644 Financial Security jobs in India

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About the Company

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. Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million.

About the Role

The Branch Head at Yubi Markets is the ultimate face of the business as (s)he is going to be the first point of contact with the client. (S)he would be responsible for acquiring channel partners, IFA/MFD’s and managing & retaining such relationships by delivering the best standards of services.

Responsibilities

• To acquire, build and maintain strong relationships with IFA, MFD & RIA.
• To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCD’s PTCs, etc.
• To educate clients on the features, benefits, and risks associated with various wealth management products.
• To identify new business opportunities and generate leads through networking and referrals.
• To drive business growth by effectively cross-selling wealth management products and services to existing clients.
• To achieve revenue targets and contribute to the overall growth of the wealth management business.
• To conduct thorough due diligence on investment products and providers to mitigate risks.
• To maintain accurate records of client interactions and transactions in accordance with compliance standards.
• To conduct and assist in organizing seminars, workshops and other business development activities.

Qualifications

• Graduate or Master’s Degree in finance, business administration, or a related field preferred with prior experience working in a Wealth Management set up.

Required Skills

• Should have a proven track record of building and managing relationships with Channel Partners (IFA/MFD/RIA) minimum of 8 years.
• Should have a strong understanding of wealth management products, Debentures, AIFs, PMS, MF etc.
• Strong communication sales and a track record of achieving targets and achieving incentives.
• Should have excellent communication, presentation, and negotiation skills.
• Should have the ability to work independently and as part of a team in a fast-paced environment.
• Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.

Preferred Skills

• To maintain accurate records of client interactions and transactions in accordance with compliance standards.
• To conduct and assist in organising seminars, workshops and other business development activities.

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About the Company

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. Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million.

About the Role

The Branch Head at Yubi Markets is the ultimate face of the business as (s)he is going to be the first point of contact with the client. (S)he would be responsible for acquiring channel partners, IFA/MFD’s and managing & retaining such relationships by delivering the best standards of services.

Responsibilities

• To acquire, build and maintain strong relationships with IFA, MFD & RIA.
• To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCD’s PTCs, etc.
• To educate clients on the features, benefits, and risks associated with various wealth management products.
• To identify new business opportunities and generate leads through networking and referrals.
• To drive business growth by effectively cross-selling wealth management products and services to existing clients.
• To achieve revenue targets and contribute to the overall growth of the wealth management business.
• To conduct thorough due diligence on investment products and providers to mitigate risks.
• To maintain accurate records of client interactions and transactions in accordance with compliance standards.
• To conduct and assist in organizing seminars, workshops and other business development activities.

Qualifications

• Graduate or Master’s Degree in finance, business administration, or a related field preferred with prior experience working in a Wealth Management set up.

Required Skills

• Should have a proven track record of building and managing relationships with Channel Partners (IFA/MFD/RIA) minimum of 8 years.
• Should have a strong understanding of wealth management products, Debentures, AIFs, PMS, MF etc.
• Strong communication sales and a track record of achieving targets and achieving incentives.
• Should have excellent communication, presentation, and negotiation skills.
• Should have the ability to work independently and as part of a team in a fast-paced environment.
• Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.

Preferred Skills

• To maintain accurate records of client interactions and transactions in accordance with compliance standards.
• To conduct and assist in organising seminars, workshops and other business development activities.

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

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.

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About the Company

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. Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million.

About the Role

The Branch Head at Yubi Markets is the ultimate face of the business as (s)he is going to be the first point of contact with the client. (S)he would be responsible for acquiring channel partners, IFA/MFD’s and managing & retaining such relationships by delivering the best standards of services.

Responsibilities

• To acquire, build and maintain strong relationships with IFA, MFD & RIA.
• To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCD’s PTCs, etc.
• To educate clients on the features, benefits, and risks associated with various wealth management products.
• To identify new business opportunities and generate leads through networking and referrals.
• To drive business growth by effectively cross-selling wealth management products and services to existing clients.
• To achieve revenue targets and contribute to the overall growth of the wealth management business.
• To conduct thorough due diligence on investment products and providers to mitigate risks.
• To maintain accurate records of client interactions and transactions in accordance with compliance standards.
• To conduct and assist in organizing seminars, workshops and other business development activities.

Qualifications

• Graduate or Master’s Degree in finance, business administration, or a related field preferred with prior experience working in a Wealth Management set up.

