Neo Wealth Management Reviews by Employees

Role Overview We are seeking an experienced professional to manage operations related to debt raising from Banks and NBFCs. The role involves end-to-end support in documentation, compliance, covenant tracking, and lender coordination, ensuring smooth execution of borrowing transactions. The candidate should possess strong financial acumen, attention to detail, and the ability to effectively liaise with multiple stakeholders. Key Responsibilities - Manage documentation and compliance for all borrowings from Banks and NBFCs. - Coordinate and liaise with lenders for queries, approvals, and information requirements. - Track and monitor financial covenants and ensure timely reporting to lenders. - Prepare, review, and present financial and business data as required by lenders and management. - Handle end-to-end backend operations related to debt facilities, including renewals, limit monitoring, and drawdowns. - Ensure accurate maintenance of records, agreements, and compliance registers. - Support management in strategic decision-making by providing insights on debt facilities and obligations. Desired Candidate Profile - CA/MBA. - Minimum 5 years of relevant experience in debt operations, banking, or NBFC interactions. - Strong understanding of financial statements and business numbers. - Excellent knowledge of loan documentation, compliance, and covenant monitoring. - Good communication and stakeholder management skills to deal with banks, NBFCs, and internal teams.

Mumbai

NeoFinity - Specialist - Financial Reporting 

Company Secretary Job Description: We are looking for a seasoned Company Secretary with 8 to 10 years of experience to independently manage all secretarial and compliance responsibilities. This is a hands-on individual contributor role suited for someone who can operate with minimal supervision and take full ownership of governance, regulatory, and board-related activities. Prior experience in the financial services sector is strongly preferred. Key Responsibilities: - Ensure full compliance with the Companies Act, SEBI, RBI, and other statutory and regulatory frameworks. - Independently manage Board and Committee meetings, including scheduling, drafting agendas, preparing minutes, and tracking action items. - Maintain statutory registers, record, and ensure timely filings with regulatory bodies. - Act as a point of contact with regulators, auditors, legal advisors, and other external stakeholders. - Provide guidance to leadership on corporate governance best practices and policy updates. - Support corporate actions such as share allotments, ESOP implementation, and restructuring, ensuring legal compliance. - Review legal and commercial agreements from a compliance and governance perspective. Qualifications & Requirements: - Qualified Company Secretary (CS); legal or finance qualifications will be an advantage. - 8 to 10 years of relevant experience, ideally in the financial services sector. - Proven track record of working independently in a fast-paced and regulated environment. - In-depth knowledge of corporate laws, compliance regulations, and board governance. - Excellent drafting, communication, and stakeholder management skills. - High level of ownership, discretion, and integrity.

NeoFinity - Company Secretary 

Job Responsibilities: Financial Reporting & Audit: - Prepare & review financial statements under Ind AS / IFRS. - Manage quarterly & annual audits with Big 4 firms. - Establish internal controls, policies & SOPs. - Prepare consolidated financials across domestic & overseas entities. Regulatory & Compliance: - Ensure compliance with SEBI (AIF / PMS / MF), RBI, and Companies Act. - Manage filings, submissions & investor reporting. - Handle FEMA & cross-border compliance (added advantage). Taxation: - Oversee direct & indirect tax compliance (TDS, GST, income tax, audits). - Manage tax assessments, transfer pricing & documentation. - Monitor evolving tax laws & ensure effective tax planning. - Support fund structuring from a tax efficiency perspective. Business Finance & Support: - Partner with AIF, PE, PMS & MF teams for financial insights. - Support new fund launches & investment structures. - Liaise with regulators, auditors & internal stakeholders. People & Process Management: - Mentor junior team members across finance, accounts & tax. - Drive process improvements, automation & best practices. Preferred Skills: - Qualification: Chartered Accountant (CA). - Experience: 7+ years in finance, accounting, taxation & compliance. - Industry Expertise: Asset Management (mandatory) - AIFs, PE, Mutual Funds. Technical Skills: - Ind AS, IFRS, Companies Act, Income Tax Act. - Direct & indirect taxation, transfer pricing, audit closures. - SEBI, RBI, FEMA, cross-border structures. - Strong analytical, problem-solving & stakeholder management skills. - Proactive, detail-oriented & adaptable to fast-paced environments.

NeoFinity - Financial Reporting Role - CA 

Join Neo - Redefining Wealth Management. At Neo, we're building a platform where great Bankers and Relationship Managers can do their best work-free from legacy constraints, driven by clarity, and backed by strong investment thinking. We're looking for driven Relationship Managers who are ready to lead, not just follow. This is more than money management-it's about building deep, trust-based relationships with India's emerging next-generation Affluent & HNI clients: aspirational, fast-moving, and seeking real performance, not just packaging. What You'll Do: - Build and manage a portfolio of affluent and HNI clients. - Deliver unbiased, performance-driven wealth solutions. - Drive trust-based, long-term client relationships. - Partner with a lean, focused team that prioritizes integrity and client outcomes. - Contribute to shaping a new-age wealth platform in India. What We're Looking For: - 5-10 years of experience in wealth management/private banking. - Strong client relationship skills with a track record of trust and performance. - Belief in product integrity, transparency, and unbiased advice. - Entrepreneurial drive to scale with a growing platform. Why Neo?. Backed by strong investment research and advisory capabilities. A platform that empowers you with the freedom to build, not just maintain. If you're ready to build something exceptional, not just follow the playbook-let's talk.

NeoFinity - Relationship Manager 

Apply to 4 Neo Wealth Management jobs on iimjobs.com, India's No.1 Management job portal. Explore Management job in Neo Wealth Management Now! Company Page, IIM MBA Jobs, Ecommerce, Retail, Business, Development, Manager, Technology, Healthcare, Telecom, Insurance, FMCG, Media, BFSI, Director, VP/AVP, CEO/CFO, AGM/DGM

Apply to 4 Neo Wealth Management jobs on iimjobs.com, India's No.1 Management job portal. Explore Management job in Neo Wealth Management Now! Comapny page, IIM MBA Jobs, Ecommerce, Retail, Business, Development, Manager, Technology, Healthcare, Telecom, Insurance, FMCG, Media, BFSI, Director, VP/AVP, CEO/CFO, AGM/DGM

Neo Wealth Management Jobs

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