🔹 We're Hiring | HR Generalist | Mumbai 🔹 At Deven Choksey FinServ Pvt. Ltd. , we’re building a high-performance culture powered by people. As a trusted name in Wealth Management and Investment Advisory , we serve HNIs, retail investors, institutions, and family offices with deep research and customized strategies. We're on the lookout for a proactive and detail-driven HR Generalist to join our growing team in Mumbai. What You’ll Do: ✅ Lead end-to-end recruitment ✅ Manage digital employee documentation ✅ Support daily HR operations & employee relations ✅ Coordinate audits & HR policy implementation ✅ Enhance employee engagement and HR efficiency What You’ll Need: 🎓 Bachelor’s degree in HR or related field 📂 2–5 years’ experience in HR Generalist/Operations roles 🧾 Knowledge of HR laws, compliance & documentation 💻 Digital-first mindset and HRMS/Excel proficiency 🗣️ Excellent communication & interpersonal skills Ready to join us? 📩 Send your resume to manager-hr@devenchoksey.com with below details: Total Years of Experience: Relevant Experience in HR: Current Location in Mumbai: Current CTC: Expected CTC: Notice Period: Let’s build something meaningful together. 🌱
About the Role We are looking for a Sell Side Research Analyst to join our Equity Research team. The ideal candidate should have a strong foundation in financial modeling, valuation, and sectoral analysis, with the ability to deliver actionable investment insights and research reports for clients. You will be responsible for sector & company coverage, developing financial models, producing thematic reports, and supporting client interactions with impactful investment recommendations. Key Responsibilities Lead, mentor, and review the work of a team of research associates. Conduct in-depth sector and company research, including top-down and bottom-up analysis. Build and maintain financial models using DCF, relative valuation, and SOTP methods. Drive the research calendar - thematic reports, earnings coverage & IPO Notes. Engage with clients, media, and conferences to share research insights. Collaborate with senior management and the sales/trading desk to align research priorities. Ensure adherence to compliance and research standards. Qualifications Education: MBA (Finance) / CA / CFA (preferred). Engineering + MBA (Finance) combinations are welcome. Experience: 5–8 years in Sell Side Equity Research, Brokerage Research, or Investment Banking, with team leadership experience. Technical Skills: - Advanced Excel, Bloomberg, AceEquity, FactSet. - Expertise in financial modeling, valuation, and data-driven research. - Strong report writing, presentation, and communication skills. - AI Analytics Leadership Attributes: - Ability to coach and motivate analysts. - Strong time management, attention to detail, and decision-making under pressure. Why Join Us? Opportunity to lead a high-impact research team. Direct access to top management and exposure to institutional clients. A platform to build visibility and thought leadership in the equity research domain.
About the Role We are looking for a driven and detail-oriented Manager – FP&A & MIS to join our Finance & Accounts team in Mumbai. The ideal candidate will play a key role in financial planning, analysis, and reporting - ensuring data accuracy, supporting strategic decision-making, and driving automation across MIS and budgeting processes. Key Responsibilities MIS & Financial Reporting: Prepare and maintain MIS reports on revenue, expenses, and profitability. Reconcile actuals vs. forecasts, perform variance analysis, and present insights to management. Budgeting & Cost Monitoring: Assist in preparing budgets, track performance against plan, and identify cost-saving opportunities. Accounts & Finance Optimization: Strengthen AP/AR processes, ensure accurate reconciliations, and enhance internal financial controls. Cash Flow Management: Track and forecast project-wise cash flows, manage vendor payments, and improve expense efficiency. Compliance & Risk Management: Ensure adherence to IND-AS, IFRS, and audit requirements. Automation & Systems: Drive ERP and Power BI-based reporting automation and visualization initiatives. Business Insights: Deliver meaningful financial KPIs, trend analyses, and models to guide business decisions. Key Skills & Competencies Strong command over Advanced Excel, Power BI, and ERP systems (SAP/Oracle or similar). Deep understanding of MIS reporting, budgeting, and variance analysis. Sound knowledge of financial regulations (IND-AS, IFRS). Analytical mindset with precision and problem-solving capability. Excellent communication and stakeholder management skills. Qualifications Education: CA / MBA (Finance) / Equivalent qualification. Experience: 3 - 6 years of experience in FP&A, MIS, or Financial Reporting roles. Why Join Us? Exposure to strategic financial planning and automation initiatives. Opportunity to work closely with senior leadership. Dynamic, collaborative work environment driving innovation and process excellence.
