Client Servicing At Neo, we’re on a mission to build a wealth ecosystem that is client-first, tech-enabled, and deeply personalized. As we grow, we’re looking for a Client Servicing professional who thrives on building trusted relationships, ensuring operational excellence, and delivering exceptional client experiences every step of the way. What You’ll Do: Be the first line of support for our clients—respond to queries, resolve issues, and ensure timely processing of requests Maintain up-to-date client documentation and ensure all onboarding formalities are smoothly completed Support Financial Advisors by preparing meeting materials, financial reports, and handling client transactions across Wealth Products Assist in executing the team’s engagement strategy Leverage firm-wide tools and trainings to stay current on policy, product, and risk-related updates What We’re Looking For: 4-6 years of experience in Wealth Management client servicing or operations Strong understanding of wealth products and transaction processing (MF, PMS, AIF, Bonds) Detail-oriented with the ability to analyze data and ensure high-quality documentation Excellent communication, coordination, and interpersonal skills Proficiency in MS Excel and MS Office tools A client-first mindset with the ability to work cross-functionally with advisors and internal teams Show more Show less

WALK-IN INTERVIEWS | PERSONAL SECRETARY | Lower Parel - Mumbai As Neo scales across wealth, asset management, and capital markets, we’re looking for a sharp, dependable, and highly organized professional to support senior management in a role that demands both discretion and dynamism. Role: Personal Secretary Location: Lower Parel, Mumbai This is not just about managing calendars — it’s about being the steady hand behind the scenes, enabling a senior executive to operate at full potential. If you're someone who thrives in high-performance environments and understands the value of precision, discretion, and anticipation, this role is for you. What You’ll Do Coordinate meetings, travel, and daily schedules Handle confidential documentation, communication, and follow-ups Act as a key point of contact between the executive and internal/external stakeholders Manage personal events, paperwork, and logistical needs seamlessly What You Bring Strong organizational instincts Prior experience as a personal secretary or executive assistant preferred Proficiency in Microsoft Office (Word, PPT, Excel) Excellent communication, professionalism, and sound judgment A calm, proactive approach to managing sensitive priorities APPLY HERE - https://forms.office.com/r/m4C784h8Xp Show more Show less

About the Group Neo group is a new age, focused Wealth and Asset Management and Financial Advisory Platform that aims to provide clients with transparent, cost-efficient, and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to empowering them to pursue their dreams. Assisting in India's glorious aspiration on self-reliance and egalitarian prosperity is Neo's underlying goal, and we are proud to stand united in that journey. We are building the next billion tech for the best wealth management platform and financial ecosystem. Visit our website: https://www.neo-group.in/home.html Neo Group Today • Number of Employees: ~700 • Asset Management: AUM of ~₹ 9,000 Cr • Neo Wealth Management: Asset Under Advisory of ~₹ 36,000 Cr • Neo Markets: Multi - asset, multi - strategy treasury desk managing ~₹ 1,000 Cr About Neo Strategic Management Team (NSMG) The Neo Strategic Management Team is is a dynamic group of visionaries dedicated to steering the organization toward long-term success. Comprising experienced strategists, innovative thinkers, and data-driven analysts, this team excels in identifying growth opportunities and crafting forward-thinking strategies. With a collaborative approach, they work cross-functionally to align strategic initiatives with organizational goals, ensuring impactful execution and sustainable results. Their commitment to creativity, technology, adaptability, and rigorous analysis drives our strategic direction and fuels our competitive edge in the marketplace. Job Title: Marketing Manager Location: Mumbai (On-site) Experience: 4+ years About the Role: We are looking for a dynamic and results-driven Marketing Manager to lead end-to-end campaign execution, performance marketing initiatives, and influencer collaborations. This role is perfect for someone who thrives in a fast-paced environment, has a strong analytical mindset, and brings creative energy to build impactful marketing strategies. Key Responsibilities: End-to-End Campaign Management: Plan, execute, and manage integrated marketing campaigns across digital and offline channels to drive brand awareness, engagement, and conversions. Performance Marketing: Own paid media strategies across platforms (Google Ads, Meta, LinkedIn, etc.), optimize budgets, track KPIs, and improve ROI through data-driven decisions. Influencer Marketing: Identify, engage, and manage influencer partnerships across relevant platforms to amplify brand reach and credibility. Content Coordination: Work closely with content and design teams to develop creative assets and messaging aligned with campaign goals. Market & Competitor Analysis: Monitor industry trends, competitor activity, and consumer behavior to refine strategies and identify new opportunities. Reporting & Analytics: Measure performance of all campaigns, generate insights, and present regular reports to key stakeholders. Requirements: Bachelor's degree in Marketing, Business, or a related field 4+ years of relevant experience in marketing roles with a focus on campaign execution, performance marketing, and influencer engagement Hands-on experience with marketing tools like Google Ads, Facebook Business Manager, and analytics platforms Strong project management and communication skills Analytical mindset with a keen eye for detail and optimization Based in Mumbai and open to working from the office Why Join Us? Work with a passionate, collaborative marketing team Opportunity to lead impactful campaigns for high-growth products Dynamic work environment in the heart of Mumbai Exposure to 360° marketing strategies and cross-functional collaboration Show more Show less

