Key Responsibilities Campaign Execution & Optimization Assist in the setup, launch, and optimization of paid media campaigns (Google Ads, Facebook/Instagram, LinkedIn). Monitor daily budget pacing, bid strategies, and KPIs; recommend mid-campaign adjustments. Content Coordination Work with copywriters and designers to develop ad copy, landing pages, email sequences, and social posts. Maintain and update the content calendar; ensure timely asset delivery. SEO & Organic Support Conduct keyword research; support on-page SEO audits and optimization tasks. Help manage blog production and social media publishing schedules. Reporting & Analytics Pull data from Google Analytics, Ads Manager, and marketing automation platforms. Prepare weekly performance dashboards and highlight key trends or areas for improvement. Cross-Functional Collaboration Liaise with Sales and Product teams to align on promotional schedules and lead-nurturing workflows. Coordinate with external agencies or freelancers as needed. Process Improvement Document campaign processes; suggest efficiencies in tooling, workflows, and budget allocation. Required Qualifications Bachelor’s degree in Marketing, Business, Communications, or a related field. 2–4 years of digital marketing experience, with hands-on exposure to paid media and basic SEO. Familiarity with Google Ads, Facebook Ads Manager, LinkedIn Campaign Manager, and Google Analytics. Strong organizational skills and attention to detail; ability to juggle multiple campaigns simultaneously. Proficiency with Excel or Google Sheets for data analysis. Excellent written and verbal communication skills. Email: hr@enrichwise.com Contact Number: 8779473221 Job Types: Full-time, Permanent Pay: From ₹600,000.00 per year Benefits: Provident Fund Schedule: Fixed shift Application Question(s): Will you be able to reliably commute or relocate to Hiranandani Estate, Thane, Maharashtra for this job? Work Location: In person
What You’ll Do Content Creation Write blogs, articles, newsletters, and updates that make sense of mutual funds, tax planning, insurance, and financial planning. Come up with crisp scripts for Instagram reels, YouTube shorts, and other social posts. Build longer scripts for YouTube videos, podcasts, and client presentations. Marketing Communication Think of catchy taglines, hooks, and captions that grab attention and get people talking. Write clear, professional WhatsApp updates, brochures, and proposals for clients. Help create content for campaigns like bus-stop hoardings, outdoor ads, and event creatives. Simplifying Finance Take tough tax rules, financial concepts, and insurance details and explain them in a simple, relatable way. Put together easy checklists, FAQs, and thumb rules for clients and followers. Always keep content accurate, compliant, and easy for anyone to understand. Brand Voice Make sure everything you write reflects Enrichwise’s tone — simple, trustworthy, and professional. Explain Enrichwise’s unique frameworks in a way that’s clear and convincing. Support workshops, financial literacy programs, and corporate sessions with strong content. What You’ll Need Solid writing and editing skills in English (and Hindi-English mix). The knack for making complex finance simple and relatable. Knowledge of personal finance, investments, taxation, and insurance. A creative mind for hooks, headlines, and engaging scripts. Comfort with social platforms like Instagram, YouTube, LinkedIn, and WhatsApp. An eye for detail, accuracy, and compliance. Why This Role Matters As a Finance Content Writer, you’ll help Enrichwise: Build financial awareness in a way people actually understand. Strengthen its presence across digital and offline platforms. Turn expert knowledge into client-friendly communication. Attract new clients and keep long-term relationships strong. Job Types: Full-time, Permanent Pay: ₹35,000.00 - ₹65,000.00 per month Language: English (Preferred) Location: Thane, Maharashtra (Preferred) Work Location: In person
