
Office Manager
1 week ago
Job Title: Business Manager
Location: Panvel, Navi Mumbai Type: Full-Time / Internship (Graduation/Post Graduation/CA Inter or CFA Level 1 candidates) Working Days: 6 days/week Salary Range: ₹20,000–₹30,000/month (with performance-linked incentives)
About Us
We are a boutique wealth management firm managing large AUM, known for client-centric execution, disciplined growth, and a culture of autonomy and accountability. As we scale, we're hiring a Business Manager to act as the founder's right hand—driving operational excellence, client delight, and strategic growth.
Key Responsibilities Office & Team Management
- Lead day-to-day office operations and ensure team productivity
- Implement SOPs for task delegation, reporting, and accountability
Client Service Optimization
- Track and improve client service scores (NPS, feedback loops)
- Coordinate onboarding, query resolution, and follow-ups with precision
Systems & Operational Efficiency
- Audit and streamline internal workflows (CRM, reporting, compliance)
- Identify bottlenecks and deploy tech-enabled solutions
Revenue Strategy & Execution
- Collaborate with founder on GTM plans, upsell strategies, and client segmentation
- Track revenue KPIs and suggest growth levers
Digital Marketing Awareness
- Understand basics of SEO, paid ads, and content funnels
- Coordinate with external vendors or freelancers if needed
AI & Automation Understanding
- Leverage AI tools (e.g., Notion AI, ChatGPT, Zapier) to automate repetitive tasks
- Stay updated on emerging tech that improves productivity
Candidate ProfileOption A: Full-Time Hire
- Minimum 2 years of industry experience (wealth management, fintech, or operations)
- Proven track record in execution, team coordination, and client-facing roles
Job Types: Full-time, Permanent
Pay: ₹20, ₹30,000.00 per month
Benefits:
- Health insurance
Experience:
- Banking: 2 years (Required)
Language:
- English (Required)
Work Location: In person
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