Top Tech Jobs & Startup Jobs in Mumbai

Lead wealth management business development and branch sales strategy, acquire and retain HNI and retail clients, drive revenue, analyze performance data, and oversee financial product sales. Manage branch operations, compliance, lead-generation channels, sales pipelines, and client relationships. Recruit, train, motivate, and manage in-house sales teams and channel partners while delivering customized investment, insurance, tax, loan, and estate-planning solutions.

The HR Recruiter partners with hiring managers, creates and posts job descriptions, sources and screens candidates, conducts initial interviews, and coordinates interview rounds. They maintain candidate pipelines, support positive candidate experiences, negotiate offers, manage pre-joining formalities, and track recruitment metrics. The role requires managing multiple openings, staying current on recruitment and employer-branding practices, and recruiting primarily within the BFSI sector.

Assist advisors with comprehensive financial plans, client data analysis, cash flow and net worth statements, portfolio reviews, rebalancing, SIP tracking, and investment recommendations. Manage client relationships, onboarding, service requests, presentations, cross-selling, and follow-ups. Research markets, products, tax rules, and SEBI regulations while ensuring risk-aligned recommendations and regulatory compliance. Maintain CRM records and coordinate with research and advisory teams.

Lead wealth management sales and branch revenue growth by acquiring and retaining HNI and retail clients, expanding financial planning products, analyzing sales performance, and managing pipelines. Oversee branch operations, compliance, lead generation, channel partnerships, and client relationships. Recruit, train, motivate, and performance-manage sales teams while delivering customized investment, insurance, and wealth protection solutions.

Own paid advertising, retargeting, email marketing, lead nurturing, CRM lead management, brand campaigns, competitor analysis, and performance reporting. Manage campaigns across Meta, Google, LinkedIn, email, WhatsApp, and Zoho CRM while coordinating with content, design, and sales teams. Track funnel performance, optimize spend and nurture journeys, maintain lead quality, and ensure compliant brand messaging. Over time, build and lead a small marketing team.

Write and edit SEO-friendly finance content, research financial trends and competitors, develop keyword-driven content ideas, use AI tools to support creation, proofread for accuracy, track performance in spreadsheets, and collaborate on SEO content strategies.

Acquire and advise clients on financial planning, investment, and wealth management solutions. Build client relationships, monitor portfolios, assess financial data, and provide tailored recommendations. Drive branch revenue targets, analyze sales and conversion metrics, prepare management reports and forecasts, and identify growth opportunities. Lead and coach sales teams and channel partners while overseeing branch operations, regulatory compliance, and client-facing representation at meetings and industry events.

Manages HNI and retail client relationships, provides equity and derivatives investment advice, reviews and rebalances portfolios, develops new business, and delivers market insights. Ensures SEBI and internal-policy compliance while supporting client retention and revenue growth. Leads, coaches, and monitors junior relationship managers or advisors, ensuring team performance, service quality, and adherence to compliance standards.

Acquire new wealth management clients through prospecting, needs assessments, and solution presentations. Lead and mentor financial advisors and relationship managers while meeting performance and service standards. Build client relationships, provide financial planning and investment guidance, monitor portfolios, analyze financial data, track market and regulatory developments, and represent the firm at client meetings, conferences, and industry forums.

Lead full-stack development of scalable web applications using .NET technologies and Microsoft SQL Server. Design database architectures, optimize T-SQL queries, develop REST APIs, ensure data integrity and security, collaborate with cross-functional teams, conduct code reviews and testing, manage source control, support deployments, and troubleshoot production issues.