Job Information Date Opened 05/19/2025 Job Type Full time Industry Marketing Work Experience 1-3 years City Gurgaon State/Province Haryana Country India Zip/Postal Code 122001 Role: Social Media Specialist India’s biggest integrated personal finance app, ET Money, is looking to hire a social media executive to help run and scale its social media channels.The incumbent will have to roll up his sleeves and do work that ranges from tactical scheduling and posting to managing spends across channels to reporting. To be successful in the role, you will need to breathe social media and have a pulse on the finger of what’s trending online, with a specific focus on Twitter, Instagram, YouTube, Linkedin, and Facebook. Roles & Responsibilities You will be responsible to develop weekly and monthly calendars for each social media channel of ET Money. You will be working with the internal teams (design, content, copy) to ensure posts are ready on time. You will be responsible for Identifying relevant ongoing trends and work with internal teams to bring them alive on ET Money’s social media handles. You will be responsible to build and presenting daily, weekly, and monthly reports on the performance of each social media channel. Make recommendations based on insights. You will be managing and optimising money being spent on organic social content. Requirements Must have skill set: You must have at least 2 years of experience in social media. You should have experience in the day-to-day management of multiple social media accounts You must have extreme attention to detail You should have experience in building reports and presenting them to key stakeholders. Show more Show less
Job Information Date Opened 05/19/2025 Job Type Full time Industry Sales Work Experience 4-5 years City Gurgaon State/Province Haryana Country India Zip/Postal Code 122016 Role: Corporate Sales Manager ET Money is India's best & highest rated app for Mutual Fund Investment in Direct Mutual Funds & all your other Personal Finance Management needs at one place. You can invest, track & manage your mutual fund investments in Zero Commission Direct Mutual Funds, earn guaranteed interest rate from Fixed Deposits, get assured pension for Retirement via investing in NPS. With its recently launched membership - ET Money Genius, you get personalized investment intelligence. to challenge India's best Fund Managers & their portfolio returns. Role & Responsibilities You will be responsible for lead generation and driving Investment products through ET Money. App- Genius, Mutual Funds, Fixed Deposits, NPS, Term Insurance, Health Insurance, etc. in the respective city/territory/area via corporate channels. You will Build a continuous pipeline of potential business to be converted according to the monthly targets You will run strategic follow ups (Calls/texts/emails/meetings) with the prospective corporates to get in maximum business. You will be responsible for achieving the monthly/quarterly/annual business targets Requirements Skills: You should have prior experience in corporate sales, preferably for financial products You should have experience in Corporate Sales in NPS will be preferred You must have an Output-oriented mindset with a history of over-delivering on targets 4. You should have the knack to identify innovative ways to build pipeline You must have strong communication and interpersonal skills 6. You should be comfortable with traveling within the city Show more Show less
Job Information Date Opened 05/19/2025 Job Type Full time Industry Sales Work Experience 4-5 years City Gurgaon State/Province Haryana Country India Zip/Postal Code 122016 Job Title: Certified Financial Planner (CFP) & Relationship Manager Location: Gurgaon Employment Type: Full-Time Job Summary: We are looking for a dynamic and experienced Certified Financial Planner (CFP) with a proven track record as a Relationship Manager to serve as a trusted advisor to our clients. In this dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships. The ideal candidate will have a deep understanding of the Indian financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice. Key Responsibilities Client Relationship Management: ○ Build and maintain strong, trust-based relationships with affluent / high-net-worth clients, acting as their primary point of contact for all financial matters. ○ Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice. ○ Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the firm’s client base. Financial Planning: ○ Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning. ○ Develop and present comprehensive financial plans tailored to clients’ goals, risk tolerance, and financial circumstances. ○ Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes. ○ Optimize portfolios for tax efficiency and long-term growth, adhering to SEBI (Securities and Exchange Board of India) guidelines. ○ Lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan Business Development: ○ Leverage existing networks and relationship-building skills to acquire new clients and expand the firm’s