Top Tech Jobs & Startup Jobs in Mumbai

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.