Tap Invest

Sales Representative

We seek a skilled and driven Sales Representative who excels in a fast-paced sales environment. This

individual will contribute to the attainment of lead acquisition and conversion goals by engaging in

calls, collaborating with channel partners, visiting prospective clients in-person and generating

interest while qualifying prospects.

Responsibilities:

1. Establishing connections with company CXOs through LinkedIn, understanding their needs, and

initiating initial discussions with the relevant channel head.

2. Conducting daily calls to follow up on generated leads, both inbound and outbound, to

assess their qualification.

3. Handling both inbound and outbound calls to evaluate lead qualifications.

4. Comprehending client requirements and effectively presenting product

offerings.

5. Qualifying leads and forwarding them to the respective stakeholders.

Requirements:

1. Demonstrated expertise in handling incoming and outgoing calls.

2. 0 to 1 years of sales experience, preferably in the Fintech sector.

3. Proven track record in successful lead generation.

B2B sales experience is essential.

4. Fundamental knowledge of business banking and lending products.

5. Proficient in managing a high volume of calls daily with a strong phone

presence.

6. Familiarity with CRM systems, such as Freshworks or equivalent.

7. Exceptional verbal and written communication skills.

Effective listening and presentation capabilities.

8. Ability to multitask, prioritize, and efficiently manage time.

9. Previous experience in a financial organization is

advantageous.

Job Description – Sales Operations Job

Title: Sales Operations Executive

Department: Sales

Role Overview

We are looking for a Sales Operations professional to support our sales team and maintain

strong relationships with existing clients. The role will be responsible for ensuring smooth

day-to-day operations, handling client queries, and managing relationships with existing

channel partners. This is an entry-level role, and freshers are welcome to apply.

Key Responsibilities

• Manage and maintain strong relationships with existing clients.

• Handle client queries and coordinate with internal teams to resolve issues on time.

• Follow up with clients to ensure timely transactions and repayments.

• Manage and maintain relationships with existing channel partners.

• Coordinate with channel partners for regular business opportunities and follow-ups.

• Coordinate with internal teams such as Credit, Operations, Risk, and Finance to ensure

smooth execution.

• Maintain accurate records of client and partner interactions.

• Ensure timely follow-up on pending documents, transactions, and other requirements.

Key Skills & Competencies

● Strong client relationship management skills

● Excellent verbal and written communication

● Good follow-up and coordination skills

● Strong problem-solving and ownership mindset

● Ability to manage multiple clients and priorities

● Understanding of lending, working capital, fintech, or financial services is preferred

● Good analytical and reporting skills

● Proficiency in MS Excel / Google Sheets

● Ability to work effectively with cross-functional teams

Finance Controller

BondScanner | Sustvest Broking Pvt. Ltd.

Location: Bangalore (in-office)

Reports to: Co-Founder & CEO

Experience: 8–10 years; CA qualified (mandatory)

Scope: Controllership + asset-liability / treasury management for the BondScanner entity

Team: Builds and leads a small finance function

About BondScanner

BondScanner is India's retail-native bond platform — operated by Sustvest Broking Pvt. Ltd., a SEBI-

registered Online Bond Platform Provider (OBPP). We give retail Indian investors zero-brokerage

access to listed corporate bonds and government securities. Built on rails proven by our predecessor

platform Tap Invest, which served HNI investors at meaningful scale, BondScanner is the retail

expansion of that thesis — and one of the fastest-growing platforms in India's bond market. We're

backed by leading fintech founders and institutional investors, and we're scaling fast.

Why this role matters

As a SEBI-registered stockbroker, BondScanner runs on a foundation of trust — client funds

segregation, daily reconciliation, and clean books are not back-office hygiene, they are the licence to

operate. You will own the finance function end-to-end for the entity: the books, the regulatory filings, the

audits, the client-funds discipline, and the liquidity and capital management that keep us compliant and

investor-ready as we scale. This is a build-and-own role reporting directly to the CEO, with a clear path

to Head of Finance as the business grows.

What you'll own

1. Controllership

• Books of accounts and IndAS-compliant financial statements for Sustvest Broking — accurate,

timely, and audit-ready.