About the Role We are looking for a dynamic HR Recruiter to join our growing Wealth Management team. The ideal candidate will be responsible for identifying, attracting, and hiring top talent that aligns with our organization’s culture and business goals. You will play a key role in building high-performing teams across business functions such as Financial Advisory, Investment Management, and Operations. Key Responsibilities Manage end-to-end recruitment processes for mid to senior-level positions within the Wealth Management and BFSI domains. Source and screen candidates through multiple channels including LinkedIn Recruiter, job portals, and internal databases. Conduct fit/gap analysis to assess candidates’ technical, functional, and behavioral alignment with the role. Collaborate closely with hiring managers to understand position requirements and develop effective talent acquisition strategies. Use data-driven insights to support gap analysis and workforce planning initiatives. Maintain a consistent talent pipeline for critical roles through proactive sourcing and networking. Enhance the candidate experience by ensuring transparent communication and timely feedback. Utilize Artificial Intelligence (AI) tools and analytics for smarter candidate shortlisting and engagement. Required Skills & Qualifications Proven experience in recruitment and talent acquisition, preferably within BFSI or Wealth Management. Strong analytical skills and familiarity with fit/gap analysis techniques. Expertise in LinkedIn Recruiter and other digital sourcing platforms. Excellent communication and interpersonal skills. Ability to work in a fast-paced, performance-driven environment. Exposure to AI-based recruitment tools will be an added advantage. Why Join Us Opportunity to work with a leading player in the Wealth Management domain. Collaborative, growth-oriented work culture. Exposure to innovative AI-driven recruitment practices .
About the Role: We are seeking a results-driven professional to lead our Digital Sales, Marketing, Client Acquisition, and Brand Communication functions. The ideal candidate will combine strategic thinking with hands-on execution across digital channels to drive growth, enhance customer engagement, and strengthen brand equity. Key Responsibilities: Develop and execute end-to-end digital sales and acquisition strategies across online and offline channels. Lead and scale telesales operations, optimizing performance through CRM, process automation, and training. Plan and manage performance marketing campaigns (Google, Meta, Display, Affiliate). Strengthen organic growth through SEO, content, and lifecycle email marketing. Define and maintain consistent brand communication across digital and traditional platforms. Website Management Utilize CRM and marketing automation tools (Salesforce, LeadSquared, Gupshup, HubSpot, etc.) for lead management and conversion tracking. What We’re Looking For: 10-15 years of experience in Digital Sales, Performance Marketing, or Brand Strategy roles. Proven leadership in managing digital marketing and telesales teams. Strong grasp of CRM, analytics, and automation platforms. Excellent communication, analytical, and strategic planning skills. Ability to collaborate cross-functionally and drive measurable business outcomes. Why Join Us: Be part of a fast-growing organization where innovation meets execution, and your expertise directly impacts business growth and brand success. 📩 Apply Now or reach out to us directly to explore this exciting leadership opportunity.
Role Overview We are looking for a Relationship Manager – PMS Sales to join our growing Wealth Management organisation. The role involves client acquisition, relationship management, and business development for our Portfolio Management Services (PMS). You’ll be responsible for identifying and onboarding high-net-worth clients, maintaining long-term relationships, and driving AUM growth through informed and ethical advisory. Key Responsibilities Identify and acquire HNI and UHNI clients through networking, referrals, and partnerships. Conduct investor meetings, webinars, and portfolio reviews. Explain PMS strategies, asset allocation, and performance reports to clients. Coordinate with operations and compliance for seamless client onboarding. Maintain accurate records and sales activity reports in CRM tools. Track competitors’ offerings and market trends for insights and opportunities. Report business development activities and AUM performance to management. Key Skills & Competencies Technical Skills: Deep understanding of PMS regulations (SEBI) Strong command over investment products and asset allocation Proficiency in Excel, PowerPoint, and CRM platforms Commercial Skills: Sales target orientation Negotiation and pricing skills Cross-selling and upselling capabilities Personal Skills: Goal-driven and self-motivated Excellent communication and presentation skills High ethical standards and client empathy Qualifications Graduate in Commerce, Business Management, or Finance (B.Com/BMS/BBA) MBA/PGDM in Finance or Marketing preferred Why Join Us? Work alongside seasoned market professionals. Be part of a legacy brand built on integrity and research-driven advisory. Career growth in one of India’s leading wealth management firms. Application Process Interested candidates can apply directly via LinkedIn . Shortlisted applicants will be contacted for the next steps.
