84 Financial Advisors jobs in Delhi

• Developing, implementing, and maintaining the organization's risk management framework and policies.
• Conducting comprehensive risk assessments, including credit risk, market risk, operational risk, and liquidity risk.
• Analyzing financial data and market trends to identify potential risks and vulnerabilities.
• Developing and implementing risk mitigation strategies and action plans.
• Preparing detailed risk reports and presentations for senior management and regulatory bodies.
• Monitoring key risk indicators (KRIs) and ensuring compliance with regulatory requirements.
• Collaborating with various departments to embed risk awareness and best practices throughout the organization.
• Utilizing quantitative modeling techniques and statistical tools to assess risk exposure.
• Staying updated on industry best practices, regulatory changes, and emerging risks in the financial sector.
• Participating in internal and external audits related to risk management.
• Mentoring junior analysts and contributing to the team's overall development.

• Elicit, analyze, and document business requirements from stakeholders across financial services domains.
• Develop detailed functional specifications, user stories, and process flows for software development.
• Collaborate with the development and QA teams to ensure accurate implementation and testing of requirements.
• Facilitate and lead user acceptance testing (UAT) sessions, coordinating feedback and sign-offs.
• Analyze existing business processes and identify opportunities for improvement through technology solutions.
• Act as a liaison between business stakeholders and the technical team, ensuring clear communication and understanding.
• Manage requirements traceability throughout the project lifecycle.
• Contribute to project planning, scope definition, and risk assessment.
• Prepare and deliver presentations on business requirements and proposed solutions.
• Stay current with industry trends, emerging technologies, and regulatory changes impacting financial services.
• Mentor junior business analysts and provide guidance on best practices.

• Master's or Bachelor's degree in Finance, Business Administration, Computer Science, Information Technology, or a related field.
• Minimum of 7 years of experience as a Business Analyst, with a significant focus on the financial services industry.
• Proven experience in requirements gathering, documentation, and analysis for complex financial systems (e.g., trading platforms, core banking, wealth management).
• Strong understanding of financial products, market data, trading lifecycle, and relevant regulations.
• Proficiency in using business analysis tools and methodologies (e.g., UML, BPMN).
• Excellent analytical, problem-solving, and critical thinking skills.
• Exceptional communication, presentation, and interpersonal skills.
• Experience with Agile/Scrum methodologies is highly desirable.
• Ability to work independently and manage multiple projects effectively in a remote environment.
• Relevant certifications (e.g., CBAP) are a plus.

• Develop, implement, and maintain the company's compliance program.
• Monitor adherence to all applicable laws, regulations, and internal policies.
• Conduct regular compliance risk assessments and identify areas of concern.
• Provide expert advice and guidance to business units on regulatory matters.
• Draft, review, and update compliance policies and procedures.
• Manage regulatory inquiries, audits, and examinations.
• Develop and deliver compliance training programs to employees.
• Investigate potential compliance breaches and recommend corrective actions.
• Stay current with regulatory changes and industry best practices.
• Prepare compliance reports for senior management and regulatory bodies.

• Law degree or a Master's degree in Finance, Business Administration, or a related field.
• Minimum of 7 years of experience in compliance within the financial services industry.
• In-depth knowledge of Indian financial regulations (RBI, SEBI, etc.).
• Proven experience in developing and implementing compliance programs.
• Strong understanding of financial products, services, and risk management.
• Excellent analytical, problem-solving, and critical thinking skills.
• Exceptional written and verbal communication skills.
• Ability to work independently and manage multiple priorities.
• High level of integrity and ethical standards.

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

About the Company

ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.

About the Role

We are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and advisory.

About the Internship:

As a Wealth Manager, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling. You will have the opportunity to engage in multiple mini-projects across a large number of functional areas. The internship is designed to provide practical exposure to wealth management simulation.

Key Responsibilities

As part of the internship, you will work through a structured set of assignments designed to enhance your understanding of investment strategies and client portfolio management - asset allocation. Your primary responsibilities will include:

1. Wealth Management & Client Engagement

• Learn about client interaction and investment strategies.
• Assist in preparing pitch books and investment presentations for clients.
• Analyze and present market data insights for portfolio recommendations.
• Participate in mock client meetings to develop communication skills.

2. Financial Research & Analysis

• Conduct fundamental and technical analysis of equities and alternative investments.
• Understand debt securities and yield to maturity (YTM) calculations.
• Compare investment options such as corporate bonds, NCDs, and mutual funds.

3. Portfolio & Risk Management

• Develop portfolio allocation strategies.
• Perform AI powered risk profiling using our Virtual Risk Analyser and understand your behavioural biases.
• Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments such as REITs, INVITs etc. with near live price feeds and compare your asset allocation to target asset allocation suggested through AI powered risk profiling.

4. Technical & AI-Driven Financial Tools

• Learn about artificial intelligence in portfolio management.
• Work on Virtual Risk Analyser.
• Work on Virtual Portfolio Analyser.

5. Capstone Project

• Prepare an investment proposal for a client, including:
• Portfolio allocation recommendations.
• Long-term macroeconomic outlook.
• Security/fund selection and justification.

What You Will Learn

• Practical exposure to investment advisory, portfolio construction, and risk analysis.
• Hands-on experience of asset allocation using investment advisory tools.
• Strong analytical and financial modelling skills.
• Enhanced presentation and communication skills.
• Knowledge of AI applications in finance.

Who Should Apply?

• Student of fresh graduate from any academic discipline.
• Strong analytical and problem-solving skills.
• Basic knowledge of Microsoft Office.
• Willingness to self-learn and work in a fast-paced environment.

Internship Details

Duration: Self-paced. Option of 1 month or 2 months within a period of 4 months provided.

Type: Unpaid