Investment Manager

1 day ago

Andheri East, Maharashtra, India Orange HR Full time ₹ 10,50,000 - ₹ 15,52,873 per year

Position: Head - Operations

Location: Chakala Andheri East Mumbai

Reporting to: CEO

Experience Required: 8+ years (with core experience in financial markets / deal execution and team leading skills)

About Us

We specialize in strategic advisory, shareholder engagement, and proxy solicitation with a focus on capital markets. As we expand rapidly, we are looking for a passionate, dynamic, and detail-oriented Head - Operations to spearhead our operations, lead cross-functional teams, and be the linchpin between clients, internal teams and external stakeholders.

Role Overview

As Head-Operations, you will be responsible for end-to-end management of our backend operations and project teams. You will:

  • Oversee deal execution and ensure timely delivery of results.
  • Communicate with clients and investment bankers, presenting clear, actionable status reports.
  • Provide strategic direction and leadership across multiple project teams.
  • Bring operational efficiency, maintain strong control over ongoing deals, and report directly to the CEO.

Key Responsibilities

  • Lead and coordinate the day-to-day backend operations.
  • Interface with clients and investment bankers to provide structured deal updates and final presentations.
  • Coordinate with internal teams for timely execution.
  • Manage multiple teams working on projects, ensuring alignment with strategic goals.
  • Track and report KPIs, operational metrics, and execution performance.
  • Collaborate with the CEO to define expansion plans and scale operations efficiently.
  • Ensure quality control and timeliness in all reporting and client deliverables.
  • Contribute actively to business development and investor relations support.

Requirements

  • 8+ years of relevant experience in finance, deal management, or capital markets.
  • Proven track record of managing multi-disciplinary teams across financial services or consulting domains.
  • Strong understanding of stock markets, regulatory dynamics, and deal structures.
  • Excellent communication and presentation skills, especially with senior stakeholders and financial institutions.
  • Ability to manage ambiguity and drive execution in a growth-stage environment.
  • CA and/or MBA in Finance or related field is preferred but not mandatory.

What We Offer

  • A front-row seat in a India's leading consulting firm at a pivotal stage of expansion.
  • Opportunity to shape operational excellence and lead high-impact initiatives.
  • Opportunity to interact with CXOs and Senior Management Team of Corporate Clients.
  • Flat hierarchy, direct mentorship from the CEO, and involvement in strategic decision-making.
  • Competitive compensation and long-term career growth.

Working Time

9.45 am to 6.45pm

Only Sunday off / Mon to Sat compulsory working.

Salary : up to 18 lpa depends on last draw and skills.

If you're not Ohk with the 1 off do not apply.

K0nnect on Sameer

Job Type: Full-time

Pay: ₹1,050, ₹1,552,873.17 per year

Benefits:

  • Provident Fund

Experience:

  • Investment management: 8 years (Required)

Work Location: In person

  • Senior Manager – Financial Strategy

    4 days ago

    Andheri East, Maharashtra, India Concept Management Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Role - Senior Manager – Financial StrategyQualification - Chartered Accountant (CA) / Chartered Financial Analyst (CFA)Experience - 10 to 15 YearsPackage - 15 to 20 LPALocation - Andheri East - Mumbai MHIndustry - Steel ManufacturingRole SummaryThe Senior Manager – Financial Strategy will serve as a key advisor to the leadership team, driving strategic...

  • Business Development Manager – Wealth

    1 week ago

    Andheri East, Maharashtra, India FINNOVATE Financial Services Full time ₹ 8,00,000 - ₹ 15,00,000 per year

    Job Title: Financial Planning Specialist / Financial Advisory / Financial Planning ExpertAre you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for youKey Responsibilities:Build strong relationships with clients by understanding...

