13+ Financial services Jobs in Mumbai | Financial services Job openings in Mumbai

Company: Harmoney

Title: Enterprise Sales Specialist

Location: Santacruz, Mumbai

CTC: Upto 25 LPA (Commensurate with experience)

Company Description

Harmoney is a FinTech start-up, backed by Y Combinator with a $5 Mm funding

Harmoney’s mission is to improve access and efficiency in bond markets using technology. They offer an Electronic Bond Trading Solution for their clients,  addressing a $500 Bn market in India

• Solid team - Founders from Goldman Sachs, Morgan Stanley, Tata Capital, Paysense, and educated at leading schools such as IIT/s and PurdueThe DART platform - Harmoney’s DART software streamlines bond trading with AI-powered trade capture, real-time data, and seamless integration with exchanges. It offers efficient, chat- based trading and supports both live market and RFQ protocols.

Description

As an Enterprise Sales Specialist, you will play a crucial role in expanding our client base and driving adoption of our DART platform for fixed income trading. You will work closely with large financial institutions and other key market participants to showcase the value of our product. This is an excellent opportunity for someone with 3-5 years’ experience selling enterprise products to financial institutions / corporates, who is enthusiastic about making a real impact on India’s fixed income market.

Responsibilities

• Proactively identify and develop a sales pipeline

• Develop the sales strategy for adoption of DART within their defined territory

• Present and demonstrate the capabilities of DART, highlighting how it can transform fixed income trading.

• Manage the end-to-end sales cycle, from lead generation to deal closure

• Collaborate with internal teams (product, marketing, and customer success) to ensure seamless onboarding and delivery for clients

Requirements

• Prior experience: 3-5 years in enterprise sales to financial institutions / large corporates - preferably worked at Bloomberg/Reuters/Omnyses/Finacle etc in their sales domain; OR Fixed in MF/PMS Institutional sales 

• Strong understanding of the fixed income market and enthusiasm for driving change in this sector• Excellent communication and negotiation skills, with the ability to engage with senior stakeholders

• Ability to manage multiple external decision makers and stakeholders to bring a deal to closure

• Self-motivated, result-oriented, and eager to work in a fast-paced start-up environment.

• Ability to work independently and as part of a team.• Minimum qualification: post graduate degree (MBA in Finance preferred) 

What we offer:• A dynamic work environment with the opportunity to shape the future of fixed income trading in India.• Competitive compensation and benefits.• A collaborative team that values innovation and creativity.

Company: CorpCare

Title: Lead Engineer (Full stack developer)

Location: Mumbai (work from office)

CTC: Commensurate with experience

About Us:  

CorpCare is India’s first all-in-one corporate funds and assets management platform. We offer a single-window solution for corporates, family offices, and HNIs. We assist corporates in formulating and managing treasury management policies and conducting reviews with investment committees and the board.

Job Summary:  

The Lead Engineer will be responsible for overseeing the development, implementation, and management of our corporate funds and assets management platform. This role demands a deep understanding of the broking industry/Financial services industry, software engineering, and product management. The ideal candidate will have a robust background in engineering leadership, a proven track record of delivering scalable technology solutions, and strong product knowledge.

Key Responsibilities:

• Engineering Strategy and Vision:

- Develop and communicate a clear engineering vision and strategy aligned with our broking and funds management platform.

- Conduct market research and technical analysis to identify trends, opportunities, and customer needs within the broking industry.

- Define and prioritize the engineering roadmap, ensuring alignment with business goals and customer requirements.

- Lead cross-functional engineering teams (software development, QA, DevOps, etc.) to deliver high-quality products on time and within budget.

- Oversee the entire software development lifecycle, from planning and architecture to development and deployment, ensuring robust and scalable solutions.

- Write detailed technical specifications and guide the engineering teams to ensure clarity and successful execution.

- Leverage your understanding of the broking industry to guide product development and engineering efforts.

- Collaborate with product managers to incorporate industry-specific requirements and ensure the platform meets the needs of brokers, traders, and financial institutions.

- Stay updated with regulatory changes, market trends, and technological advancements within the broking sector.

- Mentor and lead a high-performing engineering team, fostering a culture of innovation, collaboration, and continuous improvement.

- Recruit, train, and retain top engineering talent to build a world-class development team.

- Conduct regular performance reviews and provide constructive feedback to team members.

- Define and track key performance indicators (KPIs) for engineering projects to ensure successful delivery and performance.

- Analyze system performance, user data, and platform metrics to identify areas for improvement and optimization.

- Prepare and present engineering performance reports to senior management and stakeholders.

- Work closely with product managers, sales, marketing, and customer support teams to align engineering efforts with overall business objectives.

