Trainee or Associate Business Development NBFC & Treasury
Neo Wealth Management · Mumbai · onsite · Posted 68d ago
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.
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About Neo Wealth Management

Neo Wealth Management
Financial Services
Paris
FR
₹11.6L PA avg
Avg at Neo Wealth Management
₹6L – ₹8L PA
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