Neo Wealth Management

Role : Sales, South - Neo Asset Management About Neo Group: Neo group is a new age, focused Asset Management and Financial Advisory Platform that aims at providing clients with transparent, cost-efficient and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to empowering them to pursue their dreams. Assisting in India's glorious aspiration on self-reliance and egalitarian prosperity is Neo's underlying goal, and we are proud to stand united in that journey! We are building the next billion tech for the best wealth management platform and financial ecosystem. Neo Asset Management (NAM) is part of Neo Group. NAM is asset manager for various investment funds being launched by Neo Group. NAM currently has an AUM of ~ Rs 11000 crs across various funds and simultaneously is in the process of raising capital. Summary: We're looking for a dynamic Sales professional for the South (Hyderabad) region who will be responsible for developing and executing the sales strategy in alignment with the company's overall goals. Incumbents role involves managing key client relationships and driving growth in assets under management (AUM) within the assigned region. The ideal candidate should have a deep understanding of the asset management industry, a proven track record in sales leadership, and strong regional market knowledge. Job Responsibilities: 1. Sales Strategy & Execution: - Develop and implement a comprehensive sales strategy for the said regions to achieve AUM targets. - Identify and pursue new business opportunities, including expansion into new markets within the regio - Monitor market trends, competitive landscape, and client needs to adjust sales strategies accordingly 2. Client Relationship Management: - Develop and maintain strong relationships with key clients, including institutional investors, financial advisors, and high-net-worth individuals - Ensure high levels of client satisfaction through regular engagement and delivering value-added services 3. Revenue Growth & AUM Expansion: - Drive revenue growth by increasing sales of the company's asset management products and services - Focus on increasing AUM through strategic initiatives, including new client acquisition and cross-selling to existing clients 4. Reporting & Analysis: - Prepare regular sales reports, forecasts, and performance analyses for senior management - Use data-driven insights to make informed decisions and adjust strategies as needed Compliance & Risk Management: - Ensure all sales activities are compliant with regulatory requirements and company policies - Work with the compliance team to stay updated on regulatory changes that may impact sales processes or client relationships Academic Qualification and Experience: - Qualification Essential: MBA / CA / CFA - 5-8 years of experience in Asset Management or Financial Services Industry - Knowledge, Competency and Skills requirement: - Proven track record of achieving sales targets and driving revenue growth in the regional role - Strong leadership ad team management skills - Deep understanding of financial products, investment strategies, and asset management industry - Excellent in Communication, Negotiation and Interpersonal skills - Strategic thinker with strong analytical and problem-solving skill - Ability to build and maintain strong client relationships - Knowledge of regional market

Summary: Looking for a Service Relationship Manager with expertise in Mutual Fund order processing (BSE STAR MF) and working knowledge of AIF & PMS . The role focuses on client servicing, documentation, and seamless coordination with advisors and stakeholders. Job Responsibilities: Manage end-to-end Mutual Fund order processing on platforms such as BSE STAR MF , ensuring accuracy and timeliness. Support client onboarding by handling KYC, documentation, and compliance requirements. Address client service requests, queries, and transaction-related issues promptly. Collaborate with Relationship Managers and Advisors to deliver a seamless client experience. Maintain sound knowledge of Alternative Investment Funds (AIF) and Portfolio Management Services (PMS) to support advisory and client needs. Coordinate with internal teams, AMCs, custodians, and other stakeholders to ensure operational efficiency. Prepare client statements, reports, and presentations as required. Requirements: Graduate/Postgraduate in Finance, Commerce, or related field. Strong knowledge of Mutual Funds , with exposure to AIF & PMS products . Hands-on experience with BSE STAR MF platform . 5+ years of relevant experience in wealth management, banking, or financial services operations. Proficiency in MS Excel and financial platforms; detail-oriented with strong execution skills. Excellent communication and client servicing abilities.

