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JOB LOCATION: Noida Sector 62 (On-site role)
TIMINGS: 9:30 AM – 6:30 PM (Monday to Saturday with First Saturday Off)
TYPE: Full Time
Compensation: INR 30,000 – 45,000* per month + Performance based incentives
EXPERIENCE: 2 to 5 years of experience in stock market sales or related financial
services.
EDUCATIONAL QUALIFICATION: Graduate / Post Graduate (Commerce, Finance, or Business preferred). Certifications: NISM or related market certifications preferred but not mandatory.
Role Overview
As a Senior Investment Counselor, you will be responsible for converting leads into active clients through effective communication, need analysis, and presentation of company’s research-backed stock market products. You will play a pivotal role in driving the
company’s sales targets while maintaining the highest level of professionalism and client satisfaction.
Key Expectations
● Must achieve a monthly sales target equivalent to 3× - 4× of the fixed salary.
● Consistent achievement of 70% of monthly targets is mandatory to earn the fixed component.
● Demonstrate high professionalism, persistence, and performance-driven work ethics.
● Ensure quality client interactions focused on transparency and trust.
Key Responsibilities
● Engage with leads provided by the company and convert them into active clients through consultative discussions.
● Understand clients investment goals, risk appetite, and financial preferences to recommend suitable research products.
● Consistently meet and exceed weekly and monthly sales targets.
● Build and maintain strong, trust-based relationships with clients to encourage renewals and referrals.
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.
We seek a sharp, driven, and experienced Product Manager to lead our investments vertical, focusing primarily on mutual funds. This role requires someone who understands investment products deeply, has a user-first mindset, and can work seamlessly with design, tech, and business teams to build scalable solutions.
Key Responsibilities:
● - Own and evolve the investment products roadmap, with a strong focus on mutual funds.
● Understand advisor/distributor needs and translate them into intuitive product experiences.
● Collaborate closely with Tech, design, and sales to deliver high-impact product features.
● Conduct data-driven analysis to identify trends, performance, and growth opportunities.
● Ensure regulatory compliance and smooth integration with AMCs and backend systems.
● Conceptualise and run campaigns for employees and partners to drive product engagement and sales.
● Drive product adoption and engagement with internal teams and end users.
Requirements:
● 3+ years of product management or relevant experience in the financial services industry.
● Solid knowledge of investment products, especially mutual funds.
● Strong analytical and problem-solving skills with a data-oriented mindset.
● High attention to detail and structured thinking.
● Bonus: experience in sales or working closely with sales/distribution teams.
● Excellent communication and interpersonal skills; ability to influence cross-functional stakeholders.
● Business-savvy with a passion for improving customer outcomes.
Real Estate Investment Analyst Responsibilities:
Analyst will be a part of investments team & will work on transactions including acquisitions and asset management duties as required. Key responsibility area will include: • Maintaining and updating various trackers. • Real estate data extraction & entry. • Commercial real estate market research and analysis (including searching for updated reports on different markets, compiling data from various sources, updating spreadsheets and reports with important metrics). • Perform financial analysis (develop financial models, build scenarios, prepare dashboards, etc.) of real estate investments under guidance of members of the team. • Prepare investment memos, pitch and presentation materials. • Working with the Deal Team to provide and organize due diligence information. • Assist in maintaining project timelines, workplan and ensuring milestones are met on time. • Support senior staff in preparation of budget and forecast exercises, audits, reporting, portfolio planning and finance management. • Prepare information packages and related documents for raising equity and debt.
Qualifications:
We are seeking to hire individuals who are highly motivated, mature and intelligent and have demonstrated excellence in prior endeavours. The successful candidate should have: • Strong analytical and communication skills. • A desire to work in a team environment, often under pressure. • Excellent attention to detail. • Intellectual curiosity and entrepreneurial zeal. • A desire to contribute to a positive culture. • Bachelor’s degree or higher in Real Estate, Economics, Business, or Finance. • Prior experience in real estate preferred. • Fluency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.).
Data Science
Data Analytics
R Programming
PythonWhat you will do:
- Identifying alternate data sources beyond financial statements and implementing them as a part of assessment criteria
- Automating appraisal mechanisms for all newly launched products and revisiting the same for an existing product
- Back-testing investment appraisal models at regular intervals to improve the same
- Complementing appraisals with portfolio data analysis and portfolio monitoring at regular intervals
- Working closely with the business and the technology team to ensure the portfolio is performing as per internal benchmarks and that relevant checks are put in place at various stages of the investment lifecycle
- Identifying relevant sub-sector criteria to score and rate investment opportunities internally
Desired Candidate Profile
What you need to have:
- Bachelor’s degree with relevant work experience of at least 3 years with CA/MBA (mandatory)
- Experience in working in lending/investing fintech (mandatory)
- Strong Excel skills (mandatory)
- Previous experience in credit rating or credit scoring or investment analysis (preferred)
- Prior exposure to working on data-led models on payment gateways or accounting systems (preferred)
- Proficiency in data analysis (preferred)
- Good verbal and written skills
Data AnalyticsOur client is a vertical fintech play focused on solving industry-specific financing gaps in the food sector through the application of data. The platform provides skin-in-the-game growth capital to much-loved F&B brands. Founded in 2019, they're VC funded and based out of Singapore and India-Bangalore.
Founders are the alumnus of IIT-D, IIM-B and Wharton. They have 12+ years of experience as Venture capital and corporate entrepreneurship at DFJ, Vertex, InMobi, VP at Snyder UAE, investment banking at Unitus Capital - leading the financial services practice, and institutional equities at Kotak. They've a team of high-quality professionals coming together for this mission to disrupt the convention.
As a Data Analyst - Underwriting & Risk, you will be developing a first of its kind risk engine for revenue-based financing in India and automating investment appraisals for the company's different revenue-based financing products
What you will do:
- Identifying alternate data sources beyond financial statements and implementing them as a part of assessment criteria.
- Automating appraisal mechanisms for all newly launched products and revisiting the same for an existing product.
- Back-testing investment appraisal models at regular intervals to improve the same.
- Complementing appraisals with portfolio data analysis and portfolio monitoring at regular intervals.
- Working closely with the business and the technology team to ensure the portfolio is performing as per internal benchmarks and that relevant checks are put in place at various stages of the investment lifecycle.
- Identifying relevant sub-sector criteria to score and rating investment opportunities internally.
What you need to have:
- Bachelor’s degree with relevant work experience of at least 3 years with CA/MBA (mandatory).
- Experience in working in lending/investing fintech (mandatory).
- Strong Excel skills (mandatory).
- Previous experience in credit rating or credit scoring or investment analysis (preferred).
- Prior exposure to working on data-led models on payment gateways or accounting systems (preferred).
- Proficiency in data analysis (preferred)
- Good verbal and written skills.
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