• Statutory and tax audits, internal audits, and SEBI / exchange inspections — owning

preparation, response, and remediation end-to-end.

• All statutory and regulatory filings: SEBI half-yearly net worth certificates, NSE/BSE stockbroker

compliance returns, GST, TDS, advance tax, and MCA filings.

• Monthly MIS and management reporting for the founders and board, with a clean, reconciled

view of revenue, costs, and profitability.

2. Client funds & settlement discipline

• Daily and weekly reconciliation of client funds across pool and settlement accounts, ensuring

complete segregation from the firm's own funds.

• Ownership of the upstreaming of client funds to the clearing corporation and the weekly

settlement / running-account settlement obligations under SEBI rules.

• Settlement reconciliations with exchanges and clearing corporations, and OBPP-specific

reporting under the SEBI Master Circular for Stock Brokers.

• Zero tolerance for client-funds shortfalls — you treat the weekly settlement report as a hard,

penalty-bearing deadline, not an accounting nicety.

3. Asset-liability & treasury management

• Manage the entity's liquidity — ensuring funds are available to meet settlement obligations on

time, every cycle.

• Maintain net worth and regulatory capital comfortably above SEBI minimums; model capital

requirements as transaction volumes scale.

• Own day-to-day cash management, bank relationships, and the firm's own treasury (distinct

from client funds).

• Build the liquidity and capital dashboards the founders need to monitor the entity's financial

health in real time.

4. Audit, fundraise & team

• Lead financial diligence support for fundraising rounds — data room, MIS packs, investor Q&A,

and audit coordination.

• Build and maintain a clean, audit-ready data room from day one, so every round and inspection

finds the books in order.

• Hire, lead, and develop a small finance team across accounts, treasury, and compliance

operations.

• Choose and scale the finance stack — ERP, reconciliation, and regulatory reporting tools —

that supports the next phase of growth.

Who you are

Must-have

• CA qualified (Chartered Accountant) — mandatory.

• 8–10 years of post-qualification experience, with meaningful time in a regulated financial

services entity — stockbroker, NBFC, bank, asset manager, or large fintech.

• Hands-on experience with controllership: books, statutory audits, regulatory filings, and board-

level financial reporting.

• Strong understanding of client funds handling, reconciliation, and settlement — or the ability to

ramp on it quickly from an adjacent regulated background.

• Strong IndAS, GST, and direct tax fundamentals.

• Proven ability to build process and lead a small team.

Strongly preferred

• Direct experience in a SEBI-registered stockbroker or OBPP, with familiarity with the Master

Circular for Stock Brokers.

• Experience handling SEBI / exchange inspections first-hand.

• Exposure to a fundraise on the finance side — diligence, data room, investor MIS.

• Familiarity with bond / fixed-income market mechanics — settlement, CCIL, NSDL/CDSL flows.

How you operate

• You're paranoid about reconciliations. A 1% mismatch keeps you up; a 0.01% mismatch makes

you find the bug.

• You're as comfortable in a regulator's office as in a founder offsite, and you can switch registers

without changing the truth.

• You take ownership without being asked. If something's broken in finance, it's yours to fix.

• You think in systems, not tickets — you'd rather fix the root cause once than patch the symptom

monthly.

What we offer

• Competitive compensation benchmarked to senior fintech roles in Bangalore, with meaningful

ESOPs.

• A direct line to the CEO and a seat at the table as we scale and raise.

• The chance to build a finance function from the ground up at one of India's fastest-growing bond

platforms.

• A clear path to Head of Finance as the business grows.

Job Description

Marketing Executive / Marketing Manager

Department: Marketing

Location: Bangalore

About the Role

We are seeking a dynamic and results-driven Marketing Executive / Marketing Manager to lead channel marketing initiatives that drive partner engagement, enhance brand visibility, and support business growth. The role is responsible for planning and executing marketing campaigns aligned with the sales calendar, enabling the sales team with effective marketing collateral, and ensuring consistent communication with channel partners.