Position: DevOps Engineer (Neo Markets) About Neo Group: Neo group is a new age, focused Wealth and Asset Management Platform that aims to provide clients with transparent, cost-efficient, and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to empowering them to pursue their dreams. Assisting in India's glorious aspiration on self-reliance and egalitarian prosperity is Neo's underlying goal, and we are proud to stand united in that journey. We are building the next billion tech for the best wealth management platform and financial ecosystem. The organization was founded by Nitin Jain (Ex CEO of Nuvama Wealth Management) and backed by Peak XV (earlier Sequioa), MUFG and Euclidean Capital as minority investors. Neo Group Today Number of Employees: 600 + Asset Management: AUM of ~ 15,000 Cr across various funds Neo Wealth Management: Asset Under Advisory of ~ 50,000 Cr Well capitalized and profitable Neo Markets: Neo Markets is a multi-asset, multi- strategy trading business of the Neo Group, striving superior risk adjusted returns. Our aim and unflinching focus are to be the best analytical and algorithmic trading desk in the country. The desk prides itself in delivering non-correlated superior risk adjusted returns across market cycles. Over the years, we have found that people who bring a sense of ownership and passion, and come with a grit to think, ideate, solve problems, build systems, and make each of that extra buck off the table with conscious risk taking have better odds of succeeding. We are looking for precisely these folks. Job Responsibilities: Develop and maintain automation for system provisioning, deployment, and configuration management. Design and operate CI/CD pipelines to enable rapid, reliable, and repeatable software releases. Oversee deployment of trading strategies, market data handlers, and order execution systems across development, staging, and production environments. Streamline and coordinate release cycles to reduce downtime and mitigate deployment risks. Establish and maintain robust rollback and recovery mechanisms for mission-critical trading systems. Implement comprehensive real-time monitoring, logging, and alerting frameworks to ensure system reliability. Support high-availability architectures, including failover mechanisms and disaster recovery strategies. Collaborate with developers, quants, and infrastructure teams to safely integrate code into production environments. Promote and enforce DevOps best practices, security standards, and compliance across trading systems. Required Skills & Qualifications: 5-7 years of experience in software engineering Strong programming background in C++ Experience in building real-time systems, preferably in trading or financial services Proven track record in managing high-performance teams Deep understanding of DevOps tooling, CI/CD pipelines, and automation frameworks Exposure to back-testing frameworks and event-driven architectures Strong understanding of system design, performance tuning, and production reliability Excellent communication skills Ability to work with both technical and non-technical stakeholders

Position: Test Lead / QA Lead Algorithmic Trading (Cash, Futures & Options) (Neo Markets) About Neo Group: Neo group is a new age, focused Wealth and Asset Management Platform that aims to provide clients with transparent, cost-efficient, and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to empowering them to pursue their dreams. Assisting in India's glorious aspiration on self-reliance and egalitarian prosperity is Neo's underlying goal, and we are proud to stand united in that journey. We are building the next billion tech for the best wealth management platform and financial ecosystem. The organization was founded by Nitin Jain (Ex CEO of Nuvama Wealth Management) and backed by Peak XV (earlier Sequioa), MUFG and Euclidean Capital as minority investors. Neo Group Today Number of Employees: 600 + Asset Management: AUM of ~ 15,000 Cr across various funds Neo Wealth Management: Asset Under Advisory of ~ 50,000 Cr Well capitalized and profitable Neo Markets: Neo Markets is a multi-asset, multi- strategy trading business of the Neo Group, striving superior risk adjusted returns. Our aim and unflinching focus are to be the best analytical and algorithmic trading desk in the country. The desk prides itself in delivering non-correlated superior risk adjusted returns across market cycles. Over the years, we have found that people who bring a sense of ownership and passion, and come with a grit to think, ideate, solve problems, build systems, and make each of that extra buck off the table with conscious risk taking have better odds of succeeding. We are looking for precisely these folks. Job Responsibilities: Algorithm Testing & Validation Design, execute, and automate test cases for cash, futures, and options trading strategies. Validate algorithm logic by collaborating with strategy writers and quants to deeply understand the trading models. Perform end-to-end testing: order generation, order routing, risk checks, trade execution, P&L calculation, and reporting. Risk & Control Testing Identify and test all risk parameters associated with trading algorithms (e.g., max order size, exposure limits, fat-finger checks, kill switches). Simulate adverse market conditions to ensure algorithms behave within defined risk tolerance. Ensure compliance with exchange/regulatory guidelines around algorithmic trading. Test Planning & Case Creation Develop comprehensive test plans and test cases for new and existing algorithms. Work closely with back-testing teams to validate results from historical simulations against live test environments. Document test scenarios covering latency, slippage, market impact and failover behavior. Coordination & Communication Collaborate with developers, quants, strategy writers, and risk managers to ensure proper test coverage. Communicate test results, issues, and recommendations clearly to both technical and business stakeholders. Lead test reviews, defect triage, and sign-off processes for go-live readiness. Key Skills & Experience: Strong understanding of financial markets: equities (cash), futures & options (F&O), order types, and market microstructure. Knowledge of algorithmic trading strategies (e.g., arbitrage, market making, spread trading). Strong ability to identify and document algorithmic risks (e.g., runaway orders, latency races, stale market data). Familiarity with back-testing frameworks and historical market data validation. Excellent communication skills to coordinate between quants, developers, and risk teams. Preferred Qualifications: 1. 2–3 years of experience in trading technology QA/testing, preferably in algorithmic or electronic trading environments. 2. Prior experience in strategy validation, quant research testing, or model verification. 3. Knowledge of regulatory requirements for algo trading (e.g., SEBI). 4. Experience leading a team of testers and managing the QA lifecycle.

