206 Financial Security jobs in India

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

About the Company

At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive tools, Prosperr.io simplifies financial complexities, providing seamless solutions tailored to the needs of salaried professionals and HR leaders alike. Founded by Manas and Dev Kumar, the company specializes in assisting salaried individuals with tax planning, management, and income tax filing. Recently, Prosperr.io raised $1.55 million in pre-seed funding, led by a prominent investor.

About the Role :

Are you passionate about finance and eager to gain hands-on experience in the world of wealth management? We are looking for a dynamic and motivated Wealth Management Intern to join our team and help drive impactful financial strategies.

Responsibilities :

• Assist in preparing and analyzing financial reports to support wealth management strategies.
• Conduct market research and data analysis to provide insights and recommendations.
• Support the creation of investment portfolios and wealth management presentations.
• Help prepare detailed reports using Excel and PowerPoint for client presentations and internal meetings.
• Collaborate with senior wealth managers and contribute to ongoing client projects.

Required Skills :

• Proficiency in Excel and PowerPoint .
• Strong ability to create insightful and thorough research reports .
• Solid analytical skills to assess and evaluate financial data.
• Good understanding of finance , with the ability to apply theoretical knowledge to practical situations.
• A keen interest in exploring and utilizing AI tools for data analysis and report generation (preferred).

Compensation package : upto INR 2000 per month

Why Join Us?

• Opportunity to learn and grow under the mentorship of experienced professionals in wealth management.
• A dynamic and collaborative work environment that values fresh perspectives and innovation.

Director / Partner Client Relations

Locations – Ahmedabad, Surat, Baroda, Chennai, Bengaluru, Cochin, Hyderabad, Delhi, Mumbai, Pune

Job Objective

• To acquire and engage with Institutional clients i.e. Corporate, SME, Banks, Finance and Institution and manage the portfolios along with giving the market/product updates to the clients and making recommendations thereof.
• The Wealth Management division of our client is engaged in providing strong research-backed financial services advisory to the HNI clients and managing their ongoing financial advisory and Portfolio Management needs. The product portfolio includes Mutual funds, Life insurance, Bonds, Structured products, Real estate advisory, Company fixed deposits & Equity Commodity Broking services etc.
• Partner Client Relations are responsible for Identification and acquisition of Institutional clients and manage the overall relationship. Will also be engaged in providing the Treasury solutions, selling of all investments products and also generating business leads for our SME lending business.
• The critical skill sets that this profile requires are a strong local network, Market and Investment product knowledge, ability to interpret market trends, high collaboration, good communication and negotiation skills, target orientation, acquisition experience/expertise and customer centricity.
• The key job is to provide continuous & superior guidance to the team members to focus on (1) Client acquisition (2) Client retention & deepening (3) positioning the brand effectively to attract talent.

Key Result Areas:

To undertake new client acquisition, retention & growth:

• To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly calls. Daily tracking of targets & personal meeting with clients. To identify potential clients (Corporates/FIs) through referral networks and other channel of sourcing new customers like ads, directories of various corporate associations, internet etc
• To ensure 100% client penetration for business sourced & enabling increase in share of wallet & revenues
• To undertake joint calls with research team / portfolio review of clients with research team / worksite for corporate clients.
• To work with the retail teams in arranging worksites in the premises of Institutional clients

To achieve targeted profitability & fee income

• To maintain sales volumes & achieve targeted revenue from all customers/ products.
• To share regular market updates with clients and provide right investment solution.
• To maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them.

To contribute to customer satisfaction initiatives

• To follow the ethical and fair practices code for selling products
• To ensure regular availability of research material and inputs to the clients
• To ensure that client promises are kept and their grievances are adequately addressed or highlighted
• To keep up breast of the latest developments & report to the Regional Head, research team of the upcoming client requirements to innovate the product/service mix

To ensure policy adherence and documentation

• To be aware of all critical policies & procedures & ensure compliance with them
• To help the risk & review process through continual monitoring of client profile & ensuring thorough documentation relating to proposals & KYC procedures
• To coordinate with CSM and market intermediaries like MFs & banks for smooth transaction and operations

To formulate periodic MIS and track competitor moves and report them periodically

