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3 Days Left! Corporate Business Development Manager
fydaaMumbai, Maharashtra, India14 hours ago
Job descriptionOffer one-on-one or small-group financial planning sessions for employees. Assess employee financial health and create structured advisory plans across : Budgeting and cash flow Debt management and credit card optimization Insurance & risk management Investment planning and SIP-based wealth creation Retirement & tax planning Collaborate with internal advisory team to ensure compliance with SEBI-RIA norms. Identify new corporate tie-up opportunities for financial wellness programs. Support design of digital and content-led engagement (newsletters, videos, tools). Collect and analyze feedback to improve program design and delivery. Graduate or Postgraduate degree in Finance, Commerce, Economics, or related field. Certification : NISM Investment Adviser (Level 1 & 2) or CFP (preferred). 4–10 years of experience in financial planning, corporate HR partnerships, or wealth management. Strong understanding of personal finance, taxation, and investment products. Excellent communication and presentation skills (both virtual and in-person). High ethical standards aligned with SEBI-RIA regulations. Experience conducting financial literacy or wellness sessions for corporates. Exposure to employee benefits, payroll structuring, or financial education programs. Proficiency with tools like Excel, Google Sheets, and financial planning software. Passionate about financial education and consumer empowerment. Self-driven, organized, and comfortable managing multiple client relationships. Empathetic communicator with the ability to simplify complex financial concepts. Strong sense of ownership and accountability for impact delivery. Opportunity to lead a high-impact, purpose-driven initiative improving employee financial well-being. Exposure to corporate CXO networks and HR leadership. Collaborative environment with certified planners and investment professionals. Performance-linked incentives and career growth in advisory leadership.
Job Title : Corporate Financial Wellness & Advisory Partner
Location : Mumbai
Experience : 4–10 years
Employment Type : Full-Time
Reporting To : Head – Advisory & Partnerships
About Us :
We are a SEBI-Registered Investment Adviser (RIA) offering unbiased, fee-only financial planning and investment advisory services. Our mission is to empower individuals and corporates to achieve financial well-being through transparent, data-driven, and personalized financial planning.
We work closely with corporates to deliver structured financial wellness programs for employees, covering goal-based planning, debt management, insurance optimization, tax efficiency, and long-term wealth creation.Role Overview :
We are seeking a proactive, financially savvy professional to lead and expand our corporate financial wellness initiatives. This role involves engaging with HR & senior management teams of partner corporates, conducting employee workshops, offering one-on-one financial advisory sessions, and ensuring smooth execution of our financial planning solutions at the workplace.Key Responsibilities :
Corporate Engagement
- Build and manage relationships with corporate clients (HR, L&D, Rewards teams).
- Design and execute customized financial wellness programs for employees.
- Conduct seminars, webinars, and workshops on personal finance, tax planning, and investment awareness.
- Develop proposals, presentations, and reports for corporate partnerships.
Employee Advisory Services
Business Development & Strategy
Qualifications & Skills :
Must Have :
Preferred :
Key Attributes :
What We Offer :
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Development Manager • Mumbai, Maharashtra, India
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