Top Tech Jobs & Startup Jobs in Mumbai

Generates and researches leads through online platforms, cold calls, emails, messages, and networking. Qualifies prospects, maintains CRM records, conducts regular follow-ups, builds relationships with potential corporate clients, and converts interest into meetings. Supports the business team with lead insights and customer information. The role requires strong communication, persuasion, trust-building, independent work, teamwork, and familiarity with CRM, email, and social media tools.

Recruit candidates by partnering with hiring managers, posting jobs, sourcing through online platforms and referrals, screening applicants, conducting initial interviews, and coordinating selection rounds. Maintain candidate pipelines, support positive candidate experiences, negotiate offers, manage pre-joining formalities, track recruitment metrics, and stay current on recruiting and employer-branding practices.

Writes accurate, engaging content about personal finance, investing, taxation, insurance, retirement, and wealth management. Responsibilities include collaborating with financial experts, researching fintech and investment trends, scripting videos, creating email campaigns and newsletters, optimizing content for SEO, maintaining brand standards, proofreading, managing the content calendar, and delivering compliant content on schedule.

Supports social media, email, and WhatsApp campaigns; creates and schedules content; conducts customer follow-up calls; coordinates internal marketing activities; processes OPD approvals; maintains campaign records; and provides activity updates.

Acquire new clients, assess financial needs, present investment and financial planning solutions, and build long-term wealth advisory relationships. Advise clients on financial decisions, monitor portfolios, refine financial plans, and stay current on market and regulatory developments. Represent Finnovate at client meetings, conferences, and industry forums while promoting financial literacy and the company’s services.

Manage and grow relationships with UHNI clients through personalized financial advisory, portfolio reviews, investment and insurance recommendations, client acquisition, and cross-selling. Conduct market and regulatory research, ensure SEBI compliance, coordinate transactions with back-office teams, maintain CRM records, achieve acquisition and revenue targets, and mentor junior advisors.

Manage the full employee lifecycle, employee relations, engagement, disciplinary matters, rewards and benefits, performance management, HR analytics, compliance, and organizational development. Partner with business leaders on workforce planning and people strategies while supporting employees across PAN India branches. The role requires approximately 60% travel and includes extensive stakeholder collaboration.

Conduct fundamental equity and sector research for PMS portfolios, build financial and valuation models, track earnings and corporate developments, prepare investment recommendations and reports, support Investment Committee materials, monitor portfolio holdings, benchmark companies, maintain research databases and dashboards, and ensure compliance with SEBI PMS guidelines. The role also contributes to client market updates and portfolio commentaries.

Conduct sector-agnostic equity research for buy-side investment strategies, including financial modeling, company valuation, investment recommendations, portfolio monitoring, risk analysis, and research presentations. The role partners with portfolio managers, tracks industry and macroeconomic developments, participates in management and earnings calls, and supports investment decision-making for a PMS platform.