Business Strategy

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.

Investor & Leadership Support : Assist in updating investor presentations, leadership decks, and executive reports.

Cross-functional Collaboration : Work closely with internal stakeholders and external partners on strategic initiatives.

Preferred Qualifications and Skills :

• Bachelor’s degree in Business, Finance, Economics, Engineering, or related fields; MBA / PGDM preferred but not mandatory.
• 1–3 years of experience in strategy, business planning, consulting, analytics, or financial services.
• Strong proficiency in MS Excel and PowerPoint; exposure to BI tools is an advantage.
• Analytical mindset with attention to detail and ability to interpret data into insights.
• Strong written and verbal communication skills.
• Self-starter, eager to learn, and comfortable working in a fast-paced environment.

What You Can Expect :

Be part of a team that values continuous learning in the Legal and Compliance framework and encourages mentorship. Your journey with us will involve expanding your skill set and shaping your career path.

Expect a dynamic and challenging work environment where your expertise directly influences the success of our private cloud platform.

Experience a collaborative culture where your contributions matter. Foster a learning environment by providing mentorship and technical leadership.

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.