54 Financial Advisors jobs in Delhi

Location

New Delhi

Job Description
Job title: Global Financial Services - Marketing Coordinator
Location:
Gurgaon

Job Description:
The Marketing Coordinator is a crucial member of the Marketing team at L.E.K. Consulting. The team is based in India and provides support to the Financial Services (FS) Practice leadership team.

The successful candidate will join the Gurgaon office and will support the firm's Global FS Practice, focusing primarily on supporting global digital marketing operations (website, email, LinkedIn and other social media.) This role will liaise with FS marketers and sector personnel in the USA and in London.

Note
:Candidates must be able to shift their working hours to work until 7/8 PM IST so that they can overlap with US business hours for several hours per day. On occasional days shifting hours to work until 11PM IST may be requested.

The Marketing Coordinator will be responsible for digital content development and coordination efforts, to enable the team to implement holistic marketing campaigns for the leadership team. Day-to-day responsibilities will include marketing coordination with a diverse group of stakeholders, executing targeted marketing campaigns, managing the FS presence on LinkedIn, implementing the social media pipeline, and content creation activities including video production, creation of charts, infographics, illustrations, and other content to support client engagement initiatives, coordination of events and webinars, research, and tracking performance measurement and analytics.

The individual in this role will gain exposure to a holistic B2B marketing set-up, at a fast-moving and international company.

The Role Includes, But Is Not Limited To:

• Working with the Marketing Manager, the Global FS Strategy Lead, and senior leadership to support production and delivery of marketing collateral
• Supporting content generation (website publication, social media promotions, blogs, infographics, reports, articles, etc.)
• Developing an effective social media pipeline and ensuring promotions from Global E.K. accounts, ensuring timely social media coverage, reporting, and tracking
• Cross-functional collaboration with the Global design, digital, and CRM teams to produce and deliver marketing materials (design collateral, videos, infographics, mailers, newsletters, etc.)
• End-to-end development and implementation of email campaigns and newsletters on Pardot, LinkedIn or other channels
• Managing and updating contact lists in CRM systems (Salesforce)
• Research and logistics support for webinars and on-ground events remotely, including networking elements for the teams attending the conference and collaborating with conference organizers on promotion elements
• Supporting the leadership team with business and client development activities, personal branding initiatives and any ad-hoc requests
• Developing/updating standard credentials
• Timely campaign performance measurement, analytics, and tracking using both in-house tools and online platforms
• Support overall brand building efforts for E.K. as a key representative of the marketing team at L.E.K. Consulting
• Coordination with the finance team on expense and marketing budget tracking

Role requirements

• At least 2 to 4 years of relevant experience in a marketing & communications role
• Bachelor's degree or equivalent
• Excellent oral and written English communication skills
• Tact, professionalism, and a high degree of integrity and EQ
• Ability to interact with senior leaders and various stakeholders within the organization
• Ability to be calm, focused, and organized in a fast-paced and ambiguous environment
• A business-oriented focus and attention to detail, ensuring accuracy in each task
• A team player and someone who can collaborate with others
• Proficiency in Excel, PowerPoint, and AI tools
• Strong quantitative capabilities and facility with data-driven analytics
• Familiarity with Customer Relationship Management (CRM) systems (Salesforce), analytical platforms (Google Analytics, Tableau) preferred
• Previous experience in a consulting organization is an advantage

*Benefits And Perks *

• We are among the best-paying firms globally
• We offer a range of other wellness benefits — health insurance, wellness apps, gym reimbursement, etc.