assets under management (AUM). ○ Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients. Requirements Qualifications: Education: ○ Bachelor’s degree in Finance, Economics, Business Administration, or a related field. ○ Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body (mandatory). ○ Additional certifications such as CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus. Experience: ○ Minimum of 5 years of experience in financial planning and wealth management in India. ○ At least 3 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services. ○ Demonstrated success in managing high-net-worth client relationships and growing assets under management (AUM). Skills: ○ Strong knowledge of Indian financial products, tax laws, and investment vehicles (e.g., mutual funds, ULIPs, PMS, REITs). ○ Expertise in financial planning tools and software ○ Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and client-friendly manner. ○ Analytical mindset with proficiency in portfolio analysis, risk assessment, and market research. ○ Proven ability to build and maintain client trust, with a client-centric approach to service delivery Show more Show less
Job Information Date Opened 05/31/2025 Job Type Full time Industry Sales City Gurgaon State/Province Haryana Country India Zip/Postal Code 122016 Job Title: Certified Financial Planner (CFP) & Relationship Manager Location: Gurgaon Employment Type: Full-Time Job Summary: We are looking for a dynamic and experienced Certified Financial Planner (CFP) with a proven track record as a Relationship Manager to serve as a trusted advisor to our clients. In this dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships. The ideal candidate will have a deep understanding of the Indian financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice. Key Responsibilities Client Relationship Management: ○ Build and maintain strong, trust-based relationships with affluent / high-net-worth clients, acting as their primary point of contact for all financial matters. ○ Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice. ○ Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the firm’s client base. Financial Planning: ○ Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning. ○ Develop and present comprehensive financial plans tailored to clients’ goals, risk tolerance, and financial circumstances. ○ Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes. ○ Optimize portfolios for tax efficiency and long-term growth, adhering to SEBI (Securities and Exchange Board of India) guidelines. ○ Lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan Business Development: ○ Leverage existing networks and relationship-building skills to acquire new clients and expand the firm’s assets under management (AUM). ○ Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients. Requirements Qualifications: Education: ○ Bachelor’s degree in Finance, Economics, Business Administration, or a related field. ○ Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body (mandatory). ○ Additional certifications such as CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus. Experience: ○ Minimum of 5 years of experience in financial planning and wealth management in India. ○ At least 3 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services. ○ Demonstrated success in managing high-net-worth client relationships and growing assets under management (AUM). Skills: ○ Strong knowledge of Indian financial products, tax laws, and investment vehicles (e.g., mutual funds, ULIPs, PMS, REITs). ○ Expertise in financial planning tools and software ○ Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and client-friendly manner. ○ Analytical mindset with proficiency in portfolio analysis, risk assessment, and market research. ○ Proven ability to build and maintain client trust, with a client-centric approach to service delivery
Job Information Date Opened 07/02/2025 Job Type Full time Industry Fintech Work Experience 5+ years City Gurgaon State/Province Haryana Country India Zip/Postal Code 122016 Come build the future of wealth with us. At ET Money, we’re on a mission to reshape how modern, affluent Indians grow and manage their wealth. The old ways don’t work anymore. We believe the future lies at the intersection of technology, financial intelligence, and radical simplicity—and we’re building exactly that. Today, we’re India’s leading online investment platform, trusted to process over ₹1,000 crore in monthly investments through 2 million+ transactions. With ₹97,000 crore in assets managed on our platform, we’ve become a category leader. But in many ways, we’re just getting started. Our next chapter is about making investing intelligent. At the core of this evolution is ET Money Genius—our proprietary super-intelligence system that processes millions of market data points daily across Indian and global assets. It helps users build personalized portfolios across equity, debt, and gold that dynamically adapt to market changes—available 24/7, with a one-tap experience. It’s India’s first and only platform of its