investment-banking-jobs-in-nashik, Nashik

3 investment Banking Jobs nearby Nashik

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posted 1 month ago

Equity Trader

Apex Services. Hiring For One of the leading broking firm
experience1 to 6 Yrs
Salary2.5 - 5 LPA
location
Nashik, Navi Mumbai+6

Navi Mumbai, Pune, Rajkot, Mumbai City, Surat, Vadodara, Ahmedabad

skills
  • securities
  • cross selling
  • demat
  • dmat
  • client acquisition
  • broking
  • equity advisor
  • relationship manager
  • equity dealer
  • mutual fund
Job Description
Dear Candidate,   Greetings From "APEX SERVICES"    Designation- Assistant manager/Deputy manager   Role- Equity Dealer   CTC- upto-5 LPA + incentive + Other benefit  Job Description:- 1) Order Punching on behalf of the client 2) Client acquisition and cross selling 3) Revenue Generation 4) NISM 8 & Graduation mandatory Kindly reply with an updated CV on apex.asmita@gmail.com if you are interested in the mentioned Job Role. you can also call on 7052551753 .  

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posted 2 months ago

Branch Relationship Executive

IMPACT HR AND KM SOLUTIONS
IMPACT HR AND KM SOLUTIONS
experience1 to 3 Yrs
Salary2.5 - 3.0 LPA
location
Nashik
skills
  • relationship management
  • relationship development
  • relationship building
  • relationship executive
Job Description
Key Responsibilities Build and maintain strong customer relationships to drive branch business growth. Assist customers with account openings, queries, transactions, and service requests. Promote cross-selling of financial products (loans, insurance, investment plans, etc.). Meet assigned sales and revenue targets through customer acquisition and retention. Support branch operations by coordinating with internal teams (operations, credit, service desk). Ensure compliance with company policies, KYC, and regulatory requirements. Track customer satisfaction and escalate issues to branch managers when required. Prepare daily/weekly reports on business activities and achievements. Skills & Competencies Strong interpersonal and communication skills. Customer-first attitude with problem-solving abilities. Sales-oriented mindset with ability to meet targets. Good knowledge of MS Office and basic financial concepts. Ability to multitask and manage customer interactions effectively.
posted 2 months ago

Equity Dealer

Apex Services. Hiring For one of leading broking firm
experience1 to 5 Yrs
Salary3.0 - 5 LPA
location
Nashik, Pune+6

Pune, Aurangabad, Nagpur, Rajkot, Surat, Vadodara, Ahmedabad

skills
  • share market
  • equity advisory
  • equity sales
  • stock market
  • nism
  • equity market
Job Description
  Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy managerRole- Equity DealerCTC- upto-5.5 LPA + incentive + other benefit Branch Dealing ROLES & RESPONSIBILITIES: -Responsible to generate brokerage primarily through advising clients on their equity portfolio for long-term investments as well as positional trading ideas in stocks for short/ medium term. - Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.  -To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business.  -To keep abreast with the market knowledge and market intelligence.  -Responsible to ensure all activities are in adherence as per Compliance & Risk.  -Provide regular updates to the immediate superior as and when required. Kindly reply with updated CV on apex.darshil@gmail.com if you are interested for the mentioned Job Role. you can call also on 8127854413
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posted 3 weeks ago