Position: Analyst, Equity Research (Buy side) - Sector: Pharma and IT About Neo Group: Neo group is a new age, focused Asset Management and Financial Advisory Platform that aims to provide clients with transparent, cost-efficient and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to empowering them to pursue their dreams. Assisting in India's glorious aspiration on self-reliance and egalitarian prosperity is Neo's underlying goal, and we are proud to stand united in that journey! We are building the next billion tech for the best wealth management platform and financial ecosystem. Summary: We are looking for passionate and driven individual to join us as an Analyst in our Equity Research (Buy side) team. The individual is expected to work on providing valuable ideas, penetrating insights, sector focused analysis. Analyse financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions. Formulate the research framework to analyse industries and companies, in consultation with client and Equity Head. Carry out industry company research and prepare reports outlining the investment recommendation. Job Responsibilities: The position holder shall be responsible to drive research agenda for the Equity research team. -Presentation to the credit committee Board and seeking approvals and issuance of the sanction letter. -Track and seek opportunities in listed unlisted companies for equity investments and provide inputs. -Prepare equity research models and reports based on fundamental analysis of companies. -Conduct financial valuation/ forecasting on companies based on modelling techniques. -Interact with analysts in sell side and management of companies for analysis of financial prospects. -Periodic Monitoring Review of credit exposures. -Tracking the security performance, news updates, industry news, the promoters. -Maintaining various Policies, Data and MIS -Collect and analyse financial data using online and other data sources such as annual reports, licensed software etc. -Help prepare and maintain industry data. Track Macro/micro economic data. -Track company operating metrics based on relevance in different sectors/companies. -Attending conference calls, meeting the management and researching on various databases. Academic Qualification and Experience: -Education: MBA Finance / CA / CFA -At least 3-5+ years of experience in Equity Research preferably in sell side -Candidates working with Sell side/IB/Portfolio Managers/Hedge funds/MF or with a reputed Credit rating agency would be preferred. -Knowledge, Competency and Skills requirement: -Company modelling and analytical skills. -Proficient in Bloomberg and data analytics apps. -Report writing skills. -Communication, presentation, and language skills. -Valuation modelling skills. -Quality focused with attention to detail. -Ability to be agile and adapt quickly in an ever-changing environment. -Proactive and curious mindset, that seeks continuous areas for improvement.

Looking to break into marketing? We're looking for a sharp, curious intern who’s excited to build, learn, and make an impact . Neo is offering an internship that puts you right at the heart of branding, storytelling, and high-touch client experience design — in one of India’s most respected wealth platforms. You’ll dive into projects where your ideas, words, and visuals can shape how a premium brand is experienced. You’ll be part of a team that values clarity, creativity, and sharp thinking — where learning is fast, feedback is real, and your contributions actually count. If you: ✅ Love crafting stories and obsess over good design ✅ Are curious about how premium brands are built ✅ Want to learn by doing, not just shadowing Then this is your chance to build something meaningful , gain exposure, and walk away with a portfolio that actually speaks for itself . Show more Show less

