Wealthy

Company Description Wealthy is an award-winning app that provides advanced technology, dedicated support, and product research for Mutual Fund Distributors (MFDs). Join 6,000+ MFDs who trust Wealthy to build their AUM and grow clients' wealth faster. Role Description This is a full-time on-site role in Varanasi for a Relationship Manager at Wealthy. The Relationship Manager will be responsible for managing client relationships, providing dedicated support to MFDs, and conducting product research to help clients grow their wealth. Qualifications Client Relationship Management, Customer Service, and Sales skills Experience in the finance or mutual fund industry Strong communication and interpersonal skills Ability to conduct product research and analysis Knowledge of wealth management and investment strategies Bachelor's degree in Finance, Business, Economics, or related field Show more Show less

Skills Analyze and map the customer journey to identify touchpoints and opportunities for enhancing the customer experience. Collect, analyze, and act on customer feedback through surveys, interviews, and other channels to continuously improve our products and services. Oversee customer support and training initiatives, ensuring that customers have access to the resources and assistance they need to use our software effectively. Work with technical support and product development teams to address and resolve customer issues promptly and effectively. Develop and monitor key performance indicators (KPIs) related to customer satisfaction, retention, and product usage, and report on these metrics to senior management. Foster a culture of customer advocacy within the company, ensuring that customer needs and perspectives are considered in all decision-making processes. Identify and implement improvements for processes to enhance efficiency and effectiveness in customer support and service delivery. Lead and mentor the customer experience team, providing guidance, support, and professional development opportunities. What We Are Looking For: Experience: Minimum of 6+ years of experience in customer experience, customer success, or a related field Bachelors degree in Business Administration, Marketing, Communications, or a related field. Proficiency in CRM software and customer support tools. Strong analytical and problem-solving skills with the ability to interpret customer data and feedback. Excellent verbal and written communication skills, with the ability to articulate complex concepts clearly and effectively. Proven leadership experience with the ability to inspire and manage a team. Deep understanding of customer-centric practices and a passion for delivering exceptional customer experiences. Experience with project management methodologies and tools.

Key Responsibilities: Assist in the creation and execution of marketing campaigns. Support market research and surveys. Collaborate with team members on various marketing projects. Perform data reporting for all CRM campaigns. Requirements: Strong written and verbal communication skills. Proficiency in Excel. Assist in the creation and execution of marketing campaigns across various channels, including digital, email, and social media. Support market research and surveys to gather insights on customer needs, market trends, and competitive landscapes. Collaborate with team members on various marketing projects, including content development, website updates, and promotional material creation. Perform data reporting for all CRM campaigns, analyzing performance metrics and providing insights for optimization. Help prepare marketing presentations and collateral. Support product launch activities and post-launch performance tracking.

Key Responsibilities: - Own and evolve the investment products roadmap, with a strong focus on mutual funds. Understand advisor/distributor needs and translate them into intuitive product experiences. Collaborate closely with Tech, design, and sales to deliver high-impact product features. Conduct data-driven analysis to identify trends, performance, and growth opportunities. Ensure regulatory compliance and smooth integration with AMCs and backend systems. Conceptualise and run campaigns for employees and partners to drive product engagement and sales. Drive product adoption and engagement with internal teams and end users.Requirements: 3+ years of product management or relevant experience in the financial services industry. Solid knowledge of investment products, especially mutual funds. Strong analytical and problem-solving skills with a data-oriented mindset. High attention to detail and structured thinking. Bonus: experience in sales or working closely with sales/distribution teams. Excellent communication and interpersonal skills; ability to influence cross-functional stakeholders. Business-savvy with a passion for improving customer outcomes.

Key Responsibilities: Own and evolve the investment products roadmap, with a strong focus on mutual funds. Understand advisor/distributor needs and translate them into intuitive product experiences. Collaborate closely with Tech, design, and sales to deliver high-impact product features. Conduct data-driven analysis to identify trends, performance, and growth opportunities. Ensure regulatory compliance and smooth integration with AMCs and backend systems. Conceptualise and run campaigns for employees and partners to drive product engagement and sales. Drive product adoption and engagement with internal teams and end users. Requirements: 3+ years of product management or relevant experience in the financial services industry. Solid knowledge of investment products, especially mutual funds. Strong analytical and problem-solving skills with a data-oriented mindset. High attention to detail and structured thinking. Bonus: experience in sales or working closely with sales/distribution teams. Excellent communication and interpersonal skills; ability to influence cross-functional stakeholders. Business-savvy with a passion for improving customer outcomes.