kind. We are taking it to the next level by building an array of unique solutions that affluent Indians are yet to experience. We believe wealth management in India is still at Day 0. In the next decade, this industry will be 100x bigger, and we’re here to lead that shift. We’re building not just a product, but a lasting institution—one defined by deep domain thinking, tech-first innovation, and a high-trust, high-performance culture. If you’re excited by scale, inspired by purpose, and want to help millions of Indians build real wealth—come build with us. Role You will lead the regional charter for ET Money’s Corporate B2B2C business. This strategic role involves acquiring and nurturing key partnerships to distribute ET Money financial solutions at scale to employee bases. You will act as a trusted advisor to senior stakeholders in HR, Finance, and Rewards functions—enabling organizations to offer meaningful wealth and investment benefits to their employees. Beyond acquisition, you will drive deep penetration through employee awareness, engagement, and sustained usage. This is a senior leadership position requiring strong business acumen, consultative enterprise selling, and end-to-end relationship ownership. You will be responsible for building the region’s pipeline, closing large corporate deals, overseeing onboarding, and orchestrating multi-functional teams to deliver high-impact employee engagement campaigns. Key Responsibilities Corporate Acquisition & Onboarding Identify, reach out to, and onboard new accounts. Pitch our suite of financial wellness products as part of their employee benefits program. Establish strong entry points with HR, Admin, Rewards, and Finance stakeholders. Strategic Relationship Management Act as the primary point of contact for the clients. Build and execute long-term engagement plans tailored to each corporate account. Maintain high levels of client satisfaction, ensuring repeat engagement and referrals. Employee Engagement & Product Activation Collaborate with marketing and product teams to design and deliver employee engagement campaigns. Conduct in-person sessions, virtual webinars, and financial wellness events to educate and activate users. Track and optimize adoption and activation metrics across corporate accounts. Revenue & Growth Ownership Own product usage and revenue targets from assigned clients. Identify and pursue upsell and cross-sell opportunities within corporate accounts. Drive retention and ensure continuous value delivery to clients. Requirements You must have strong B2B2C/institutional selling and relationship management experience. You must have ability to influence senior stakeholders and navigate large organizations. You must have excellent communication, presentation, and consultative sales capabilities. You must be a Self-starter with a growth mindset and ownership attitude. Experience in financial products (investments, insurance, lending, wellness, etc.) is preferred.
As a Regional Business Development Leader at ET Money, you will play a crucial role in leading the corporate B2B2C business in your designated region. Your responsibilities will include acquiring and nurturing key partnerships to effectively distribute ET Money financial solutions to employee bases at scale. Your primary focus will be on acting as a trusted advisor to senior stakeholders in HR, Finance, and Rewards functions, enabling organizations to provide meaningful wealth and investment benefits to their employees. In addition to acquiring partnerships, you will drive deep penetration by enhancing employee awareness, engagement, and sustained product usage. This senior leadership position demands strong business acumen, consultative enterprise selling skills, and end-to-end relationship ownership. You will be accountable for building the regional pipeline, securing large corporate deals, overseeing onboarding processes, and coordinating multi-functional teams to execute high-impact employee engagement campaigns. Key Responsibilities: - Corporate Acquisition & Onboarding: - Identify, reach out to, and onboard new accounts. - Present our suite of financial wellness products as part of employee benefits programs. - Establish solid connections with HR, Admin, Rewards, and Finance stakeholders. - Strategic Relationship Management: - Serve as the primary contact for clients. - Develop and implement long-term engagement strategies tailored to each corporate account. - Ensure high levels of client satisfaction, fostering repeat engagement and referrals. - Employee Engagement & Product Activation: - Collaborate with marketing and product teams to create and execute employee engagement campaigns. - Conduct in-person sessions, virtual webinars, and financial wellness events to educate and activate users. - Monitor and optimize adoption and activation metrics across corporate accounts. - Revenue & Growth Ownership: - Manage product usage and revenue targets from assigned clients. - Identify and pursue upsell and cross-sell opportunities within corporate accounts. - Drive retention and ensure ongoing value delivery to clients. Requirements: - Strong B2B2C/institutional selling and relationship management experience. - Ability to influence senior stakeholders and navigate complexities within large organizations. - Excellent communication, presentation, and consultative sales skills. - Self-starter with a growth mindset and ownership attitude. - Experience in financial products (investments, insurance, lending, wellness, etc.) is preferred. If you are passionate about contributing to the growth and success of affluent Indians by helping them build real wealth, we invite you to join us on this exciting journey of reshaping wealth management in India.,