Test Manager - Banking

TRISTHA GLOBAL PRIVATE LIMITED
experience10 to 18 Yrs
location
Chennai, Mumbai City
skills
  • banking
  • manual testing
  • leadership
Job Description
Experience: 13 to 15 years Designation: Test Manager Location: Chennai/ Mumbai Notice Period: Immediate to 45 days  About Tristha Global: Tristha Global is an India-based software services company and Quality Assurance company that focuses broadly on the BFSI sector. We provide end-to-end test automation, testing services and test management tools for businesses that focus on financial services. Roles and Responsibilities: As a Test Manager you will lead end-to-end testing activities for banking applications, ensuring high-quality delivery. The role focuses on driving quality assurance, automation, and continuous improvement across complex financial systems. Define and implement the overall test strategy, plans, and processes aligned with banking project objectives and regulatory standards. Lead and manage test teams, ensuring effective execution of functional, integration, regression, and UAT testing. Collaborate with business, development, and vendor teams to ensure comprehensive coverage of banking workflows and interfaces. Oversee defect management, test metrics, and reporting, ensuring timely issue resolution and transparent communication. Drive automation, process improvement, and quality governance to enhance efficiency and reduce risk in banking system deliveries.   Mandatory Skills: 13-15 years experience into Banking domain. Experience into multiple banking domain application like T24, Finacle, Flexcube etc. Good hand on experience into manual testing. Handled a team of manual testers. Excellent communication skills If you possess the mandatory skills and relevant experience, we invite you to share your updated resume with us. Please reach us at: career@tristhaglobal.com
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posted 2 months ago
experience2 to 5 Yrs
Salary6 - 14 LPA
location
Mumbai City
skills
  • investor relations
  • compliance
  • business strategy
  • financial planning
  • finance
  • planning
  • banking
  • fundraising
  • financial reporting
  • cashflow
Job Description
Job Title: Manager Finance Planning, Banking & Investor Relations Location: Mumbai, BKC Qualification: CA / MBA (Finance) Job Purpose: To ensure financial stability, optimize business performance, and maintain strong relationships with investors and stakeholders. The role combines strategic financial planning with communication to investors, analysts, and regulators. Key Responsibilities: Develop and manage financial forecasts, budgets, and financial models. Conduct variance analysis and implement cost optimization strategies. Prepare management reports (MIS), dashboards, and board presentations. Act as the primary liaison for investors, analysts, and rating agencies. Prepare quarterly and annual financial results, investor decks, and earnings reports. Ensure compliance with GAAP, IFRS, SEBI, SEC, and other financial regulations. Provide financial insights and recommendations to leadership. Assist in evaluating M&A opportunities, investment projects, and fundraising strategies. Manage cash flow, capital allocation, and financial risk assessment.
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posted 1 month ago

