Strong Analytical Skills, should be able to read between the lines
• Managing scope via release management and planning and creating User-Stories, Running Sprints Cycle and Experience working with a team of 15-20 resources
• Requirements Gathering, Requirements Analysis, Requirements Management, Requirements Elicitation, Requirements Matrix (RTMs)
• Experience in Developing Low-Level and High-Level Prototyping using Wireframes tools (using any of the latest wireframing tools, such as JustInMind, Adobe XD, MockFlow, etc)
• Ownership of the Product Backlog & Deliverables and developing the User Stories & Release Planning
• Experience in Writing and Maintaining Business Requirement Documents (BRD) or PRDs and Functional Specification Document (FSD), Software Requirements Specification (SRS)
• Should have experience in creating Project Budgeting, Creating Efforts Estimations (EE), Presentation Decks, and Clean Documentation 
• Experience in Writing Test Cases and Managing UAT and Deployment 
• Analysis: GAP, Fish-bone Analysis, RCA (Root Cause Analysis), MoSCOW
• Experience in Consulting clients on Problem Statements V/s Solution Building based on AS-IS and TO-BE
• Experience converting Business Cases to Technology case and Building Products from scratch thus Translating Business Requirements into Software Requirement Specifications
• Interacting with the Technical team to ensure Delivery and Implementation of the Software Solution/Projects
• Client Relationship Management, Excellent at English Speaking, and Written Communication
• Understanding of Change Management, Risk Management and Project Management

Management Skills

1. Excellent Written and Oral Communication Skills and Etiquettes
2. Excellent Presentation Skills 
3. Experience in working with Onshore and Offshore Teams and Experience handling Cross-Functional Projects, Resources and Clients
4. Experience dealing with Pressure and Meeting strict Project Deadlines
5. Leadership and Motivational Skills to ensure the Work is being done by the Resources on time and within the specified budget
6. Conflict and Resolution Management
7. Prior experience in operations management - good to have 
8. Experience working with US Clients

TechStack & Platform

1. MEAN Stack (Web)
2. Native iOS & Android (Mobile)
3. AWS
   
   
   

We are looking for a passionate and driven individual for a two month contract job at Truebase in our growth team. Truebase is an AI-based B2B sales acceleration platform that enables revenue teams to prospect faster & connect smarter. We are building the future of sales prospecting and we need your help in scaling some of our go-to-market activities. Check out our website at http://truebase.io">truebase.io and https://www.linkedin.com/company/truebase/">LinkedIn profile. 

Whom will you work with? 

You will work closely with the growth team running campaigns across multiple channels to take the product to market. 

In this role you will: 

• Support our cold email outreach efforts by prospecting leads on Truebase. 
• Research personalization points for leads that you prospect. 
• Manage sales CRM/outreach/automation tools like Mixmax, Pipedrive, LinkedIn Salesnavigator, DuxSoup etc. 

You should apply if you have: 

• Excellent research skills. 
• Great interpersonal skills. 
• Knowledge of working with sales/marketing software like Mixmax, Pipedrive, etc. 
• Worked with Google sheets and Excel. 
• Basic knowledge of B2B sales. 

Even better if you have: 

• Writing skills
• Experience writing cold emails. 
• Experience working with remote teams. 

Skills:

Excellent verbal and written communication.

Strong leadership and management skills.

Must have excellent interpersonal skills.

Sound knowledge of MS Office, word and Email correspondence.

Knowledge of E-commerce online portals.