About the Job: We are seeking a dynamic Business Analyst & Product Manager to lead digital transformation across our WealthTech and Fintech platforms , including other advisory modules. The role combines strategic business analysis with hands-on product ownership , driving innovation across wealth management, PMS, AIF, and mutual fund solutions. Responsibilities: 1. Product Development & Strategy Lead ideation, scoping, and execution of digital products across Chatur.AI , advisory, and equity platforms. Define and prioritize product features aligned with business goals and customer needs . Develop and manage product roadmaps , ensuring timely and high-quality delivery. Drive UI/UX strategy and oversee client-facing digital experiences. Qualifications 2. Business Analysis & Documentation Conduct requirement-gathering workshops with business stakeholders. Prepare and maintain Business Requirement Documents (BRDs) , Functional Specifications (FSDs) , and User Stories for Agile projects. Ensure end-to-end traceability of requirements through design, development, and testing. Translate business objectives into technical and functional deliverables . 3. Project Management & Technical Coordination Manage project lifecycles using Agile/Scrum methodologies — including sprint planning and backlog grooming. Coordinate between tech, design, QA, and business teams for smooth execution. Monitor progress, manage dependencies, and ensure adherence to delivery timelines. Collaborate with external vendors and technology partners for system integration. 4. Testing & UAT Oversight Design and oversee User Acceptance Testing (UAT) and QA cycles . Develop and manage test cases , defect logs , and bug-tracking workflows using tools like JIRA and HP ALM . Ensure product quality and compliance before go-live. 5. Stakeholder & Cross-SBU Collaboration Partner with vertical heads across Wealth, Advisory, and Research divisions. Act as a bridge between business and technology teams to ensure alignment on goals and execution. Manage communication with leadership and ensure strategic visibility of digital initiatives. Ensure products comply with SEBI guidelines and other financial regulations. 6. Continuous Improvement & Innovation Identify process gaps and opportunities for automation and workflow optimization . Evaluate emerging technologies and integrate digital solutions that enhance efficiency and scalability. Maintain documentation and knowledge repositories using Confluence or similar tools.
About the Job We are seeking a seasoned Fund Manager to lead investment strategy and portfolio execution within our Alternate Asset Management (AIF / PMS) business. The ideal candidate will bring a strong track record in equity fund management , with proven ability to construct, monitor, and optimize portfolios while ensuring full regulatory and compliance adherence under SEBI guidelines. Key Responsibilities Design, execute, and monitor portfolio strategies across AIF / PMS mandates. Conduct performance attribution, risk analysis, and portfolio rebalancing in line with investment philosophy. Collaborate closely with research, compliance, and risk teams for data-driven decisions. Deliver quarterly performance reports, alpha rationale, and investor presentations . Ensure full compliance with SEBI AIF & PMS regulations and internal risk frameworks. Engage with clients and channel partners on portfolio performance and fund updates. Ideal Candidate 15–20 years of experience in Portfolio Management / Equity Fund Management / AIF-PMS setups . Deep understanding of listed equities, valuation methodologies, and alpha generation strategies . Hands-on experience with Bloomberg, Excel analytics, or portfolio attribution tools . Strong grasp of SEBI compliance, risk management, and fund documentation . Excellent communication and stakeholder management skills — comfortable engaging with HNI/UHNI and institutional clients. Why Join Us Opportunity to lead a growing fund management platform with high visibility and ownership. Work alongside a dynamic research, compliance, and CIO team . Competitive compensation, growth opportunities, and entrepreneurial exposure.
About the Role We are seeking a dynamic CEO – Capital Markets to lead our PMS, AIF, MF, and Advisory business across B2B2C and D2C channels. This is a strategic leadership role with full P&L ownership, revenue accountability, and responsibility for scaling AUM, channel distribution, and digital-led customer acquisition . If you have successfully built and grown capital market businesses and can drive high-performance teams, this role is built for you. Key Responsibilities Own and lead the P&L, revenue growth, profitability and long-term business strategy. Drive AUM expansion across PMS, AIF, Mutual Funds & advisory products. Lead multi-channel distribution (B2B2C & D2C) with strong partner ecosystem growth. Build and execute sales strategy, marketing funnels and digital acquisition journeys. Strengthen customer experience, RM productivity, and channel revenue models. Ensure compliance with SEBI and capital market regulatory frameworks. Lead high-performing teams, scale operations and drive organisation-wide excellence. What We’re Looking For 15–25+ years of experience in Capital Markets / Wealth / PMS–AIF / Distribution . Proven track record of leading P&L and scaling revenue-driven businesses . Strong domain expertise across investment products, market dynamics and distribution models. Experience in digital engagement, CRM-driven sales, and partner-led growth. Exceptional leadership, strategic thinking and stakeholder management.