Investment Banking

MGB Advisors
experience1 to 5 Yrs
location
Maharashtra
skills
  • Investment Banking
  • Equity Advisory
  • Valuation
  • Research
  • Financial Modelling
  • Business Development
  • Networking
  • Due Diligence
  • Financial Analysis
  • Communication Skills
  • VC PE Ecosystem
Job Description
As an Investment Banking Associate/Senior Associate at MGB Advisors, you will be part of a multidisciplinary full-service firm catering to the needs of global organizations in a VUCA business environment. Your role will involve developing valuations for complex transactions across various sectors, conducting impeccable research, and demonstrating strong analytical skills to explain market events. You will be responsible for identifying Business Development/Networking opportunities, managing client relationships, and transactions with attention to detail and quality deliverables. Key Responsibilities: - Develop valuations for complex transactions - Conduct research and analysis to identify Business Development/Networking opportunities - Manage day-to-day aspects of client relationships and transactions - Create deal collateral including financial models, investor memorandums, and valuation materials - Manage the due diligence process and front end the relationship with client representatives - Network with VC & PE ecosystem in India & overseas - Work with tight deadlines and possess strong communication skills - Willingness to travel - Be a team player Qualifications Required: - MBA Finance/CA - Minimum 1-3 years of work experience Location: Lower Parel, Mumbai If you are a dynamic professional with experience in investment banking or equity advisory firms, possessing strong financial modeling skills, communication skills, and the ability to work under tight deadlines, we encourage you to share your resume with us at hr.services@mgbadvisors.com. Join us at MGB Advisors, one of the fastest-growing Business Advisory firms in India, where we believe in delivering tailored solutions to our clients while fostering a professional culture and building lasting relationships with them.,
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posted 1 month ago
experience5 to 9 Yrs
location
Maharashtra
skills
  • Product awareness
  • Marketing campaigns
  • Sales Management
  • Business Analytics
  • Marketing campaigns
  • Product Management
  • Process improvement
  • Communication Management
  • Legal compliance
  • Operational efficiency
  • Mutual fund distribution
  • Asset under Management
  • Investment income
  • Fund selection Process
Job Description
Role Overview: As a member of the DBS Consumer Banking Group, your role will be to grow income from Mutual fund distribution business and Asset under Management (AUMs) for the Bank. You will be responsible for conceptualizing innovative products, coordinating with regional teams, conducting regular reviews of existing Mutual Fund schemes, and creating product awareness among branches. Your primary focus will be on driving MF penetration, increasing awareness and activation of products across channels, and ensuring compliance with regulatory guidelines. Key Responsibilities: - Grow income from Mutual fund distribution business and AUMs in line with budgets - Conceptualize innovative products for overall revenue generation of investment income - Co-ordinate with regional team for new product approvals and update on various business metrics - Conduct regular reviews of existing Mutual Fund schemes and provide inputs in fund selection process - Prepare effective product updates to be shared with stakeholders - Create product awareness among branches through campaigns and provide product training - Drive MF penetration and increase awareness and activation of products across channels through marketing campaigns - Ensure compliance to regulatory guidelines on a need basis - Streamline processes and implement process improvements - Keep track of new and upcoming regulations for various countries Qualifications Required: - Sales Management experience to ensure FY budget achievement in investment - Monitoring RMs business productivity and process compliance adherence - Working with Business Analytics team to explore new opportunities for business growth - Supporting Investment counsellors with inputs regarding products, market, strategic initiatives, MIS, and operational aspects - Implementing marketing campaigns targeting existing and prospective customers for cross-sell, upsell, deeper penetration, and strengthening business relationships - Driving sales volume by increasing financial and non-financial transactions - Increasing customer retention and acquisition through digital assets - Monitoring sales channel and sales performance for better outcomes - Developing training modules for sales channel and managing end-to-end MIS for sales and processes - Managing demat, ASBA, and other products launched for Treasures customers - Identifying opportunities for process improvement and implementing best practices - Building understanding of demat, ASBA to make informed decisions - Integrating within the organization, building projects with group synergy and creating cross-functional tie-ups - Organizing and running sales campaigns, D2C communication, and marketing campaigns through digital and offline initiatives - Setting up investments in phone banking and VRM channels - Liaising with Legal, Compliance, Marketing & IT teams for timely changes in regulations - Launching NFO/Product and driving end-to-end process and implementation - Strategizing campaigns to support sales team in upscaling business - Registering and executing legal agreements with the help of legal and compliance teams - Working with cross-functional teams to improve operational efficiency - Managing escalations, data, and system changes as the Process owner Core Competencies: - Communication skills - Interpersonal Relationship Skills Requisite Skills: - Analytical Skills - Good Product Knowledge,
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posted 3 days ago
experience0 to 4 Yrs
location
Maharashtra
skills
  • Investment Banking
  • Client Relationship Management
  • Financial Modeling
  • Risk Management
  • Business Development
  • Corporate Finance
  • Training
  • Mentoring
Job Description
Role Overview: As an Investment Banking Graduate Analyst participating in the Investment Banking Division, your main purpose is to gain broad exposure to different types of clients and transactions while focusing on specialist areas. You will collaborate on live deals and client pitches, support the team with advising corporate clients, and deliver structured solutions to achieve client goals. Additionally, you will work with cross-functional teams, participate in training programs to enhance your skills, and identify opportunities for new products and services within investment banking. You will also be responsible for managing client relationships, providing customer service support, developing financial models, and mentoring junior colleagues. Key Responsibilities: - Collaborate on live deals and client pitches to provide holistic solutions for corporate clients - Work with cross-functional teams to support business initiatives - Participate in training and development programs to enhance skills and knowledge - Identify opportunities for new products and services in investment banking - Manage client relationships, provide customer service support, and process transactions - Develop and implement financial models and strategies to support decision-making - Train and mentor junior colleagues Qualifications Required: - In-depth technical knowledge and experience in the assigned area of expertise - Thorough understanding of underlying principles and concepts within the area of expertise - Ability to lead and supervise a team, guide professional development, and allocate work requirements - Ability to advise and influence decision making within the area of expertise - Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to - Demonstrate understanding of how own sub-function integrates with function and the organization's products, services, and processes within the function - Resolve problems by identifying and selecting solutions through acquired technical experience and guide team members - Act as a contact point for stakeholders outside of the immediate function and build a network of contacts Additional Company Details: All colleagues are expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, as well as the Barclays Mindset of Empower, Challenge, and Drive. These values and mindset serve as the moral compass and operating manual for behavior within the organization.,
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posted 2 months ago
experience5 to 9 Yrs
location
Maharashtra
skills
  • Wealth Management
  • Investment Banking
  • Project Management
  • Business Analysis
  • Digital Transformation
  • Regulatory Compliance
  • Technology Implementations
Job Description
As a Project Manager in our company, your role will involve leading end-to-end delivery of complex projects related to digital transformation, regulatory compliance, product enhancements, and technology implementations in wealth and investment domains. Key Responsibilities: - Possess a strong background in Wealth Management and Investment Banking - Demonstrate excellent communication skills - Ideal experience mix of 70% Project Management and 30% Business Analysis - Must be Pune-based for onsite stakeholder meetings Qualifications Required: - Highly motivated and experienced in Project Management - Strong expertise in Wealth Management and Investment Banking products - Proven experience in leading complex projects - Proficiency in digital transformation, regulatory compliance, and technology implementations,
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posted 2 months ago
experience0 to 4 Yrs
location
Maharashtra
skills
  • CF
  • Investment banking
Job Description
You will be part of KPMG in India, a professional services firm affiliated with KPMG International Limited since August 1993. Leveraging a global network, you will work with professionals who understand local laws, regulations, markets, and competition. KPMG has offices in multiple cities across India including Ahmedabad, Bengaluru, Chandigarh, Chennai, Gurugram, Hyderabad, Jaipur, Kochi, Kolkata, Mumbai, Noida, Pune, Vadodara, and Vijayawada. **Key Responsibilities:** - Providing services to national and international clients in India across various sectors. - Striving to deliver rapid, performance-based, industry-focused, and technology-enabled services. - Sharing knowledge of global and local industries and leveraging experience in the Indian business environment. **Qualifications Required:** - MBA or CA degree. (Note: No additional details of the company were provided in the job description),
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posted 1 month ago

