Join Our Team

Location: Pune, Maharashtra 

Experience: 4–7 years 

Type: Full-time

About DSIJ

Dalal Street Investment Journal (DSIJ) is one of India’s established equity research and investment advisory brands, serving retail investors through research, insights and subscription-based services. As part of its digital transformation, DSIJ is strengthening its digital acquisition, automation and subscription ecosystem.

Role Objective

Drive digital revenue by converting DSIJ’s existing customer/prospect database, website traffic and registered users into leads, subscribers and cross-sell/up-sell opportunities.

The role will own the traffic → registration → nurture → lead → sale funnel through database marketing, CRM automation, conversion optimisation and analytics.

Key Responsibilities

1. Database Marketing & Lead Generation

• Segment subscribers, prospects and registered users for targeted campaigns.
• Create campaigns around content, products, offers and market opportunities.
• Execute email, WhatsApp, SMS and other direct marketing campaigns.
• Drive re-engagement, renewals, cross-sell and up-sell campaigns.
• Continuously test audiences, propositions, messaging and offers.

2. CRM & Marketing Automation

• Build automated nurture and lifecycle journeys based on user behaviour and interests.
• Implement lead scoring, segmentation, drip campaigns and automated follow-ups.
• Develop abandoned journey and dormant-user re-engagement flows.
• Identify and automate repetitive marketing activities.

3. Conversion Optimisation

• Analyse funnel leakages and improve registration-to-lead and lead-to-sale conversion.
• Optimise landing pages, forms, CTAs and checkout journeys.
• Conduct A/B tests across messaging, offers and customer journeys.
• Work with Service, Technology and Sales teams to improve conversion and lead quality.

4. Marketing Analytics & Revenue Attribution

• Track the customer journey from source through registration, lead and sale.
• Use GA4, CRM and analytics tools to measure campaign and funnel performance.
• Analyse performance by audience, channel, Service and offer.
• Track source-wise leads, conversions and revenue attribution.
• Convert data into actionable recommendations, not just reports.

5. Performance Marketing

• Maintain hands-on knowledge of Google Ads and Meta Ads, with familiarity with LinkedIn and YouTube Ads.
• Run paid campaigns, retargeting and experiments where commercially viable.
• Evaluate campaigns based on CPL, CAC, conversion and ROI.

Skills & Competencies

• Strong experience in CRM, database and lifecycle marketing.
• Good understanding of email, WhatsApp and marketing automation.
• Strong analytical understanding of funnels, conversion and attribution.
• Working knowledge of GA4 and Google Tag Manager.
• Ability to create campaigns, offers and customer journeys that drive response.
• Ability to independently bring new lead-generation, automation and conversion ideas to the table.

Preferred Experience

• 4–7 years in digital growth, CRM/lifecycle marketing, performance marketing or marketing automation.
• Experience in subscription businesses, financial services, fintech, digital media or SaaS preferred.
• Demonstrated experience generating revenue from an existing customer/prospect database.
• Experience building automated nurture and conversion journeys.
• Experience with Odoo ERP/CRM will be an added advantage.

We are looking for a motivated, knowledgeable Content Writer with a keen interest and deep understanding of the Macro and Micro Economic aspects, Finance and Capital Market. The successful candidate will collaborate with our team of skilled writers and editors to produce high-quality content based on research that educates and informs our readers. 

Candidate is expected to Write high-quality articles, blogs, reports, newsletters, and thought leadership pieces on economics, financial markets, and industry trends. 

Role: Equity Research Associate - Indian Market 

Education: Graduation, Post-graduate, NISM Research Analyst certification, CFA 

Location: Pune 

Salary: CTC Rs. 4,50,000 p.a. 

Positions Available: 3 

Experience: 2 Years  

Job Description: 

Equity Research: 

• To Carry out industry/company research and prepare reports outlining investment recommendations. 
• Evaluate various business, financial and operational aspects of companies through in-depth study of periodic filings, regulatory updates, press releases and industry news. 
• Extensive report-writing including company profiles, earning notes, quarterly updates, initiating coverage reports, sector reports, newsletters, technology primers, Flash notes, Theme-based reports etc. 
• Ability to comfortably interact with senior management, vendors and various other stakeholders and should be able to articulate his views well. 
• Listening to and summarizing investment conference calls and even conducting management interviews. 
• Writing quarterly reports covering quarterly results (preview & review). 
• Contribution for any other special reports planned by the team. 