The ideal candidate will collaborate closely with Sales, Product, Design, and Leadership teams to build impactful marketing programs that improve partner participation, generate demand, and strengthen product adoption.

Key Responsibilities

Channel Partner Marketing

• Develop and execute marketing initiatives focused on engaging channel partners.
• Manage partner communication through WhatsApp, email campaigns, push notifications, newsletters, and other digital channels.
• Build and maintain a consistent communication calendar to improve partner awareness and engagement.

Campaign Planning & Execution

• Plan and execute marketing campaigns aligned with the sales and product calendar.
• Drive product launch campaigns, incentive and payout campaigns, seasonal promotions, and business initiatives.
• Monitor campaign performance and optimize campaigns based on engagement metrics and business outcomes.

Sales Enablement

• Create and maintain high-quality marketing collateral, including:
• Product brochures
• Sales presentations and pitch decks
• One-pagers
• Banners and promotional creatives
• Product FAQs
• Campaign communication materials
• Ensure the sales team has access to updated marketing assets that support customer acquisition and partner engagement.

Regional Marketing Support

• Partner with regional sales teams to execute localized marketing initiatives.
• Support field marketing activities, partner events, webinars, roadshows, and activation campaigns.
• Customize campaigns and collateral based on regional business requirements.

Cross-Functional Collaboration

• Work closely with Sales, Product, Design, Operations, and Leadership teams to ensure timely campaign execution.
• Gather feedback from sales teams and channel partners to continuously improve marketing effectiveness.

Reporting & Analytics

• Track campaign performance using predefined KPIs.
• Prepare regular reports on campaign engagement, partner participation, lead generation, and overall marketing effectiveness.
• Recommend improvements based on campaign analytics and business feedback.

Key Performance Indicators (KPIs)

• Campaign engagement and reach
• Partner participation and activation
• Lead generation support for the sales team
• Product campaign adoption
• Sales enablement effectiveness
• Timely delivery of marketing campaigns
• Quality and effectiveness of marketing collateral
• Regional campaign execution success
• Feedback and satisfaction from channel sales teams

Qualifications

Education

• Bachelor's degree in Marketing, Business Administration, Communications, or a related discipline.
• MBA in Marketing is preferred.

Experience

Marketing Executive

• 1–4 years of experience in marketing, preferably in B2B, FinTech, Financial Services, or Channel Marketing.

Marketing Manager

• 5–8 years of experience managing marketing campaigns, partner engagement, and sales enablement initiatives.

Required Skills & Competencies

• Strong campaign planning and execution capabilities.
• Excellent written and verbal communication skills.
• Experience managing email marketing, WhatsApp campaigns, and digital communication channels.
• Ability to create compelling marketing collateral and presentations.
• Strong stakeholder management and cross-functional collaboration skills.
• Analytical mindset with the ability to interpret campaign performance and recommend improvements.
• Excellent project management and organizational skills.
• Proficiency in Microsoft Office and Google Workspace.
• Experience with CRM and marketing automation platforms is preferred.
• Familiarity with Canva, Adobe Creative Suite, or similar design tools is an advantage.

Preferred Industry Experience

• FinTech
• Financial Services
• Wealth Management
• Investment Platforms
• Banking & NBFC

Success in This Role

A successful candidate will:

• Drive consistent engagement with channel partners through structured marketing initiatives.
• Execute high-impact campaigns aligned with business and sales objectives.
• Improve product awareness and partner participation.
• Enable the sales team with timely and effective marketing collateral.
• Support lead generation and revenue growth through strategic marketing programs.
• Build a scalable partner marketing engine that strengthens brand recall and business performance.

Job Title: Wealth Manager

Location: Bengaluru

Department: Wealth Management

Employment Type: Full-Time

About the Role

We are looking for a highly driven, client-centric, and entrepreneurial Wealth Manager to acquire and manage High-Net-Worth Individuals (HNIs), Ultra-HNIs (UHNIs), family offices, corporates, and affluent investors. In addition to driving individual business growth, this role will play a key part in building and mentoring a high-performing wealth management team.