Investment Banking Intern

RBK Technologies Limited
experience0 to 4 Yrs
location
Pune, Maharashtra
skills
  • Financial Analysis
  • Research
  • Portfolio Management
  • Market Trends
  • Investment Banking
  • Asset Management
  • Financial Planning
  • Mathematical Analysis
  • Financial Software
  • Client Meetings
  • Attention to Detail
  • Organizational Skills
Job Description
As an Investment Banking Intern at our company, you will have the opportunity to gain hands-on experience in the financial services industry, specifically within investment banking. You will work closely with experienced professionals, contributing to various projects and gaining valuable insights into the world of finance. **Key Responsibilities:** - Assist in conducting financial analysis and research to support investment decisions. - Collaborate with team members on portfolio management tasks, including monitoring performance and preparing reports. - Utilize financial software to analyze data and create presentations for client meetings. - Support the preparation of pitch books and other marketing materials for potential clients. - Participate in meetings with clients and internal teams to discuss investment strategies and financial planning. - Stay updated on market trends and developments that may impact investment opportunities. **Qualifications Required:** - Strong understanding of financial concepts, including investment banking, asset management, and financial planning. - Proficiency in mathematical analysis and financial software tools. - Excellent research skills with the ability to analyze data effectively. - Strong attention to detail and organizational skills. - Ability to work collaboratively in a fast-paced environment while managing multiple tasks. This internship is an excellent opportunity for individuals looking to build a career in finance while gaining practical experience in investment banking. Previous experience or coursework related to finance or economics is preferred but not required. Please note that the job type for this position is an Internship and the work location is in person.,
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posted 2 months ago
experience5 to 9 Yrs
location
Maharashtra
skills
  • Sales Management
  • Product Management
  • Communication Management
  • Analytical skills
  • Good product knowledge
Job Description
In this role at DBS Consumer Banking Group, you will play a crucial part in growing income from Mutual fund distribution business and Asset under Management (AUMs) for the Bank. Your responsibilities will include: - Growing income from Mutual fund distribution business (trail revenue) and Asset under Management (AUMs) in alignment with budgets. - Conceptualizing innovative products to generate investment income. - Coordinating with the regional team for new product approval and providing updates on various business metrics. - Conducting regular reviews of existing Mutual Fund schemes and contributing to the Fund selection process. - Preparing effective product updates for stakeholders. - Creating product awareness through campaigns and providing product training to branches and relationship managers. - Driving Mutual Fund penetration and increasing awareness and activation across channels through marketing and promotion campaigns. - Ensuring timely roll-out of cross-sell campaigns and providing support to branches for resolving queries. - Collaborating with the regional and local Marketing team to drive digital guidance and Investment literacy initiatives. - Ensuring compliance with regulatory guidelines and streamlining processes for process improvements. In terms of requirements, you will need to focus on the following areas: Sales Management: - Ensuring achievement of FY budget in investment and monitoring RMs business productivity and process compliance. - Collaborating with Business Analytics team to explore new business growth opportunities. - Supporting Investment counselors with inputs on Products, market, strategic initiatives, MIS, and operational aspects. - Initiating and implementing Marketing campaigns targeting existing and prospective customers for cross-sell, upsell, and business relationship strengthening. - Driving sales volume by increasing financial and non-financial transactions and SIP transactions through digital assets. - Monitoring sales channel and performance for better outcomes, conducting training modules, and managing end-to-end MIS for sales and processes. Product Management: - Managing demat, ASBA, and other products launched for Treasures customers. - Identifying process improvement opportunities and implementing best practices. - Integrating within the organization, building projects, and creating cross-functional ties. - Improving sales and operational journeys for enhanced conversion and customer experience. Communication Management: - Organizing and running sales campaigns, D2C communication, and marketing campaigns through digital and offline initiatives. - Setting up investments in phone banking and VRM channels. Other activities: - Liaising with Legal, Compliance, Marketing, and IT teams for timely regulatory changes. - Launching NFO/Product and driving end-to-end process implementation. - Registering and executing legal agreements with the help of legal and compliance teams. - Working with cross-functional teams to enhance operational efficiency and manage escalations and data changes. - Fulfilling audit requirements and providing tech support to the sales team regarding digital assets. Measurement criteria for success in this role include: - Revenue achievement. - Timely roll-out of cross-sell campaigns. - Timely resolution of branch and customer queries. - Branch support through channels. Additionally, the core competencies required for this role are strong communication skills and interpersonal relationship skills. The requisite skills include analytical skills and good product knowledge.,
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posted 2 months ago

