Job Title: Sales Executive Department : Sales C Business Development Location : Gachibowli Hi-tech city, Hyderabad Job Summary: We are seeking a dynamic and results-driven Sales Executive to join our team at Subh Shanti Wealth Pvt Ltd . The ideal candidate will be responsible for generating leads, building client relationships, and driving sales for our wealth management services. This role requires strong communication skills, financial acumen, and the ability to identify investment opportunities for clients. Key Responsibilities: Identify and generate new business opportunities through networking, referrals, and cold calling. Build and maintain strong relationships with prospective and existing clients. Educate clients on wealth management solutions, investment products, and financial planning services. Conduct market research to identify potential clients and assess their investment needs. Meet and exceed sales targets by developing strategic sales plans. Collaborate with the wealth management team to create customized financial solutions for clients. Maintain accurate records of sales activities and client interactions in the CRM system. Stay updated on industry trends, financial markets, and competitor activities. Required Qualifications G Skills: Education: Bachelor’s degree in finance, Business Administration, B. Com or a related field. Experience: 1-3 years of experience in sales, preferably in the financial services or wealth management industry. Skills: Strong communication, negotiation, and interpersonal skills. Knowledge of investment products, mutual funds, and financial planning. Ability to work independently and as part of a team. Goal-oriented with a proven track record of meeting sales targets. Proficiency in MS Office and CRM software. Preferred Qualifications: Experience in wealth management, banking, or insurance sales. Certification in financial advisory (e.g., CFP, NISM, AMFI) is an advantage. Work Environment Benefits: Competitive salary with performance-based incentives. Opportunities for career growth and professional development. Work in a dynamic and fast-growing wealth management firm. Job Type: Full-time Pay: ₹15,000.00 - ₹50,000.00 per month Schedule: Day shift Language: English (Required) Work Location: In person Application Deadline: 10/10/2025

Job Title: Sales Executive Department : Sales C Business Development Location : Gachibowli Hi-tech city, Hyderabad Job Summary: We are seeking a dynamic and results-driven Sales Executive to join our team at Subh Shanti Wealth Pvt Ltd . The ideal candidate will be responsible for generating leads, building client relationships, and driving sales for our wealth management services. This role requires strong communication skills, financial acumen, and the ability to identify investment opportunities for clients. Key Responsibilities: Identify and generate new business opportunities through networking, referrals, and cold calling. Build and maintain strong relationships with prospective and existing clients. Educate clients on wealth management solutions, investment products, and financial planning services. Conduct market research to identify potential clients and assess their investment needs. Meet and exceed sales targets by developing strategic sales plans. Collaborate with the wealth management team to create customized financial solutions for clients. Maintain accurate records of sales activities and client interactions in the CRM system. Stay updated on industry trends, financial markets, and competitor activities. Required Qualifications G Skills: Education: Bachelor’s degree in finance, Business Administration, B. Com or a related field. Experience: 1-3 years of experience in sales, preferably in the financial services or wealth management industry. Skills: Strong communication, negotiation, and interpersonal skills. Knowledge of investment products, mutual funds, and financial planning. Ability to work independently and as part of a team. Goal-oriented with a proven track record of meeting sales targets. Proficiency in MS Office and CRM software. Preferred Qualifications: Experience in wealth management, banking, or insurance sales. Certification in financial advisory (e.g., CFP, NISM, AMFI) is an advantage. Work Environment Benefits: Competitive salary with performance-based incentives. Opportunities for career growth and professional development. Work in a dynamic and fast-growing wealth management firm. Job Type: Full-time Pay: ₹15,000.00 - ₹50,000.00 per month Schedule: Day shift Language: English (Required) Work Location: In person Application Deadline: 10/10/2025

Job Title: Sales Executive Department : Sales Cum Business Development Location : Gachibowli Hi-tech city, Hyderabad Job Summary: We are seeking a dynamic and results-driven Sales Executive to join our team at Subh Shanti Wealth Pvt Ltd . The ideal candidate will be responsible for generating leads, building client relationships, and driving sales for our wealth management services. This role requires strong communication skills, financial acumen, and the ability to identify investment opportunities for clients. Key Responsibilities: Identify and generate new business opportunities through networking, referrals, and cold calling. Build and maintain strong relationships with prospective and existing clients. Educate clients on wealth management solutions, investment products, and financial planning services. Conduct market research to identify potential clients and assess their investment needs. Meet and exceed sales targets by developing strategic sales plans. Collaborate with the wealth management team to create customized financial solutions for clients. Maintain accurate records of sales activities and client interactions in the CRM system. Stay updated on industry trends, financial markets, and competitor activities. Required Qualifications G Skills: Education: Bachelor’s degree in finance, Business Administration, B. Com or a related field. Experience: 1-3 years of experience in sales, preferably in the financial services or wealth management industry. Skills: Strong communication, negotiation, and interpersonal skills. Knowledge of investment products, mutual funds, and financial planning. Ability to work independently and as part of a team. Goal-oriented with a proven track record of meeting sales targets. Proficiency in MS Office and CRM software. Preferred Qualifications: Experience in wealth management, banking, or insurance sales. Certification in financial advisory (e.g., CFP, NISM, AMFI) is an advantage. Work Environment Benefits: Competitive salary with performance-based incentives. Opportunities for career growth and professional development. Work in a dynamic and fast-growing wealth management firm. Show more Show less