Field Finance: Ship to Collect; GCI; Credit and Collections; Disputes; Cash Applications; Billing

1. Data Collection and Analysis: Gathering data from various sources, cleaning and organizing it, and performing statistical analysis to identify trends and insights

2. Report and Dashboard Creation: Developing and maintaining reports and dashboards using business intelligence (BI) tools and software

3. Communication and Presentation: Effectively communicating findings and recommendations to stakeholders, including senior management, through written reports, presentations, and visualizations

4. Problem Solving: Identifying and resolving issues related to data, reporting, or business processes

5. Collaboration: Working with various departments to understand their data needs and collaborate on projects

6. Process Improvement: Identifying opportunities to improve business processes and workflows based on data insights

7. Data Management: Ensuring the accuracy and validity of data and reports

• Technical Skills: Proficiency in data analysis tools (e.g., SQL, Excel, BI tools)

• Communication Skills: Ability to effectively communicate findings to both technical and non-technical audiences.

• Problem-Solving Skills: Ability to identify and resolve issues related to data, reporting, and business processes.

• Organizational Skills: Ability to manage multiple tasks, prioritize work, and meet deadlines.

• Business Acumen: Understanding of business operations and the ability to apply data insights to improve performance.

• Analytical Skills: Ability to analyze data, identify trends, and draw conclusions.

FedEx was built on a philosophy that puts people first, one we take seriously. We are an equal opportunity/affirmative action employer and we are committed to a diverse, equitable, and inclusive workforce in which we enforce fair treatment, and provide growth opportunities for everyone.

All qualified applicants will receive consideration for employment regardless of age, race, color, national origin, genetics, religion, gender, marital status, pregnancy (including childbirth or a related medical condition), physical or mental disability, or any other characteristic protected by applicable laws, regulations, and ordinances.

FedEx is one of the world's largest express transportation companies and has consistently been selected as one of the top 10 World's Most Admired Companies by "Fortune" magazine. Every day FedEx delivers for its customers with transportation and business solutions, serving more than 220 countries and territories around the globe. We can serve this global network due to our outstanding team of FedEx team members, who are tasked with making every FedEx experience outstanding.

The People-Service-Profit philosophy (P-S-P) describes the principles that govern every FedEx decision, policy, or activity. FedEx takes care of our people; they, in turn, deliver the impeccable service demanded by our customers, who reward us with the profitability necessary to secure our future. The essential element in making the People-Service-Profit philosophy such a positive force for the company is where we close the circle, and return these profits back into the business, and invest back in our people. Our success in the industry is attributed to our people. Through our P-S-P philosophy, we have a work environment that encourages team members to be innovative in delivering the highest possible quality of service to our customers. We care for their well-being, and value their contributions to the company.

Our culture is important for many reasons, and we intentionally bring it to life through our behaviors, actions, and activities in every part of the world. The FedEx culture and values have been a cornerstone of our success and growth since we began in the early 1970's. While other companies can copy our systems, infrastructure, and processes, our culture makes us unique and is often a differentiating factor as we compete and grow in today's global marketplace.

About Our Client

A market-leading financial services organization with a diversified portfolio across lending, wealth, and insurance, backed by strong governance and a high-performing leadership team. The company is undergoing rapid digital transformation and is committed to innovation-led growth.

Job Description

Strategic Thinking:
* Act as a strategic advisor/ sounding board for functions and function heads, proactively identify opportunities, risks, and interdependencies across initiatives and provide insights for informed decision-making.
* Ideate and Design workshops to drive expected outcomes for strategic initiatives.
* Partner along with function heads in formulating strategy, OKRs, Balanced Score Card metrics for concerned functions
* Inculcate strategic thinking as a way of working, impactful storyboards and deliverables
Portfolio Leadership:
* Lead the end-to-end portfolio management process, ensuring initiatives are aligned with strategic imperatives, and delivering intended business value/ outcome.
Cross-functional collaboration:
* Foster a culture of collaboration by bringing together multiple functions and ensuring a unified approach toward portfolio priorities.
* Encourage knowledge sharing, and collective problem-solving across teams.
Program Governance, Change Management:
* Deliver high-quality, insightful, and actionable executive reporting on portfolio status, OKRs, Balance Score Card, risks, and outcomes to senior leadership
* Support change management efforts across initiatives, helping the organization navigate through transformation with minimal disruption and maximum engagement.
Job Description - Associate Director Portfolio Management
Page 3 of 3
* Managing the relationship and communication with business partners and all stakeholders, ensuring the projects/initiatives are delivered to intended outcomes.
Continuous Improvement:
* Identify opportunities to advance portfolio management practices and evolve the function to meet evolving business needs.

