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    Job · 11483341

    Neo Wealth Management logo

    Trainee or Associate Business Development NBFC & Treasury

    Neo Wealth Management · Mumbai · onsite · Posted 68d ago

    ₹6.0L - ₹8.0L PA0–2 yrsfulltimeSourced fromNaukri

    About a minute. You'll make an account on the way through.

    About this role

    About the Role:


    We are looking for a highly motivated and energetic Management Trainee/Associate to join our NBFC team. This is an excellent opportunity for someone with 02 years of experience who is eager to build a career in financial services, business development, and capital markets.

    The ideal candidate should have a strong sales orientation, be highly organized, possess excellent analytical skills, and be quick to learn in a fast-paced environment.


    Key Responsibilities:


    • Support the team in business development and relationship management.
    • Coordinate with wealth partners, distributors, corporates, and internal stakeholders.
    • Prepare client presentations, pitch decks, and marketing materials.
    • Maintain MIS, trackers, and reports using Excel.
    • Assist in fundraising, liability management, and execution of transactions.
    • Conduct market research and competitor analysis.
    • Coordinate with operations, legal, compliance, and finance teams for smooth execution.
    • Handle multiple assignments while ensuring timely follow-ups and high attention to detail.

    Desired Candidate Profile:


    • 02 years of work experience (Fresh graduates with relevant internships may also apply).
    • Bachelors degree in Commerce, Finance, Economics, Business Administration, or related fields.
    • Strong communication and interpersonal skills.
    • Sales-oriented mindset with confidence in interacting with clients.
    • Highly disciplined, organized, and detail-oriented.
    • Quick learner with strong problem-solving abilities.
    • Proactive attitude and willingness to take ownership.
    • Comfortable working in a dynamic, fast-paced environment.

    Technical Skills:


    • Advanced proficiency in Microsoft Excel.
    • Good working knowledge of PowerPoint.
    • Strong numerical and analytical aptitude.
    • Familiarity with financial markets is an added advantage.

    What Were Looking For:

    • High intelligence and curiosity.
    • Ability to grasp new concepts quickly.
    • Positive attitude with a willingness to go beyond assigned responsibilities.
    • Strong work ethic and execution focus.
    • Team player with excellent coordination skills.

    Why Join Us?


    • Opportunity to work closely with the leadership team of a fast-growing NBFC.
    • Exposure to fundraising, structured products, debt markets, and capital markets.
    • Steep learning curve with significant ownership from day one.
    • Excellent platform to build a long-term career in financial services.

    Sourced from naukri

    Skills

    Execution of transactionsMarket Research And AnalysisFund RaisingCoordinationliability managementBusiness DevelopmentCompetitor AnalysisRelationship Management

    About Neo Wealth Management

    Neo Wealth Management logo

    Neo Wealth Management

    Financial Services

    Paris

    FR

    ₹11.6L PA avg

    Avg at Neo Wealth Management

    ₹6L – ₹8L PA

    This role

    About

    Neo Risk Management & Insurance Brokers offers expert risk advisory and insurance solutions, utilizing technology to address diverse business risks effectively.

    Industries

    Financial ServicesTrading PlatformWealth Management

    Employee ratings

    10 reviews

    3.1/ 5

    Culture

    3.3

    Career growth

    2.4

    Work-life

    3.2

    Employees rate it well for

    Company Culture32Compensation & Benefits31

    Find them on

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    Trainee or Associate Business Development NBFC & Treasury · waiting for your command