We would like to talk to you if you: Have hands-on experience with Google Ads, Facebook Business Manager, and LinkedIn Ads Know what makes an ad copy click: image, video, font, or punchy text Understand campaign optimisation from postback signals to ROAS-positive targeting Have worked with Firebase or an MMP (Appsflyer, Apsalar, Kochava, Branch) Can set up conversion events and pixels using Google Tag Manager Navigate Google Analytics like a pro Collaborate well with designers and developers to bring landing pages to life Are good with basic math and Excel nothing too fancy, just whats needed to make smart decisions Bonus Points If: Youre curious about personal finance or wealth management (If not, nno worries youll learn fast here!) What You Get: A front-row seat to the fintech revolution A chance to grow, experiment, and own your performance playground A collaborative team that lives on creativity, coffee, and clever analytics A quiet, cosy office in HSR Layout the calm in the fintech storm

Key Responsibilities: - Own and evolve the investment products roadmap, with a strong focus on mutual funds. Understand advisor/distributor needs and translate them into intuitive product experiences. Collaborate closely with Tech, design, and sales to deliver high-impact product features. Conduct data-driven analysis to identify trends, performance, and growth opportunities. Ensure regulatory compliance and smooth integration with AMCs and backend systems. Conceptualise and run campaigns for employees and partners to drive product engagement and sales. Drive product adoption and engagement with internal teams and end users. Requirements: 3+ years of product management or relevant experience in the financial services industry. Solid knowledge of investment products, especially mutual funds. Strong analytical and problem-solving skills with a data-oriented mindset. High attention to detail and structured thinking. Bonus: experience in sales or working closely with sales/distribution teams. Excellent communication and interpersonal skills; ability to influence cross-functional stakeholders. Business-savvy with a passion for improving customer outcomes.

Compliance Officer: The Compliance Executive ensures adherence to all regulatory and legal requirements established by governing bodies, such as SEBI (Securities and Exchange Board of India), exchanges, and other financial authorities. This role involves monitoring, reporting, and guiding to ensure compliance and mitigate risks. Ensure timely and accurate compliance with SEBI, NSE, BSE, NSDL, CDSL, and other regulatory bodies. Monitor regulatory updates and proactively implement changes in internal systems/policies. Manage day-to-day regulatory communication, clarification, and compliance mail handling. Prepare and submit statutory reports: Global Transaction Statement, STT Certificates, Networth & Annual Returns, Client Holding Statements, and other exchange/depository reports. Oversee onboarding/closure of Authorised Persons, update website/MIS, and draft Board Resolutions. Handle circular reviews, website/form updates, and coordination with internal teams for execution. Ensure periodic updates to the BO Grievance Investor Charter on the website. Coordinate with finance and IT teams for statutory filings, including Cyber Audit, VAPT, Risk-Based Supervision, etc. Independently handle concurrent audits, internal audits, inspections (onsite/offsite), and statutory audits. Manage quarterly settlement and non-trading payout activities. Track surveillance alerts, manage responses to exchanges/CDSL, and coordinate necessary actions. Submit risk assessment templates, incident reports, STRs, and other regulatory filings (monthly, quarterly, yearly). Conduct regular team discussions and implement regulatory changes with cross-functional departments. Assist senior management with risk assessments, compliance strategies, and decision-making. Skills & Qualifications Minimum 5 years of experience in stock broking compliance (SEBI/Exchange/Depository). Strong understanding of SEBI, NSE, BSE, CDSL, NSDL regulations. Proven ability to handle internal and external audits independently. Familiarity with regulatory portals and systems (Exchange & Depository). Strong analytical skills for risk assessment and compliance review. Excellent verbal and written communication skills. Ability to coordinate across departments (IT, Finance, Legal) for audit and compliance requirements.