Job Information Date Opened 07/23/2025 Job Type Full time Industry Fintech Work Experience 1-3 years City Gurgaon State/Province Haryana Country India Zip/Postal Code 122016 Responsibilities- You will have the responsibility of taking complete ownership of post payment cases assigned to you and to ensure smooth customer experience. You will need to connect with the customers (call and e-mail) who have purchased Insurance products and update them about the further process and pending requirements- collection and verification of all the documents, scheduling medicals, retention, etc You will also work with different stakeholders of various Insurers (like business spoc, medical TPA's, insurer ops, underwriters etc.) to get the allocated cases issued. You will have to achieve monthly issuance targets at less TAT and high FTR rate. You will have to work with Insurers to improve the process so as to improve the Issuance rate, reduce TAT and increase FTR Requirements Skill Set Required: You must have effective written and oral communication skills. You must have basic understanding of decision making and underwriting of Insurance products You must enjoy assisting customers and pacifying difficult conversations. You must be good at stakeholder management in order to process the allocated cases. You must have at least 01 year experience in Term Insurance You must have basic computer and excel skills
As a Full-time Insurance Operations Specialist in the Fintech industry based in Gurgaon, Haryana, India (Zip Code: 122016), your primary responsibility will be to connect with customers who have purchased insurance products. You will be required to update them on the further process and pending requirements, including the collection and verification of documents, scheduling medicals, and ensuring retention. You will engage in communication via calls and emails to facilitate these processes efficiently. Additionally, you will collaborate with various stakeholders from different insurers, such as business spocs, medical TPA's, insurer ops, underwriters, etc., to ensure that allocated cases are issued promptly. Achieving monthly issuance targets with minimal Turnaround Time (TAT) and a high First Time Right (FTR) rate will be a key performance indicator for you. Your role will also involve working closely with insurers to enhance processes, thereby improving the issuance rate, reducing TAT, and increasing FTR. To excel in this role, you must possess effective written and oral communication skills. A basic understanding of decision-making and underwriting of insurance products is essential. Your ability to assist customers and handle challenging conversations with ease will be crucial. Strong stakeholder management skills will be necessary to efficiently process allocated cases. A minimum of 1 year of experience in Term Insurance is required, along with basic computer and Excel skills. If you are someone who enjoys customer interaction, thrives in a collaborative environment, and is keen on enhancing operational efficiencies in the insurance sector, this role presents an exciting opportunity to contribute to the industry's growth and success.,
Job Information Date Opened 07/31/2025 Job Type Full time Industry Fintech Work Experience 1-3 years City Gurgaon State/Province Haryana Country India Zip/Postal Code 122016 Position: Sales Specialist Position Overview: The Tele Sales Agent for Insurance and Loan Products is tasked with promoting and selling insurance policies and loan offerings via phone. This role demands exceptional communication abilities, an understanding of customer needs, and a strong sales mindset. Key Responsibilities Outbound Calls: Initiate calls to potential clients to promote and sell insurance and loan products. Customer Needs Assessment: Identify and evaluate customer requirements to recommend appropriate products. Sales Targets: Meet individual and team sales goals. Product Knowledge: Stay informed about the latest insurance and loan products. Customer Service: Deliver outstanding customer service by addressing questions and resolving issues. Record Keeping: Keep accurate records of customer interactions. Compliance: Ensure compliance with all regulatory requirements and company policies during the sales process. Requirements Skills and Experience: Sales Experience: Demonstrated experience of 1+ years in sales, preferably in insurance or financial products.
