Financial Advisor

1 day ago

Ahmedabad, Gujarat, India Infusion 51a LP Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Infusion51a is an investment venture fund that partners with innovative startups and growth-stage businesses to unlock potential and accelerate success. Through our accelerator program Eranaya Solutions (IT company), we nurture emerging ventures by providing funding, mentorship, and business development opportunities. We are looking for a Financial Advisor (Sales Side) to help drive capital growth, build investor networks, and guide clients toward strategic financial opportunities.

Job Summary:

The Financial Advisor will play a key role in building strong investor relationships, raising capital, and advising clients on investment strategies aligned with Infusion51A's portfolio. This is a sales-driven role that requires excellent networking, financial acumen, and the ability to present high-value investment opportunities to individuals, HNIs, family offices, and institutional investors.

Key Responsibilities:

  • Identify, prospect, and onboard potential investors (HNIs, institutions, venture partners).
  • Present Infusion51A's venture fund and accelerator investment opportunities to clients.
  • Understand investor goals, risk profiles, and financial objectives to recommend suitable investment strategies.
  • Build and maintain long-term relationships with investors through regular updates, portfolio reviews, and events.
  • Work closely with Eranaya Solutions and portfolio startups to align investment strategies with growth needs.
  • Conduct market research to identify trends, opportunities, and competitive insights in venture capital and financial products.
  • Achieve fundraising/sales targets while ensuring compliance with regulatory and company standards.
  • Support the investor relations team in preparing presentations, reports, and communication materials.

Qualifications & Skills:

  • Bachelor's degree in Finance, Economics, Business, or related field (MBA/CFA is a plus).
  • 3+ years of experience in financial advisory, investment sales, wealth management, or venture funding.
  • Strong understanding of venture capital, private equity, investment products, and financial markets.
  • Proven track record in client acquisition, fundraising, or sales.
  • Excellent communication, presentation, and negotiation skills.
  • Ability to build trust with investors and represent the firm professionally.
  • Entrepreneurial mindset with strong networking abilities.

What we Offer:

  • Competitive base salary + attractive commission/incentives.
  • Opportunity to work at the intersection of venture capital and technology acceleration.
  • Exposure to global investors and startups.
  • Career growth in investment advisory, venture funding, and portfolio management.
  • Collaborative and innovative work culture.

  • Financial Advisor

    3 days ago

    Ahmedabad, Gujarat, India TTEC Full time US$ 60,000 - US$ 1,00,000 per year

    Financial AdvisorDescription - ExternalYour potential has a place here with TTEC's award-winning employment experience. As a Financial Advisor working remote in Ahmedabad, India, you'll be a part of bringing humanity to business. #experienceTTECOur employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work...

  • Advisor

    7 days ago

    Ahmedabad, Gujarat, India Tradebulls Securities (P) Limited Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionTradebulls Securities (P) Limited is one of the fastest-growing broking houses with over 2 lakh clients and more than 2000 business partners. The company offers expert services in Equity, Currency, Commodity Trading, Mutual Funds, IPO, Personal Loans, Insurance, Portfolio Management, Online Trading, and Depository Services. Leveraging...

  • Associate

    1 week ago

    Ahmedabad, Gujarat, India Rudra Financial Advisors Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionWe, Rudra Financial Advisors are dynamic financial advisory firm offering comprehensive solutions in Mergers & Acquisitions, Private Equity Syndication, Venture Capital Funding, IPOs (including SME IPOs), Debt Syndication, Structured Finance, Management Consultancy, Startup Seed Funding and Real Estate Advisory. Founded by a seasoned...

  • Financial Advisor Support

    1 week ago

    Ahmedabad, Gujarat, India i4 Knowledge Processing Full time ₹ 3,00,000 - ₹ 4,50,000 per year

    Assist with onboarding workflows including account setup, custodian paperwork review and CRM updates.Analyse and manage advisor workflows, compliance checklists, and operational taskPrepare detailed reportsAssistance in Portfolio ServicesProvident fund

  • advisor

    7 days ago

    Ahmedabad, Gujarat, India LIC Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionLIC (Life Insurance Corporation of India) is one of the largest and most trusted life insurance providers in the world. Operating for over a century, LIC is committed to educating people about the importance and benefits of life insurance. Our mission is encapsulated in our motto: "With you, for life and beyond." We aim to provide...

  • Mortgage Advisor

    7 days ago

    Ahmedabad, Gujarat, India Saurabh Softsourcing Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Your Role & Impact:As a Mortgage Advisor, you will play a crucial role in guiding clients through the home loan process, ensuring they secure the best financing solutions tailored to their needs. You will work with a diverse range of clients, from first-time buyers to seasoned investors, offering expert financial advice and market insights.What Youll Be...

  • Financial Advisor

    5 days ago

    Ahmedabad, Gujarat, India Fact Personnel Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    We have opening for Knowledge Integrator / Advisory Support in one of the reputed KPO based at AhmedabadExperience : Fresher/ 1 + YearsRole & responsibilitiesDaily ProcessCompliance taskBilling , Portfolio , Financial PlanningInterested candidates with the required qualification and experience are encouraged to sendtheir CV to .

  • Director - Financial

    2 weeks ago

    Ahmedabad, Gujarat, India MYCPE ONE Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    We are looking for a seasoned and dynamic Chartered Accountant (CA) with substantial industry experience to take on a strategic dual-role, overseeing our financial leadership functions while driving finance operations for client-side BOT (Build-Operate-Transfer) engagements.The selected candidate will play a pivotal role across two verticals:Client-Side BOT...

  • Financial Consultant

    5 days ago

    Ahmedabad, Gujarat, India Prodigy Placement LLP Full time ₹ 12,00,000 - ₹ 18,00,000 per year

    Job Title: Financial Consultant - InsuranceLocation: Ahmedabad, Gandhinagar, Mehsana, Kalol , VijapurJob Type: Full-TimeKey Responsibilities:Understand clients' financial goals and risk appetite.Provide advice on life insurance, health insurance, investment-linked plans, and other financial protection products.Achieve monthly and annual sales targets for...

  • Financial Analyst

    2 weeks ago

    Ahmedabad, Gujarat, India GetFive Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Name of the organization – Getfive Advisors Pvt Ltd.Getfive is a SEBI registered merchant banking firm based out of Mumbai & Ahmedabad. The firm is focused on IPO as well as fund raising through Private Equity and Debt. Along with the merchant banking division, the firm has also launched AIF – CAT 1.Address:Ahmedabad Office:502, Abhishree Avenue, Opp....