Key Responsibilities: Completing the DP BOD process on a daily basis Importing all the other master files from Exchanges in the Techexcel system before the BOD process. Verification of all the client's details received in the Dpulse system before starting the onboarding process. Uploading the client details to Exchanges/CDSL/KRA's after the verification process. Verification and activation of additional segments as per the client's request on a daily basis. Handling the complete onboarding procedure of BSE Star MF clients (Individual and Non-Individual) Follow up with the customer for the activation of the F&O segment (Rejected cases) Handling the tickets related to the BSE Onboarding of Non-Individual / Individual / Minor Accounts. Skills and Qualifications Education: Bachelors Degree Previous experience in the Broking industry is required. Good verbal and written communication skills Microsoft Office prowess/Excel/MS Basic knowledge of document verification Ability to work independently and a desire to learn. Self-motivated and a strong team player.Exchanges/CDSL/KRA's after the verification process.Exchanges/CDSL/KRA's after the verification process.

Key Responsibilities: - Own and evolve the investment products roadmap, with a strong focus on mutual funds. Understand advisor/distributor needs and translate them into intuitive product experiences. Collaborate closely with Tech, design, and sales to deliver high-impact product features. Conduct data-driven analysis to identify trends, performance, and growth opportunities. Ensure regulatory compliance and smooth integration with AMCs and backend systems. Conceptualise and run campaigns for employees and partners to drive product engagement and sales. Drive product adoption and engagement with internal teams and end users. Requirements: 3+ years of product management or relevant experience in the financial services industry. Solid knowledge of investment products, especially mutual funds. Strong analytical and problem-solving skills with a data-oriented mindset. High attention to detail and structured thinking. Bonus: experience in sales or working closely with sales/distribution teams. Excellent communication and interpersonal skills; ability to influence cross-functional stakeholders. Business-savvy with a passion for improving customer outcomes.

Key Responsibilities: The Compliance Executive ensures adherence to all regulatory and legal requirements established by governing bodies, such as SEBI (Securities and Exchange Board of India), exchanges, and other financial authorities. This role involves monitoring, reporting, and guiding to ensure compliance and mitigate risks. Ensure timely and accurate compliance with SEBI, NSE, BSE, NSDL, CDSL, and other regulatory bodies. Monitor regulatory updates and proactively implement changes in internal systems/policies. Manage day-to-day regulatory communication, clarification, and compliance mail handling. Prepare and submit statutory reports: Global Transaction Statement, STT Certificates, Networth & Annual Returns, Client Holding Statements, and other exchange/depository reports. Oversee onboarding/closure of Authorised Persons, update website/MIS, and draft Board Resolutions. Handle circular reviews, website/form updates, and coordination with internal teams for execution. Ensure periodic updates to the BO Grievance Investor Charter on the website. Coordinate with finance and IT teams for statutory filings, including Cyber Audit, VAPT, Risk-Based Supervision, etc. Independently handle concurrent audits, internal audits, inspections (onsite/offsite), and statutory audits. Manage quarterly settlement and non-trading payout activities. Track surveillance alerts, manage responses to exchanges/CDSL, and coordinate necessary actions. Submit risk assessment templates, incident reports, STRs, and other regulatory filings (monthly, quarterly, yearly). Conduct regular team discussions and implement regulatory changes with cross-functional departments. Assist senior management with risk assessments, compliance strategies, and decision-making. Skills & Qualifications Minimum 5 years of experience in stock broking compliance (SEBI/Exchange/Depository). Strong understanding of SEBI, NSE, BSE, CDSL, NSDL regulations. Proven ability to handle internal and external audits independently. Familiarity with regulatory portals and systems (Exchange & Depository). Strong analytical skills for risk assessment and compliance review. Excellent verbal and written communication skills. Ability to coordinate across departments (IT, Finance, Legal) for audit and compliance

We seek a sharp, driven, and experienced Product Manager to lead our investments vertical, focusing primarily on mutual funds. This role requires someone who understands investment products deeply, has a user-first mindset, and can work seamlessly with design, tech, and business teams to build scalable solutions. Key Responsibilities - Own and evolve the investment products roadmap, with a strong focus on mutual funds. Understand advisor/distributor needs and translate them into intuitive product experiences. Collaborate closely with Tech, design, and sales to deliver high-impact product features. Conduct data-driven analysis to identify trends, performance, and growth opportunities. Ensure regulatory compliance and smooth integration with AMCs and backend systems. Conceptualise and run campaigns for employees and partners to drive product engagement and sales. Drive product adoption and engagement with internal teams and end users. Requirements 3+ years of product management or relevant experience in the financial services industry. Solid knowledge of investment products, especially mutual funds. Strong analytical and problem-solving skills with a data-oriented mindset. High attention to detail and structured thinking. Bonus: experience in sales or working closely with sales/distribution teams. Excellent communication and interpersonal skills; ability to influence cross-functional stakeholders. Business-savvy with a passion for improving customer outcomes. Skills:- Mutual funds, Market analysis, Market Research and Investment analysis