Job Information Date Opened 08/06/2025 Job Type Full time Industry Fintech Work Experience 5+ years City Gurgaon State/Province Haryana Country India Zip/Postal Code 122016 Come build the future of wealth with us. At ET Money, we’re on a mission to reshape how modern, affluent Indians grow and manage their wealth. The old ways don’t work anymore. We believe the future lies at the intersection of technology, financial intelligence, and radical simplicity—and we’re building exactly that. Today, we’re India’s leading online investment platform, trusted to process over ₹1,000 crore in monthly investments through 2 million+ transactions. With ₹97,000 crore in assets managed on our platform, we’ve become a category leader. But in many ways, we’re just getting started. Our next chapter is about making investing intelligent. At the core of this evolution is ET Money Genius—our proprietary super-intelligence system that processes millions of market data points daily across Indian and global assets. It helps users build personalized portfolios across equity, debt, and gold that dynamically adapt to market changes—available 24/7, with a one-tap experience. It’s India’s first and only platform of its kind. We are taking it to the next level by building an array of unique solutions that affluent Indians are yet to experience. We believe wealth management in India is still at Day 0. In the next decade, this industry will be 100x bigger, and we’re here to lead that shift. We’re building not just a product, but a lasting institution—one defined by deep domain thinking, tech-first innovation, and a high-trust, high-performance culture. If you’re excited by scale, inspired by purpose, and want to help millions of Indians build real wealth—come build with us. Role This is a highly entrepreneurial role where you will identify, acquire, and scale relationships with high-affinity communities such as professional associations (lawyers, doctors, CAs, etc.), exclusive clubs, influential offline and online communities, professional networks, alumni groups. Your mission is to position ET Money as the preferred financial partner for these communities by building trust, driving engagement through events and webinars, and ensuring sustained adoption of our solutions. As the face of ET Money, you will collaborate with internal stakeholders to deliver impactful presentations and community engagements, and, through a team of Relationship Managers, convert interested members into long-term clients.This role demands strong on-ground presence, relationship-led sales, and the ability to design scalable community engagement models. Key Responsibilities Community Acquisition & Partnerships Identify and onboard professional associations (lawyers, doctors, CAs, etc.), exclusive clubs, influential offline and online communities, professional /networks, alumni groups. Build trusted relationships with decision-makers Position ET Money as their go-to financial wellness partner. Strategic Relationship Management Act as the primary point of contact for the clients. Build and execute long-term engagement plans tailored to each community. Maintain high levels of client satisfaction, ensuring repeat engagement and referrals. Community Engagement & Activation Drive awareness and usage through on-ground events, workshops, and activations. Partner with marketing to run tailored campaigns within each community. Convert engagement into active users of ET Money’s investment and financial solutions. Revenue & Growth Ownership Own product usage and revenue targets from communities. Identify and pursue upsell and cross-sell opportunities within networks. Drive retention and ensure continuous value delivery to clients. Requirements Skills: You must have strong B2B2C/institutional selling and relationship management experience You must have ability to influence senior stakeholders and navigate large communities / networks You must have excellent communication, presentation, and consultative sales capabilities You must be a Self-starter with a growth mindset and ownership attitude Experience in financial products (investments, insurance, lending, wellness, etc.) is preferred
Job Information Date Opened 08/06/2025 Job Type Full time Industry Fintech Work Experience 5+ years City Gurgaon State/Province Haryana Country India Zip/Postal Code 122016 Come build the future of wealth with us. At ET Money, we’re on a mission to reshape how modern, affluent Indians grow and manage their wealth. The old ways don’t work anymore. We believe the future lies at the intersection of technology, financial intelligence, and radical simplicity—and we’re building exactly that. Today, we’re India’s leading online investment platform, trusted to process over ₹1,000 crore in monthly investments through 2 million+ transactions. With ₹97,000 crore in assets managed on our platform, we’ve become a category leader. But in many ways, we’re just getting started. Our next chapter is about making investing intelligent. At the core of this evolution is ET Money Genius—our proprietary super-intelligence system that processes millions of market data points daily across Indian and global assets. It helps users build personalized portfolios across equity, debt, and gold that dynamically adapt to market changes—available 24/7, with a one-tap experience. It’s India’s first and only platform of its kind. We are taking it to the next level by building an array of unique solutions that affluent Indians are yet to experience. We believe wealth management in India is still at Day 0. In the next decade, this industry will be 100x bigger, and we’re here to lead that shift. We’re building not just a product, but a lasting institution—one defined by deep domain thinking, tech-first innovation, and a high-trust, high-performance culture. If you’re excited by scale, inspired by purpose, and want to help millions of Indians build real wealth—come build with us. Role This is a highly entrepreneurial role where you will identify, acquire, and scale relationships with high-affinity communities such as professional associations (lawyers, doctors, CAs, etc.), exclusive