Banking Business Analyst

OVERNET TRADING PRIVATE LIMITED
experience20 to >25 Yrs
Salary40 - 55 LPA
location
Mumbai City
skills
  • banking operations
  • business
  • banking analytics
  • banking management
  • banking software
  • banking
  • banking sales
  • analyst
Job Description
Banking Business Analysts are employed by financial institutions and are responsible for performing complex financial analyses, monitoring market trends, identifying new business opportunities, researching potential clients, and supporting the marketing strategy. Based on our collection of resume samples, Banking Business Analysts should demonstrate financial expertise, business acumen, leadership, analytical thinking, communication abilities, and proactivity. Those seeking to fulfill this role should be able to display a degree in business, finance or accounting in their resumes.
posted 1 day ago

Banking Consultant

OVERNET TRADING PRIVATE LIMITED
experience20 to >25 Yrs
Salary40 - 55 LPA
location
Noida, Mumbai City
skills
  • banking solutions
  • banking collection
  • bank relationship management
  • global cash management
  • banking management
  • banking software
  • certified treasury professional
  • banking
  • rating agency relations
  • banking technologies
  • consultant
Job Description
Banking Consultants provide support to bank customers and help them handle their deposits and payments. They perform both operational and clerical tasks: maintaining filing systems, collecting customer data, monitoring transactions, assessing customer credentials, and adhering to bank procedures and policies. A well-written resume sample in the field usually focuses on abilities like knowledge of banking operations, customer service skills, computer competences, confidentiality, and teamwork. Employers select resumes highlighting at least an Associates Degree in banking or finance.
posted 1 month ago

