Corporate Business Development Manager

2 days ago

Mumbai Maharashtra India, Maharashtra fydaa Full time

Job Title: Corporate Financial Wellness & Advisory Partner

Location: Mumbai

Experience: 4–10 years

Employment Type: Full-Time

Reporting To: Head – Advisory & Partnerships


About Us:

We are a SEBI-Registered Investment Adviser (RIA) offering unbiased, fee-only financial planning and investment advisory services. Our mission is to empower individuals and corporates to achieve financial well-being through transparent, data-driven, and personalized financial planning.

We work closely with corporates to deliver structured financial wellness programs for employees, covering goal-based planning, debt management, insurance optimization, tax efficiency, and long-term wealth creation.Role Overview:

We are seeking a proactive, financially savvy professional to lead and expand our corporate financial wellness initiatives. This role involves engaging with HR & senior management teams of partner corporates, conducting employee workshops, offering one-on-one financial advisory sessions, and ensuring smooth execution of our financial planning solutions at the workplace.Key Responsibilities:

Corporate Engagement

  • Build and manage relationships with corporate clients (HR, L&D, Rewards teams).
  • Design and execute customized financial wellness programs for employees.
  • Conduct seminars, webinars, and workshops on personal finance, tax planning, and investment awareness.
  • Develop proposals, presentations, and reports for corporate partnerships.

Employee Advisory Services

  • Offer one-on-one or small-group financial planning sessions for employees.
  • Assess employee financial health and create structured advisory plans across:
  • Budgeting and cash flow
  • Debt management and credit card optimization
  • Insurance & risk management
  • Investment planning and SIP-based wealth creation
  • Retirement & tax planning
  • Collaborate with internal advisory team to ensure compliance with SEBI-RIA norms.

Business Development & Strategy

  • Identify new corporate tie-up opportunities for financial wellness programs.
  • Support design of digital and content-led engagement (newsletters, videos, tools).
  • Collect and analyze feedback to improve program design and delivery.


Qualifications & Skills:

Must Have:

  • Graduate or Postgraduate degree in Finance, Commerce, Economics, or related field.
  • Certification: NISM Investment Adviser (Level 1 & 2) or CFP (preferred).
  • 4–10 years of experience in financial planning, corporate HR partnerships, or wealth management.
  • Strong understanding of personal finance, taxation, and investment products.
  • Excellent communication and presentation skills (both virtual and in-person).
  • High ethical standards aligned with SEBI-RIA regulations.

Preferred:

  • Experience conducting financial literacy or wellness sessions for corporates.
  • Exposure to employee benefits, payroll structuring, or financial education programs.
  • Proficiency with tools like Excel, Google Sheets, and financial planning software.

Key Attributes:

  • Passionate about financial education and consumer empowerment.
  • Self-driven, organized, and comfortable managing multiple client relationships.
  • Empathetic communicator with the ability to simplify complex financial concepts.
  • Strong sense of ownership and accountability for impact delivery.

What We Offer:

  • Opportunity to lead a high-impact, purpose-driven initiative improving employee financial well-being.
  • Exposure to corporate CXO networks and HR leadership.
  • Collaborative environment with certified planners and investment professionals.
  • Performance-linked incentives and career growth in advisory leadership.


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