About the Role We are looking for a dynamic Head – Investment Banking to lead fund-raising, M&A, and capital market transactions for our group. The ideal candidate brings strong deal-making capability, deep sector expertise, and a proven track record of closing high-value transactions. Key Responsibilities Lead fund-raising mandates (late-stage), capital market deals & M&A transactions Drive deal origination, structuring, negotiations & end-to-end execution Deliver research-backed idea generation and private company monitoring Manage key corporate & investor relationships Support strategic initiatives including AIF setup and cross-functional hiring What We’re Looking For 10–18 years in Investment Banking / M&A / Corporate Finance Strong network across corporates, PE/VC, and family offices Proven ability to close large deals (₹50–₹200 Cr+) Excellent financial modelling, valuation & negotiation skills Leadership experience in managing IB teams
About the Job: We’re looking for young, energetic, and curious minds who love to experiment with data, AI, and finance! AI Developer – Data Science & Analytics who loves building intelligent tools that power financial insights. If you have hands-on experience , a flair for experimentation , and an understanding of financial products or investments , this role is designed for you. Whether you’ve built small projects, invested personally, or worked with digital platforms — your initiative and curiosity will matter more than titles. You’ll join our Product & Research (Data Science) team to design, develop, and maintain data-driven, AI-led solutions that empower decision-making across portfolios, research, and wealth management. Key Responsibilities: Build and enhance portfolio analytics tools for wealth and investment management. Develop Python-based scripts, APIs, and pipelines for real-time and historical financial data. Design portfolio optimization models leveraging machine learning and quantitative techniques. Create dashboards and data visualization layers for client and DP portfolio analysis. Integrate AI and LLM tools (ChatGPT, LangChain, custom models) for automation and advanced insights. Work closely with digital, product, and research teams — be a strong team player contributing to shared goals. Ensure data quality, documentation, and model governance for all analytical systems. Required Skills & Experience: Bachelor’s or Master’s in Quantitative Finance, Data Science, Computer Science, or Statistics . 2–6 years of experience in data analytics, quantitative modeling, or financial data platforms. Proficiency in Python (NumPy, Pandas, Scikit-learn, PyPortfolioOpt, FastAPI) . Experience with AI/LLM integration (ChatGPT, LangChain, OpenAI API) is a strong plus. Knowledge of financial instruments, PMS/AIF portfolios, capital markets, or wealth products . Exposure to digital platforms or investment analytics tools is preferred. Strong problem-solving mindset, with patience, discipline, commitment, and joy of achieving as core soft skills. Freshers with strong analytical projects or financial domain exposure will also be considered.
About the Role We are looking for a dynamic Head Investment Banking to lead fund-raising, M&A, and capital market transactions for our group. The ideal candidate brings strong deal-making capability, deep sector expertise, and a proven track record of closing high-value transactions. Key Responsibilities Lead fund-raising mandates (late-stage), capital market deals & M&A transactions Drive deal origination, structuring, negotiations & end-to-end execution Deliver research-backed idea generation and private company monitoring Manage key corporate & investor relationships Support strategic initiatives including AIF setup and cross-functional hiring What We're Looking For 1018 years in Investment Banking / M&A / Corporate Finance Strong network across corporates, PE/VC, and family offices Proven ability to close large deals (?50200 Cr+) Excellent financial modelling, valuation & negotiation skills Leadership experience in managing IB teams
Role Overview: As a dynamic Head of Investment Banking, you will be responsible for leading fund-raising, M&A, and capital market transactions for our group. Your role will require strong deal-making capabilities, deep sector expertise, and a successful track record of closing high-value transactions. Key Responsibilities: - Lead fund-raising mandates for late-stage investments, capital market deals, and M&A transactions - Drive deal origination, structuring, negotiations, and end-to-end execution - Deliver research-backed idea generation and monitor private companies - Manage key corporate and investor relationships - Support strategic initiatives such as AIF setup and cross-functional hiring Qualifications Required: - 10-18 years of experience in Investment Banking, M&A, or Corporate Finance - Strong network across corporates, PE/VC, and family offices - Proven ability to close large deals exceeding 50-200 crores - Excellent financial modelling, valuation, and negotiation skills - Leadership experience in managing Investment Banking teams,