Tap Invest

Operations Executive

Experience: 0–2 years |

Team: Operations Team

Job Description Operations Executive is responsible for managing day-to-day operations, ensuring smooth workflows, and improving processes for enhanced efficiency. They act as a bridge between various teams, including sales, customer service, and finance, to ensure operational excellence and compliance with company policies. This role requires strong analytical, problem-solving, and organizational skills to support the company’s objectives and deliver exceptional service to clients. Key Responsibilities • Manage day-to-day deal and investment operations • Coordinate with Sales/RMs, Business, Tech & Marketing teams • Ensure updated deal dockets, trackers and operational MIS • Analyse investor, investment and deal-level data • Work extensively on Excel / Google Sheets • Use basic SQL for data extraction and analysis • Support investor-related processes including payouts, reinvestments and settlements • Coordinate with internal teams for documents and pending requirements • Identify operational gaps and drive issues to closure • Support new features/process launches and testing • Identify opportunities for process improvement and automation

Requirements • 0–2 years of experience in Operations / FinTech / Financial Services / Sales Operations • Strong Excel/Google Sheets skills • Good analytical and problem-solving ability • Strong attention to detail • Good communication and stakeholder-management skills • Ability to manage multiple tasks and follow through independently • Interest in financial/investment products is a plus

Internship duration - 3 months

Conversion to a full-time position after the internship will be based on performance. 

Job Description – Senior KYC Operations Executive

Role Overview

We are looking for a Senior KYC Operations Executive to manage Individual and

Non-Individual KYC cases and ensure timely completion of KYC requirements. The role will

involve handling new, pending and partial KYC cases, resolving customer issues and

coordinating with internal teams for case closure.

Key Responsibilities

● Manage and process Individual and Non-Individual KYC cases.

● Handle partial KYC cases and follow up on pending requirements to convert them

into completed KYC.

● Verify KYC documents and identify missing, incorrect or incomplete information.

● Handle HUF, Corporate, LLP, Partnership and other Non-Individual KYC cases.

● Monitor KRA/NSE status, KYC approvals, rejections and modifications.

● Follow up with customers through calls, email and chat for pending KYC

requirements.

● Resolve customer KYC-related issues and queries within the required TAT.

● Coordinate with internal teams such as Compliance and Customer Support for issue

resolution.

● Update customer and KYC status accurately in the relevant systems.

● Track pending cases and ensure timely closure.

● Handle escalations and complex KYC cases.

● Conduct basic quality checks to ensure KYC documents and processes are accurate.

● Prepare and maintain daily/weekly KYC reports.

● Support the team in improving KYC processes and reducing pending and incomplete cases.

Skills Required

● Good understanding of Individual and Non-Individual KYC.

● Experience handling partial and pending KYC cases.

● Document verification and attention to detail.

● Strong customer handling and problem-solving skills.

● Communication and follow-up skills.

● Ability to manage multiple cases and meet TAT/SLA.

Experience

3–5 years of experience in KYC Operations.

Job Title - Graphic Designer

Location: Bangalore

TAP Invest is a fintech investment platform on a mission to deliver Financial Freedom for All. We provide retail and HNI investors access to curated fixed-income and alternative investment opportunities, including Corporate Bonds, Secured Debt Instruments (SDIs), Invoice Discounting, and Asset Leasing. With a strong focus on transparency, innovation, and investor trust, TAP Invest is building accessible and diversified investment solutions for modern investors.

Job Description:

● Work on various projects and media, using various software programs to Visualize and develop innovative graphic designs that meet business goals

● Obtain input from managers to ensure that designs meet organisational standards and brand expectations, express ideas accurately, and represent the company or client appropriately

● Work independently as well as cooperatively with the marketing team to meet deadlines, stay within budget, and schedule project implementation based on workload, which may include simultaneous projects

● Examine existing processes, identify flaws, and create solutions that improve design capabilities.

● Update and maintain internal databases for designs, photography, and videos Responsibilities -

● Collaborate, brainstorm, and strategise with multiple teams or clients on a wide range of materials that may include web pages, presentations, programming collateral, signage,

● Internal communications, newsletters, and marketing materials

● Translate strategic direction into high-quality design within an established brand identity.