Position Title: Equity Research Analyst (Buy side) Location: Mumbai Summary: We are looking for passionate and driven individual to join us as an Analyst in our Equity Research (Buy side) team. The individual is expected to work on providing valuable ideas, penetrating insights, sector focused analysis. Analyse financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions. Formulate the research framework to analyse industries and companies, in consultation with client and Equity Head. Carry out industry company research and prepare reports outlining the investment recommendation. Job Responsibilities: The position holder shall be responsible to drive research agenda for the Equity research team. • Presentation to the credit committee Board and seeking approvals and issuance of the sanction letter. • Track and seek opportunities in listed unlisted companies for equity investments and provide inputs. • Prepare equity research models and reports based on fundamental analysis of companies. • Conduct financial valuation/ forecasting on companies based on modelling techniques. • Interact with analysts in sell side and management of companies for analysis of financial prospects. • Periodic Monitoring Review of credit exposures. • Tracking the security performance, news updates, industry news, the promoters. • Maintaining various Policies, Data and MIS • Collect and analyse financial data using online and other data sources such as annual reports, licensed software etc. • Help prepare and maintain industry data. Track Macro/micro economic data. • Track company operating metrics based on relevance in different sectors/companies. • Attending conference calls, meeting the management and researching on various databases Academic Qualification and Experience: • Education: MBA Finance / CA / CFA • At least 3-5+ years of experience in Equity Research preferably in sell side • Candidates working with Sell side/IB/Portfolio Managers/Hedge funds/MF or with a reputed Credit rating agency would be preferred. Knowledge, Competency and Skills requirement: • Company modelling and analytical skills. • Proficient in Bloomberg and data analytics apps. • Report writing skills. • Communication, presentation, and language skills. • Valuation modelling skills. • Quality focused with attention to detail. • Ability to be agile and adapt quickly in an ever-changing environment. • Proactive and curious mindset, that seeks continuous areas for improvement Show more Show less

About Neo Group: Neo is a new-age, focused Wealth and Asset Management platform in India, catering to HNIs, UHNIs and multi-family offices. Neo stands on its three pillars of unbiased advisory, transparency and cost-efficiency, to offer comprehensive, trustworthy solutions. Founded by Nitin Jain (ex-CEO of Edelweiss Wealth), Neo has amassed over USD 3 Billion (₹25,000 Cr.) of Assets Under Advice within a short span of 2 years since inception, including USD 360 Million (₹3,000 Cr.) Assets Under Management. We have recently partnered with Peak XV Partners via a USD 35 Million growth round. To know more, please visit: www.neo-group.in Position: Associate Product Manager Location: Lower Parel, Mumbai Experience: 1 to 4 years Role Overview: We are looking for an Associate Product Manager to join our team and support the development of AI/ML-driven products. This is an entry-level role , ideal for candidates who are passionate about product management and have a keen interest in machine learning. In this role, you will work closely with product managers, data scientists, and engineers to help define, build, and improve AI-powered solutions. You will gain hands-on experience in managing ML products, understanding customer needs, and contributing to product roadmaps. Key Responsibilities: Assist in defining and prioritizing the product roadmap for AI/ML-driven solutions. Collaborate with data scientists, engineers, and designers to build and improve ML-powered features. Conduct market research and user feedback analysis to understand customer needs. Write and maintain product requirements, user stories, and feature documentation . Support product managers in tracking key performance metrics (KPIs) and making data-driven decisions. Help ensure smooth product development by coordinating between technical and non-technical teams . Stay up to date with industry trends in AI/ML and product management . Required Skills & Qualifications: Product Management Skills: Basic understanding of product development lifecycles and Agile methodologies. Strong analytical skills with the ability to interpret user data and feedback . Good communication and problem-solving skills. Ability to work collaboratively in cross-functional teams . Machine Learning & Technical Skills: Basic knowledge of AI/ML concepts , such as supervised/unsupervised learning and model evaluation. Familiarity with tools like Python, SQL, or ML platforms (optional but a plus). Understanding of how ML models are built, deployed, and monitored (even if theoretical). Preferred Qualifications: Bachelor’s degree in Computer Science, Data Science, AI, Business, or a related field. Internship or academic projects related to AI, ML, or product management . Basic experience with data analysis tools (Excel, SQL, Google Analytics). Show more Show less