Summary: Looking for a Service Relationship Manager with expertise in Mutual Fund order processing (BSE STAR MF) and working knowledge of AIF & PMS . The role focuses on client servicing, documentation, and seamless coordination with advisors and stakeholders. Job Responsibilities: Manage end-to-end Mutual Fund order processing on platforms such as BSE STAR MF , ensuring accuracy and timeliness. Support client onboarding by handling KYC, documentation, and compliance requirements. Address client service requests, queries, and transaction-related issues promptly. Collaborate with Relationship Managers and Advisors to deliver a seamless client experience. Maintain sound knowledge of Alternative Investment Funds (AIF) and Portfolio Management Services (PMS) to support advisory and client needs. Coordinate with internal teams, AMCs, custodians, and other stakeholders to ensure operational efficiency. Prepare client statements, reports, and presentations as required. Requirements: Graduate/Postgraduate in Finance, Commerce, or related field. Strong knowledge of Mutual Funds , with exposure to AIF & PMS products . Hands-on experience with BSE STAR MF platform . 5+ years of relevant experience in wealth management, banking, or financial services operations. Proficiency in MS Excel and financial platforms; detail-oriented with strong execution skills. Excellent communication and client servicing abilities.

Role : AIF Sales/Fund Raising About Neo Group: Neo group is a new age, focused Asset Management and Financial Advisory Platform that aims at providing clients with transparent, cost-efficient and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to empowering them to pursue their dreams. Assisting in India's glorious aspiration on self-reliance and egalitarian prosperity is Neo's underlying goal, and we are proud to stand united in that journey! We are building the next billion tech for the best wealth management platform and financial ecosystem. Neo Asset Management (NAM) is part of Neo Group. NAM is asset manager for various investment funds being launched by Neo Group. NAM currently has an AUM of ~ Rs 15,000 crs across various funds and simultaneously is in the process of raising capital. Summary: We're looking for a dynamic Sales professional for Mumbai region who will be responsible for developing and executing the sales strategy in alignment with the company's overall goals. Incumbents role involves managing key client relationships and driving growth in assets under management (AUM) within the assigned region. The ideal candidate should have a deep understanding of the asset management industry, a proven track record in sales leadership, and strong regional market knowledge. Job Responsibilities: Sales Strategy & Execution: Develop and implement a comprehensive sales strategy for the said regions to achieve AUM targets. Identify and pursue new business opportunities, including expansion into new markets within the regio Monitor market trends, competitive landscape, and client needs to adjust sales strategies accordingly Client Relationship Management: Develop and maintain strong relationships with key clients, including institutional investors, financial advisors, and high-net-worth individuals Ensure high levels of client satisfaction through regular engagement and delivering value-added services Revenue Growth & AUM Expansion: Drive revenue growth by increasing sales of the companys asset management products and services Focus on increasing AUM through strategic initiatives, including new client acquisition and cross-selling to existing clients Reporting & Analysis: Prepare regular sales reports, forecasts, and performance analyses for senior management Use data-driven insights to make informed decisions and adjust strategies as needed Compliance & Risk Management: Ensure all sales activities are compliant with regulatory requirements and company policies Work with the compliance team to stay updated on regulatory changes that may impact sales processes or client relationships Academic Qualification and Experience: Qualification Essential: MBA / CA / CFA 3-5 years of experience in Asset Management or Financial Services Industry Knowledge, Competency and Skills requirement: Proven track record of achieving sales targets and driving revenue growth in the regional role Strong leadership ad team management skills Deep understanding of financial products, investment strategies, and asset management industry Excellent in Communication, Negotiation and Interpersonal skills Strategic thinker with strong analytical and problem-solving skill Ability to build and maintain strong client relationships Knowledge of regional market