Investment Banking Trainer

Itvedant Education Pvt. Ltd.
experience3 to 7 Yrs
location
Maharashtra
skills
  • Investment Banking
  • Financial Markets
  • Banking Operations
  • Equity Research
  • Financial Modeling
  • Financial Analytics
  • Excel
  • Power BI
  • Accounting
  • Financial Statements
  • Valuation
  • MA
  • Trade Lifecycle
Job Description
As an Investment Banking Trainer at ITVedant Education Pvt. Ltd., you will play a crucial role in shaping the future of aspiring finance professionals by delivering engaging training sessions and mentoring students through real-world financial scenarios. Your responsibilities will include: - Delivering training sessions on Investment Banking covering modules such as financial markets, banking operations, equity research, M&A;, financial modeling, and financial analytics using tools like Excel and Power BI. - Guiding students through real-world financial scenarios and exercises, ensuring a clear understanding of accounting, financial statements, ratios, valuation, and the trade lifecycle. - Mentoring students throughout their training journey, providing career guidance and support with capstone projects, using AI tools to simulate industry-relevant scenarios. - Providing feedback on student progress through assessments, quizzes, and hands-on projects. To excel in this role, you should possess: - Expert knowledge in Investment Banking, including financial markets, equities, bonds, derivatives, M&A;, financial modeling, and valuation techniques. - Experience with Excel for finance and Power BI for financial analytics. - 3+ years of experience in the Investment Banking industry, with a strong focus on training or mentoring. - Excellent communication and presentation skills, with the ability to explain complex financial concepts clearly and effectively. - Ability to guide and mentor students through practical projects and capstone tasks. Preferred qualifications for this role include a Bachelor's Degree in Finance, Accounting, Economics, or a related field, training experience in Investment Banking, M&A;, or Financial Analysis, and certification in relevant finance domains (e.g., CFA, FRM, or similar certifications). If you are passionate about shaping the future of finance professionals and have the expertise to teach complex financial concepts in an engaging manner, ITVedant Education Pvt. Ltd. welcomes you to join their team.,
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posted 2 weeks ago
experience4 to 8 Yrs
location
Pune, Maharashtra
skills
  • Investment Banking
  • Team Management
  • Client Handling
  • Valuation
  • Budgeting
  • Financial Analysis
  • Financial Modelling
  • Excel
  • PowerPoint
  • Bloomberg
  • Due Diligence
  • Pitch Books
  • Financial Consulting
  • Financial Deliverables
  • MA Transactions
  • ECM Transactions
  • Financial Models
  • Capital IQ
  • Pitchbook
Job Description
You will be responsible for leading the financial research vertical focused on investment banking within the company. Your key responsibilities will include: - Leading the team in supporting M&A & ECM transactions by preparing various documents such as Information Memorandums, Roadshow presentations, financial models, valuations, etc. - Understanding client deliverables, defining engagement scope, delivering project plans to clients, managing timelines, and ensuring timely completion of deliverables. - Engaging and coordinating with various clients including investment banks, PE/VC funds, and corporates to cultivate strong relationships. - Supervising staffing, training, and managing a team of analysts and interns to ensure work completion within set timelines. - Collaborating with senior management in creating team budgets and achieving P&L targets. - Mentoring and coaching junior team members, offering guidance on financial analysis techniques and professional development. - Developing systems & processes, databases, firm-wide templates, and documents to standardize the quality of deliverables. Qualifications required for this role include: - Bachelor's degree in finance, Economics, Engineering, or related discipline (CA/CFA preferred). - Minimum of 5 years of core Investment Banking experience, preferably in M&A, capital markets, or strategic advisory. - Advanced proficiency in financial modeling, valuation, Excel, PowerPoint, and data platforms like Capital IQ, Pitchbook, or Bloomberg. - Proven track record in executing live deals, conducting due diligence, preparing pitch books, and creating client-ready financial analysis. - Strong analytical and quantitative skills with attention to detail and accuracy. - Excellent verbal and written communication skills to articulate complex financial concepts clearly. - Highly organized with the ability to manage multiple workstreams concurrently within tight deadlines. - Team-oriented mindset with a strong work ethic and flexibility to work extended hours when necessary. This is a full-time position with the benefit of working from home. The work location is in person.,
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posted 2 months ago

