Rajesh Kumar SM

Associate Partner

South Delhi, Delhi, India9 yrs 11 mos experience
Most Likely To Switch

Key Highlights

  • Raised over $2.5 billion in capital.
  • Expert in complex financial transactions.
  • Strong network with institutional and private capital partners.
Stackforce AI infers this person is a Fintech expert with extensive experience in investment advisory and capital mobilization.

Contact

LinkedIn

Skills

Core Skills

Deal Origination And StrategyValuation ModelingBusiness Partner SupportCorporate Partnership DevelopmentService DeliveryManagement ProfessionalInvestor RelationsBusiness DevelopmentSales

Other Skills

AccountingBankingBusiness AnalysisBusiness StrategyCoachingCommercial Deal StructuringCommunicationCustomer ServiceDeal SourcingDirector levelDue DiligenceDue Diligence CoordinationEconomicsEnglishFamily Offices

About

Dynamic Associate Director with a proven track record in mobilising capital and structuring complex financial transactions across the Middle East and India. Since 2017, I have successfully advised clients on raising over $2.5 billion in equity, debt syndication, and specialised financing—driving strategic growth, long-term value, and sustainable expansion for founders and investors alike. Leveraging deep market insight and a strong network of institutional and private capital partners, I specialise in end-to-end transaction execution, navigating intricate deal structures and regulatory frameworks with precision and strategic vision. Core Expertise Capital Raised: $2.5B+ across equity, debt syndication, real estate, and situational financing Transaction Types: M&A advisory, equity/debt syndication, and bespoke structured deals Network Reach: Extensive access to PE firms, VCs, angel investors, and family offices I bring together strategic leadership and meticulous execution to deliver tailored financial solutions that maximise value for all stakeholders. Passionate about building lasting financial partnerships that accelerate organisational success and deliver measurable outcomes.

Experience

Auro terra energy pvt ltd

Associate Director

Oct 2024 – Present · 1 yr 5 mos · New Delhi, Delhi, India · On-site

  • Leading Business Development team
Service DeliveryDirector levelManagement Professional

Dnh fintech

Associate Partner - Deal Maker

Mar 2023 – Present · 3 yrs · New Delhi, Delhi, India · On-site

  • Identify Opportunities
  • Client Advisory
  • Pitching and Winning Mandates
  • Financial Analysis and Valuation
  • Execution and Process Management
  • Negotiation and Deal Structuring
  • Closing and Post-Deal
  • strategic advisor, financial expert, and chief negotiator
Deal Origination and StrategyValuation ModelingScenario AnalysisDue Diligence CoordinationMarketing MaterialsManaging the Deal Process+3

Ad hub india

Associate Partner

Mar 2023 – Present · 3 yrs · New Delhi, Delhi, India · On-site

  • Leading Outdoor Advertising Sales and Operation.
Business Partner SupportCorporate Partnership DevelopmentPartner Identification

Faridabad financial services

President

Jun 2021 – Aug 2024 · 3 yrs 2 mos · India · On-site

  • Rajesh is responsible for developing and executing sales strategies for a variety of investment products, including mutual funds, PMS, AIF, and pre-IPO bonds. They work with a team of sales representatives to identify and qualify potential clients, develop customized investment solutions, and close sales.
  • He also responsible for building and maintaining relationships with key decision-makers at institutional investors, high-net-worth individuals, and other potential clients. They must be knowledgeable about the latest market trends and investment opportunities, and they must be able to communicate complex financial concepts in a clear and concise way.
  • In addition to sales and relationship management, Rajesh is also responsible for developing and implementing marketing and advertising campaigns, managing the sales team, and tracking and reporting on sales performance.
  • Develop and execute sales strategies for a variety of investment products
  • Identify and qualify potential clients
  • Develop customized investment solutions
  • Close sales
  • Build and maintain relationships with key decision-makers
  • Stay up-to-date on market trends and investment opportunities
  • Communicate complex financial concepts in a clear and concise way
  • Develop and implement marketing and advertising campaigns
  • Manage the sales team
  • Track and report on sales performance
  • The sales head of an investment advisory firm plays a critical role in the success of the business. They are responsible for generating new business, growing existing relationships, and ensuring that the firm's investment products are sold to the right clients.
  • Be passionate about investing and helping people achieve their financial goals.
  • Develop a deep understanding of the investment products that you sell.
  • Be able to communicate complex financial concepts in a clear and concise way.
  • Build strong relationships with key decision-makers at institutional investors and high-net-worth individuals.
  • Be persistent and never give up on a sale.
Soft SkillsCommunicationMarketing ManagementInvestor RelationsPresentation SkillsBusiness Strategy+11

