Corporate Business Development Manager

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.