Required Skills

• Should have a proven track record of building and managing relationships with Channel Partners (IFA/MFD/RIA) minimum of 8 years.
• Should have a strong understanding of wealth management products, Debentures, AIFs, PMS, MF etc.
• Strong communication sales and a track record of achieving targets and achieving incentives.
• Should have excellent communication, presentation, and negotiation skills.
• Should have the ability to work independently and as part of a team in a fast-paced environment.
• Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.

Preferred Skills

• To maintain accurate records of client interactions and transactions in accordance with compliance standards.
• To conduct and assist in organising seminars, workshops and other business development activities.

``html

About the Company

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. Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million.

About the Role

The Branch Head at Yubi Markets is the ultimate face of the business as (s)he is going to be the first point of contact with the client. (S)he would be responsible for acquiring channel partners, IFA/MFD’s and managing & retaining such relationships by delivering the best standards of services.

Responsibilities

• To acquire, build and maintain strong relationships with IFA, MFD & RIA.
• To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCD’s PTCs, etc.
• To educate clients on the features, benefits, and risks associated with various wealth management products.
• To identify new business opportunities and generate leads through networking and referrals.
• To drive business growth by effectively cross-selling wealth management products and services to existing clients.
• To achieve revenue targets and contribute to the overall growth of the wealth management business.
• To conduct thorough due diligence on investment products and providers to mitigate risks.
• To maintain accurate records of client interactions and transactions in accordance with compliance standards.
• To conduct and assist in organizing seminars, workshops and other business development activities.

Qualifications

• Graduate or Master’s Degree in finance, business administration, or a related field preferred with prior experience working in a Wealth Management set up.

Required Skills

• Should have a proven track record of building and managing relationships with Channel Partners (IFA/MFD/RIA) minimum of 8 years.
• Should have a strong understanding of wealth management products, Debentures, AIFs, PMS, MF etc.
• Strong communication sales and a track record of achieving targets and achieving incentives.
• Should have excellent communication, presentation, and negotiation skills.
• Should have the ability to work independently and as part of a team in a fast-paced environment.
• Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.

Preferred Skills

• To maintain accurate records of client interactions and transactions in accordance with compliance standards.
• To conduct and assist in organising seminars, workshops and other business development activities.

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

``html About the CompanyYubi 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. Yubi, formerly known as Cred Avenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. In March 2022, we became India’s fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million.About the RoleThe Branch Head at Yubi Markets is the ultimate face of the business as (s)he is going to be the first point of contact with the client. (S)he would be responsible for acquiring channel partners, IFA/MFD’s and managing & retaining such relationships by delivering the best standards of services.ResponsibilitiesTo acquire, build and maintain strong relationships with IFA, MFD & RIA.To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCD’s PTCs, etc.To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals.To drive business growth by effectively cross-selling wealth management products and services to existing clients.To achieve revenue targets and contribute to the overall growth of the wealth management business.To conduct thorough due diligence on investment products and providers to mitigate risks.To maintain accurate records of client interactions and transactions in accordance with compliance standards.To conduct and assist in organizing seminars, workshops and other business development activities. QualificationsGraduate or Master’s Degree in finance, business administration, or a related field preferred with prior experience working in a Wealth Management set up. Required SkillsShould have a proven track record of building and managing relationships with Channel Partners (IFA/MFD/RIA) minimum of 8 years.Should have a strong understanding of wealth management products, Debentures, AIFs, PMS, MF etc.Strong communication sales and a track record of achieving targets and achieving incentives.Should have excellent communication, presentation, and negotiation skills.Should have the ability to work independently and as part of a team in a fast-paced environment.Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage. Preferred SkillsTo maintain accurate records of client interactions and transactions in accordance with compliance standards.To conduct and assist in organising seminars, workshops and other business development activities.

Maple Capital Advisors is seeking an experienced, high-performing Manager - WealthManagement to join our team in New Delhi. This is an immediate opening for candidates who thrivein an entrepreneurial and high-impact environment.About Maple Capital AdvisorsMaple Capital Advisors ( is a leading boutique investment banking andadvisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealthmanagement. We operate in both domestic and cross-border deal making, with deep India expertiseand a strong international network through Pandion Partners ( are a high-conviction, high-touch firm with a strong track record in mid-market transactions andend-to-end deal execution.Role Overview:As Manager - Wealth Management, you will be responsible for:Build and manage client relationshipsProactively 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 for3+ 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.QualificationsBachelor’s degree in Finance, Economics, or related fieldsPreferred: MBA, CFA, CA or CFP certificationStrong academic record and interest in long-term career in wealth managementProficiency in financial planning tools, portfolio software, and MS OfficeIdeally based in Delhi/NCR