Financial advisor

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.

Skills & Experience

● Minimum 8 years of experience in sourcing and managing HNI clients in wealth management or related financial services.

● Strong understanding of Equity and Debt Capital Markets, mutual funds, insurance, and structured investment solutions.

● Familiarity with global markets and international investment products will be an added advantage.

● High level of comfort with technology platforms, digital tools, CRM systems, and AI-assisted advisory workflows.

● Excellent communication, presentation, negotiation, and relationship management skills with strong proficiency in English

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)

Job description

We are looking for an experienced professional to lead our investment planning, project analysis, and company growth strategy. The ideal candidate should have strong experience in investment firms, banking, corporate strategy, or consulting.

Key Responsibilities

• Evaluate new projects and prepare financial models, ROI, and feasibility reports.

• Support investor meetings, funding discussions, and due diligence.

• Prepare business plans, pitch decks, and financial projections.

• Identify growth opportunities and drive company expansion strategies.

• Coordinate with internal teams to monitor project execution and KPIs.

1. Investment Planning & Evaluation

• Conduct financial feasibility studies for new projects and expansion initiatives.

• Build detailed financial models, ROI calculations, and risk analysis for investment decisions.

• Prepare investment proposals, valuation reports, and pitch decks for investors.

2. Funding & Investor Coordination

• Support leadership in meetings with investors, banks, and funding agencies.

• Coordinate due diligence materials, business plans, financial projections, and compliance documents.

• Evaluate various funding options (Equity, Debt, Grants, Strategic Investors).

Requirements

• MBA (Finance) / CA / CFA preferred.

• Strong skills in investment analysis, valuation, financial modelling & strategy.

• Excellent communication and presentation skills.

• Experience in tech or EdTech companies is a plus.

Investment banking

• Corporate finance

• Venture capital

• Strategy consulting

• FP&A roles in high-growth companies

Why Join Us?

• Work directly with founders on growth and investment decisions.

• High-impact role in a rapidly scaling tech company.

Position: Corporate Sales Manager –

Mutual Fund Role Overview The role involves engaging with Corporate, HNI, UHNI and Retail clients to provide customized investment advisory solutions, manage key relationships, and drive business growth.

Depending on experience, the incumbent will be responsible for one or more activities related to client acquisition, surplus management, financial advisory, relationship development, and marketing of investment products.

This position requires strong client-facing abilities, strong understanding of financial products, and the capability to deliver high-quality, insights-led advisory services.

Key Responsibilities

● Understand client requirements and recommend investment products aligned with financial objectives and risk profile.

● Advise Corporate, HNI, and Retail clients on surplus fund management and portfolio suitability.

● Stay updated on financial markets, economic conditions, and investment product offerings.

● Meet corporate clients (primarily Treasury, Finance & Accounts teams), HNIs, and retail prospects to introduce SPA’s wealth and advisory services.

● Generate business leads, evaluate enquiries, and propose effective investment solutions.

● Identify and develop relationships with strategic partners to expand outreach and opportunities.

● Manage client relationships end-to-end, ensuring proactive engagement and personalized service.

● Retain and expand the existing client base through structured follow-ups and consistent value delivery.

● Ensure timely resolution of post-sales service issues and continuously explore cross sell/up-sell opportunities.

● Work closely with internal research, product, and marketing teams to develop relevant investment ideas and marketing collateral.

● Enhance SPA’s visibility and recall as a preferred wealth advisor among Asset Management Companies and Clients.

● Maintain professional conduct and ensure high service quality to meet and exceed client expectations.

Skills & Experience

● Minimum 8 years of experience in sourcing and managing HNI clients in wealth management or related financial services.

● Strong understanding of Equity and Debt Capital Markets, mutual funds, insurance, and structured investment solutions.

● Familiarity with global markets and international investment products will be an added advantage.

● High level of comfort with technology platforms, digital tools, CRM systems, and AI assisted advisory workflows.

● Excellent communication, presentation, negotiation, and relationship management skills with strong proficiency in English.

Qualifications & Certifications

● Degree in Finance with qualifications such as CA / CFA / MBA / PGDM and a strong academic background.

● Mandatory NISM / AMFI certifications.

● Certifications in FinTech, AI in Finance, Data Analytics, or Digital Wealth Management will be considered a strong bonus.

● Existing strong client relationships will be given due weight. Remuneration Compensation will be as par with the best in the industry, with an attractive performance linked variable structure.