Moashk securities & investments- kuwait

Head Advisory- Investment

Mar 2019 – Mar 2020 · 1 yr · Kuwait · On-site

  • Rajesh was responsible for the overall sales and marketing of investment products, including mutual funds, AIF, PMS and insurance. He worked with a team of sales representatives to identify and qualify potential clients, develop customized investment solutions, and close sales.
  • Rajesh is also responsible for building and maintaining relationships with key decision-makers at institutional investors, high-net-worth individuals, and other potential clients. He is knowledgeable about the latest market trends and investment opportunities, and He is able to communicate complex financial concepts in a clear and concise way.
  • In addition to sales and relationship management, Rajesh is also responsible for developing and implementing marketing and advertising campaigns, managing the sales team, and tracking and reporting on sales performance.
  • Develop and execute sales strategies for a variety of investment products
  • Identify and qualify potential clients
  • Develop customized investment solutions
  • Close sales
  • Build and maintain relationships with key decision-makers
  • Stay up-to-date on market trends and investment opportunities
  • Communicate complex financial concepts in a clear and concise way
  • Develop and implement marketing and advertising campaigns
  • Manage the sales team
  • Track and report on sales performance
Soft SkillsInterpersonal SkillsInvestor RelationsPresentation SkillsBusiness StrategyDue Diligence+7

Fundsindia

Corporate Sales Manager

Jun 2017 – Dec 2018 · 1 yr 6 mos · Chennai, Tamil Nadu, India · On-site

  • Rajesh was responsible for the overall sales and marketing of investment products, including mutual funds through institutional Sales. He worked with a team of sales representatives to identify and qualify potential clients, develop customized investment solutions, and close sales.
  • Rajesh is also responsible for building and maintaining relationships with key decision-makers at institutional investors, high-net-worth individuals, and other potential clients. He is knowledgeable about the latest market trends and investment opportunities, and He is able to communicate complex financial concepts in a clear and concise way.
  • In addition to sales and relationship management, Rajesh is also responsible for developing and implementing marketing and advertising campaigns, managing the sales team, and tracking and reporting on sales performance.
  • Develop and execute sales strategies for a variety of investment products
  • Identify and qualify potential clients
  • Develop customized investment solutions
  • Close sales
  • Build and maintain relationships with key decision-makers
  • Stay up-to-date on market trends and investment opportunities
  • Communicate complex financial concepts in a clear and concise way
  • Develop and implement marketing and advertising campaigns
  • Manage the sales team
  • Track and report on sales performance
Soft SkillsMarketing ManagementInvestor RelationsPresentation SkillsDue DiligenceProblem Solving+5

Justdial

INFORMATION RETRIVAL OFFICER

Apr 2012 – Dec 2013 · 1 yr 8 mos · Chennai, Tamil Nadu, India

  • BPO
Problem SolvingTeamwork

Ocean shores connet

Cafe Admin And Branch Incharge

May 2010 – Apr 2011 · 11 mos · Ernavur

  • Cafe Admin, DTP Operator.
Problem SolvingTeamwork

Education

Chennai Business School

Post Graduation in Financial Management — Finance and Financial Management Services

Jun 2016 – Jan 2017

APOLLO ARTS AND SCIENCE COLLEGE

Bachelor of Commerce - BCom — Accounting and Finance

Jan 2012 – Jan 2015

SHREE GK JAIN HR SEC SCHOOL

Higher secondary School

Jan 2011 – Jan 2012

SHREE MAHAVEER JAIN HR SEC SCHOOL

SSLC — General Studies

Jan 2010 – Jan 2011

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