The ideal candidate will combine strong investment advisory expertise with leadership capabilities to grow client relationships, expand the business, and develop a team of Wealth Managers and Relationship Managers.

Key Responsibilities

Client Acquisition & Relationship Management

* Acquire new HNI, UHNI, corporate, and affluent clients through networking, referrals, and strategic partnerships.

* Build and maintain long-term relationships by providing tailored investment advice and exceptional service.

* Understand clients’ financial objectives, liquidity needs, risk appetite, and investment horizon.

* Present investment opportunities across unlisted debt products such as invoice discounting and asset leasing 

Business Development

* Own and achieve monthly, quarterly, and annual revenue, AUM, and investment targets.

* Expand the client base through strategic partnerships, referrals, and market networking.

* Identify new business opportunities and contribute to the growth of TAP’s wealth management business.

Team Leadership & People Management

* Recruit, interview, and onboard Wealth Managers and Relationship Managers in partnership with the HR team.

* Build and develop a high-performing wealth management team aligned with business goals.

* Coach, mentor, and support team members on client acquisition, investment advisory, relationship management, and sales excellence.

* Set individual and team performance goals and monitor progress through regular reviews.

* Drive productivity, accountability, and a performance-oriented culture.

* Conduct regular training sessions on investment products, market trends, compliance, and consultative selling techniques.

* Support succession planning and identify high-potential talent within the team.

Qualifications

* Bachelor’s degree in Finance, Commerce, Business Administration, Economics, or a related field.

* MBA (Finance) preferred.

* NISM, CFP, CFA, or equivalent certifications are an added advantage.

Experience

* 3–10 years of experience in Wealth Management, Private Banking, Investment Advisory, Capital Markets, or Financial Services.

* Demonstrated success in managing HNI/UHNI clients and consistently achieving revenue targets.

* Prior experience leading, hiring, or mentoring sales or wealth management teams is highly preferred.

* Strong understanding of fixed-income products and alternative investments.

Required Skills

* Deep knowledge of fixed-income and alternative investment products.

* Strong leadership, coaching, and people management skills.

* Proven ability to build, manage, and motivate high-performing teams.

* Excellent relationship management and consultative selling skills.

* Strong business development, networking, and negotiation abilities.

* Analytical mindset with sound financial acumen.

* Excellent communication and presentation skills.

* Proficiency in CRM systems, Microsoft Excel, and financial planning tools.

Key Performance Indicators (KPIs)

* Revenue generated

* Assets Under Management (AUM)

* Investment volume closed

* New client acquisition

* Client retention and repeat investments

* Team revenue and productivity

* Hiring and successful onboarding of team members

* Team retention and employee development

* Cross-selling and upselling performance

* Customer satisfaction (NPS/CSAT)

As an Analyst at Tap Invest, you’ll turn data into decisions. You’ll work with teams across

Product, Ops, Marketing, and Sales to uncover insights, solve real business problems, and

drive strategy.

This role is for someone who is comfortable working with data independently and can

support business teams with reliable analysis and reporting.

Key Responsibilities

● Gather, organize, and clean data from various sources including databases,

spreadsheets, and external sources to ensure accuracy and completeness.

● Write SQL queries to pull, validate, and clean data from production databases.

● Build and maintain dashboards, and generate KPI reports. Track performance

against targets and identify areas for optimization.

● Analyze user funnels and investment patterns to surface actionable insights.

● Prepare and present clear, concise reports and visualizations to communicate

findings and recommendations to stakeholders across teams.

● Document data definitions, metrics, and assumptions clearly for consistency and

reuse.

What We’re Looking For

● 1 to 2 years of experience in Data Analytics, Business Analytics, or a similar role.

● Comfortable writing in SQL and validating queries.

● Solid with Excel / Google Sheets (pivot tables, lookups, charts).

● Genuine curiosity about how businesses use data to make decisions.

● Experience with scripts for data automations.

● Prior projects involving production datasets.

Nice to Have

● Familiarity with pandas or any data manipulation library for advanced automations.

● Interest in capital markets, bonds, fixed income or FinTech.

● Exposure to AI tools