Top Tech Jobs & Startup Jobs in Mumbai

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.

Build and manage client relationships by understanding financial goals and delivering personalized financial planning, investment, and wealth management solutions. Advise clients on long-term financial decisions, analyze financial data, optimize plans, monitor market and regulatory developments, and represent Finnovate at industry events. The role also involves stakeholder engagement, financial education, and business development.

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.

Write accurate, engaging finance content covering personal finance, investing, tax planning, insurance, retirement, and wealth building. Develop scripts for short- and long-form videos and create email campaigns and newsletters. Research fintech and wealth management trends, collaborate with financial experts and internal teams, ensure SEO and brand alignment, proofread content, maintain factual and regulatory accuracy, and manage the content calendar for timely delivery.

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.

Lead centralized offline marketing strategy across regions, developing funnel-based campaigns, event calendars, partnership models, brand standards, budgets, compliance processes, and ROI frameworks. The role supervises branch marketing coordinators, guides localized initiatives, manages stakeholders and vendors, and ensures consistent premium experiences without owning last-mile event logistics.