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Strategic leadership Jobs in Mumbai

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Banking and Finance Industry

Banking and Finance Industry

Agency job
via Peak Hire Solutions by Dhara Thakkar
Mumbai
4 - 7 yrs
₹14L - ₹18L / yr
Fundraising
Investor relations
Outreach
Business Strategy
Assets Under Management
+21 more

Role & Responsibilities:

About the Role:

We are seeking a highly driven and strategic Manager - Investment (Startup Fundraising) to lead fundraising, manage investor relationships, and drive portfolio growth. The role requires a mix of financial expertise, investor engagement, and strong networking ability to achieve AUM growth and revenue targets. The ideal candidate will have proven experience in capital raising, managing HNIs/Family Offices/Venture Partners, and expanding investor networks.


Key Responsibilities:

Fundraising & AUM Growth-

  • Drive growth in Assets Under Management (AUM) by meeting set targets.
  • Achieve quarterly and annual revenue targets through investor onboarding and capital deployment.


Investor Relationship Management-

  • Research, identify, and connect with high-potential investors (HNIs, Family Offices, Institutions).
  • Nurture relationships with inactive investors and convert them into active contributors.
  • Build long-term trust by ensuring transparency, timely updates, and strong portfolio communication.
  • Proactively outreach and pitch BizDateUp’s value proposition and curated startup campaigns.
  • Seamlessly onboard new investors, ensuring smooth KYC, onboarding, and activation.


Business Development & Conversion-

  • Source, qualify, and onboard new investors through referrals, networking, and events.
  • Leverage existing investor networks for introductions and referrals.
  • Manage pipeline of new investor conversions and ensure smooth onboarding process.


Networking & Outreach-

  • Represent the firm in industry events, conferences, and investor summits to expand reach.
  • Stay updated on funding trends, investor behavior, and competitive landscape.
  • Conduct one-on-one investor meetings to present opportunities and investment strategies.
  • Establish strong connections with Venture Partners, Family Offices, and Institutional Investors for strategic collaborations.


Strategic Input & Reporting-

  • Prepare and present investment proposals and performance reports.
  • Work closely with the investment team to align fundraising strategy with portfolio needs.
  • Track KPIs (AUM growth, investor reach-outs, referrals, event participation, conversions, revenue).


Ideal Candidate:

  • Strong investor management profile
  • 4+ years of fundraising experience, with at least 1 year in Category II AIFs (PE / VC / Credit / Special Situations) selling to HNIs, Family Offices, or Wealth Managers.
  • Must be proficient in pitching investment opportunities and onboarding investors
  • Must have experience conducting investor meetings & presentations
  • Must have experience achieving revenue targets
  • Must have experience representing the company at networking events
  • Must understand startup valuation basics, portfolio reporting, investment products.
  • Must prepare investment proposals, performance reports, and KPIs.
  • No strict requirement, but finance background preferred.
  • Must have high ownership and target-driven mindset.
  • Preferably from VC firms, AIFs, Wealth Management, Investment Banking, or startup fundraising roles.
  • Events industry
  • Experience in startup funding events & roadshows
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Treelife Consulting