- Provide technical guidance and support to sales teams to help them understand the platform's capabilities and competitive advantages.

- Engage with customers, partners, and stakeholders to gather feedback, understand their needs, and validate engineering solutions.

Requirements:

• BE /B. Tech - Computer Science from a top engineering college
• MBA a plus, not required
• 5+ years of experience in software engineering, with at least 2+ years in a leadership role.
• Strong understanding of the broking industry and financial services industry.
• Proven track record of successfully managing and delivering complex software products.
• Excellent communication, presentation, and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Experience with Agile/Scrum methodologies.
• Deep understanding of software architecture, cloud computing, and modern development practices.

Technical Expertise:

• Front-End: React, Next.js, JavaScript, HTML5, CSS3
• Back-End: Node.js, Express.js, RESTful APIs
• Database: MySQL, PostgreSQL, MongoDB
• DevOps: Docker, Kubernetes, AWS (EC2, S3, RDS), CI/CD pipelines
• Version Control: Git, GitHub/GitLab
• Other: TypeScript, Webpack, Babel, ESLint, Redux

Preferred Qualifications:

• Experience in the broking or financial services industry.
• Familiarity with data analytics tools and methodologies.
• Knowledge of user experience (UX) design principles.
• Experience with trading platforms or financial technology products.

This role is ideal for someone who combines strong technical expertise with a deep understanding of the broking industry and a passion for delivering high-impact software solutions.

Company: CorpCare

Title: Head of Engineering/ Head of Product

Location: Mumbai (work from office)

CTC: Annual CTC Up to 25 Lacs

About Us:  

CorpCare is India’s first all-in-one corporate funds and assets management platform. We offer a single-window solution for corporates, family offices, and HNIs. We assist corporates in formulating and managing treasury management policies and conducting reviews with investment committees and the board.

Job Summary:  

The Head of Engineering will be responsible for overseeing the development, implementation, and management of our corporate funds and assets management platform. This role demands a deep understanding of the broking industry/Financial services industry, software engineering, and product management. The ideal candidate will have a robust background in engineering leadership, a proven track record of delivering scalable technology solutions, and strong product knowledge.

Key Responsibilities:

- Develop and communicate a clear engineering vision and strategy aligned with our broking and funds management platform.

- Conduct market research and technical analysis to identify trends, opportunities, and customer needs within the broking industry.

- Define and prioritize the engineering roadmap, ensuring alignment with business goals and customer requirements.

- Lead cross-functional engineering teams (software development, QA, DevOps, etc.) to deliver high-quality products on time and within budget.

- Oversee the entire software development lifecycle, from planning and architecture to development and deployment, ensuring robust and scalable solutions.

- Write detailed technical specifications and guide the engineering teams to ensure clarity and successful execution.

- Leverage your understanding of the broking industry to guide product development and engineering efforts.

- Collaborate with product managers to incorporate industry-specific requirements and ensure the platform meets the needs of brokers, traders, and financial institutions.

- Stay updated with regulatory changes, market trends, and technological advancements within the broking sector.

- Mentor and lead a high-performing engineering team, fostering a culture of innovation, collaboration, and continuous improvement.

- Recruit, train, and retain top engineering talent to build a world-class development team.

- Conduct regular performance reviews and provide constructive feedback to team members.

- Define and track key performance indicators (KPIs) for engineering projects to ensure successful delivery and performance.

- Analyze system performance, user data, and platform metrics to identify areas for improvement and optimization.

- Prepare and present engineering performance reports to senior management and stakeholders.

- Work closely with product managers, sales, marketing, and customer support teams to align engineering efforts with overall business objectives.

- Provide technical guidance and support to sales teams to help them understand the platform's capabilities and competitive advantages.

- Engage with customers, partners, and stakeholders to gather feedback, understand their needs, and validate engineering solutions.

Requirements:

• BE /B. Tech - Computer Science
• MBA a plus, not required
• 5+ years of experience in software engineering, with at least 2+ years in a leadership role.
• Strong understanding of the broking industry and financial services industry.
• Proven track record of successfully managing and delivering complex software products.
• Excellent communication, presentation, and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Experience with Agile/Scrum methodologies.
• Deep understanding of software architecture, cloud computing, and modern development practices.

Technical Expertise:

• Front-End: React, Next.js, JavaScript, HTML5, CSS3
• Back-End: Node.js, Express.js, RESTful APIs
• Database: MySQL, PostgreSQL, MongoDB
• DevOps: Docker, Kubernetes, AWS (EC2, S3, RDS), CI/CD pipelines
• Version Control: Git, GitHub/GitLab
• Other: TypeScript, Webpack, Babel, ESLint, Redux

Preferred Qualifications:

• Experience in the broking or financial services industry.
• Familiarity with data analytics tools and methodologies.
• Knowledge of user experience (UX) design principles.
• Experience with trading platforms or financial technology products.