clubs, influential offline and online communities, professional networks, alumni groups. Your mission is to position ET Money as the preferred financial partner for these communities by building trust, driving engagement through events and webinars, and ensuring sustained adoption of our solutions. As the face of ET Money, you will collaborate with internal stakeholders to deliver impactful presentations and community engagements, and, through a team of Relationship Managers, convert interested members into long-term clients.This role demands strong on-ground presence, relationship-led sales, and the ability to design scalable community engagement models. Key Responsibilities Community Acquisition & Partnerships Identify and onboard professional associations (lawyers, doctors, CAs, etc.), exclusive clubs, influential offline and online communities, professional /networks, alumni groups. Build trusted relationships with decision-makers Position ET Money as their go-to financial wellness partner. Strategic Relationship Management Act as the primary point of contact for the clients. Build and execute long-term engagement plans tailored to each community. Maintain high levels of client satisfaction, ensuring repeat engagement and referrals. Community Engagement & Activation Drive awareness and usage through on-ground events, workshops, and activations. Partner with marketing to run tailored campaigns within each community. Convert engagement into active users of ET Money’s investment and financial solutions. Revenue & Growth Ownership Own product usage and revenue targets from communities. Identify and pursue upsell and cross-sell opportunities within networks. Drive retention and ensure continuous value delivery to clients. Requirements Skills: You must have strong B2B2C/institutional selling and relationship management experience You must have ability to influence senior stakeholders and navigate large communities / networks You must have excellent communication, presentation, and consultative sales capabilities You must be a Self-starter with a growth mindset and ownership attitude Experience in financial products (investments, insurance, lending, wellness, etc.) is preferred
As an Insurance Operations Specialist at ETMONEY in Gurgaon, Haryana, your role involves connecting with customers who have purchased insurance products. Your responsibilities include updating customers on the process, collecting and verifying documents, scheduling medicals, and collaborating with various stakeholders to ensure efficient issuance of cases. Achieving monthly targets with a focus on reducing Turnaround Time (TAT) and increasing First Time Resolution (FTR) rate is crucial. To excel in this role, you must possess effective communication skills, a basic understanding of decision-making and underwriting in insurance, and the ability to manage stakeholders effectively. Prior experience of at least 1 year in Term Insurance, along with proficiency in computer and Excel skills, is required. At ETMONEY, we offer a dynamic work environment where you will have the opportunity to take ownership of your deliverables from day one, experiment, innovate, and work as a leader. Our focus on Learning & Development ensures individual and organizational growth. Additionally, we provide flexible working hours based on productivity, comprehensive healthcare coverage including mediclaim for family members, and accidental insurance for all employees. If you are passionate about personal finance, enjoy working in a collaborative and innovative team, and are looking for a challenging opportunity in the fintech industry, we invite you to join us as an Insurance Operations Specialist on a full-time basis. Embrace the opportunity to make a difference in the financial lives of our users and contribute to the growth and success of ETMONEY. Join us at ETMONEY, where we work hard, learn together, and have fun as a team. #togetherwehitharder.,
Job Information Date Opened 09/11/2025 Job Type Full time Industry Fintech Work Experience 4-5 years City Gurgaon State/Province Haryana Country India Zip/Postal Code Udyog Vihar We’re looking for a Product Marketing Specialist with deep financial domain knowledge and strong writing instincts to help shape how India engages with investment products. This role sits at the intersection of marketing, product, and communication. You’ll lead messaging across multiple touchpoints, from in-app journeys and CRM campaigns to product education and launches, ensuring that every piece of communication is clear, actionable, and aligned with how our users think about money. You’ll be expected to bring both strategic clarity and executional depth, understanding the nuances of complex financial products and turning them into narratives that drive adoption and trust. Key Responsibilities Own product messaging across channels for key investment solutions - mutual funds, SIPs, goal-based planning, bonds, AIFs, SIF, and more. Translate complex product features into simple, user-first communication across CRM, in-app journeys, landing pages, and onboarding flows. Collaborate closely with product managers, brand, CRM, and leadership to align messaging with business goals. Work on product launches and campaigns end-to-end, from positioning and user insight to execution and iteration & ensure consistency in tone, clarity, and value delivery across all marketing and product communication. Requirements Basic Qualifications 4–7 years in a product marketing or financial services marketing role, ideally at an AMC, private banking channel of a bank, PMS, or wealth management companies catering to HNIs and UHNIs. Proven experience working with investment or wealth products. Ability to write independently, from headlines to user journeys and onboarding communication. Comfort working with cross-functional teams in fast-paced environments. Strong understanding of investor psychology Preferred Qualifications Exposure to brand or creative strategy. Experience working on lifecycle marketing, onboarding, or funnel optimisation projects & familiarity with data-driven decision-making and experimentation frameworks.
