Join Our Team
Build Your careers in Wealth Management
At Harmoney FinServ , we believe in nurturing talent and providing opportunities for growth in the dynamic field of financial services.
Join us in our mission to create financial harmony for our clients while building a rewarding careers for yourself.
Why Join Harmoney?
Career Growth
Structured career progression paths with regular performance reviews and promotion opportunities.
Learning & Development
Continuous training programs, certifications, and skill development workshops.
Competitive Compensation
Attractive salary packages with performance-based incentives and bonuses.
Collaborative Environment
Work with experienced professionals in a supportive and inclusive workplace.
Work-Life Balance
Flexible working hours and policies that promote healthy work-life integration.
Recognition & Rewards
Regular recognition programs for outstanding performance and contributions.
Current Openings
Explore opportunities to grow with us
Research Analyst
Full-timeWe are looking for a detail-oriented Research Analyst to support our investment decision-making process through comprehensive equity and sector research. The role involves building financial models, generating investment insights, and tracking companies, industries and macro developments.
Key Responsibilities:
- Conduct detailed equity and sector research
- Build financial models, forecasting and valuations (DCF, Comps, Ratio analysis)
- Track macro-economic, regulatory and industry developments
- Prepare investment notes, thematic reports, and presentation material
- Assist portfolio managers with investment thesis development
- Maintain research databases and dashboards
Requirements:
- MBA / CA Inter / CFA level 1
- Strong knowledge of equity markets and financial analysis
- Hands-on experience with modelling tools and valuation methods
- Proficiency in MS Excel, PPT and financial data platforms
- Excellent analytical thinking and problem-solving skills
- Strong written communication and report writing abilities
Financial Planner
Full-timewe are seeking a proactive Financial Planner to deliver goal-based investment solutions and client portfolio management. This role centers on crafting personalized financial plans, optimizing asset allocation, streamlining onboarding, and supporting sustained wealth creation and retirement strategies for HNI and retail clients.
Key Responsibilities:
- Goal-based advisory for HNI and retail clients
- Create customized investment and financial plans
- Risk profiling, asset allocation & investment proposal preparation
- Portfolio review, SIP and investment tracking
- Coordinate with product, compliance and research teams
- Assist in client onboarding, KYC and related documentation
- Client relationship management and periodic review meetings
Requirements:
- MBA Finance / AFP / CFP
- Sound knowledge of mutual funds, insurance, PMS and other wealth products
- Understanding of personal finance, taxation and financial instruments
- Ability to explain financial concepts in a simple manner
- Good interpersonal and communication abilities
- Experience in client interaction and addressing client queries
Operations Associate
Full-timeWe are looking for a PMS Admin professional responsible for back-office operations, trade execution support, reporting, reconciliations and operational coordination related to PMS & investment transactions.
Key Responsibilities:
- Manage PMS transactions, documentation and administration
- Client onboarding, account opening and KYC coordination
- Daily trade capture and reconciliation with broker/custodian
- EOD running, reporting and DP to trade comparison and validation
- Coordinate with RTA, brokers, compliance and internal teams
- Maintain high accuracy in data entry and reporting
- Timely generation of client portfolio statements and MIS
Requirements:
- Graduate / MBA (preferred)
- PMS operations / Mutual Fund / Back-office experience
- Understanding of industry platforms (CAMS, Karvy, NSDL etc.)
- Knowledge of KYC validation and updation process
- Experience with AdvisorKhoj interface (preferred)
- Excellent documentation and reporting accuracy
- Strong command of MS Excel
Customer Support Executive
Full-timeThe Customer Support Executive will be the first point of contact for clients investing through our PMS, mutual fund, insurance and financial planning solutions. The role focuses on handling day-to-day client queries, servicing requests and documentation, while ensuring a high-quality experience for both HNI and retail clients.
Key Responsibilities:
- Handle inbound and outbound queries via phone, email and chat related to PMS portfolios, mutual fund investments, insurance policies and financial plans
- Provide clear information on transactions, statements, portfolio reports, NAV/valuation, premium/renewals, SIP/STP/SWP, and policy features within defined TATs
- Assist clients with onboarding and servicing: KYC, FATCA, CKYC, nomination, bank mandate registration, SIP registration, switches/redemptions, policy servicing and basic portal/app support
- Log and track all interactions in CRM/ticketing systems, ensuring accurate documentation and closure of requests and complaints
- Coordinate with PMS operations, RTA/AMC, insurers, relationship managers and financial planners to resolve complex service issues and give complete responses
- Escalate critical portfolio or policy-related issues appropriately and follow up until resolution, keeping clients informed at every step
- Capture recurring client pain points (delays, documentation gaps, report clarity etc.) and share feedback with operations, product and planning teams to improve client experience
Requirements:
- Any Graduate (Commerce/Finance/MBA preferred; NISM/IRDA/CFP modules added advantage)
- Working knowledge of financial products: mutual funds (lumpsum, SIP, STP, SWP), PMS basics, life/health/general insurance concepts, and goal-based financial planning terminology
- Ability to read and interpret account statements, portfolio reports, premium schedules and basic tax-related details (capital gains statements, etc.)
- Strong verbal and written communication skills; ability to explain product and process details simply to non-technical clients
- High client-service orientation, patience, empathy, problem-solving and comfort in dealing with HNI as well as retail investors
- Familiarity with MS Office, email etiquette and basic use of back-office / RTA / policy administration / broking or MF transaction systems
- Ability to work in an SLA-driven environment, manage multiple tickets, and maintain accuracy in documentation and compliance
Preferred Profile:
- Prior experience in customer support/operations in a PMS house, mutual fund distributor/RIA, insurance intermediary, bank, wealth management, or financial planning firm
- Exposure to KYC norms, SEBI/AMFI/IRDAI regulatory sensitivity, and good discipline around documentation and audit trails
- Comfort working closely with relationship managers/financial planners to deliver a seamless end-to-end client experience in wealth and protection products
Our Hiring Process
Application Review
We carefully review all applications and resumes to identify potential matches.
Initial Screening
Shortlisted candidates undergo a telephonic or video screening interview.
Technical Interview
In-depth discussion about your skills, experience, and domain knowledge.
HR Discussion
Final round with HR to discuss cultural fit and careers expectations.
Offer
Successful candidates receive offer letters and onboarding details.
Apply Now
Fill out the form below and we'll get back to you soon
Have Questions About Careers at Harmoney?
Our HR team is here to help you with any questions about job opportunities, application process, or working with us.