● Develop concepts by hand or with software and execute original content by determining the ideal usage of colour, text, font style, imagery, and layout.

● Use trend intelligence and knowledge of historical and current markets when designing and executing specific classifications

Required skills and qualifications -

● Exceptional creativity and innovative design skills

● 2+ years of experience (academic and professional) with design software, including Illustrator, InDesign, Photoshop, Basic of figma and premiere is a plus.

● Excellent communication and presentation skills

● Organisational and time-management skills for meeting deadlines in a fast-paced environment

● Desire to continue building skill set with education and training

Preferred skills and qualifications-

● Two or more years of experience in professional graphic design, preferably with a creative or marketing agency

● Bachelor’s degree (or equivalent) in graphic design, art, or related discipli

Associate Product Manager TAP INVEST

Location: Bangalore · On-site, 5 days/week in office

Experience: 1–3 years, in Product, Analytics, or Consulting Function:

Product Management

About Tap Invest

Tap Invest is India's leading Fixed Income Investment Platform, committed to empowering investors with secure and smart investment opportunities. Join us in the pursuit of Financial Freedom through our innovative approach to wealth creation. The Role As a Associate Product Manager at Tap Invest, you will own end-to-end product structure for your area - from framing the problem to shipping and measuring the outcome. You'll drive growth-centric features that move core metrics, and lead the infrastructural and platform changes that let the product scale reliably.

What You'll Do → Own end-to-end product structure — from problem framing and scoping to shipping and measuring outcomes. → Build growth-centric features that move activation, engagement, and retention metrics. → Lead infrastructural and platform changes needed to scale the product reliably. → Work closely with engineering, design, and stakeholders to turn strategy into shipped product. → Build high-impact product experiences that help users make smarter investment decisions. → Own outcomes, not just features or sprints. → Tackle complex, ambiguous problems across investments, user engagement, and more.

What We're Looking For → 1–3 years of experience in Product Management, Analytics, or Consulting. → Strong hands-on SQL skills — comfortable pulling and interpreting data independently. → Proven ability to scope problems and write clear PRDs from ambiguous inputs. → A strong sense of ownership — you drive things to closure without being told to. → Ability to lead with clarity, aligning engineering, design, and stakeholders around a shared plan. → Strong with data — comfortable using it to prioritize, validate, and course-correct.

Good to Have → Prior experience in Fintech or BFSI — a strong plus.  

Job Description – Channel Partner Department: Business Development / Partnerships Designation: Channel Partner Location: Bangalore / Bengaluru Employment Type: Full-time Experience: 2–6 years Industry: Fintech / Financial Services / Investments About the Role

We are looking for a driven and relationship-oriented Channel Partner to build, manage, and grow our network of strategic channel partners. The role will involve identifying potential partners, establishing strong business relationships, onboarding them, and driving revenue through partner-led business. The ideal candidate should have strong communication and relationship-management skills, a business development mindset, and an understanding of the financial services or fintech ecosystem.

Key Responsibilities

1. Partner Acquisition

* Identify and onboard new channel partners aligned with the company's business objectives. * Build a strong pipeline of prospective partners through market research, networking, referrals, and direct outreach. * Conduct partner meetings, presentations, and product/business discussions. * Evaluate partner potential based on market reach, customer base, business capability, and revenue potential.

2. Partner Relationship Management

* Develop and maintain long-term relationships with existing channel partners. * Act as the primary point of contact for partners and address their business and operational requirements. * Understand partner needs and identify opportunities for deeper collaboration. * Conduct regular partner reviews and business discussions to drive engagement and productivity.

3. Business & Revenue Growth

* Drive business generation through the channel partner network. * Set and track partner-wise business targets and performance. * Identify opportunities to increase partner contribution and customer acquisition. * Develop initiatives to improve partner activation, productivity, and retention. * Work closely with internal sales and business teams to ensure timely execution and closure of opportunities.

4. Partner Enablement * Ensure partners have a clear understanding of the company's products, processes, and value proposition. * Coordinate product training, onboarding sessions, and sales enablement initiatives. * Provide partners with relevant product information, marketing material, and sales support. * Gather market and partner feedback and share actionable insights with internal teams.

