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.