This role is ideal for someone who combines strong technical expertise with a deep understanding of the broking industry and a passion for delivering high-impact software solutions.

Company Cashflo

Salary: Upto 60LPA

ESOPs

Exp: 5-8Y

We are looking for someone who loves a challenge, is ambitious, super tenacious, and

persistent. S/he is a self-starter, thrives in a dynamic, small start-up environment, has a knack for

understanding customer needs, and loves to get sh*t done! If you check these boxes - we want

to talk to you!

Responsibilities:

Work closely with the Founder/CEO and to define and build the CashFlo platform

Identify customer problems, and latent needs & devise a product roadmap

Communicate and evangelize product output through low-fidelity designs

Collaborate with Sales and Customer Success to understand and eliminate obstacles to

adoption and usage

Work with Marketing to bring new features to life on various communication touchpoints

Collaborate with engineers and designers to arrive at detailed solutions to problems

Execute

Own the roadmap for one or more parts of the product

Work with engineering and design to plan launch scope

Together with engineering and design, break-down scope into launch iterations

Deliver product features as per timelines

Requirements:

Strong communication (written & verbal) and interpersonal skills

You should have worked at a startup or started your own company that shipped a product

An engineering / technical background that will allow you to reason about product

trade-offs and make good choices without significant input from engineers

At least 5 years of experience in a Product Management role

Attention to detail - great products are all about the details

Passion for getting the job done - A combination of grit, hustle and problem-solving skills

to deliver results on time

Prior exposure to the Fintech landscape and understanding of trends in financial services

About the Role 

Hey there, finance ninja! Are you ready to unleash your mamba mentality and take on the role of a Finance and Accounts Head?

We're looking for someone who loves all things finance and wants to build accurate and reliable financial reports and processes. 

If you love a fast-paced and high-functioning work environment and are all about learning, we want you on our team! We're on the hunt for someone super motivated who's ready to take charge as the Finance Head and lead the team to excellence. 

What You'll Do 

Budget-building and cash flow forecasting boss 

• The backbone of our growth plans, setting up financial systems and processes like a pro 

• An extraordinary tax guru 

• Compliance ninja who knows the financial rules and regulations like the back of their hand 

• A financial insights machine that can provide meaningful analysis 

• Risk mitigation master who can spot potential problems before they happen 

• A mentor and leader who can guide the finance and accounting team to greatness 

• A team player who loves collaborating with other teams to create a positive impact 

STATE IN CHARGE

Education

Any Bachelor Degree

Job Description

Establishing good relationships with Bank's LHO, RBO, DSH & Link Branches.

- Appointment of Kiosk operators in allocated URBAN locations.

- Responsible for ensuring completion & submission of documents at the Bank's office for opening CSPs.

- Ensuring proper selection of CSP location & Kiosk Operator with vision of business sustainability.

- Working towards increasing business performance of CSP's

- Controlling & monitoring of CSP's to avoid Frauds.

- Manages all state level activities and coordination .

- Representation at regional level offices as well as district level offices.

- Any other work; as and when required pertaining Financial Inclusion business

Requirement of Candidate:

1. Graduate

2. Min Exp. of 5 years

3. financial inclusion (BFSI) sector

4. Should have handled a team .

5. Computer Skills - Mails, MS Excel, MS Word.

6. Good Communication skills (English and local Language) - Written & Oral

Provide guidance, mentorship and effective knowledge management within the team to ensure profitability

#business

- Identify, assess and manage risks arising out of operational plan, design or delivery

- Manage multiple stakeholders and work closely with them.

- Ensure a balance with sometimes, competing needs and priorities

- Develop guidelines for effective reflection, learning, and change

- Work on the results from learning and reflection exercise to create best practices and introduce process improvements

Employment terms: Full time

Preferred Date of joining: Latest possible

Travel expenses & Mobile reimbursement: As per the team budget and requirement of the role.

If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you!

The WH/TL is a dynamic professional with experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector. (S)he would be responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services.(S)he would be helping the teams to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. (S)he would be a business manager as he would be responsible for P&L of his team.

 Wealth Management, Financial Services, Broking

 Responsible for development and management of respective zone teams, comprising Team Leaders, RMS

Responsibilities:

 Handling a team of Wealth Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, Inspiring and providing guidance to the team to keep the performance levels high

 Maintaining profitability targets by ensuring good IRR and cross sell

 Identifying streams for revenue growth & developing business plans to build consumer preference

 Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues

 Monitoring client’s portfolio performance and rendering sustained advisory services for securing high ROI

 Proven track record of establishing systems/ procedures, thereby contributing in a major way towards augmented growth and profitability level

 Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process

 Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team

 To ensure achievement of acquisition ,activation and other Cross sell targets .To also ensure achievement of sub targets within acquisition with a special focus on Premium segment customers

 To ensure achievement of business and revenue targets attributed for the company.