This is a semi-voice process. As a support agent, you will interact with partners and customers on behalf of the organisation through support channels such as the HelpDesk, emails, phone, and social media platforms. You will provide customers with information on products and services and resolve any problems they might face to ensure high customer satisfaction. Over time, you will also learn about Wealth Management. Responsibilities 1. Receive incoming calls from Partners and Customers and resolve theirRequirements 1. The ideal candidate would have 2-5 years of support experience in the BFSI sector. 2. Good verbal & written communication skills with a minimum 30 words per minute typing speed 3. Good Telephone etiquette and ability to follow SOP and scripts 4. Knowledge of financial products like MF, Insurance, and stocks 5. Experience in MF or KYC, or stock broking operations 6. Fluency in English and Hindi (Fluency in more languages will be a plus) 7. Willingness to work in rotational shifts & week offs. Work Location - HSR Layout, Bangalore. queries/complaints. 2. Respond to queries/complaints of Partners, Customers & RMS received via tickets/chats. 3. Out-call the RMS, Partners, and Customers when needed (as per business requirements). 4. Explain / Educate the RMS, Partners, and Customers on our tools and products. 5. Provide exceptional Partner / Customer service.

Responsibilities: 1. Design, develop, test, deploy, maintain, and improve software applications. 2. Manage individual project priorities, deadlines, and deliverables. 3. Collaborate with cross-functional teams to define, design, and ship new features. 4. To maximise development efficiency, continuously discover, evaluate, and implement new technologies. Requirements: 1. Minimum 1+ years of experience working with web technologies. 2. Experience in React JS 3. Understanding of SQL and experience in setting up and managing servers. 4. Comfortable with Linux. 5. Strong knowledge of Data Structures and Algorithms. 6. Excellent problem-solving skills, communication skills, and teamwork spirit.

Responsibilities : 1. Design, develop, test, deploy, maintain, and improve software applications. 2. Manage individual project priorities, deadlines, and deliverables. 3. Collaborate with cross-functional teams to define, design, and ship new features. 4. To maximise development efficiency, Continuously discover, evaluate, and implement new technologies. Requirements : 1. Minimum 1+ years of experience working with web technologies. 2. Experience in Python/Golang. 3. Understanding of SQL and experience in setting up and managing servers. 4. Comfortable with Linux. 5. Strong knowledge of Data Structure and Algorithms. 6. Excellent problem-solving skills, communication skills, and teamwork spirit.

Key Responsibilities: Lead the design of responsive web and mobile applications? used by wealth advisors Take ownership of partner-facing tools, improving usability, aesthetics, and business impact Collaborate with PMs, developers, and stakeholders from ideation to delivery Design data-heavy dashboards, flows, and micro-interactions to simplify complex journeys Create high-fidelity prototypes and deliver micro-animations using After Effects or Lottie Participate in user research, usability testing, and iterate based on feedback. Think strategically, building scalable design systems and aligning them with product goals Explore and contribute to AI-driven user experiences where applicable? using AI to streamline, predict, or personalize user journeys. The ideal candidate will have a strong portfolio showcasing work in B2B or fintech products, especially in areas like Stocks, Mutual Funds, or Wealth Management. You should have a solid grasp of UX and UI principles, with the ability to strike the right balance between functionality and visual appeal. Tools : Figma, After Effects, Lottie, Familiarity with AI tools