About the Group: Neo group is a new age, focused Wealth and Asset Management and Financial Advisory Platform that aims to provide clients with transparent, cost-efficient, and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to empowering them to pursue their dreams. Assisting in India's glorious aspiration on self-reliance and egalitarian prosperity is Neo's underlying goal, and we are proud to stand united in that journey. We are building the next billion tech for the best wealth management platform and financial ecosystem. Visit our website: https://www.neo-group.in/home.html Neo Group Today • Number of Employees: ~700 • Asset Management: AUM of ~₹ 10,000 Cr • Neo Wealth Management: Asset Under Advisory of ~₹ 37,000 Cr • Neo Markets: Multi - asset, multi - strategy treasury desk managing ~₹ 1,000 Cr About Neo Strategic Management Team (NSMG): The Neo Strategic Management Team is is a dynamic group of visionaries dedicated to steering the organization toward long-term success. Comprising experienced strategists, innovative thinkers, and data-driven analysts, this team excels in identifying growth opportunities and crafting forward-thinking strategies. With a collaborative approach, they work cross-functionally to align strategic initiatives with organizational goals, ensuring impactful execution and sustainable results. Their commitment to creativity, technology, adaptability, and rigorous analysis drives our strategic direction and fuels our competitive edge in the marketplace. Role Summary: We’re looking for a Designer with AI expertise — a creative thinker and hands-on designer who can blend artistic vision with emerging technologies. You’ll play a key role in developing high-impact visuals, leveraging AI tools to elevate creative output, and crafting content strategies that align with Neo’s goals. If you’re passionate about design, storytelling, and the future of AI in content creation, this role is for you. Job Responsibilities: • AI-Driven Visual Storytelling: Leverage AI tools (like Midjourney, Runway, Adobe Firefly, etc.) to conceptualize and create compelling visuals, video snippets, and dynamic graphics across various media platforms. • Creative Concept Development: Turn briefs into bold, visually engaging ideas that solve specific challenges. Collaborate closely with the Chairman’s Office to align with key narratives and strategic direction. • Design Execution: Create visuals for presentations, campaigns, websites, videos, and social platforms with a deep understanding of composition, typography, and motion. • Performance Awareness: Collaborate with the marketing team to understand which visuals are working. Use performance data to guide future visual decisions and optimize content impact. • Cross-Functional Collaboration: Work closely with content, marketing, leadership, and tech teams to bring ideas to life while maintaining brand consistency and design integrity. • Trend Spotting: Stay ahead of creative trends — particularly those in the AI + design space — and infuse that energy into your work while maintaining uniqueness. • Project Management: Handle multiple design projects from ideation to execution, ensuring timely delivery and attention to detail. Academic Qualification and Competency: • Educational Background: Degree or diploma in Design, Visual Arts, Media, Communication, or a related creative field. • Experience: 2–3 years in the creator space — ideally in a fast-paced environment where you’ve worked on visual design, AI-driven content, and branding projects. • Creative & Strategic Thinking: Ability to connect business needs with design outputs. You bring originality, clarity, and structure to your creative work. • AI Proficiency: Strong grasp of generative design tools and a curious mindset to explore evolving tech in creative workflows. • Communication Skills: Able to articulate design ideas and rationale clearly to team members and leadership. • Software & Tools: Comfort with standard creative tools (Adobe Suite, Figma, Canva, etc.) and AI platforms. Quick to learn and adapt to new technologies. • Professionalism & Confidentiality: Mature approach to handling confidential briefs and working closely with senior stakeholders. If you’re a new-age creator with a flair for design and a pulse on AI-powered storytelling, we’d love to have you on board. Join the Neo Strategic Management Group at Neo Wealth and Asset Management, and help shape the future of communication with creativity, technology, and purpose. Show more Show less