The Successful Applicant

Experience, skills
* Graduate from reputed institute, MBA/CA/ BE/B. Tech. from a reputed institute.
* 12+ years of experience in strategy, portfolio management roles.
* Demonstrate ability to lead cross-functional initiatives and manage complex stakeholder environments.
* Strong strategic thinking skills and the ability to connect project-level execution with enterprise-level strategy.
* Proven track record of constructively challenging stakeholders to improve clarity, prioritize efforts, and drive business value.
* Excellent collaboration, communication, and relationship-building skills.
* Strong organizational, problem-solving, and analytical skills.
* PMP, Scrum Master, or other relevant certifications are a plus, but not mandatory.

Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth

Management to join our team in New Delhi. This is an immediate opening for candidates who thrive

in an entrepreneurial and high-impact environment.

About Maple Capital Advisors

Maple Capital Advisors ( is a leading boutique investment banking and

advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth

management. We operate in both domestic and cross-border deal making, with deep India expertise

and a strong international network through Pandion Partners (

We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and

end-to-end deal execution.

Role Overview:

As Manager - Wealth Management, you will be responsible for:

• Build and manage client relationships
• Proactively identify business opportunities in Wealth Management and Investment Banking.
• Develop tailored investment and financial plans across asset classes – mutual funds, AIFs, PMS, direct equities (listed/ unlisted), bonds, and other alternates.
• Manage investment portfolios including asset allocation, portfolio rebalancing, and investment selection - understand financial goals, risk tolerance, and preferences.
• Monitor and review client portfolios, adjusting strategies based on market trends, economic conditions, and client needs.
• Provide regular updates and insights on market trends, macroeconomic conditions, and investment performance.
• Conduct financial and economic research to support client recommendations.
• Collaborate with legal, tax, estate planning, and family office setups for holistic wealth solutions.
• Ensure compliance with regulatory standards and internal protocols.

What we’re looking for

• 3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC.
• Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills, and a proactive, business-development mindset.
• Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office.

Qualifications

• Bachelor’s degree in Finance, Economics, or related fields
• Preferred: MBA, CFA, CA or CFP certification
• Strong academic record and interest in long-term career in wealth management
• Proficiency in financial planning tools, portfolio software, and MS Office
• Ideally based in Delhi/NCR

Maple Capital Advisors
is seeking an experienced, high-performing Manager - Wealth

Management to join our team in New Delhi. This is an immediate opening for candidates who thrive

in an entrepreneurial and high-impact environment.

About Maple Capital Advisors

Maple Capital Advisors ) is a leading boutique investment banking and

advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth

management. We operate in both domestic and cross-border deal making, with deep India expertise

and a strong international network through Pandion Partners ).

We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and

end-to-end deal execution.

Role Overview:

As Manager - Wealth Management, you will be responsible for:

• Build and manage client relationships
• Proactively identify business opportunities in Wealth Management and Investment Banking.
• Develop tailored investment and financial plans across asset classes – mutual funds, AIFs, PMS, direct equities (listed/ unlisted), bonds, and other alternates.
• Manage investment portfolios including asset allocation, portfolio rebalancing, and investment selection - understand financial goals, risk tolerance, and preferences.
• Monitor and review client portfolios, adjusting strategies based on market trends, economic conditions, and client needs.
• Provide regular updates and insights on market trends, macroeconomic conditions, and investment performance.
• Conduct financial and economic research to support client recommendations.
• Collaborate with legal, tax, estate planning, and family office setups for holistic wealth solutions.
• Ensure compliance with regulatory standards and internal protocols.