Reporting Structure Reports to: COO Renewable Indirect Reports: Asset Managers / Site Managers Role Overview: The role involves managing operations and performance across multiple grid-connected solar projects , ensuring maximum generation, compliance, and efficiency. Youll work closely with Asset Managers, Site Managers, and O&M teams while reporting directly to the COO Renewable . Key Responsibilities: Oversee and analyze performance of PV modules, inverters, and transformers. Monitor SCADA/CMS operations, SLDC communications, and ensure grid compliance. Manage preventive and corrective maintenance (CAPA) for optimum plant performance. Prepare and review MIS reports including generation analysis, RCA, MTTR, and MTBF. Supervise forecasting, scheduling, and billing cycles. Plan and monitor O&M budgets and spare utilization. Conduct quarterly site visits and ensure timely execution of PM activities. Desired Qualifications & Experience: Education: B. Tech (Electrical) Essential | MBA (Operations) / M. Tech Preferred Experience: 1012 years in Solar Asset Management / O&M Operations Skills: In-depth knowledge of Solar PV technologies & SCADA systems Strong analytical, commercial, and presentation skills

Key Responsibilities: Analysis of plant operations in coordination with Asset Manager / Site Manager / O&M operator Analysis of PV modules, Inverters, Transformers for their efficiency Analysis of equipment failures for Corrective & Preventive Action (CAPA) Analysis of Low performance strings/modules SCADA & SLDC communication system uptime at plants Monitoring forecasting & scheduling activity and its effectiveness Monitoring timely monthly JMR, Billing & Payment cycle MIS (Portfolio) for Generation report including Low Generation Analysis Root Cause Analysis of repetitive faults (minor or major) RCA of one-time major faults MTTR and MTBF Timely PM related activity for plants Preparation, Monitoring & Analysis of O&M cost budget including spares under owner scope (AOP) Managing & Monitoring Compliances related to Portfolio • Managing DMS in coordination with Asset Manager Monitoring & Analyzing Plant Operations (in coordination with Asset Manager) To monitor and analyze O&M reports and provide feedback to COO (weekly basis) To report major variations in energy yield or plant performance to COO (Daily basis) To track functioning of all solar PV plants in co-ordination with plant managers and O&M operators To monitor replacement of faulty material in all plants To generate timely plant reports To discuss and align all O&M activities in plants in proper manner to maximize Plant Generation To suggest measures to control operating O&M budget/s of plants to COO To visit plants (minimum once in a quarter or as deemed necessary) under consultation with COO for in-depth monitoring & analyses. To maintain record of all important O&M activities of various plants like equipment details, warranty claims, preventive, replacements, cleaning data etc MIS Interface to Higher Management: To capture daily plant generation data provided by Asset Manager and prepare Daily Power Generation Report for circulation to COO Weekly summarized reporting of major O & M activities of plants to COO To prepare and share customized reports with management as per their requirement in consultation with COO To share generation trends with management in consultation with COO and propose solutions to overcome gaps against set targets