About Neo Group: Neo is a new-age, focused Wealth and Asset Management platform in India, catering to HNIs, UHNIs and multi-family offices. Neo stands on its three pillars of unbiased advisory, transparency and cost-efficiency, to offer comprehensive, trustworthy solutions. Founded by Nitin Jain (ex-CEO of Edelweiss Wealth), Neo has amassed over USD 3 Billion (₹25,000 Cr.) of Assets Under Advice within a short span of 2 years since inception, including USD 360 Million (₹3,000 Cr.) Assets Under Management. We have recently partnered with Peak XV Partners via a USD 35 Million growth round. To know more, please visit: www.neo-group.in Position: Senior Data Scientist Location: Mumbai Experience: 4 - 8 years Job Description: You are a data pro with deep statistical knowledge and analytical aptitude. You know how to make sense of massive amounts of data and gather deep insights. You will use statistics, data mining, machine learning, and deep learning techniques to deliver data-driven insights for clients. You will dig deep to understand their challenges and create innovative yet practical solutions. Responsibilities: • Meeting with the business team to discuss user interface ideas and applications. • Selecting features, building and optimizing classifiers using machine learning techniques • Data mining using state-of-the-art methods • Doing ad-hoc analysis and presenting results in a clear manner • Optimize application for maximum speed and scalability • Assure that all user input is validated before submitting code • Collaborate with other team members and stakeholders • Taking ownership of features and accountability Requirements: • 4+ years’ experience in developing Data Models • Excellent understanding of machine learning techniques and algorithms, such as k-NN, Naive Bayes, SVM, Decision Forests, etc. • Excellent understanding of NLP and language processing • Proficient understanding of Python or PySpark • Good experience of Python and databases such as MongoDB or MySQL • Good applied statistics skills, such as distributions, statistical testing, regression, etc. • Build Acquisition Scorecard Models • Build Behaviour Scorecard Models • Created Threat Detection Models • Created risk profiling model or classification model • Build Threat/Fraud Triggers from various sources of data • Experience with Data Analysis Libraries - NumPy, Pandas, Statsmodels, Dask • Good understanding of Word2vec, RNNs, Transformers, Bert, Resnet, MobileNet, Unet, Mask-RCNN, Siamese Networks, GradCam, image augmentation techniques, GAN, Tensorboard • Ability to provide accurate estimates for tasks and detailed breakdowns for planning and managing sprints • Deployment - Flask, Tensorflow serving, Lambda functions, Docker is a plus • Previous Experience leading a DS team is a plus Personal Qualities: • An ability to perform well in a fast-paced environment • Excellent analytical and multitasking skills • Stays up-to-date on emerging technologies • Data-oriented personality Why join us? We will provide you with the opportunity to challenge yourself and learn new skills, as you become an integral part our growth story. We are group of ambitious people who believe in building a business environment around new age concepts, framework, and technologies built on a strong foundation of industry expertise. We promise you the prospect of being surrounded by smart, ambitious, motivated people, day-in and day-out. That’s the kind of work you can expect to do at Neo. Show more Show less

About Neo Group: Neo is a new-age, focused Wealth and Asset Management platform in India, catering to HNIs, UHNIs and multi-family offices. Neo stands on its three pillars of unbiased advisory, transparency and cost-efficiency, to offer comprehensive, trustworthy solutions. Founded by Nitin Jain (ex-CEO of Edelweiss Wealth), Neo has amassed over USD 3 Billion (₹25,000 Cr.) of Assets Under Advice within a short span of 2 years since inception, including USD 360 Million (₹3,000 Cr.) Assets Under Management. We have recently partnered with Peak XV Partners via a USD 35 Million growth round. To know more, please visit: www.neo-group.in Position: Production Support Engineer Location: Lower Parel, Mumbai Experience: 3 to 12 years Role Objective: To be part of core production support team and manage day to day affairs for Trading platform used by Treasury Desk. Desired Profile: Senior Executive who has experience in working with trading platforms in Proprietary desks at Domestic or International brokers. Experience & Qualifications: Minimum 2 years of experience in manging trading platforms like Greeksoft, Kambala, Omnesys (NEST), Symphony, In-house Automated Trading System, GateLabs, etc. BSC, B.E or equivalent degree in Information technology or Computer Science with minimum 50%. Platforms: Greeksoft Kambala Symphony Gate Labs In-house Automated systems Support: Log Analysis Shell Scripting Linux Redhat, CentOS, Ubuntu Windows server 2013 & above SQL (MSSQL, MYSQL) Onboarding: Vendor Onboarding Client onboarding on FIX / Platform Audit & Exchange certifications Mock & Test market participations Debugging & Analytics: Mantis, Jira, Bug Reporting etc. MS Excel Dashboard & reporting Vendor Coordination: Sound communication skills Tracking requests Aggressive follow up & Coordination Other Desired Skills: Shell Scripting Exchange Liaison & CTCL Compliance Punctuality Verbal & Written communication On site working Show more Show less

