Financial Strategy Consultant

About us :

5paisa Capital Ltd. stands at the forefront of India's fintech revolution, offering a comprehensive digital platform for retail investors and traders. With a commitment to democratizing financial services, 5paisa provides a suite of products including Stocks, Futures & Options, Mutual Funds, IPOs, all accessible through user-friendly mobile applications and web platforms. Today 5paisa is a go-to platform for serious traders and investors.

Role Overview :

As an Analyst / Associate, you will support the team in driving the Annual Operating Plan (AOP), conducting market analysis, preparing management reports, and collaborating with cross-functional teams. This role is ideal for someone early in their career who wants to gain exposure to strategy, finance, and business insights.

Key Responsibilities :

• Planning & Forecasting : Assist in preparing and tracking the Annual Operating Plan (AOP), including revenue projections and budgeting inputs.
• Business Analysis : Conduct market research, competitive benchmarking, and funnel deep dives to identify trends and insights.
• Performance Metrics : Support Root Cause Analysis (RCA) on key business metrics to improve campaign efficiency and revenue mix.
• Reporting : Prepare drafts for Monthly Review Meetings (MRMs), Board decks, and internal dashboards;

ensure timely updates and accuracy of data.

What You’ll Bring :

MBA / PGDM preferred but not mandatory.

exposure to BI tools isan advantage.

What You Can Expect :

This isn’t just another job. It’s a front-row seat to the future of finance — and you’re invited.

We value diversity in all its forms — backgrounds, perspectives, experiences — and are committed to building an inclusive environment where every employee feels respected, heard, and empowered to grow. We do not discriminate based on race, religion, caste, color, gender identity or expression, sexual orientation, age, marital status, disability, or any other legally protected status. Our hiring decisions are based on merit, capability, and alignment with our values — always.