MUMBAI · FULL TIMERelationship Manager — Wealth
Build and deepen relationships with affluent and HNI clients by understanding their financial priorities, coordinating investment conversations and maintaining a high standard of ongoing service.
What you will work on
Client discovery and review meetings; portfolio and goal discussions; coordination with investment, planning and operations teams; preparation for client reviews; and disciplined follow-through on agreed actions.
Experience: 4–8 years in wealth management, private banking, financial distribution or a related client-facing role.
MUMBAI · FULL TIMEInvestment Research Analyst
Support research and portfolio conversations with structured analysis of companies, sectors, asset classes and market themes across Indian markets.
What you will work on
Company and sector research; investment notes; valuation and thesis tracking; monitoring portfolio exposures; maintaining research libraries; and turning market information into concise decision support.
Experience: 2–5 years in equity research, asset management, wealth management research or investment analysis.
MUMBAI · FULL TIMEClient Service & Operations Manager
Own the operational rhythm behind a high-quality client experience, ensuring requests, documentation, reporting and follow-ups move accurately and on time.
What you will work on
Client onboarding coordination; service workflows; document and data quality; reporting support; exception tracking; and process improvements across front-office and operations teams.
Experience: 5–9 years in wealth management operations, banking operations, financial services or a similar service environment.
MUMBAI / HYBRID · FULL TIMEProduct & Digital Experience Lead
Shape digital journeys that make financial planning, investment education and client communication simpler and more useful.
What you will work on
Journey mapping; website and digital product requirements; analytics-led optimisation; calculator and content experiences; user testing; and collaboration with design, engineering and business teams.
Experience: 6–10 years in digital product, fintech, financial services technology or experience design.
