Creddinv Technologies Pvt Ltd
Website:
creddinv.in
Job details:
Company Description
Creddinv is an investment banking platform specializing in early-stage fundraising, partnering with startups from Seed to Series A to secure the right capital from suitable investors. By providing tailored support in fundraising strategy, market positioning, and investor relations, Creddinv ensures that startups are both capital-ready and investor-ready. The platform has successfully advised multiple startups across technology and consumer sectors, driving significant fundraising rounds with institutional involvement. With a curated network of over 15,000 registered investors, including 200+ active members, Creddinv enables access to high-quality early-stage opportunities and has mobilized over ₹6 Crore into startups with accessible entry ticket sizes.
Role Description
This is a full-time, on-site role in New Delhi for a Private Wealth Management Specialist at Creddinv. In this role, you will be responsible for assisting high-net-worth clients with their financial planning and investment management needs. Key responsibilities include conducting financial analysis, creating investment strategies, managing client portfolios, and fostering relationships with investors. You will collaborate with the broader team to align client goals with Creddinv’s investment opportunities, ensuring superior customer satisfaction and optimal financial outcomes.
Qualifications
- Strong Financial Planning and Investment Management skills
- Excellent Analytical Skills and ability to evaluate complex financial data
- Proficiency in Finance fundamentals and market trends
- Exceptional Communication and relationship management abilities
- Attention to detail, organizational skills, and ability to work independently
- Knowledge of early-stage fundraising or startup ecosystems is a plus
- Bachelor’s degree in Finance, Business, Economics, or a related field; relevant certifications (e.g., CFA, CFP) are advantageous
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