About the Role Join our finance team at R9 Wealth India Private Limited, where you’ll support accounting operations focused on unlisted share transactions. This entry-level position is ideal for individuals with foundational accounting knowledge, basic Tally experience, and strong Excel skills who are seeking to advance in a dynamic financial services environment. Key Responsibilities Data Entry & Record-Keeping Accurately capture daily unlisted share trade transactions (purchase, sale, receipts, payments) in Tally ERP Maintain digital and physical filing of invoices, contracts, and bank statements Tally ERP Support Assist in setting up ledgers, cost centers, and GST configurations Generate basic reports—trial balance, P&L, balance sheet—for review Excel Reporting Build and update spreadsheets for tracking trade volumes, cash flows, and portfolio summaries Use formulas (e.g., VLOOKUP, INDEX-MATCH), pivot tables, and conditional formatting to organize data Month-End Close Assistance Help with bank reconciliations and inter-account adjustments Prepare supporting schedules for review by senior accountants Compliance & Documentation Gather data for GST and TDS filings, ensuring timely submission Support audit preparations by compiling and verifying source documents Team Collaboration Coordinate with the deal origination and operations teams for transaction details Respond to ad hoc data and reporting requests from management Required Qualifications & Skills Education: Bachelor’s degree in Commerce (B.Com), Finance, or related field Accounting Fundamentals: Basic understanding of double-entry bookkeeping and Indian GAAP Tally Exposure: Hands-on familiarity with any version of Tally ERP (no formal certification required) Excel Proficiency: Comfortable with core functions—formulas, pivot tables, data validation Attention to Detail: High accuracy in data entry and reconciliation Communication & Teamwork: Clear verbal and written skills; ability to work with cross-functional colleagues Nice to Have Prior internship or project experience in finance or accounting Any Tally ERP certification or advanced Excel course completion Familiarity with unlisted share markets or financial services operations Show more Show less
The Financial Analyst Intern position based in Gurugram, Haryana offers an excellent opportunity for individuals interested in gaining hands-on experience in financial data management and corporate research. As an intern, you will be responsible for extracting, compiling, and analyzing financial data from the Ministry of Corporate Affairs (MCA) website. Your role will involve data organization, financial documentation, and assisting in financial research tasks. Your main responsibilities will include extracting financial data of companies from the MCA website, structuring and compiling financial data into Excel, drafting letters to shareholders, assisting in financial analysis such as ratio analysis and financial modeling, conducting industry and company research, and handling various financial documentation and corporate compliance research tasks. To be eligible for this internship, you should be currently pursuing or have recently completed a degree in Finance, Commerce, Economics, Accounting, or a related field. Strong knowledge of financial statements, proficiency in MS Excel (including data formatting, pivot tables, and financial modeling), familiarity with MCA filings and corporate governance structures, good analytical skills, attention to detail, and strong verbal and written communication skills are required. Additionally, the ability to work independently, meet deadlines, and prior experience in financial data extraction or corporate research projects/internships will be advantageous. This internship offers a duration of 2 months with a stipend ranging from 10,000 to 12,000 Rs. per month (as per discussion). The position is open to students in their final year of undergraduate studies or recent graduates who are eager to enhance their skills in financial data management and corporate research. Knowledge of company filings and corporate compliance processes will be beneficial for this role.,
Role: Marketing Executive / Marketing Manager – Financial Products Location: Gurgaon Work Mode: Work From Office Experience Required: Minimum 3 years in Marketing (preferably BFSI / Fintech / Mutual Funds) Qualification: MBA in Marketing (mandatory) Email to Apply: bhavika.gupta@r9wealth.com About Us R9 Wealth India Private Limited is a fast-growing investment and wealth management firm specializing in mutual fund distribution, financial planning, and investment solutions. We are expanding our team and looking for a dynamic Marketing professional to build our digital presence and drive engagement. Key Responsibilities 1. Reel Creation & Social Media Content End-to-end reel creation: idea generation, scripting, shooting coordination, editing supervision, and publishing. Produce short-form video content for Instagram, YouTube Shorts, Facebook Reels, etc. Ensure reels are engaging, finance-focused, and aligned with brand tone. Track reel performance and optimize for reach and engagement. 2. Digital & Social Media Marketing Manage and grow all social media platforms (Instagram, LinkedIn, Facebook, YouTube). Build a monthly content calendar covering mutual fund education, SIPs, market insights, and financial planning concepts. Run digital campaigns (organic + paid) to generate leads and increase brand reach. Interact with followers and manage community engagement. 3. Brand Building & Marketing Collateral Create presentations, brochures, newsletters, product explainers, and blogs. Maintain brand consistency across all marketing materials. Develop simplified financial content for the everyday investor. 4. Campaigns, Lead Generation & AMC Coordination Plan and execute marketing campaigns for SIPs, NFOs, smallcase portfolios, and insurance products. Coordinate with AMCs for co-branded promotions and product visibility. Support the sales team with marketing assets for client acquisition. 5. Events, Webinars & Investor Outreach Promote and manage investor webinars, workshops, and offline events. Create marketing content for event promotions. 6. Analytics & Reporting Track metrics like engagement rate, impressions, reach, website traffic, leads, and reel performance. Prepare weekly/monthly analytics reports for management. Requirements:- MBA in Marketing (mandatory) Minimum 3 years of marketing experience, preferably in the financial services or fintech domain. Strong hands-on experience in reel creation, content planning, and social media strategy. Strong communication, creativity, and storytelling abilities. Familiarity with mutual funds, SIPs, basic market concepts (preferred). Experience with Meta Business Suite, Canva, Google Analytics, etc. Subject Line for Candidate Emails: Subject: Application for Marketing Executive / Marketing Manager – R9 Wealth India Private Limited Send CV to: bhavika.gupta@r9wealth.com
Position: Operations Management Intern Company: R9 Wealth India Private Limited Location: Gurgaon (Work From Office) Stipend: ₹12,000 per month Duration: 2 Months (Performance-based Full-Time Conversion) Experience: 0–1 year Qualification: Minimum Graduate Immediate Joining Required About the Company – R9 Wealth India Private Limited R9 Wealth India Private Limited is a fast-growing investment and wealth management firm specializing in mutual fund distribution, financial planning, and customized investment solutions. We are committed to delivering transparent, research-driven, and client-centric financial services to help individuals and businesses achieve their long-term financial goals. About the Role We are looking for a proactive and detail-oriented Operations Intern to support backend operations and documentation processes. This role provides hands-on exposure in the financial services industry, with the opportunity to convert into a full-time role based on performance. Key Responsibilities Manage backend operational tasks for smooth daily workflow Prepare, maintain, and update client documentation & internal records Assist in data entry, KYC coordination, and compliance-related paperwork Support account opening processes and client onboarding Help generate operational reports and assist in reconciliations Coordinate with internal teams for timely completion of tasks Maintain accuracy and ensure adherence to internal processes Assist in audits, follow-ups, and improving operational efficiency What We’re Looking For Minimum Graduate (any stream) Strong attention to detail & willingness to learn Basic knowledge of MS Excel & MS Office Good communication and organizational skills Ability to work in a fast-paced environment Freshers or candidates with 0–1 year of experience Must be available for immediate joining Why Join Us? Hands-on exposure to the wealth management & financial services industry Learning-focused work culture with mentorship Opportunity for full-time employment upon successful performance Interested candidates can share their resumes at: harshita@r9wealth.com