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 

Key Responsibilities: - Manage and strengthen relationships with existing clients, proactively addressing queries and ensuring data accuracy. - Regularly connect with clients to understand their needs and recommend relevant firm services such as digital tools, online access, and cash management solutions. - Facilitate smooth onboarding of new clients by collecting and verifying necessary documents and information. - Prepare client reports, presentations, and meeting materials to support advisors. - Coordinate with internal teams and share resources to enhance client servicing. - Stay updated through ongoing training on company policies, processes, and industry trends. - Support in executing client orders and managing day-to-day administrative tasks including scheduling, travel coordination, and expense reporting. Qualifications: - Bachelors degree in Finance, Business Administration, or related field. - 1-4 years of experience in client servicing, financial operations, or relationship management. - Strong communication and interpersonal skills with a client-first approach. - Proficiency in MS Office (Excel, PowerPoint, Word) and CRM tools. - Strong organizational and multitasking abilities. - High attention to detail, professionalism, and problem-solving mindset. Preferred Qualifications: - Experience in financial services or wealth management domain. - Familiarity with investment products, financial planning, or advisory support.

NeoFinity - Client Services Manager 

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 5 years. Role Overview: We are looking for an Associate Product Manager to join our team and support the development of AI/ML-driven products. 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: - Bachelors 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).

Others

NeoFinity - Associate Product Manager 

Key Responsibilities: - Build and nurture long-term, trust-based relationships with affluent and HNI clients. - Provide holistic wealth management solutions tailored to client needs and aspirations. - Ensure integrity and transparency in all client interactions. - Drive growth by acquiring new clients and deepening existing relationships. - Stay updated with market trends, investment products, and financial strategies to deliver real performance. - Collaborate with a lean, focused team to create an exceptional client experience. Key Requirements: - 4-10 years of experience in Wealth Management, Private Banking, or Relationship Management. - Proven track record of managing and growing HNI/affluent client portfolios. - Strong understanding of financial markets, investment products, and client advisory. - Excellent interpersonal and communication skills. - Entrepreneurial mindsetability to thrive in a lean and high-performance environment.

We're Hiring: AMC Sales - Asset Management. Mumbai & Hyderabad | MBA / CA / CFA | 5-10 yrs experience. Key Responsibilities:. - Drive AUM growth through strategic sales execution. - Build strong relationships with HNIs, IFAs & institutions. - Identify new market opportunities. - Ensure compliance & deliver actionable insights. What We're Looking For: - Proven sales track record in Alternative Investment Funds (AIFs). - Deep investment product knowledge in the asset management domain. - Strong client & market understanding. - Ready to lead growth in your region? Apply now.

NeoFinity - Institutional Sales Role - AIF 

Apply to 8 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 8 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