• To send detailed periodic activity & sales reports to the Teal Lead
• To monitor competitor moves and products, marketing initiatives and report the same to the management, product, and research teams

To contribute in skill enhancement

• To ensure ongoing self-development, attend internal and external training programs, and other relevant certifications that enhance the skills in the financial sales services

Must Have

• Should have at least 12 plus years of work experience in wealth related profiles
• Should have managed Ultra HNI customers
• Should have thorough working knowledge of Equity & Debt Markets
• Should be able to get a Book of at least 50 CR to 100 CR of MF + PMS AUM
• Should have spent at least 5 years in the current or Previous organization

Company Description

Anand Rathi Wealth Limited (ARWL) is a NSE 500-listed company that simplifies wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL offers a transparent, data-driven, and objective-focused approach to private wealth management. Certified as a 'Great Place to Work,' ARWL boasts a strong culture of trust and collaboration. The company's offerings include wealth creation, risk management, tax planning support, and estate planning, with a presence in 18+ locations across India and an international office in Dubai.

Role Description

This is a full-time on-site role for an Account Manager based in Chennai. The Account Manager will be responsible for managing client accounts, ensuring client satisfaction, and maintaining strong client relationships. Day-to-day tasks include portfolio management, conducting financial analysis, offering investment advice, and ensuring compliance with regulatory requirements. The role demands excellent communication, analytical, and client-servicing skills to address clients’ financial needs.

Qualifications

• Proficiency in financial analysis, Ms excel, capital market ratios, statistics
• Excellent verbal and written communication skills with focus on Mathematics
• Knowledge of Capital markets will be an added advantage
• Strong analytical skills and attention to detail
• Ability to work on-site in Chennai
• MBA or Qualified CAs only

Salary - Upto 10 lakhs per anum plus work-based incentives/bonus

Overview:

We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house stakeholders. You will collaborate closely with the marketing team, relationship managers, and subject matter experts to produce content.

Key Responsibilities:

• Content Creation: Develop compelling and informative content including brochures, social media posts, website copy, email campaigns and standard communications.
• Financial Insights: Translate complex financial concepts into clear, engaging content for a variety of audiences, from HNWIs (High-Net-Worth Individuals) to retail investors.
• Web Content: Regularly update website content to align with industry trends and company initiatives.
• Campaign Support: Work closely with the marketing and product teams to develop content for integrated marketing campaigns, including wealth management products & presentations.
• Compliance: Ensure all content meets regulatory requirements and is compliant with the firm’s legal and compliance standards.
• Market Research: Stay up to date on wealth management trends, financial market developments, and competitor activities to produce relevant and timely content.
• Collaboration: Partner with financial advisors, relationship managers, and business development teams to identify client needs and create targeted content that supports sales and client engagement.

Qualifications:

• Bachelor’s degree in Journalism, Communications, Finance, or a related field.
• 2+ years of experience in financial writing, preferably in wealth management, financial services, or fintech.
• Strong understanding of financial products, investment strategies, and wealth management services.
• Exceptional writing, editing, and proofreading skills.
• Familiarity with content management systems (CMS) and SEO best practices.
• Ability to translate complex financial concepts into easy-to-understand content.
• Experience with social media platforms, email marketing tools, and digital marketing strategies.
• Attention to detail and ability to work in a fast-paced environment with tight deadlines.
• Familiarity with financial regulations and compliance (preferred but not mandatory).

Company Description

Prosperity Services Kochi

Role Description

This is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi. These are central client-facing roles where professionals advise clients on wealth growth, manage their investment portfolios, and develop personalized financial plans covering investment, retirement, and estate planning.  The role involves managing client portfolios, building strong relationships, identifying business opportunities, and ensuring client satisfaction.