Job Title: Research Associate – Finance Location: Kolkata, West Bengal Job Type: Full-time Experience: 1–3 years (Freshers with strong academic background in finance may also apply) Industry: Financial Services / Investment Advisory / Wealth Management / Capital Markets Job Summary: We are seeking a detail-oriented and analytical Research Associate to support our finance team in conducting investment research, financial analysis, and market intelligence. The ideal candidate will have a strong foundation in finance and a passion for tracking market trends, financial instruments, and economic indicators. Key Responsibilities: Conduct fundamental and technical research on equities, mutual funds, debt instruments, and other financial products. Analyse macroeconomic trends, sectoral developments, and company financials to generate insights and recommendations. Assist in the preparation of research reports, investment notes, presentations, and market updates. Track financial news, regulatory changes (SEBI, RBI, etc.), and market movements relevant to client portfolios. Support portfolio managers and analysts with timely data and research inputs. Use financial databases for data extraction and analysis. Maintain organized and up-to-date research documentation and databases. Requirements: Bachelor’s or Master’s degree in Finance, Economics, Commerce, or related discipline (CFA/CA/MBA preferred). Strong analytical and quantitative skills. Proficiency in MS Excel, PowerPoint; knowledge of financial tools like Bloomberg, Refinitiv, or similar platforms is a plus. Excellent written and verbal communication skills. Attention to detail and ability to work independently or in a team. A keen interest in financial markets, investments, and wealth management. Preferred Qualifications: Internship or work experience in investment research, equity analysis, or wealth advisory. Certifications such as NISM, CFA Level 1, or equivalent. Remuneration: Competitive and based on experience and qualifications. Job Type: Full-time Pay: ₹15,000.00 - ₹35,000.00 per month Schedule: Day shift Work Location: In person

Job Title: Social Media Manager Location: Kolkata (On-site) Job Type: Full-time Experience: 1–3 years preferred Industry: Finance Job Summary: We are looking for a creative and dynamic Social Media Manager to manage and grow our brand’s digital presence across platforms. The ideal candidate should have a strong eye for design, hands-on experience with creating carousels, posters, and short videos, and a deep understanding of social media trends and engagement strategies. Key Responsibilities: Develop and execute social media strategies across platforms (Instagram, Facebook, LinkedIn, Twitter, YouTube, etc.). Design visually engaging carousels, posters, infographics , and reels for daily/weekly posts. Create and edit short video clips , reels, and promos using tools like Adobe Premiere Pro, Canva, or CapCut. Plan and maintain the content calendar aligned with campaigns, product launches, and industry events. Monitor, analyze, and report on engagement metrics, follower growth, and campaign performance. Stay updated with social media trends, algorithms, and best practices. Coordinate with internal teams (design, marketing, and sales) to align messaging and goals. Manage social media tools and scheduling platforms (like Hootsuite, Buffer, or Meta Business Suite). Requirements: Bachelor’s degree in Marketing, Mass Communication, Graphic Design, or a related field. 2+ years of experience managing social media pages professionally. Strong hands-on skills in Canva, Adobe Photoshop, Illustrator , and video editing tools (e.g., Adobe Premiere Pro, InShot, CapCut). Knowledge of social media algorithms, hashtags, content formats, and analytics. Excellent command of English (spoken and written). Ability to work from our Kolkata office and manage tight deadlines in a creative environment. Preferred Skills: Photography or basic videography skills. Experience with paid promotions (Facebook Ads, Instagram Ads, etc.). Basic SEO knowledge for content optimization. Remuneration: As per industry standards and candidate experience. Job Type: Full-time Pay: ₹9,051.29 - ₹36,697.36 per month Schedule: Day shift Work Location: In person

Job Title: Research Associate – Finance Location: Kolkata, West Bengal Job Type: Full-time Experience: 1–3 years (Freshers with strong academic background in finance may also apply) Industry: Financial Services / Investment Advisory / Wealth Management / Capital Markets Job Summary: We are seeking a detail-oriented and analytical Research Associate to support our finance team in conducting investment research, financial analysis, and market intelligence. The ideal candidate will have a strong foundation in finance and a passion for tracking market trends, financial instruments, and economic indicators. Key Responsibilities: Conduct fundamental and technical research on equities, mutual funds, debt instruments, and other financial products. Analyse macroeconomic trends, sectoral developments, and company financials to generate insights and recommendations. Assist in the preparation of research reports, investment notes, presentations, and market updates. Track financial news, regulatory changes (SEBI, RBI, etc.), and market movements relevant to client portfolios. Support portfolio managers and analysts with timely data and research inputs. Use financial databases for data extraction and analysis. Maintain organized and up-to-date research documentation and databases. Requirements: Bachelor’s or Master’s degree in Finance, Economics, Commerce, or related discipline (CFA/CA/MBA preferred). Strong analytical and quantitative skills. Proficiency in MS Excel, PowerPoint; knowledge of financial tools like Bloomberg, Refinitiv, or similar platforms is a plus. Excellent written and verbal communication skills. Attention to detail and ability to work independently or in a team. A keen interest in financial markets, investments, and wealth management. Preferred Qualifications: Internship or work experience in investment research, equity analysis, or wealth advisory. Certifications such as NISM, CFA Level 1, or equivalent. Remuneration: Competitive and based on experience and qualifications. Job Type: Full-time Pay: ₹15,000.00 - ₹35,000.00 per month Schedule: Day shift Work Location: In person