About Neo Group: Neo is a new-age, focused Wealth and Asset Management platform in India, catering to HNIs, UHNIs and multi-family offices. Neo stands on its three pillars of unbiased advisory, transparency and cost-efficiency, to offer comprehensive, trustworthy solutions. Founded by Nitin Jain (ex-CEO of Edelweiss Wealth), Neo has amassed over USD 3 Billion (₹25,000 Cr.) of Assets Under Advice within a short span of 2 years since inception, including USD 360 Million (₹3,000 Cr.) Assets Under Management. We have recently partnered with Peak XV Partners via a USD 35 Million growth round. To know more, please visit: www.neo-group.in Position: Data Scientist Location: Mumbai Experience: 2-5 years Job Description: You are a data pro with deep statistical knowledge and analytical aptitude. You know how to make sense of massive amounts of data and gather deep insights. You will use statistics, data mining, machine learning, and deep learning techniques to deliver data-driven insights for clients. You will dig deep to understand their challenges and create innovative yet practical solutions. Responsibilities: • Meeting with the business team to discuss user interface ideas and applications. • Selecting features, building and optimizing classifiers using machine learning techniques • Data mining using state-of-the-art methods • Doing ad-hoc analysis and presenting results in a clear manner • Optimize application for maximum speed and scalability • Assure that all user input is validated before submitting code • Collaborate with other team members and stakeholders • Taking ownership of features and accountability Requirements: • 2+ years’ experience in developing Data Models • Excellent understanding of machine learning techniques and algorithms, such as k-NN, Naive Bayes, SVM, Decision Forests, etc. • Excellent understanding of NLP and language processing • Proficient understanding of Python or PySpark • Basic understanding of Python and databases such as MongoDB or MySQL • Good applied statistics skills, such as distributions, statistical testing, regression, etc. • Build Acquisition Scorecard Models • Build Behaviour Scorecard Models • Created Threat Detection Models • Created risk profiling model or classification model • Build Threat/Fraud Triggers from various sources of data • Experience with Data Analysis Libraries - NumPy, Pandas, Statsmodels, Dask • Good understanding of Word2vec, RNNs, Transformers, Bert, Resnet, MobileNet, Unet, Mask-RCNN, Siamese Networks, GradCam, image augmentation techniques, GAN, Tensorboard • Ability to provide accurate estimates for tasks and detailed breakdowns for planning and managing sprints • Deployment - Flask, Tensorflow serving, Lambda functions, Docker is a plus • Previous Experience leading a DS team is a plus Personal Qualities: • An ability to perform well in a fast-paced environment • Excellent analytical and multitasking skills • Stays up-to-date on emerging technologies • Data-oriented personality Why join us? We will provide you with the opportunity to challenge yourself and learn new skills, as you become an integral part our growth story. We are group of ambitious people who believe in building a business environment around new age concepts, framework, and technologies built on a strong foundation of industry expertise. We promise you the prospect of being surrounded by smart, ambitious, motivated people, day-in and day-out. That’s the kind of work you can expect to do at Neo. Show more Show less

At Neo , we’re building a platform where great bankers can do their best work—free from legacy constraints, driven by clarity, and backed by strong investment thinking We're looking for driven bankers who are ready to lead, not just follow. People who want to do more than manage money—those who want to build lasting client relationships for India’s emerging next generation Affluent HNI segment- aspirational, fast-moving, and seeking real performance, not just packaging. If you're someone who thrives on trust-based relationships, values product integrity, and wants to be part of a lean, focused team— let’s talk. Apply to explore how we can build something exceptional together. #WealthManagement #PrivateBanking Show more Show less