About the Role We're looking for a multi-skilled Video Editor & Cinematographer who can handle the full spectrum of video content from shooting cinematic footage to designing, editing, and optimizing content for YouTube, Instagram, LinkedIn, and ad platforms. The ideal candidate understands platform growth, social algorithms, and how to create videos that not only look good but also perform. If youre someone who has worked across education, finance, or tech, scaled video-first brands, led YouTube content strategy, and dabbled in AI tools we want to talk to you. Key Responsibilities Cinematography / Video Shooting : - Plan, shoot, and direct branded content, interviews, explainers, founder videos, and social clips Set up studio and on-location shoots with proper lighting, composition, audio, and camera work Operate DSLR/mirrorless cameras, mics, gimbals, and other video equipment Video Editing & Design : - Edit long-form videos for YouTube and short-form content for Reels, Shorts, LinkedIn, and ads Use Adobe Premiere Pro, After Effects for cinematic editing, motion graphics, and storytelling Design custom thumbnails, overlays, and assets using Photoshop & Illustrator Perform basic sound editing and advanced color grading using Audition or DaVinci Resolve Convert raw footage into sharp, high-performing edits in multiple aspect ratios Software & Tools Expertise Creative & Editing Tools : - Adobe Premiere Pro, After Effects, Photoshop, Illustrator, Lightroom Not mandatory but good to know: AI Tools (Hands-On Experience Preferred) Runway ML, HeyGen, Veed.io, Flux AI, ChatGPT MidJourney, Canva AI, Descript, ElevenLabs Youre a Great Fit If You Have a strong portfolio that combines cinematography, editing, and design Understand the full content lifecycle: ideation ? shoot ? edit ? distribute ? analyze Are fast with feedback, deadline-driven, and naturally curious about new tools and platforms Are comfortable managing and training small teams of editors/designers if needed Bonus Experience : - Worked in fintech, edtech, SaaS, or creator-first startups Built branded series or long-running YouTube channels Created content with/for founders, subject experts, or influencers.

Completing the DP BOD process on a daily basis Importing all the other master files from Exchanges in the Techexcel system before the BOD process. Verification of all the client's details received in the Dpulse system before starting the onboarding process. Uploading the client details to Exchanges/ CDSL/KRA's after the verification process. Verification and activation of additional segments as per the client's request on a daily basis. Handling the complete onboarding procedure of BSE Star MF clients (Individual and Non-Individual) Follow up with the customer for the activation of the F&O segment (Rejected cases) Handling the tickets related to the BSE Onboarding of Non-Individual / Individual / Minor Accounts. Skills and Qualifications Education: Bachelors Degree Previous experience in the Broking industry is required. Good verbal and written communication skills Microsoft Office prowess/ Excel/MS Basic knowledge of document verification Ability to work independently and a desire to learn. Self-motivated and a strong team player.

Handling the entire RMS BOD process of the day (Updating the latest Ledger balances, Holding Balances, Collateral Values, Statement sending to the clients, etc) Managing all the ROD process for the day (Margin Reporting process to Exchanges, Shortfall allocation and checking, Paying Integration checking, etc) Complete all the EOD process for the day (Billing, Reconciliation of STT and Stamp duty, Trades backup, Final exchange allocation file upload, etc) Participate in the Pre-open market session to ensure the Exchange connectivity and order placement. Cross checking the surveillance system and N-MASS portal to ensure the proper collection of client margin on a real-time basis. Acting as a checker for all the BOD processes and other critical activities. Updating the necessary changes in Trading software based on the changes prescribed by the Exchanges. Uploading all the backup files in the internal system called D-pulse on a daily basis and completing the reconciliation process. Ensure the daily MIS report is continuously updated and shared with management. Handling the live issues of the clients and placing the orders based on the client requests. Effectively manage critical situations, including technical issues, manual errors, and unexpected trading anomalies. Monitor client margin requirements and ensure timely follow-up for margin shortfall cases.

The Role: Chat Support Agent This is a semi-voice process. As a support agent, you will interact with partners and customers on behalf of the organization through support channels such as the HelpDesk, emails, phone, and social media platforms. You will provide customers with information on products and services and resolve any problems the customers might face to ensure high customer satisfaction. You will also get to learn about Wealth Management over time. Responsibilities Receive incoming calls from Partners and Customers and resolve their queries/complaints. Respond to queries/complaints of Partners, Customers & RMs received via tickets/chats. Out-call the RMs, Partners, and Customers when needed (as per business requirements). Explain / Educate the RMs, Partners, and Customers on our tools and products. Provide exceptional Partner / Customer service. Requirements The ideal candidate would have 2-5 years of support experience in the BFSI sector. Good verbal & written communication skills with min.30 words per minute typing speed Good Telephone etiquette and ability to follow SOP and scripts Knowledge of financial products like MF, Insurance, and stocks Experience in MF or KYC or stock broking operations Fluency in English and Hindi (Fluency in more languages will be a plus) Willingness to work in rotational shifts & week offs.