Content Writer: 

• Develop educational content for a diverse audience, including professionals, investors, students, and the general public. 
• Conduct thorough research on economic and financial topics, using credible sources such as government reports, research papers, and market data. 
• Interpret and simplify complex concepts like inflation, interest rates, stock market trends, and fiscal policies for broader understanding. 

Desired Candidate Profile 

• Talented and knowledgeable Content Writer with expertise in economics and finance. 
• The ideal candidate will create compelling, well-researched, and audience-focused content on a variety of topics, ranging from macroeconomic trends and financial markets to personal finance and investment strategies. 
• Passionate about analysing Economics, Listed companies and coming up with stock picking ideas. 
• Excellent writing, editing, and storytelling abilities. 
• Familiarity with financial tools, databases, and research platforms (e.g., Bloomberg, Reuters, or World Bank). 
• Strong quantitative and fundamental research skills. 
• Strong written and verbal communication skills. 
• Excellent team player and confident in building relationships both inside the firm and externally. 
• Ability to meet strict deadlines under pressure. 
• NISM RA certification. 
• Proficiency with Microsoft Word, Excel, and Power Point. 
• Candidates from Pune will be preferred. 

Immediate Joining.

We are seeking a dynamic, self-motivated and result driven Relationship (Senior) Executive to join our team. This role requires a basic understanding of the stock markets as your role will involve offering company’s financial services as well as selling subscription plans of Company’s business magazine which help our clients maximize their financial potential. As a key member of our organization, you will be responsible for acquiring new clients and enhancing existing relationships with retail and high net worth individuals. Your primary focus will be to promote and sell equity-based investment products over the telephone. 

Responsibilities: 

• Achieve monthly targets set by the organization for selling Investment related Services/Products. 
• Assess client suitability and offer direct equity/advisory services/ tailored solutions to retail and HNI clients. 
• Provide ongoing support and service to clients. 
• Retaining and renewing the existing client base. 
• Handle customer queries and objections effectively. 

Location: Pune – Work from office  

No. Open Position: 5 

Requirements: 

• Should have a Graduation Degree. 
• If not currently certified, then will need to do so within 2 months of joining. 
• Should be passionate & aggressive for outbound calling. 
• Demonstrated sales background and proven selling abilities. 
• Excellent interpersonal and communication skills. 
• Proficiency in English, Hindi, and one regional language. 
• 1–3 years’ experience preferred in share market, related activity. 

Salary: Rs. 3.5 lac to 5 lac per annum (Excluding Incentives)

We are seeking an experienced Manager - Ad Sales to lead print & digital advertising initiatives - drive revenue growth, foster client relationships, and achieve sales targets in the dynamic advertising Space Selling. 

Education: MBA / At Least Graduate 

Experience: 5-8 years Media Sales  

Roles and Responsibilities: 

• The job involves identifying and selling advertisement space to potential advertisers.  
• Selling digital advertisement space of our captive portal DSIJ and in fortnightly magazine. 
• Growing the existing business and convincing new clients to subscribe for an advertising space.  
• Expertise in Programmatic, Online Media Sales (Desktop + Mobile) & Email marketing. 
• Building and maintaining relationships with major media buying agencies and liaising with them on a daily basis. 
• Manage Key accounts end to end, from acquisition, negotiation, on-boarding and client servicing 
• Prepare the strategy to achieve monthly ad sales target.  
• Exploring new sales opportunities by analysing the latest market trends 

Desired Candidate Profile: 

• Good Interpersonal skills with a strong presentable approach 
• Candidates must have at least 5-8 years of experience within the Digital Ad Sales/ Print media industry 
• Candidates must have an established network in the corporate and ad agencies from prior experience 
• Candidates must possess a strong understanding of the industry 
• Candidates should be a strong networker & relationship builder 
• Candidates must be a target-oriented person, self-starter and demonstrate a high level of resilience 
• Candidate from digital media/ print media will be preferred 
• Stock Market Knowledge will be an added advantage 

Keyskills: Online selling, Space selling, Ad Sales, Ad Space Selling, Media Sales, Space Marketing, Space Selling, Print Media, Print Advertising, Concept Selling, Client Acquisition, Advertisement Planning, Advertisement, Selling, Advertising 

Position: PMS Operations Executive 

Location: Kalyani Nagar, Pune 

Business: DSIJ Wealth Advisory - Portfolio Management Services (PMS) Division

About the Role

We are looking for an experienced PMS Operations professional to manage the end-to-end operational requirements of our Portfolio Management Services business. The role will involve client onboarding, documentation, coordination with custodians and brokers, client servicing, and ongoing PMS operations.