Job Overview: We are looking for an experienced and people-oriented Manager HR to oversee end-to-end HR Recruitment, HR Operations Activities, drive employee engagement, and support the organizations strategic growth. The ideal candidate will be responsible for implementing Recruitment, HR Operations Activities, policies, and practices aligned with business objectives. Key Responsibilities: Recruitment & Talent Acquisition: Direct and manage full-cycle recruitment to meet organizational talent needs Collaborate with department heads and hiring managers to define hiring requirements and job specifications Develop and execute sourcing strategies to attract high-quality candidates through online platforms job boards, and recruitment agencies. Develop and manage employee referral programs to boost internal sourcing Analyse recruitment metrics and hiring forecasts to plan future talent requirements Utilize tools like ATS and LinkedIn for effective hiring, especially for niche and hard-to-fill roles. Build and maintain relationships with recruitment vendors and external partners. HR Operations: Manage HR operations including onboarding & employee life cycle Ensure alignment with employment laws and regulations. Implement and oversee HR software systems for efficient operations (e.g., attendance, Payroll & HRMS) Engagement: Carry out engagement initiatives, including Training & Development programs, to enhance employee productivity and foster a positive organizational culture. Conduct cultural due diligence during acquisitions or site takeovers to ensure smooth integration and alignment with organizational values. Support organizational culture by fostering a healthy, inclusive, and engaging work environment. Compliance: Ensure adherence to all statutory requirements and labour laws, maintaining full compliance with applicable regulations and organizational policies. Skills & Qualifications: MBA degree in Human Resources from Tier 1 Institutes. (Mandatory) 5-8 years of progressive HR experience, with at least 5 years in a managerial role In-depth knowledge of HR systems including applicant tracking systems and HRMS/payroll tools. Strong understanding of labor laws, HR compliance, and regulatory requirements. Excellent communication, interpersonal, and negotiation skills. Strong analytical skills and the ability to leverage data for decision-making

Key Responsibilities: Oversee and manage the overall Accounts & Finance function of the organization. Ensure timely finalization of accounts , statutory audit , and compliance with accounting standards . Handle direct and indirect taxation compliances Review and monitor monthly financial statements , MIS reports , and cash flow management . Coordinate with internal and statutory auditors for audits and financial reviews. Develop and implement financial strategies, budgets, and forecasts. Support management in financial decision-making and business planning . Key Skills: Strong knowledge of Accounting , Audit , Finalization of Accounts , and Taxation . Expertise in financial analysis , budgeting , and statutory compliance . Proficiency in accounting software (Tally) Excellent analytical, communication, and leadership skills.

Key Roles & Responsibilities: Project Planning & Execution: Develop comprehensive project plans including work schedules, milestones, budget projections, and resource requirements. Review and approve drawings, working plans, technical specifications, and project deliverables. Ensure smooth mobilization and deployment of manpower, material, plants, and subcontractors at site. Drive day-to-day execution ensuring progress aligns with approved work program and NHAI standards. HAM / NHAI Coordination Responsible for timely submission and approval of Drawings & Annuity claims from NHAI. Establish strong liaison with NHAI, IE/AE, state authorities, and statutory bodies to eliminate hurdles in billing, approvals, and site execution. Ensure full compliance with concession agreement, NHAI circulars, MoRTH specifications, and relevant regulatory requirements, Financial & Commercial Management Monitor project budgets, BOQs, cost estimates, and cash flow requirements. Track vendor/subcontractor billing, certifications, contract variations, and claims. Monitor material consumption and cost control to prevent overruns. Assist in resolving audit observations, contractual issues, and commercial disputes. Risk, Quality & Safety Management Identify risks proactively and implement mitigation plans for time, cost, and engineering challenges. Ensure stringent quality control aligned with IRC, IS codes, and contract specifications. Oversee implementation of HSE (Health, Safety & Environment) measures to maintain zero-incident culture at site. Team Leadership & Stakeholder Management Lead and mentor project teams (Engineers, Site Leaders, QA/QC, Planning, Billing, HSE, Contractors). Conduct regular review meetings to track status, deliverables, dependencies, and problem resolution. Maintain transparent communication with senior management on progress, risks, opportunities, and site requirements. Key Skills & Technical Competencies: Strong exposure to HAM / NH projects with deep understanding of NHAI procedures and compliance. Expertise in Four-laning / Six-laning / Major Bridge / Structures / Highway construction methodologies. Thorough knowledge of execution planning, DPR review, QS/QC, budgeting, tendering, contract administration. Proficiency in MS Project / Primavera / AutoCAD, progress tracking tools & MS Office. Excellent interpersonal, negotiation, decision-making & leadership skills.