Qualifications

• Demonstrated experience in sales and client relationship management
• Strong communication and interpersonal skills
• Ability to multitask and prioritize in a fast-paced environment
• Knowledge of financial services and products
• Analytical and problem-solving skills
• Bachelor's degree in Business Administration or related field
• Sales Experience in Financial Services Industry is a plus

About Yubi Market

Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed our platform likewise enabling partners and investors to manage needs from a single place. Yubi Group through its subsidiary Aspero specializes in high-rated, short-term non-convertible debentures (NCDs) across the credit rating scale. Aspero offerings yield between 8% to 15%, providing returns that outpace traditional investments like fixed deposits and mutual funds.In the last 4 years of our existence, we have earned the trust & support of the wealth ecosystem. Our goal is to democratize access to high quality financial products to consumers in India through technology & enabling access to investors across categories.

About the role-

The successful candidate will be responsible for managing the product lifecycle for our fee-based third-party products and Privately Managed Portfolios. Specifically, the Product Manager will be accountable for the following:

The tie-up with the third party product providers, mutual funds, insurance companies and Alternate Investment funds etc

Management of discretionary managed programs; ensure compliant design and delivery of our solutions/Products, including Mutual Funds, PE Funds, Insurance, PMS,AIF, Structured Products, REITS, and overseas product basket

Development of long term plans to grow asset book, including enhancing the advisor experience, adding new mandates, product innovation and operational improvements

Domestic and international competitive intelligence

Monitor program sales and profitability against targets and adjust approach when necessary provide monthly review/insights of product sales, assets and profitability

Determine ongoing product evolution/development priorities

Own the design of the client and advisor product experience

Develop business cases for new products or product enhancements

Develop, implement pricing strategies & exhibit a data-driven approach but also comfortable in dealing with ambiguous situations intuitively with sound business acumen

Manage key enterprise stakeholder relationships and product advisory groups

Ensure that product management function is audit-ready at all times

Executive and field presentation development to communicate product management strategy, key initiatives updates, etc.

Foster proactive and productive relationships with channel and support partners

Ensure that the platform remains competitive yet streamlined; that the products are meeting client investment needs and are relevant in the current marketplace

Highly skilled in prioritizing the roadmap and communicating the same to a diverse audience comprising management, central leadership & regional leadership and other teams.

Requirements

Ability to understand the larger industry, organization’s priorities, and develop a clear roadmap for third party & products

Minimum 10+ years of experience in Product Management in Wealth Management Firm

Brings new insights and ideas by using industry knowledge, competitive analysis, regulatory changes, and technology innovations to drive business

Excellent problem-solving and design skills with an ability to define a clear problem statement, user scenarios, use cases including edge cases, and the underlying assumptions.

Ownership attitude to ensure that product is not just designed and developed, but also adopted by the target audience.

Collaborative personality and leadership skills to work with a diverse set of colleagues and drive execution without having direct authority.

Hands-on experience with due diligence with third party products. Will be responsible for incrementally adding to topline growth through constant endeavors to improve the overall value proposition of the product, identifying cross-selling/up-selling opportunities and implementing them

Effectively planning the strategies by understanding the business dynamics, gap analysis, interacting with key stakeholders and framing implementation plan for seamless execution

Design and implementing product positioning, messaging and Go-To-Market Strategy across offline and online channels

To ensure high quality launch materials, customer presentations and sales training.

Have a keen eye to track the latest offering and developments in the market and become a repository for market

• Develop and implement strategic asset allocation models for diverse client portfolios.
• Conduct thorough macroeconomic and market analysis to identify investment opportunities and risks.
• Construct and manage investment portfolios, ensuring alignment with client objectives and risk tolerance.
• Collaborate with financial advisors to present investment strategies and performance reviews to clients.
• Monitor portfolio performance and rebalance as necessary to achieve target returns.
• Research and evaluate various investment vehicles, including equities, fixed income, alternatives, and derivatives.
• Contribute to the development of proprietary investment research and thought leadership.
• Stay abreast of market trends, regulatory changes, and global economic developments.

• Master's degree in Finance, Economics, or a related quantitative field.
• CFA charter or progress towards it is highly preferred.
• Minimum of 7 years of experience in investment management, portfolio management, or investment strategy.
• Proven experience in asset allocation, risk management, and portfolio construction.
• Strong analytical and quantitative skills, with proficiency in financial modeling.
• Excellent communication, presentation, and interpersonal skills.
• Deep understanding of global financial markets and various asset classes.
• Ability to work effectively in a team-oriented, client-focused environment.