What You’ll Do Content Creation Write blogs, articles, newsletters, and updates that make sense of mutual funds, tax planning, insurance, and financial planning. Come up with crisp scripts for Instagram reels, YouTube shorts, and other social posts. Build longer scripts for YouTube videos, podcasts, and client presentations. Marketing Communication Think of catchy taglines, hooks, and captions that grab attention and get people talking. Write clear, professional WhatsApp updates, brochures, and proposals for clients. Help create content for campaigns like bus-stop hoardings, outdoor ads, and event creatives. Simplifying Finance Take tough tax rules, financial concepts, and insurance details and explain them in a simple, relatable way. Put together easy checklists, FAQs, and thumb rules for clients and followers. Always keep content accurate, compliant, and easy for anyone to understand. Brand Voice Make sure everything you write reflects Enrichwise’s tone — simple, trustworthy, and professional. Explain Enrichwise’s unique frameworks in a way that’s clear and convincing. Support workshops, financial literacy programs, and corporate sessions with strong content. What You’ll Need Solid writing and editing skills in English (and Hindi-English mix). The knack for making complex finance simple and relatable. Knowledge of personal finance, investments, taxation, and insurance. A creative mind for hooks, headlines, and engaging scripts. Comfort with social platforms like Instagram, YouTube, LinkedIn, and WhatsApp. An eye for detail, accuracy, and compliance. Why This Role Matters As a Finance Content Writer, you’ll help Enrichwise: Build financial awareness in a way people actually understand. Strengthen its presence across digital and offline platforms. Turn expert knowledge into client-friendly communication. Attract new clients and keep long-term relationships strong. Job Types: Full-time, Permanent Pay: ₹35,000.00 - ₹65,000.00 per month Language: English (Preferred) Location: Thane, Maharashtra (Preferred) Work Location: In person
Handle customer queries and concerns through various communication channels. Resolve the query by providing accurate and timely information and solutions to customer. Collaborate with team members to ensure efficient customer service. Maintain documentation of customer interactions and transactions. Skills Required : Basic written and verbal communication skills. Familiarity with open office applications, MS Word, and Excel. Eligibility : Graduation in finance related stream or Bcom, BBI, BFM NISM Series 5 A Certification is a plus and will be given preference Knowledge of Financial & Securities market and Insurance 3 - 5 yrs relevant experience Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹50,000.00 per month Benefits: Provident Fund Work Location: In person
Job Opportunity : Mutual Fund Sales Executive (Finance) No of openings – 3 Experience – 2-3 Yrs Location : Thane, Hiranandani Estate We are looking for Mutual Fund Sales Executive (Finance) to join our team. If you are from a financial domain, understand the world of finance, or have done professional courses in finance and are interested in Wealth Management, Exposure to Stock Market Investment, Insurance & Taxation then you will love this position. Key Responsibilities : Handle customer queries and concerns through various communication channels. Lead generation and conversion of existing and new clients. Collaborate with team members to ensure efficient customer service. Maintain documentation of customer interactions. Skills Required : Basic written and good verbal communication skills. Familiarity with open office applications, MS Word, and Excel. Should be open to field work. Good presentation skills. Eligibility : Graduation in finance related stream or Bcom, BBI, BFM NISM Series 5 A Certification is a plus and will be given preference Knowledge of Financial & Securities market and Insurance Salary : As per Company Std. Professional growth opportunities. Positive and collaborative work environment. If you are ready to embark on a rewarding career in customer service and meet the eligibility criteria. *Interested Candidates can mail their CV on the below email address- Email: [email protected] Contact Number: 8779473221 Job Types: Full-time, Permanent Pay: ₹10,000.00 - ₹40,000.00 per month Benefits: Provident Fund Work Location: In person