  • Relationship Manager

    2 weeks ago

    Andheri, Maharashtra, India InvestOnline Full time ₹ 5,00,000 - ₹ 8,35,000 per year

    Job description:Key Responsibilities:Client Relationship Management:Build and maintain strong, long-term relationships with clients (individual investors, HNWIs, institutions).Understand clients' financial goals, risk tolerance, and investment preferences.Provide personalized investment advice and recommend appropriate mutual fund schemes (equity, debt,...

  • Equity Relationship Manager

    1 week ago

    Andheri, Maharashtra, India FINNOVATE Financial Services Full time ₹ 7,00,000 - ₹ 9,50,000 per year

    Job Title:Equity Relationship ManagerJob Role:The Equity Relationship Manager will be responsible for managing relationships with high-net-worth individuals (HNIs) and retail clients, advising them on equity investments, and ensuring their portfolios are aligned with their financial goals. The role involves client acquisition, portfolio management, and...

  • Manager – Financial Planning

    7 days ago

    Andheri, Maharashtra, India FINNOVATE Financial Services Full time ₹ 50,000 - ₹ 10,00,000 per year

    Job Title: Financial Planning Specialist / Financial Advisory / Financial Planning ExpertKey Responsibilities:Build strong relationships with clients by understanding their goals and offering personalized financial solutions.Guide individuals in making informed financial decisions for long-term financial well-being.Provide expert insights on financial...

  • Branch Manager – Driving Sales Growth

    2 weeks ago

    Andheri, Maharashtra, India FINNOVATE Financial Services Full time ₹ 1,00,000 - ₹ 16,00,000 per year

    Key Responsibilities:Business Development & Sales Strategy· Develop and implement effective strategies to acquire new clients and expand existing accounts.· Drive penetration in target markets to meet and exceed sales and revenue goals.· Generate business across financial fitness products, including Goal Planning, Budgeting & Taxation, Loan Management,...

  • Sr. MIS Executive

    1 day ago

    Andheri East, Maharashtra, India Jobegy Full time ₹ 4,80,000 - ₹ 6,00,000 per year

    Pay: ₹40, ₹50,000.00 per monthJob description:Job Title: MIS ExpertLocation: Andheri East, Mumbai, IndiaHands on experience in to Excel sheet, goggle sheet ,My Sql database Management.Job Type: Full-timeAbout the Company:We are India's leading advisory company, specializing in providing comprehensive services to both investors and corporates. Our...

  • Sr. Accounts Executive

    2 weeks ago

    Mulund East, Maharashtra, India ValueQuest Investment Advisors Full time ₹ 4,00,000 - ₹ 5,00,000 per year

    Strong exposure and experience in Book-keeping, Accounts payable, Vendor Reconciliations, GL Reconciliations, Audit & Assurance, Tax returns filings.Accounting:1. Manage day-to-day accounting operations, including invoice processing, payment and receipt entries.2. Maintain complete track of debtors and creditors aging reports.3. Prepare financial statements,...

  • Business Development

    2 weeks ago

    Andheri East, Maharashtra, India Ananta resource Management Full time ₹ 10,00,000 - ₹ 12,00,000 per year

    Company: Pecan Reams LLPAbout the Company: Pecan Reams is a dynamic and ambitious organization deeply entrenched in the Real Estate sector. We take pride in our role as trailblazers across various dimensions of Real Estate in the Mumbai Metropolitan Region (MMR).Core Principles Trust-We believe that in the long run we will be successful if we have been able...

  • Strategy & Research (Real Estate)

    3 days ago

    Andheri, Maharashtra, India Stratum Real Estate Advisory Full time ₹ 10,00,000 - ₹ 15,00,000 per year

    (NOTE - Real Estate Experience Is Mandatory)Job Title: Strategy and Research – Real Estate Mandate FirmLocation: Mumbai, IndiaDepartment: Strategy & ResearchReporting To: DirectorsEmployment Type: Full-TimeAbout the Company:We are a real estate mandate and advisory firm specializing in structuring, underwriting, and executing investments across...