Location: Janakpuri, New Delhi

Duties and Responsibilities

1. Build, lead, and motivate large teams, fostering a growth mindset and high performance
2. Develop and execute business strategies aligned with the company's vision to drive revenue, client acquisition, and market share expansion
3. Lead new account acquisition, product development, and management of the existing product suite
4. Build and maintain strong relationships with key clients, providing regular advice on market opportunities and trading strategies
5. Innovate and leverage technology for new product launches and cost optimization.
6. Ensure high levels of customer experience and satisfaction.
7. Analyze market trends, customer feedback, and competitor activities to identify new business opportunities and cross-selling avenues
8. Oversee day-to-day operations, ensuring efficiency and regulatory compliance across all channels
9. Present and implement plans for client base and revenue growth, operational efficiency, cost optimization, and digitization
10. Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
11. Prepare and present investment and portfolio reports to clients, and conduct meetings or presentations as needed
12. Achieve revenue and client activation targets through effective advisory and relationship management
13. Attain through knowledge about stock market terms and trading practices

Job Title: Manager - Product, Finance & Actuarial

Role: Domain Expert / Specialist – Fund Accounting & Portfolio Management

Location: Hyderabad

Job Type: Full-time

Job Summary

We are looking for a highly analytical and detail-oriented Domain Expert/Specialist in Fund Accounting & Portfolio Management to join our Product, Finance & Actuarial team. The ideal candidate should possess strong expertise in fund accounting, portfolio management services (PMS), investment operations, financial analysis, and reconciliation processes.

In this role, you will work closely with business stakeholders and the engineering team to translate complex financial and investment workflows into scalable product solutions. You will also lead analysts, drive process improvements, ensure quality deliverables, and support the development of financial products and reporting solutions.

Key Responsibilities

• Act as a subject matter expert in Fund Accounting, Portfolio Management Services (PMS), investment operations, and financial reporting.
• Understand client requirements, regulatory guidelines, compliance needs, and investment workflows, and translate them into clear business and functional requirements.
• Collaborate with cross-functional teams to enhance financial products and automate operational workflows.
• Conduct detailed financial analysis to support product development, business decisions, and operational improvements.
• Develop, validate, and maintain financial models, including portfolio valuations, cash flows, NAV calculations, reconciliations, and performance reporting.
• Analyze financial data, identify trends, investigate variances, perform reconciliations, and recommend process improvements.
• Prepare reports, dashboards, presentations, and analytical insights for internal stakeholders and clients.
• Investigate portfolio, accounting, and reconciliation issues, providing timely resolutions and communicating findings effectively with clients and stakeholders.
• Lead, mentor, and manage analysts while ensuring timely delivery, accuracy, and quality of work.
• Create and maintain documentation for financial models, business processes, workflows, and product requirements.
• Support senior management with business analysis, product enhancements, and strategic initiatives.

Requirements

Qualifications & Skills

• Bachelor's degree in Finance, Accounting, Commerce, Economics, Mathematics, Statistics, or a related discipline.
• Professional qualifications such as CA, CFA, CPA, FRM, CMA, MBA (Finance), or equivalent will be an added advantage.
• 4–8 years of experience in Fund Accounting, Portfolio Management Services (PMS), Asset Management, Investment Operations, Financial Analysis, or similar domains.
• Strong understanding of fund accounting principles, portfolio accounting, financial statements, investment products, and reconciliation processes.
• Experience in financial modelling, reporting, and analytical problem-solving.
• Advanced proficiency in Microsoft Excel and MS Office applications (Word, PowerPoint, Email).
• Experience working with financial systems, investment platforms, or portfolio management applications is preferred.
• Strong analytical, quantitative, and problem-solving abilities.
• Excellent communication and stakeholder management skills.
• Ability to lead teams, manage multiple priorities, and deliver high-quality results within deadlines.
• Strong attention to detail with a continuous improvement mindset.

Job Role: Wealth Management Associate.

Job Location: Gurugram (Onsite)

Job Type: Full Time.

Relevant Experience:

• Minimum 6 months experience in wealth management operations, equity research, or investment advisory support.
• Exposure to equities, ETFs, mutual funds, and crypto instruments.
• Experience in portfolio analysis, market research, and client reporting.
• Familiarity with corporate actions, dividends, NAV movements, and financial statements.
• Experience working with RM teams / PMS / AIF setups preferred

Key Skills:

• Capital markets & investment products knowledge
• Equity & fund analysis
• Financial statement analysis
• Advanced Excel & MIS
• NISM certification preferred

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.

Primary Responsibilities:

• Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.
• Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.
• Drive overall growth in liabilities and investment products within the HNI segment.
• Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).
• Develop and expand customer relationships for both liability and retail asset products.
• Inform clients about new products and enhancements to deepen and broaden banking relationships.
• Ensure portfolio profitability by cross-selling and up-selling across the Bank’s product suite.
• Manage segment-wise customer migration to enhance profitability and optimize service delivery.

Additional Responsibilities:

• Deliver a superior service experience that exceeds the expectations of clients.
• Proactively identify potential problem accounts and implement risk-mitigating strategies.
• Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies.
• Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs.
• Accurately and consistently record all sales and client engagement activities in the CRM system.
• Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management.
• Foster long-term client relationships through trust, transparency, and proactive engagement