at Treelife Consulting

1 recruiter
Abdullah Parkar
Posted by Abdullah Parkar
Andheri East, Mumbai
2 - 3 yrs
₹1L - ₹2L / yr
Accounting
Return Filing
Auditing
Who are We Looking For? We want to hire an individual who will work with us in our Accounts and Audit wing offering compliance, taxation and accounting services. The individual needs to be a graduate in Commerce (B.Com.) with preferable specialisation (or equivalent relevant experience) in Accounting and Finance. Candidates who have cleared CA Foundation and/or Inter with prior experience in audit and return filing would be at an advantage. An ideal candidate should be having an experience of 2 to 3 years and would roughly be in the age bracket of 24 to 28 years. -------------------------------------------------------- Where would you be working from? You would be required to travel to our customer locations who are majorly populated in and around Andheri in Mumbai. We expect to see you at our office for 1 to 2 days in a week which is in Sion West (close to the station), and your commute to office should not exceed one hour in one direction. The individual must be a resident of Mumbai at the time of application and must be willing to travel locally as and when required. Considering the travel requirements, candidates residing on the western side would be ideal. -------------------------------------------------------- A Typical Work Profile in the Life of an Accounts and Audit Assistant at Treelife Consulting! Accounts work at Treelife Consulting is spread across 3 distinct areas, as a part of our offerings to the clientele: 1. Accounts & Taxation: Day to day accounting activities which include but are not limited to: + Maintaining General ledgers of client companies; + Preparation of Bank Reconciliation Statements; + General accounting and finance; + Revenue Accounting; + Accounting entries related to TDS; 2. Audit: + Performing internal audit at client locations as per policies and processes designed by us; + Prepare documents based on audit policy and standard templates, including information gathering and population of templates and documents. 3. Compliance: + Performing registrations on the MCA website; + Preparing working statements and filing of all taxes which include but are not limited to: - Direct and Indirect taxes returns, - Income Tax returns, - Tax Deducted at Source (TDS) returns, - Goods and Services Tax (GST) returns; + Ensuring accurate calculations and timely payments as per statutory requirement. What Should You Be Good at? + Working knowledge of Tally ERP 9; + Working experience of the Income Tax Utility portal and ease in filing returns; + A command over the language for effective working communication with all clients; + Independently managing and supporting clients for routine requirements; + Effective resource management with timely reporting and updation; + Ensuring sure of task completion as per specified timelines; + Acting in the best interests of Treelife in all professional environments. If You Are Good at These, then it is an Added Advantage! + Winman software; + Government GST Utility Portal.
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Zepo Technologies Pvt Ltd
Nisha Nair
Posted by Nisha Nair
Mumbai, Navi Mumbai
1 - 3 yrs
₹1L - ₹3L / yr
Account Management
Taxation
Payroll Management
At Zepo, we’re looking for a highly-motivated startup-savvy Finance Executive who want to make a career in finance, enjoy handling accounts & playing with numbers. This role requires you to have a lot of attention to detail, confidentiality and thoroughness. Working for Zepo is defined by constantly being on your tip-toes and outdoing your own self every single time. If you are smart, driven and determined to make a difference, Life at Zepo is something that you will love. We guess Reid Hoffman said it best, "Startups are like jumping down a cliff and building a plane on your way down." YOUR RESPONSIBILITY: The Job role will be majorly revolving around these 4 important tasks: 1. Accounting ● Day to day admin and accounting tasks ● Manage Payments via Cheque, NEFT, RTGS ● Handling Cash Flow Statements ● Maintaining Bank Pass Books ● Handling TDS & GST Compliance ● Produce month-to-month reports. ● Advice the management on how to handle finances better ● Work constantly towards minimizing costs. ● MIS reporting 2. Company Secretarial Work ● Coordination with CS of the company to meet the Statutory compliances 3. Finance Management ● Coordination with the Company CA & CS ● Bank Reconciliation ● Manage daily expenses/voucher of office staff ● Handle Payroll of staff ● Invoice Processing and Maintenance ● Monitor company accounts to ensure payments to be up to date. ● Client file & ledger maintenance. Desired Skills and Experience What are we looking for in you - with regards to skill ● Minimum 1 years of experience handling accounts ● Some knowledge about filing I.T Returns & Service-tax returns ● Knowledge of BRS. ● High proficiency in Excel ● Knowledge of E-Filing & E-Accounting. ● Good Knowledge of Accounting & Statutory Forms ● Basic knowledge of Statutory Audit. What we are looking for in you - as a person ● Attention to detail, confidentiality and thoroughness ● Ability to establish priorities & work independently ● Motivated & self-starter - you are entering a startup ● Ability to accurately identify the key elements of data or a problem, understand the problem & generate appropriate solutions ● Ability to quickly absorb and analyze large amounts of information ● Highly organized as well as flexible Most importantly, you should be diligent, enthusiastic & passionate about a career in Finance! It would be good & preferred if ● You have worked under a CA or a Bcom graduate with 1 year of experience or just passed your CA exams. ● You have some prior work experience as an accounts executive in any web-development company or a software company ● Being a qualified CA in not mandatory, however a graduation or post graduation with finance as a major is a must P.S. ● Location is Mumbai. ● Read this to know more on what it is like working at Zepo - http://www.zepo.in/career.html
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Dani Investment Serrvices
Himanshu Dani
Posted by Himanshu Dani
Mumbai
0 - 2 yrs
₹3L - ₹6L / yr
Familiar with Stock Market and well versed with excel
MS-Excel
MS-PowerPoint
work closely with a team of finance professionals and have passion for quantitative and finance in stock markets
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