Business Finance Role - Wealth Management Firm

Business Finance

Our Client is making Wealth Management accessible through its online platform and a network of advisors (called as Wealth Partners). Founded by two friends who met at IIT, our young team of 40 employees cuts across the intersection of tech, finance, and business. Our team has attracted good talent over the past years, and our business leaders come from well-established companies like Morgan Stanley, Citibank as well as tech startups like OLA, Belong, Digio, etc.

The company has so far raised $9mn (most recent USD 7.5mn is un-announced) from Tier-1 investors. Today, the company serves ~2,000+ advisor-partners and ~50,000+ end- customers and collectively manages USD 450 million wealth on the platform. The company has a proven business model that has un-paraelled unit economics and is creating a life- changing impact on the livelihoods of real people.

The Role: Business Finance

- A self-starter who can work in close coordination with the stakeholders and single handedly work on budgets, MIS, scenario planning, business projection and handle investor relations, market research, competition analysis, and help in building the business strategy and growth for the company.

- Prior experience in business consulting & growth is good to have for this role.

Candidate Requirement

- CA/MBA finance with 3-5 years of experience into business finance, Investor relation, strategy and growth

- Candidate is to be proficient in MS office, Excel, power point, power BI tools and ready to work in a dynamic environment.