Finance Executive

Job Description

Job Description Finance Executive (Fund Generating Department)Position Title:Finance ExecutiveDepartment:Fund Generating / FinanceLocation:[Specify HQ or Regional Location]Reporting To:Team Leader / Regional ManagerJob PurposeThe Finance Executive will play a key role in supporting the companys fund generation activities. This includes identifying potential investors, managing financial and investor documentation, supporting fundraising initiatives, and ensuring compliance with internal and external financial standards.Key Responsibilities
• Assist inraising fundsandgenerating investmentsfor various company projects and financial programs.
• Build and maintain strong relationships withpotential investors, clients, and financial institutions.
• Prepare, organize, and manageinvestment proposals, files, and investor communications.
• Collaborate with Team Leaders and Regional Managers toachieve monthly fundraising targets.
• Conductfinancial data analysisand generate performance reports for ongoing investment activities.
• Ensurecompliancewith company policies and financial documentation standards.
• Attend and supportfinancial presentations and investor meetings.
• Promote the companysinvestment plansand actively contribute to fund generation campaigns.
Key Performance Indicators (KPIs)
• Number of investment files initiated and closed per month
• Total volume of funds mobilized
• Accuracy and timeliness of investor documentation
• Investor satisfaction and retention rate
Required Skills and Competencies
• Excellentcommunication and persuasive skills
• Sound understanding offinancial products, investment processes, and documentation
• Ability to work in atarget-driven and result-oriented environment
• Proficiency inMS Excel, data handling, and financial reporting
• High levels ofintegrity, discipline, and collaboration
Qualifications
• Bachelors degree in Commerce, Finance, or Business Administration (B.Com / M.Com / MBA preferred)
• 0-3 years of relevant experience in finance, investment sales, or fundraising
• Fresherswith strong communication skills and financial aptitude are also encouraged to apply
Compensation
• Fixed Salary:17,000 per month
• Incentives:Based on investment files closed and funds generated
• Performance Bonus:As per company policy

Keyskills :
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