What we're looking for

• 3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC.
• Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills, and a proactive, business-development mindset.
• Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office.

Qualifications

• Bachelor's degree in Finance, Economics, or related fields
• Preferred: MBA, CFA, CA or CFP certification
• Strong academic record and interest in long-term career in wealth management
• Proficiency in financial planning tools, portfolio software, and MS Office
• Ideally based in Delhi/NCR

Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth

Management to join our team in New Delhi. This is an immediate opening for candidates who thrive

in an entrepreneurial and high-impact environment.

About Maple Capital Advisors

Maple Capital Advisors ( is a leading boutique investment banking and

advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth

management. We operate in both domestic and cross-border deal making, with deep India expertise

and a strong international network through Pandion Partners (

We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and

end-to-end deal execution.

Role Overview:

As Manager - Wealth Management, you will be responsible for:

• Build and manage client relationships
• Proactively identify business opportunities in Wealth Management and Investment Banking.
• Develop tailored investment and financial plans across asset classes – mutual funds, AIFs, PMS, direct equities (listed/ unlisted), bonds, and other alternates.
• Manage investment portfolios including asset allocation, portfolio rebalancing, and investment selection - understand financial goals, risk tolerance, and preferences.
• Monitor and review client portfolios, adjusting strategies based on market trends, economic conditions, and client needs.
• Provide regular updates and insights on market trends, macroeconomic conditions, and investment performance.
• Conduct financial and economic research to support client recommendations.
• Collaborate with legal, tax, estate planning, and family office setups for holistic wealth solutions.
• Ensure compliance with regulatory standards and internal protocols.

What we’re looking for

• 3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC.
• Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills, and a proactive, business-development mindset.
• Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office.

Qualifications

• Bachelor’s degree in Finance, Economics, or related fields
• Preferred: MBA, CFA, CA or CFP certification
• Strong academic record and interest in long-term career in wealth management
• Proficiency in financial planning tools, portfolio software, and MS Office
• Ideally based in Delhi/NCR

Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth

Management to join our team in New Delhi. This is an immediate opening for candidates who thrive

in an entrepreneurial and high-impact environment.

About Maple Capital Advisors

Maple Capital Advisors ( is a leading boutique investment banking and

advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth

management. We operate in both domestic and cross-border deal making, with deep India expertise

and a strong international network through Pandion Partners (

We are a high-conviction, high-touch firm with a strong track record in mid-market transactions and

end-to-end deal execution.

Role Overview:

As Manager - Wealth Management, you will be responsible for:

• Build and manage client relationships
• Proactively identify business opportunities in Wealth Management and Investment Banking.
• Develop tailored investment and financial plans across asset classes – mutual funds, AIFs, PMS, direct equities (listed/ unlisted), bonds, and other alternates.
• Manage investment portfolios including asset allocation, portfolio rebalancing, and investment selection - understand financial goals, risk tolerance, and preferences.
• Monitor and review client portfolios, adjusting strategies based on market trends, economic conditions, and client needs.
• Provide regular updates and insights on market trends, macroeconomic conditions, and investment performance.
• Conduct financial and economic research to support client recommendations.
• Collaborate with legal, tax, estate planning, and family office setups for holistic wealth solutions.
• Ensure compliance with regulatory standards and internal protocols.

What we’re looking for

• 3+ years in wealth management/ private banking, or as a Relationship Manager in a bank or AMC.
• Strong understanding of wealth management products (Mutual Funds, AIFs, PMS, PE) and financial planning strategies. Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills, and a proactive, business-development mindset.
• Experience in managing an existing book of clients and/or supporting a senior wealth manager or family office.

Qualifications

• Bachelor’s degree in Finance, Economics, or related fields
• Preferred: MBA, CFA, CA or CFP certification
• Strong academic record and interest in long-term career in wealth management
• Proficiency in financial planning tools, portfolio software, and MS Office
• Ideally based in Delhi/NCR