Job Information Date Opened 09/01/2025 Job Type Full time Industry Fintech Work Experience 0-1 year City Gurgaon State/Province Haryana Country India Zip/Postal Code Udyog Vihar Gurgaon Position: Sales Specialist Position Overview: The Tele Sales Agent for Insurance and Loan Products is tasked with promoting and selling insurance policies and loan offerings via phone. This role demands exceptional communication abilities, an understanding of customer needs, and a strong sales mindset. Key Responsibilities Outbound Calls: Initiate calls to potential clients to promote and sell insurance and loan products. Customer Needs Assessment: Identify and evaluate customer requirements to recommend appropriate products. Sales Targets: Meet individual and team sales goals. Product Knowledge: Stay informed about the latest insurance and loan products. Customer Service: Deliver outstanding customer service by addressing questions and resolving issues. Record Keeping: Keep accurate records of customer interactions. Compliance: Ensure compliance with all regulatory requirements and company policies during the sales process. Requirements Skills and Experience: Sales Experience: Demonstrated experience of 0-1 year in sales, preferably in insurance or financial products.
Job Information Date Opened 08/06/2025 Job Type Full time Industry Fintech Work Experience 5+ years City Gurgaon State/Province Haryana Country India Zip/Postal Code 122016 Come build the future of wealth with us. At ET Money, we’re on a mission to reshape how modern, affluent Indians grow and manage their wealth. The old ways don’t work anymore. We believe the future lies at the intersection of technology, financial intelligence, and radical simplicity—and we’re building exactly that. Today, we’re India’s leading online investment platform, trusted to process over ₹1,000 crore in monthly investments through 2 million+ transactions. With ₹97,000 crore in assets managed on our platform, we’ve become a category leader. But in many ways, we’re just getting started. Our next chapter is about making investing intelligent. At the core of this evolution is ET Money Genius—our proprietary super-intelligence system that processes millions of market data points daily across Indian and global assets. It helps users build personalized portfolios across equity, debt, and gold that dynamically adapt to market changes—available 24/7, with a one-tap experience. It’s India’s first and only platform of its kind. We are taking it to the next level by building an array of unique solutions that affluent Indians are yet to experience. We believe wealth management in India is still at Day 0. In the next decade, this industry will be 100x bigger, and we’re here to lead that shift. We’re building not just a product, but a lasting institution—one defined by deep domain thinking, tech-first innovation, and a high-trust, high-performance culture. If you’re excited by scale, inspired by purpose, and want to help millions of Indians build real wealth—come build with us. Role This is a highly entrepreneurial role where you will identify, acquire, and scale relationships with high-affinity communities such as professional associations (lawyers, doctors, CAs, etc.), exclusive clubs, influential offline and online communities, professional networks, alumni groups. Your mission is to position ET Money as the preferred financial partner for these communities by building trust, driving engagement through events and webinars, and ensuring sustained adoption of our solutions. As the face of ET Money, you will collaborate with internal stakeholders to deliver impactful presentations and community engagements, and, through a team of Relationship Managers, convert interested members into long-term clients.This role demands strong on-ground presence, relationship-led sales, and the ability to design scalable community engagement models. Key Responsibilities Community Acquisition & Partnerships Identify and onboard professional associations (lawyers, doctors, CAs, etc.), exclusive clubs, influential offline and online communities, professional /networks, alumni groups. Build trusted relationships with decision-makers Position ET Money as their go-to financial wellness partner. Strategic Relationship Management Act as the primary point of contact for the clients. Build and execute long-term engagement plans tailored to each community. Maintain high levels of client satisfaction, ensuring repeat engagement and referrals. Community Engagement & Activation Drive awareness and usage through on-ground events, workshops, and activations. Partner with marketing to run tailored campaigns within each community. Convert engagement into active users of ET Money’s investment and financial solutions. Revenue & Growth Ownership Own product usage and revenue targets from communities. Identify and pursue upsell and cross-sell opportunities within networks. Drive retention and ensure continuous value delivery to clients. Requirements Skills: You must have strong B2B2C/institutional selling and relationship management experience You must have ability to influence senior stakeholders and navigate large communities / networks You must have excellent communication, presentation, and consultative sales capabilities You must be a Self-starter with a growth mindset and ownership attitude Experience in financial products (investments, insurance, lending, wellness, etc.) is preferred