Client Servicing At Neo, we’re on a mission to build a wealth ecosystem that is client-first, tech-enabled, and deeply personalized. As we grow, we’re looking for a Client Servicing professional who thrives on building trusted relationships, ensuring operational excellence, and delivering exceptional client experiences every step of the way. What You’ll Do: Be the first line of support for our clients—respond to queries, resolve issues, and ensure timely processing of requests Maintain up-to-date client documentation and ensure all onboarding formalities are smoothly completed Support Financial Advisors by preparing meeting materials, financial reports, and handling client transactions across Wealth Products Assist in executing the team’s engagement strategy Leverage firm-wide tools and trainings to stay current on policy, product, and risk-related updates What We’re Looking For: 4-6 years of experience in Wealth Management client servicing or operations Strong understanding of wealth products and transaction processing (MF, PMS, AIF, Bonds) Detail-oriented with the ability to analyze data and ensure high-quality documentation Excellent communication, coordination, and interpersonal skills Proficiency in MS Excel and MS Office tools A client-first mindset with the ability to work cross-functionally with advisors and internal teams Show more Show less

About the Group Neo group is a new age, focused Wealth and Asset Management and Financial Advisory Platform that aims to provide clients with transparent, cost-efficient, and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to empowering them to pursue their dreams. Assisting in India's glorious aspiration on self-reliance and egalitarian prosperity is Neo's underlying goal, and we are proud to stand united in that journey. We are building the next billion tech for the best wealth management platform and financial ecosystem. Visit our website: https://www.neo-group.in/home.html Neo Group Today • Number of Employees: ~700 • Asset Management: AUM of ~₹ 9,000 Cr • Neo Wealth Management: Asset Under Advisory of ~₹ 36,000 Cr • Neo Markets: Multi - asset, multi - strategy treasury desk managing ~₹ 1,000 Cr About Neo Strategic Management Team (NSMG) The Neo Strategic Management Team is is a dynamic group of visionaries dedicated to steering the organization toward long-term success. Comprising experienced strategists, innovative thinkers, and data-driven analysts, this team excels in identifying growth opportunities and crafting forward-thinking strategies. With a collaborative approach, they work cross-functionally to align strategic initiatives with organizational goals, ensuring impactful execution and sustainable results. Their commitment to creativity, technology, adaptability, and rigorous analysis drives our strategic direction and fuels our competitive edge in the marketplace. Job Title: Performance Marketing Manager Location: Mumbai (On-site) Experience: 4+ years About the Role: We are looking for a dynamic and results-driven Marketing Manager to lead end-to-end campaign execution, performance marketing initiatives, and influencer collaborations. This role is perfect for someone who thrives in a fast-paced environment, has a strong analytical mindset, and brings creative energy to build impactful marketing strategies. Key Responsibilities: End-to-End Campaign Management: Plan, execute, and manage integrated marketing campaigns across digital and offline channels to drive brand awareness, engagement, and conversions. Performance Marketing: Own paid media strategies across platforms (Google Ads, Meta, LinkedIn, etc.), optimize budgets, track KPIs, and improve ROI through data-driven decisions. Influencer Marketing: Identify, engage, and manage influencer partnerships across relevant platforms to amplify brand reach and credibility. Content Coordination: Work closely with content and design teams to develop creative assets and messaging aligned with campaign goals. Market & Competitor Analysis: Monitor industry trends, competitor activity, and consumer behavior to refine strategies and identify new opportunities. Reporting & Analytics: Measure performance of all campaigns, generate insights, and present regular reports to key stakeholders. Requirements: Bachelor's degree in Marketing, Business, or a related field 4+ years of relevant experience in marketing roles with a focus on campaign execution, performance marketing, and influencer engagement Hands-on experience with marketing tools like Google Ads, Facebook Business Manager, and analytics platforms Strong project management and communication skills Analytical mindset with a keen eye for detail and optimization Based in Mumbai and open to working from the office Why Join Us? Work with a passionate, collaborative marketing team Opportunity to lead impactful campaigns for high-growth products Dynamic work environment in the heart of Mumbai Exposure to 360° marketing strategies and cross-functional collaboration Show more Show less