About Enrichwise Enrichwise is a 25+ year-old wealth management and tax advisory firm serving 7,000+ clients across India. With deep expertise in taxation, investments, and insurance, we are now building the next phase of our journey: AI-enabled financial technology solutions that simplify money management for India’s salaried and upwardly mobile professionals. Role: Front Desk ExecutiveExperience: 2-3 years Location: Thane, Mumbai (On-site preferred) Openings: 1 About the Role We are looking for a dynamic and well-groomed Front Desk Executive to be the face of our financial advisory firm. The ideal candidate will manage reception operations, coordinate client visits, assist internal teams with scheduling, and ensure a professional, welcoming experience for every client and visitor. Key Responsibilities Client Interaction & Reception Greet clients and visitors warmly, ensuring a professional first impression. Handle all incoming calls, emails, and inquiries promptly and courteously. Maintain the front office area — neat, organized, and aligned with brand aesthetics. Administrative & Coordination Support Manage appointment schedules and coordinate meetings for advisors and management. Maintain visitor logs and handle correspondence, courier services, and documentation flow. Office & Event Assistance Assist in coordinating client meetings, seminars, and internal events. Manage stationery, inventory, and vendor coordination. Support HR or operations teams in administrative duties as needed. Professional Conduct Ensure confidentiality and discretion in handling client data. Follow up on pending tasks, maintaining professionalism and timely communication. Requirements Graduate in Commerce preferred. 2–3 years of experience as a Front Desk Executive, Receptionist, or Admin Coordinator. Excellent communication skills (English and Hindi essential; Marathi preferred). Proficient in MS Office (Word, Excel) and comfortable using CRM or scheduling tools. Polished appearance and strong client-handling etiquette. Key Attributes Warm, approachable, and client-centric attitude. Strong organizational and multitasking abilities. Reliable, proactive, and a team player. High level of integrity and confidentiality. Compensation Competitive salary based on experience and skillset, along with performance-based incentives. How to Apply Send your CV to: [email protected] / [email protected] Contact: 8779473221 / 88282 51345 Job Types: Full-time, Permanent Pay: ₹10,000.00 - ₹25,000.00 per month Work Location: In person
Job Specification: Process policy documents, monitors policy schedule and updates policy renewal status. He/She prepares application and administrative documents for submission. He/She handles and provides case management for clients’ insurance application. Key Responsibilities: – To handle claim assessment and control the process within TAT – To analyze the case and trigger investigations wherever necessary – To ensure appropriate scanning of claim documents for fraud check – To respond to claimant queries / mails properly with prompt action – To ensure client servicing, prompt reply, action initiation – To ensuring payment of claim to the correct nominee/beneficiary – To identify and mitigate the risk in discussion with manager Specific Authorities( Financial & Non Financial) : – Investigation trigger of Claims for appropriate Assessment – Appropriate assignment of cases to Reinsurance for Opinion – Preparation of letters in line with Company policy Internal Key Performance Indicators : – Accuracy in Claims Assessment & Payout = 100% Experience : 5-8 years Primary Skill (Must Have): Relevant Experience in Insurance, and good communication. Educational Criteria: Graduate in Finance / BBI/ BFM Work Location: Thane, Mumbai Salary Range: As per Company Standard Job Types: Full-time, Permanent Pay: ₹300,000.00 - ₹700,000.00 per year Work Location: In person
Handle customer queries and concerns through various communication channels. Resolve the query by providing accurate and timely information and solutions to customer. Collaborate with team members to ensure efficient customer service. Maintain documentation of customer interactions and transactions. Skills Required : Basic written and verbal communication skills. Familiarity with open office applications, MS Word, and Excel. Eligibility : Graduation in finance related stream or Bcom, BBI, BFM NISM Series 5 A Certification is a plus and will be given preference Knowledge of Financial & Securities market and Insurance 3 - 5 yrs relevant experience Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹50,000.00 per month Benefits: Provident Fund Work Location: In person
