Top Tech Jobs & Startup Jobs in Mumbai

Manage daily wealth management operations across mutual fund purchases, redemptions, switches, SIPs, BSE transactions, KYC, onboarding, documentation, reconciliation, and client servicing. Resolve client and internal queries, coordinate with AMCs, BSE, RTAs, and other partners, track pending issues, maintain records and audit trails, prepare MIS reports, and ensure transactions comply with internal processes and regulatory requirements.

Lead centralized offline marketing strategy across regions, developing funnel-based calendars, repeatable event frameworks, partnership models, brand standards, budgets, compliance processes, and ROI measurement. The role guides branch-level coordinators, collaborates with branch leaders and local partners, oversees event quality and governance, and supports premium brand positioning through strategic initiatives rather than last-mile logistics.

Acquire clients, assess financial needs, and present investment and wealth-management solutions. Build client relationships, advise on financial decisions, monitor portfolios, refine financial plans, and provide guidance based on market and regulatory developments. Represent the company at client meetings, conferences, and industry forums while promoting financial literacy and brand visibility.

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.

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 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.

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.