Junior Investment Banking

CapSavvy Consultants Pvt Ltd
experience0 to 3 Yrs
location
Maharashtra
skills
  • Financial Modeling
  • Market Research
  • SWOT Analysis
  • Communication Skills
  • Excel
  • PowerPoint
  • Startup Analysis
Job Description
As a Junior Finance Analyst at our investment banking startup focused on early-stage and growth-stage startups, your role will involve evaluating business models, supporting fundraising efforts, and engaging with various investors. You will work closely with venture capitalists, angel networks, NBFCs, and private equity funds to assist in the financial strategy of startups. **Key Responsibilities:** - Assist in evaluating startup business models, industry trends, financial statements, unit economics, and working capital requirements. - Support the preparation of financial models, investor pitch decks, and project information memorandums tailored for fundraising. - Conduct market research, competitor benchmarking, and SWOT analysis to identify risks and opportunities. - Collaborate with senior team members to identify funding needs and help craft compelling investment narratives for clients. - Liaise with startups to gather data, analyze funding requirements, and ensure documentation is investor-ready. - Help coordinate communication with external stakeholders including VCs, angel investors, family offices, NBFCs, and other financial institutions. - Maintain deal trackers, investor databases, and support due diligence processes. **Requirements:** - Masters degree in Finance, Economics, Business, or a related field. - Strong interest in startups, fundraising, and venture capital. - Basic understanding of financial modeling, business valuations, and startup metrics (e.g., CAC, LTV, burn rate, etc.). - Proficiency in Excel and PowerPoint; familiarity with tools like Pitchbook, Tracxn, or Crunchbase is a plus. - Good communication skills and the ability to manage multiple tasks in a fast-paced environment. - Strong attention to detail and a proactive, problem-solving mindset. **Preferred Qualifications:** - Internship/fresher or up to 1 year of experience in investment banking, startup advisory, venture capital, or a startup finance role. - Exposure to the startup fundraising process or involvement in startup pitch events or accelerators/incubators is an advantage. This is a full-time position with Provident Fund benefits. The work location is in person with a day shift schedule.,
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posted 2 months ago
experience3 to 7 Yrs
location
Maharashtra
skills
  • Financial analysis
  • Financial modeling
  • Valuation
  • Marketing
  • Relationship management
  • Training
  • Analytical skills
  • Leadership
  • Interpersonal skills
  • Mentorship
  • Creative thinking
  • Technical knowledge
Job Description
As an Assistant Manager in the Corporate Finance & Investment Banking department in Mumbai, your core role and responsibilities will include: - Leading the day-to-day execution of transactions - Assisting in the planning and marketing of client mandates - Preparing confidential information memorandums, financial models, management presentations, and presentations related to transaction execution - Developing, analyzing, and explaining historical and projected financial information - Conducting valuations of businesses and companies - Preparing and assisting in the preparation of marketing pitches and presentations for business development - Building relationships and maintaining direct contact with current clients, prospective clients, and professional advisors - Providing mentorship and training to junior team members - Performing other administrative management duties as required by the firm Qualifications required for this role include: - At least 3-5 years of experience in IT & ITES - CA or MBA qualification About Corporate Finance & Investment Banking: The CFIB practice focuses on providing financial and strategic solutions to clients, supported by in-depth analysis and evaluation of alternatives. Leveraging a global network of over 2,500 corporate finance professionals across 100+ countries, CFIB provides market intelligence that enhances value for clients. Competencies for success in this role include: - Analytical capabilities - Creative and innovative thinking - Strong technical knowledge - Leadership qualities - Persistence and persuasiveness - Strong interpersonal relationship skills and respect for others,
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posted 2 months ago