The ideal candidate should be detail-oriented, process-driven, client-friendly, and capable of independently taking ownership of operational activities through to closure.

Key Responsibilities

• Manage end-to-end PMS client onboarding, from collection of information and documents through account activation.
• Pre-fill and review account opening forms, KYC documents, PMS agreements and other onboarding documentation.
• Verify client documents for completeness and accuracy and coordinate for any pending information or corrections.
• Coordinate with custodians, brokers and other intermediaries for account opening, documentation, fund/securities transfer and operational requirements.
• Act as an operational point of contact for clients and assist them with onboarding and ongoing servicing requirements.
• Handle ongoing PMS operations including additional investments, withdrawals/redemptions, client modifications, statements and related requests.
• Maintain client records, operational trackers and MIS, ensuring timely closure of pending items.
• Coordinate with internal Portfolio Management, Compliance, Finance and Dealing teams and maintain appropriate operational records for compliance and audit purposes.
• Help establish and improve SOPs, checklists and operational processes as the PMS business scales.

Candidate Profile

• 2–4 years of relevant experience, preferably in PMS operations, wealth management, asset management, broking or custody operations.
• Prior hands-on experience in PMS client onboarding and operations will be strongly preferred.
• Good understanding of KYC, CKYC/KRA, demat, banking and client documentation processes.
• Experience dealing with custodians, brokers and/or other market intermediaries.
• Strong attention to detail, documentation and follow-up skills.
• Good written and verbal communication skills with the ability to interact professionally with HNI clients.
• Comfortable managing multiple client cases and operational requirements simultaneously.
• Working knowledge of Excel and operational MIS/reporting.

Key Attributes

Ownership | Attention to Detail | Client Orientation | Process Discipline | Strong Follow-up | Confidentiality | Ability to Multitask

Position: Manager / Senior Manager – PMS Sales & Client Relationships 

Location: Kalyani Nagar, Pune 

Business: DSIJ Wealth Advisory - Portfolio Management Services (PMS) Division

About the Role

We are looking for an experienced and polished PMS Sales & Client Relationship professional to join our growing wealth management business.

This will be a key front-facing role and one of the initial hires for our PMS vertical. The individual will work closely with senior management and will be responsible for engaging with prospective HNI clients, presenting our investment proposition, converting opportunities, and managing relationships through the onboarding process.

Given the nature of the role, we are specifically looking for someone who has prior experience interacting with HNI/UHNI investors and selling PMS, wealth management or similar investment products.

Key Responsibilities

• Own agreed client acquisition, AUM and revenue targets for the PMS business
• Engage with prospective HNI/UHNI clients and understand their investment objectives, portfolio requirements and expectations.
• Present and clearly articulate the firm's PMS investment philosophy, strategy and value proposition.
• Explain PMS documentation, fee structures and fee illustrations to prospective clients in a clear and transparent manner.
• Lead client discussions around commercials and fee negotiations, within approved internal parameters.
• Manage the sales process from initial discussion through conversion and onboarding.
• Coordinate with investment, operations and compliance teams to ensure a smooth client onboarding experience.
• Build and maintain strong long-term relationships with clients and serve as a key client-facing representative of the PMS business.
• Maintain an active pipeline of prospects and systematically follow up on leads.
• Over time, contribute towards building the PMS client base through referrals, networks, partnerships and other business-development channels.
• Maintain a high standard of communication, professionalism and confidentiality in all client interactions.

Candidate Profile

• 5–7 years of relevant experience in PMS, wealth management, private banking, investment advisory, family office, broking or a similar HNI-facing financial-services role.
• Prior experience dealing directly with HNI/UHNI clients is essential.
• Strong understanding of equity markets, investment products and portfolio management.
• Prior PMS sales/client relationship experience would be strongly preferred.
• Comfortable discussing investment strategies, portfolio construction and performance with sophisticated investors.
• Experience explaining and negotiating PMS/wealth-management fee structures would be an advantage.
• Strong communication, presentation and interpersonal skills.
• Professional, confident and presentable, with the ability to independently represent the firm in client meetings.
• Strong relationship-building and negotiation capabilities.
• Self-driven and comfortable working in an entrepreneurial environment where the PMS business is being built and sc aled.

What Makes This Role Different

As an early member of the PMS team, the candidate will also have the opportunity to play a meaningful role in shaping the client acquisition and relationship-management processes as the business scales.