5. Market Development * Identify new markets, partner segments, and business opportunities. * Track competitor activity, market trends, and partner expectations. * Build a strong understanding of the fintech and financial services ecosystem. * Develop strategies to expand the partner network and increase market penetration.

6. Cross-functional Collaboration

* Work closely with Sales, Product, Operations, Marketing, Compliance, and Customer Success teams. * Coordinate partner onboarding and ensure documentation and compliance requirements are completed. * Resolve partner-related operational issues by coordinating with relevant internal stakeholders. * Maintain accurate partner data, pipeline updates, and business reports.

7. Key Performance Indicators (KPIs)

* Number of new partners onboarded * Partner activation and productivity * Partner-generated revenue/business volume * Revenue contribution per partner * Partner retention and engagement * Conversion rate of partner-generated leads * Achievement of monthly/quarterly business targets * Expansion of the active partner network

Requirements *

2–6 years of experience in Channel Sales,

Partner Management, Business Development,     Partnerships, or Relationship Management. * Experience in **fintech, financial services, investments, lending, wealth management, insurance, or related industries** is preferred. * Proven ability to build and manage external business relationships. * Strong communication, negotiation, and presentation skills. * Ability to identify business opportunities and convert them into partnerships. * Strong commercial understanding and target-oriented approach. * Comfortable working in a fast-paced and entrepreneurial environment. * Good analytical and problem-solving skills. * Willingness to travel for partner meetings and business development, when required.

What We Are Looking For

* Strong ownership and execution mindset. * Relationship builder with the ability to establish trust with partners. * High energy and proactive approach to business development. * Ability to work independently and manage multiple partner relationships. * Strong negotiation and stakeholder-management capabilities. * Customer and partner-first approach. * Ability to turn partnerships into measurable business outcomes.

Why Join Us?

* Opportunity to work in a fast-growing fintech environment. * Exposure to the fintech and financial services ecosystem. * Opportunity to build and scale strategic partnerships. * High ownership and visibility across business functions. 

Job Description: Customer Success Executive

Department: Customer Success Team(CX)

Reports To: Customer Success Manager

Role Summary:

The Customer Success executive will be responsible for delivering a seamless support

experience across customer touchpoints including calls, chats, emails, callbacks, and

escalations. The role focuses on improving customer experience, resolving issues efficiently,

and ensuring customer satisfaction throughout the investment journey.

Key Responsibilities:

• Handle incoming and outgoing customer calls,chats, and email support

• Assist customers with account-related queries and partial KYC support

• Resolve customer concerns and coordinate with internal teams for timely closure

• Manage customer escalations and ensure proper follow-up until resolution

• Maintain customer interaction records in CRM systems

• Identify recurring issues and provide feedback for process improvements

• Support customer retention initiatives and improve customer satisfaction metrics

• Deliver a high-quality support experience across all customer touchpoints

Required Skills:

• Strong verbal and written communication skills

• Customer handling and problem-solving ability

• Ability to multitask across calls, chats, and emails

• Good interpersonal and relationship management skills

• Basic understanding of financial products preferred

Qualification & Experience:

• Graduate in any discipline

• 1–3 years of experience in customer support, customer success, or financial services

preferred

Job Description: Customer Success Executive

Department: Customer Success Team(CX)

Reports To: Customer Success Manager

Role Summary:

The Customer Success executive will be responsible for delivering a seamless support

experience across customer touchpoints including calls, chats, emails, callbacks, and

escalations. The role focuses on improving customer experience, resolving issues efficiently,

and ensuring customer satisfaction throughout the investment journey.

Key Responsibilities:

• Handle incoming and outgoing customer calls,chats, and email support

• Assist customers with account-related queries and partial KYC support

• Resolve customer concerns and coordinate with internal teams for timely closure

• Manage customer escalations and ensure proper follow-up until resolution

• Maintain customer interaction records in CRM systems

• Identify recurring issues and provide feedback for process improvements

• Support customer retention initiatives and improve customer satisfaction metrics

• Deliver a high-quality support experience across all customer touchpoints

Required Skills:

• Strong verbal and written communication skills

• Customer handling and problem-solving ability

• Ability to multitask across calls, chats, and emails

• Good interpersonal and relationship management skills

• Basic understanding of financial products preferred

Qualification & Experience:

• Graduate in any discipline

• 1–3 years of experience in customer support, customer success, or financial services

preferred

Marketing Executive/Intern: (0-2 Years)

About the Role: BondScanner is looking for a Marketing Executive/Intern to join our Growth Marketing team, with a strong focus on Affiliate and Influencer Marketing. You'll own day-to-day execution of partner and creator-led growth channels, working directly with senior marketing leadership. Strong performers will be converted to a full-time role at the end of 3 months.