Job Description – Financial Trainer & Planner Position Title: Financial Trainer & Planner Department: Training & Development / Wealth Management Advisory Reports To: MD Location: Gachibowli Hi-tech city, Hyderabad Experience Required: 1–3 Years Employment Type: Full-Time Role Overview: We are seeking a dynamic professional who can take on a hybrid role as both Financial Trainer and Financial Planner . The ideal candidate will be responsible for delivering impactful financial training sessions internally and externally while also managing client portfolios through strategic financial planning and advisory services. This role is a blend of education and execution—requiring expertise in financial concepts, strong communication skills, and hands-on advisory experience. Key Responsibilities: Training & Development Design and deliver training programs on financial planning, investment strategies, and financial products. Conduct workshops, webinars, and onboarding sessions for internal teams and clients. Stay updated with regulatory guidelines, market trends, and financial instruments. Track training effectiveness and continuously improve content and delivery. Financial Planning & Advisory Assess individual or corporate client financial goals and current financial status. Prepare customized financial plans covering budgeting, investments, tax, insurance, and retirement planning. Recommend suitable financial instruments based on client needs and risk appetite. Monitor portfolios and make revisions as needed due to market or life changes. Maintain long-term relationships and ensure excellent client service. Qualifications & Skills: Bachelor's/Master’s degree in Finance, Commerce, Economics, or related field. Professional certifications like CFP, CFA, or NISM modules preferred. 1–3 years of experience in financial training, wealth advisory, or related roles. Excellent verbal and written communication skills with strong presentation ability. Proficient in MS Office, financial planning tools, and online training platforms. Strong analytical thinking, empathy, and client-centric approach. Ideal Candidate Traits: Passionate about both educating others and offering practical financial solutions. Comfortable speaking to groups as well as one-on-one with clients. Able to simplify complex financial jargon for different audience types. Maintains confidentiality and complies with industry regulations and ethics. Job Type: Full-time Pay: ₹30,000.00 - ₹50,000.00 per month Schedule: Day shift Work Location: In person Expected Start Date: 10/06/2025

Job Description – Financial Trainer & Planner Position Title: Financial Trainer & Planner Department: Training & Development / Wealth Management Advisory Reports To: MD Location: Gachibowli Hi-tech city, Hyderabad Experience Required: 1–3 Years Employment Type: Full-Time Role Overview: We are seeking a dynamic professional who can take on a hybrid role as both Financial Trainer and Financial Planner . The ideal candidate will be responsible for delivering impactful financial training sessions internally and externally while also managing client portfolios through strategic financial planning and advisory services. This role is a blend of education and execution—requiring expertise in financial concepts, strong communication skills, and hands-on advisory experience. Key Responsibilities: Training & Development Design and deliver training programs on financial planning, investment strategies, and financial products. Conduct workshops, webinars, and onboarding sessions for internal teams and clients. Stay updated with regulatory guidelines, market trends, and financial instruments. Track training effectiveness and continuously improve content and delivery. Financial Planning & Advisory Assess individual or corporate client financial goals and current financial status. Prepare customized financial plans covering budgeting, investments, tax, insurance, and retirement planning. Recommend suitable financial instruments based on client needs and risk appetite. Monitor portfolios and make revisions as needed due to market or life changes. Maintain long-term relationships and ensure excellent client service. Qualifications & Skills: Bachelor's/Master’s degree in Finance, Commerce, Economics, or related field. Professional certifications like CFP, CFA, or NISM modules preferred. 1–3 years of experience in financial training, wealth advisory, or related roles. Excellent verbal and written communication skills with strong presentation ability. Proficient in MS Office, financial planning tools, and online training platforms. Strong analytical thinking, empathy, and client-centric approach. Ideal Candidate Traits: Passionate about both educating others and offering practical financial solutions. Comfortable speaking to groups as well as one-on-one with clients. Able to simplify complex financial jargon for different audience types. Maintains confidentiality and complies with industry regulations and ethics. Job Type: Full-time Pay: ₹30,000.00 - ₹50,000.00 per month Schedule: Day shift Work Location: In person Expected Start Date: 10/06/2025