About Enrichwise Enrichwise is a 25+ year-old wealth management and tax advisory firm serving 7,000+ clients across India. With deep expertise in taxation, investments, and insurance, we are now building the next phase of our journey: AI-enabled financial technology solutions that simplify money management for India’s salaried and upwardly mobile professionals. Role: Front Desk ExecutiveExperience: 2-3 years Location: Navi Mumbai (On-site preferred) Openings: 1 About the Role We are looking for a dynamic and well-groomed Front Desk Executive to be the face of our financial advisory firm. The ideal candidate will manage reception operations, coordinate client visits, assist internal teams with scheduling, and ensure a professional, welcoming experience for every client and visitor. Key Responsibilities Client Interaction & Reception Greet clients and visitors warmly, ensuring a professional first impression. Handle all incoming calls, emails, and inquiries promptly and courteously. Maintain the front office area — neat, organized, and aligned with brand aesthetics. Administrative & Coordination Support Manage appointment schedules and coordinate meetings for advisors and management. Maintain visitor logs and handle correspondence, courier services, and documentation flow. Office & Event Assistance Assist in coordinating client meetings, seminars, and internal events. Manage stationery, inventory, and vendor coordination. Support HR or operations teams in administrative duties as needed. Professional Conduct Ensure confidentiality and discretion in handling client data. Follow up on pending tasks, maintaining professionalism and timely communication. Requirements Graduate in Commerce preferred. 2–3 years of experience as a Front Desk Executive, Receptionist, or Admin Coordinator. Excellent communication skills (English and Hindi essential; Marathi preferred). Proficient in MS Office (Word, Excel) and comfortable using CRM or scheduling tools. Polished appearance and strong client-handling etiquette. Key Attributes Warm, approachable, and client-centric attitude. Strong organizational and multitasking abilities. Reliable, proactive, and a team player. High level of integrity and confidentiality. Compensation Competitive salary based on experience and skillset, along with performance-based incentives. How to Apply Send your CV to: [email protected] / [email protected] Contact: 8779473221 / 88282 51345 Job Types: Full-time, Permanent Pay: ₹15,000.00 - ₹30,000.00 per month Work Location: In person
At Enrichwise Financial Services , we’ve spent 25+ years helping HNIs & families build wealth through our proprietary frameworks — JBP, PRAG, RetireMax, Old Money/New Money, and more. With 7,000+ clients and a strong inbound HNI pipeline, we’re now scaling our Advisory Team . Role: Mutual Fund Financial Advisor Openings: 5 Experience: 2–3 years in Wealth Management / Private Banking / HNI Advisory Location: Navi Mumbai(Preference for nearby candidates) Role Overview As a Mutual Fund Financial Advisor , you will be the face of Enrichwise for new HNI clients. Your core responsibility is building trust quickly, converting inbound HNI prospects, and guiding them into structured financial frameworks. Key Responsibilities Engage inbound HNI/upper-middle-class prospects (₹50L–₹1Cr+ ticket size). Profile clients (Age, Income, Assets, Liabilities, Investments, Goals). Build trust and convert prospects within short decision cycles. Handle objections (DIY investing, PMS, direct MF) with clarity. Conduct portfolio reviews & recommend asset allocation strategies. Collaborate with Associates & CRMs for smooth onboarding. Train junior team members via call shadowing & best practices. Maintain discipline with Zoho CRM & compliance requirements. Eligibility Mandatory: NISM Series 5A (Mutual Fund Distributor Certification). Preferred: IRDA, CA / CFA (Level 1) / CFP / MBA (Finance). Prior experience with Banks (HDFC, ICICI, Kotak, Axis), AMCs, or Wealth Firms (IIFL, Edelweiss, Anand Rathi, Motilal Oswal) preferred. Proven ability to manage ₹5Cr+ portfolios and close ₹50L–₹1Cr+ investments. Skills We Value Excellent communication in English + Hindi/regional languages Ability to win trust within minutes Consultative mindset (framework over product push) Storytelling with financial concepts Data discipline & CRM hygiene Compensation & Growth Fixed Salary: ₹2–5L (depending on experience) Incentives: Attractive % of new AUM brought in Why Join Us? Client-first culture (education over product push) Access to strong inbound HNI pipeline (no cold calling) Work directly with the Founder & leadership team Freedom to build your own trusted client base Job Types: Full-time, Permanent Pay: ₹15,000.00 - ₹40,000.00 per month Benefits: Provident Fund Work Location: In person