 Conduct performance reviews for effective monitoring and measuring of results.

Qualifications: Graduate/ MBA/PGDM in Finance

1. Responsible  for taking customer or client calls and offering financial answers to their difficulties and intimating sales with potential customers over the phone.

1. Responsible for assisting consumers or clients with financial purchases.

1. Provide assistance and solutions to the customer regarding financial products and must speak with your supervisor or team leader to resolve any financial difficulties.

1. Provide excellent customer service. 

1. 5. Eager to gain new talents and should have interpersonal, Research and Record Keeping Skills.

Key skills:

1. Must Know  English and at least one  south language ( Kannada, Telugu, Tamil, Malayalam, 

1. Effective communication abilities.

1. Computer Literate.

At least 1+ year of Prior experience as a Tele caller or similar in the Banking or Finance sector.

● Generate loan leads from the partnered institutions, open market and through different channels on the field.
● Develop and maintain relationships with partnered institutions and repeat business
and referral/s.
● Arrange and plan events to generate leads, and handle product queries and
service issues in the partnered institutions.
● Meet clients, verify documents, process files, coordinate for sanction /
disbursement of loans, personalized service to clients.
● Ensure the achievement of a given business target in your territory.

Experience: 1year+ in Banking sales such as personal loans, and home loans.

•  The Analyst will work with our Quant Research team and will assist in projects to improve stock selection, portfolio construction or implementation.
•  Main goals for the candidate would be around developing smart beta index portfolios.
•  Research on topics specific to quant trading, including AI/ML, statistical arbitrage, momentum, mean-reversion, factor investing and applications of statistics and econometrics models.

About the Company:
Torre Capital (https://www.torre.capital/) is a VC funded Singapore based Financial Technology company and a Registered Fund Manager in Singapore. We are creating a fully digital Wealth-Tech to connect family offices and HNI investors with global opportunities, including alternative assets like Private Equity, Venture Capital, Real Estate Funds, and Hedge Funds. We also offer our investors the ability to invest in high-quality global growth startups, private debt opportunities, and other liquid opportunities (Equity baskets, structured products, etc.). Our team comprises of ex-Mckinsey consultants, Asset management veterans, and Digital experts. We are backed by prestigious VC firms and a network of angels and industry leaders.

Role:

Digital Sales Manager with experience in Financial Services Sales in that particular city. Role reports to Sr. Wealth Manager / Sr. Digital Wealth Manager. 

Experience:

Candidates  with experience Fintech Space / B2B sales-digital sales in large Tech Startups and with existing network of HNIs 

Location:

Mumbai / Ahmedabad/ Bangalore/ Kolkata / Chennai/ Hyderabad / Pune / Jaipur / Surat / Rajkot/ Gurgaon / Noida / Chandigarh / Kochi (Cochin) / Vizag

Role Description:

• You work with the City’s biggest family offices and HNIs to onboard and activate them as our investors.
• Leading our outreach initiative, developing relations with new partners and building firm commitments for collaboration
• Negotiating attractive partnership deals and ensuring mutually beneficial partnership terms that are in line with business objectives and strategy.
• Maintaining and deepening relationships with existing partners.
• Conceptualizing and leading initiatives that give way to potential new revenue channels.
• Developing metrics to measure ROI from the synergies forged.
• Liaising with cross functional teams to create successful outcomes for both the business and its partners.

Qualifications:

• You have a Masters in Business Administration or related discipline from a top tier college or university
• You have at least 2- 5 years experience within a strategic engagements, partnerships & alliances, B2B account management or similar roles.
• You are aware of & are intersted  in the FinTech ecosystem.
• You possess excellent interpersonal as well as written and verbal communication skills.
• You have a proven track record of meeting/exceeding your targets in your previous roles.
• You have a strong experience within consultative sales and possess the ability to prospect and manage senior level relationships.

What We Offer:
To start with, what we give is a market sustenance compensation and no benefits. If you continue post the first 6 months, we offer a market comp AND performance linked bonus. We firmly believe in the partnership model and any success will be equitably shared. What is on the plate is an entrepreneurial opportunity to build a fintech from scratch, an independent environment where everyone is a co-owner, and a strong team of equally talented individuals. Folks looking for a large paycheck on Day 1 kindly excuse.

Relevant leadership experience of approx. 20+ years for similar scale, diversity and complexity

You will stand out if you have the following (Good to have):

Experience in working with Senior Management/Executive Leadership