About the Group Neo group is a new age, focused Asset Management and Financial Advisory Platform that aims to provide clients with transparent, cost-efficient, and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to empowering them to pursue their dreams. Assisting in India's glorious aspiration on self-reliance and egalitarian prosperity is Neo's underlying goal, and we are proud to stand united in that journey. We are building the next billion tech for the best wealth management platform and financial ecosystem. The organisation is founded by Nitin Jain (Ex CEO of Nuvama Wealth Management) and backed by Peak XV (earlier Sequioa), MUFG and Euclidean Capital as investors. Visit our website: https://www.neo-group.in/home.html Role Summary: We are seeking dynamic and experienced professionals in the Fund Raising (International) vertical at Neo Asset Management. This role requires an understanding of macro and micro economic outlook, research orientation as well as understanding of financial products including credit and equity to be able to hold discussions with global investors. Job Responsibilities: Investor Collateral & Deck Management Regularly update and maintain investor presentations, teasers, and fund decks Tailor pitch materials for specific investor segments and geographies Ensure consistency, accuracy, and branding across all investor-facing documents Content Creation & Thought Leadership Write and design engaging investor newsletters that communicate fund updates, market insights, and portfolio highlights Develop short-form and long-form research notes, whitepapers, and thematic investment articles Collaborate with investment and strategy teams to extract key insights and translate them into digestible content Investor Outreach & CRM Management Identify and segment potential investors globally (family offices, institutions, HNIs, etc.) Draft and send personalized outreach emails and follow-ups Maintain and update CRM with outreach status, investor interactions, and meeting notes Coordinate investor meetings, webinars, and roadshows Market Research & Benchmarking Track fundraising trends, peer fund activity, and regional capital flows Compile competitive intelligence and assist in developing fundraising strategies Monitor relevant macroeconomic and asset-class-specific developments Academic Qualification and Experience: 2–5 years of experience in investor relations, fundraising, or financial content creation Background in finance, economics, or business (CFA/MBA preferred but not mandatory) Strong writing and presentation skills; experience with PowerPoint, Excel, and Canva/Adobe a plus Familiarity with global investor landscape and private market fundraising is desirable Organized, proactive, and capable of managing deadlines across time zones What we offer: Exposure to global fundraising strategy and investor ecosystems The opportunity to contribute to high-impact communication and capital formation initiatives A collaborative and flexible work environment with international stakeholders This is an exceptional opportunity for all Talent out there in the Private Credit space to join the Neo Asset Management – Fund Raising Team and contribute to our continued success. If you think you can thrive in a dynamic and an intellectually stimulating environment, we encourage you to apply! Show more Show less

Are you someone who thrives on precision, speed, and market insight? We’re building a modern portfolio management platform that blends high-conviction strategies with seamless execution. We’re looking for a PMS Dealer to join our team—someone who doesn’t just execute trades, but adds value through timely decisions, deep market understanding, and operational finesse. This is your chance to go beyond the traditional dealing desk—play a key role in managing portfolios, supporting fund managers, and optimizing trade execution across asset classes. What You’ll Do: Execute equity, debt, and mutual fund trades for PMS clients with speed and accuracy. Liaise with custodians, brokers, and operations to ensure smooth trade settlement and compliance. Support fund managers with portfolio rebalancing, order placements, and real-time market updates. Monitor client portfolios, provide timely trade confirmations. Bring a trader’s mindset—constantly looking for efficiencies in execution and portfolio flow. What You Bring: 4–5 years of experience as a dealer in PMS, broking, or institutional trading setup. Strong grasp of capital markets, order management systems (OMS), and compliance protocols. Attention to detail, risk awareness, and ability to handle large volumes under pressure. Excellent communication and coordination skills to work closely with investment and ops teams. Certifications such as NISM Series VIII (Equity Derivatives) are a plus.

Analyst - Wealth Management If you're someone who enjoys turning data into decisions, markets into insights, and client needs into smart investment strategy — this role is for you. Join our Wealth Management team and work alongside seasoned professionals on high-impact mandates across HNI, UHNI, and Family Office clients. What you'll get to do: Deep-dive into multi-asset research and market trends Build and maintain model portfolios with real portfolio impact Analyze client portfolios and deliver sharp, actionable insights Collaborate with product teams and support client meetings Prepare proposals, reports, and notes for senior stakeholders Gain visibility in client conversations and strategic reviews We're looking for someone who: Brings 2–3 years of experience in wealth/equity research Has strong analytical, Excel, and presentation skills Understands investment products and portfolio dynamics Is proactive, structured, and eager to grow Holds an MBA (Finance), Inter CA/CA — NSIM certifications preferred This role offers more than analytics — it's your gateway to strategic exposure and client-facing responsibilities in the wealth space.