Director Investment Banking

Intellectual Capital HR Consulting Pvt. Ltd.
experience8 to 12 Yrs
location
Maharashtra
skills
  • structured finance
  • deal structuring
  • capital raising
  • valuation
  • due diligence
  • negotiation
  • stakeholder engagement
  • leadership
  • MA advisory
Job Description
As the Director of Investment Banking at our firm, you will have the opportunity to lead and shape the strategic direction of our Investment Banking practice. Your key responsibilities will include: - Developing and implementing a long-term vision for our Investment Banking practice, ensuring alignment with broader organizational objectives. - Leading the profitability and growth strategy by driving expansion into new markets, geographies, and investor segments. - Establishing our firm as a preferred advisor for investors and enterprises seeking capital solutions in emerging markets. - Collaborating with senior leadership across group entities to enhance synergies and create integrated solutions for clients. - Representing our firm as a thought leader at industry conferences, investor forums, and global capital markets events. In terms of business development and P&L management, you will be responsible for: - Owning and driving deal origination, identifying and structuring equity & M&A transactions across impact-driven sectors. - Developing and nurturing C-suite and investor relationships with global and domestic PE/VC funds, DFIs, investment banks, and institutional investors. - Leading fundraising mandates and assisting clients in securing capital through strategic investment partnerships. - Strengthening global investor networks and positioning our firm as a go-to investment banking advisory firm for sustainable finance transactions. - Innovating new financial instruments, structures, and investment models aligned with ESG and impact-driven capital strategies. Your role will also involve overseeing the end-to-end deal execution process, managing high-stakes negotiations, leveraging data-driven insights, and ensuring compliance with global financial regulations. In addition, you will be responsible for team development and talent management, including building and nurturing a high-performing team, defining key competencies, and partnering with HR to create development programs that attract and grow superior talent. Key Performance Indicators (KPIs) for this role will include revenue & P&L performance, deal execution & capital mobilization, investor & market engagement, market positioning & thought leadership, and talent development & team performance. Required Skills and Qualifications: - Experience in M&A advisory or structured finance. - Deep expertise in deal structuring, capital raising, valuation, and due diligence across impact-driven sectors. - Extensive relationships with institutional investors, DFIs, family offices, impact funds, and strategic investors. - Exceptional negotiation, stakeholder engagement, and deal-making skills. - Proven track record in closing multi-million-dollar transactions across diverse sectors. - Strong leadership capabilities with experience in managing P&L, business units, and multidisciplinary teams. - MBA/CA/CFA or equivalent financial qualification from a top institution. Desired Competencies: - Entrepreneurial mindset with the ability to innovate and solve complex problems.,
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posted 2 weeks ago
experience2 to 6 Yrs
location
Pune, Maharashtra
skills
  • Financial Statement Analysis
  • Due Diligence
  • Financial modeling
  • Teasers
  • FMs
  • Valuation analysis
  • DCF
  • Excel
  • Word
  • Analytical skills
  • Business planning
  • Communication skills
  • Investor collateral
  • Pitch decks
  • Transaction Research
  • Financial valuation benchmarks
  • Peer transactions
  • Precedent transaction multiples
  • Financial models
  • Investor Pitch decks
  • Power Point
  • Attention to detail
  • Team player
  • Fast learner
Job Description
You will be an integral part of the TMT Transactions team, based in Pune, India, working on a mix of domestic and cross-border Technology M&A and Cap Raise transactions. As a key member of the team, you will support various aspects of the deal process such as Financial Statement Analysis, Due Diligence, building Financial models, and investor collateral. **Key Responsibilities:** - Focus on execution of active deal mandates and lead preparation of transaction-related documents, financial modeling, and valuation analysis & scenarios. - Conduct Transaction Research including industry vertical analysis, market, strategic and industry peer analyses, and financial valuation benchmarks. - Develop detailed financial models to evaluate business performance under different scenarios and analyze the impacts of different capital structures. - Coordinate investor/acquirer calls, support data room set-up, term-sheet negotiations, and due diligence activities. - Manage due diligence process, liaise with third-party vendors like accounting firms/legal firms, and resolve issues/concerns. - Assist with research and analysis of sectors and transactions, present findings to management/team, and coordinate data for new trends and transaction ideas. **Qualification Required:** - 2 to 4 years relevant work experience with a big 4 or cross-border boutique Investment Bank focused on Technology, IT Services, or TMT sector deals. - Experience in sell-side Investment banking/Transaction Advisory Services/M&A transactions in the Technology sector. - Good understanding of the technology landscape and investment/exit transactions process. - Proficient in building investor collateral like pitch decks, teasers, CIMs, Financial Models, etc. - Bachelor's degree with relevant experience in the Tech industry and MBA/CFA from Top Institutions with at least 2 years relevant investment banking/M&A/Consulting experience. If you meet the above requirements and are interested in joining the TMT Transactions team in Pune, please apply with your resume and provide brief responses to the questions mentioned in the job description.,
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