What You'll Do

Affiliate Marketing:

• Identify, onboard, and manage affiliate/partner relationships across finance and investing niches
• Track affiliate performance (clicks, signups, conversions, payouts) and optimize commission structures
• Coordinate with affiliate networks and individual partners on creatives, links, and tracking setup
• Monitor affiliate compliance and flag fraudulent or low-quality traffic

Influencer Marketing:

• Source and shortlist finance/fintech influencers and content creators across Instagram, YouTube, and X
• Manage outreach, negotiation, briefing, and campaign execution end-to-end
• Track influencer campaign performance (reach, engagement, conversions, ROI) and build a repeatable playbook
• Build and maintain relationships with a pipeline of creators for ongoing collaborations

Supporting Channels:

• Support content and social team with campaign assets tied to affiliate/influencer pushes
• Track and report on growth metrics (CAC, conversion rate, ROI by channel) using analytics tools
• Conduct competitor research on affiliate/influencer strategies in the fintech and investing space

What We're Looking For

• Pursuing or recently completed a degree in Marketing, Business, Communications, or related field
• Genuine interest in affiliate and influencer/creator marketing
• Comfortable with outreach and relationship management — cold emails/DMs, negotiation
• Basic understanding of marketing tools or willingness to learn quickly
• Familiarity with social platforms and creator ecosystems (Instagram, YouTube, X)
• Analytical mindset — comfortable tracking ROI and campaign performance
• Excellent written and verbal communication skills
• Self-starter with strong ownership, able to work in a fast-paced startup environment

Details

• Duration: 3 months {Converted to Full time post the tenure after performance review}
• Location: On-site

Key Deliverables:

● We're looking for a Partner Relations ● This role involves building and strengthening our connections with investors to guarantee their contentment and active engagement. ● Act as the go-to contact for any investor-related questions or correspondence. ● Maintain robust relationships with our current investors, ensuring they're well-informed about how their investments are performing through regular updates and reports. ● Formulate and execute customer acquisition and retention strategies. ● Organise and manage investor events, meetings, and presentations, whether online or face-to-face, to conduct investment awareness programs. ● Work closely with other departments, such as finance, legal, and management. ● Keep a pulse on market trends, competitor moves, industry norms and regulatory updates.

Key Competencies and skills:

● Good understanding of Finance and Financial Products ● Outstanding ability to interact and communicate with others. ● Willing to work flexible hours, focusing on customers' needs. ● Dedication to continually learn and adapt in a rapidly changing investment scene. ● Excellent skills in both writing and speaking, capable of explaining complex financial topics simply and directly. ● Excellent at building relationships and interacting with people, always putting the customer first in managing investor relations. ● Capable of juggling multiple tasks and setting priorities in a busy setting. ● Attention to detail and has a keen ability to analyse and solve problems. 

Key Responsibilities Client Acquisition & Relationship Management  Acquire HNI, UHNI, Family Office, Corporate, and Affluent clients through networking, referrals, strategic partnerships, and business development initiatives.  Develop and maintain long-term relationships by delivering personalized investment advisory services.  Understand clients' financial goals, liquidity requirements, risk appetite, and investment horizons.  Recommend suitable investment opportunities across fixed-income and alternative investment products.  Build trust through proactive portfolio reviews and continuous engagement.  Ensure exceptional client experience while maintaining high retention and repeat investment rates. Investment Advisory  Advise clients on investment opportunities across: o Corporate Bonds o Secured Debt Instruments (SDIs) o Invoice Discounting o Asset Leasing o Other Alternative Investment Products  Monitor market trends, interest rates, and economic developments to provide timely investment recommendations.  Ensure investment recommendations align with clients' financial objectives and risk profiles.  Stay updated on regulatory developments impacting investment products.