Key Responsibilities
Understand coverage and buyer criteria and accordingly map companies and transaction opportunities across identified sectors and themes.
Identify and connect with founders, promoters, CXOs, and other key decision-makers.
Conduct targeted outreach through calls, emails, LinkedIn, and industry networks.
Understand companies strategic priorities and assess potential requirements for M&A;, fundraising, or strategic partnerships.
Arrange introductory calls and pitch meetings for the senior team.
Prepare brief company profiles and relevant talking points ahead of meetings.
Maintain the outreach pipeline and regularly follow up with prospective clients.
Coordinate with the execution team following the conversion of an prospect into a mandate.
The role is focused on coverage, relationship-building,



and mandate origination; transaction execution will be managed by a separate team.

Preferred Profile
Undergraduate, preferably with 6 months to 1 year of experience, with a BCom, BA, or BSc and a finance/economics background through education and work experience.
Robust written communication and business development skills.
Comfortable engaging with founders and senior corporate executives.
Basic understanding of corporate finance, investment banking, M&A;, and private capital markets.
Ability to independently conduct secondary research on companies, sectors, and decision-makers.
Highly proactive, persistent, and organised, with a solid focus on meetings and mandate conversion.

📌 Research Analyst Mumbai
🏢 Confluentia Advisors and Consulting
📍 Mumbai