Top Tech Jobs & Startup Jobs in Mumbai

Build client relationships, understand financial goals, and provide personalized guidance on financial planning, investments, wealth management, and long-term financial decisions. Analyze financial data, monitor plan progress, optimize recommendations, track market and regulatory developments, and represent Finnovate at conferences and industry events to promote financial education.

Build and manage relationships with doctors, hospitals, doctors’ associations, and pharmaceutical companies. Generate qualified leads through databases, meetings, webinars, round tables, and events. Organize financial education initiatives for doctors, establish institutional partnerships, coordinate event participation, and support outreach across multiple locations. Strong healthcare or pharmaceutical industry connections and event-organizing experience are required; finance expertise is not necessary.

Write engaging finance-focused content, including public relations articles, blogs, newsletters, and video scripts. Collaborate with internal financial experts, monitor industry trends and news, and incorporate relevant developments into content. The role requires strong financial knowledge and at least four years of finance-domain content writing experience.

Build and maintain a doctor outreach database; develop relationships with doctors, associations, hospitals, and pharmaceutical companies; organize round tables, webinars, events, and expert meetings; and promote financial fitness education for doctors. The role requires strong communication, relationship-building, event coordination, independent execution, and the ability to manage multiple initiatives.

Lead centralized, multi-city offline marketing strategy, funnel-based campaigns, event calendars, branch coordination, partnership development, brand governance, budget allocation, ROI tracking, vendor frameworks, and compliance processes. Mentor branch coordinators, create scalable event formats and SOPs, align initiatives with sales targets, and ensure consistent premium experiences for professional and high-net-worth audiences.

Develop and execute finance-focused content strategy across websites, blogs, social media, email, video, and product channels. Manage content calendars, conduct audience and industry research, write and edit accessible financial content, maintain brand consistency, and collaborate with marketing, product, design, SEO, research, and finance experts. Analyze performance, optimize content, ensure SEO alignment, and maintain accuracy, clarity, compliance, and timely delivery.

Develop and maintain WealthTech web applications and platforms using .NET. Responsibilities include designing, coding, testing, implementing, and supporting features; enhancing user interfaces; developing REST and SOAP integrations; troubleshooting defects; participating in architecture discussions, product meetings, and code reviews; and working with functional teams on product modules.

Writes and edits finance-focused content including articles, blogs, newsletters, scripts, reports, social media, case studies, website pages, and product documents. Researches fintech and personal finance trends, simplifies complex investment topics, collaborates with financial experts and internal teams, ensures SEO alignment and factual accuracy, follows brand guidelines, and manages timely content delivery through a content calendar.

Manage social media content and engagement across multiple platforms, coordinate content calendars and visual assets, apply SEO best practices, monitor website and campaign analytics, run digital advertising campaigns, prepare performance reports, conduct competitor analysis, and support broader marketing initiatives.

Acquire and advise clients on financial planning, investment, and wealth management solutions. Build client relationships, monitor portfolios, analyze market and sales data, prepare forecasts and dashboards, achieve branch revenue targets, lead sales teams and channel partners, represent the company externally, and oversee compliant branch operations.