This role is for one of our clients
Industry: Financial Services

Seniority level: Mid-Senior level

Min Experience: 5 years

Location: Mumbai

JobType: full-time

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Role Objective
Support corporate strategy, performance management, and investor communication for a growing

HFC & NBFC. The role focuses on analytics-driven strategy execution, fund-raising support, and

structured engagement with investors, lenders, and credit rating agencies.

Key Responsibilities
Strategy & Business Planning
? Support medium- and long-term strategic planning aligned to growth, profitability, and risk

? Assist in Annual Operating Plan (AOP) preparation covering business, capital, and manpower

? Track strategic initiatives (products, geographies, partnerships, M&A) against milestones

? Conduct market and peer benchmarking; prepare strategy notes and Board decks

Performance & Financial Analytics
? Analyze performance across products and regions; explain variances vs plan

? Build scenario, sensitivity, and stress analyses on growth, margins, credit costs, and capital

? Partner with Finance and Business teams to ensure robust MIS and analytics

Investor Relations & Fund Raising
? Prepare investor presentations, earnings decks, factsheets, and FAQs

? Support engagement with equity investors, PE funds, lenders, and debenture holders? Assist equity and debt fund-raising through IMs, data rooms, and management materials

Rating Agencies, Board & External Interfaces
? Coordinate credit rating agency interactions and track rating sensitivities and covenants

? Support Board and Committee presentations and responses to stakeholder queries

? Liaise with bankers, advisors, and consultants on strategic and capital matters

Key Skills & Competencies
? Strong understanding of HFC / NBFC business models and lending economics

? Hands-on financial analysis, forecasting, and business modelling skills

? Advanced Excel and PowerPoint; BI / Tableau exposure preferred

? Ability to convert complex data into clear strategic and investor narratives

? High ownership, strong communication, and stakeholder management capability

Qualification & Experience
? CA / MBA (Finance or Strategy) from Tier-1 institute / CFA preferred

? 5-9+ years experience in Strategy, Investment Banking, FP&A, Investor Relations, Rating

Agencies, PE/VC, or HFC/NBFC

? Prior exposure to investors, fund-raising, or rating agencies is a strong advantage

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