Financial Advisor in Uttar Pradesh

About Paytm Paytm is a pioneer of digital payments in India, serving over 450 million consumers and 45 million merchants across payments, financial services, and commerce. Over the years, Paytm has built deep in-house capabilities across technology, data, and operations to operate at scale with high reliability. Paytm is building a full stack AI platform focussed on Inference and Agents, enabling large enterprises to deploy AI driven automation across sales, service, operations, and analytics. The Inference and Agentic AI team operates as a cross functional unit spanning engineering, product, data science, business management, and sales, and owns the full lifecycle of AI. Role Overview Paytm is looking to hire Sales Operations Managers to drive financial and operational rigor across its AI Inference and Agentic AI business. This role sits at the core of sales operations, working closely with sales, business management, and central finance teams to ensure accurate billing, collections, and revenue recognition. The role involves owning the full order to cash lifecycle, strengthening revenue assurance, and managing procurement and vendor operations for the AI charter. The candidate will play a key role in building scalable, audit ready systems that improve financial control, reduce leakage, and enable efficient business growth. Key Responsibilities Order to Cash Operations Own end to end invoicing for enterprise AI deals from contract trigger to invoice generation, dispatch, and acknowledgement. Maintain a central invoicing tracker covering deal terms, billing milestones, invoice status, and collections. Coordinate with central finance and accounts receivable teams to ensure GST compliant, PO aligned, and accurately booked invoices. Drive collections follow ups with enterprise clients in partnership with business teams and escalate overdue receivables. Manage billing adjustments including credit notes, disputes, and corrections. Revenue Assurance and Financial Co

Client Onboarding Director, Inference and Agentic AI Location: Noida Company: Paytm About Paytm Paytm is a pioneer of digital payments in India, serving over 450 million consumers and 45 million merchants across payments, financial services, and commerce. Over the years, Paytm has built deep in-house capabilities across technology, data, and operations to operate at scale with high reliability. Paytm is building a full stack AI platform focussed on Inference and Agents, enabling large enterprises to deploy AI driven automation across sales, service, operations, and analytics. The Inference and Agentic AI team operates as a cross functional unit spanning engineering, product, data science, business management, and sales, and owns the full lifecycle of AI solutions from opportunity discovery to deployment and scale. Role Overview Paytm is looking to hire a Client Onboarding Director to own implementation delivery and client onboarding governance for Paytm’s AI Inference and Agentic AI products across enterprise clients. This is a managerial role that will lead Client Onboarding Managers and ensure that enterprise deployments move smoothly from sales closure to go live and early adoption. The role sits at the intersection of client teams, product, engineering, business, and sales, and is responsible for converting signed enterprise deals into successful, timely, and scalable deployments. The candidate will own delivery planning, integration governance, risk management, stakeholder communication, and post go live stabilization across enterprise AI agent deployments. The role requires strong program management, technical understanding, client handling, and ability to drive execution across multiple internal and external teams. Key Responsibilities Delivery Ownership and Implementation Governance Own end to end delivery governance for enterprise AI agent deployments from sales handoff to go live and stabilization. Lead the implementation planning process across scope

Job Description: Fintech Learning Consultant Company: Paytm Location: India (Open to Pan-India Travel) Experience Required: 5 to 15+ Years Employment Type: Full-Time / Contractual / Part-time About Paytm Paytm is India's leading digital ecosystem for consumers and merchants. We are redefining how people access financial services and how businesses grow through technology. As we expand our fintech footprint, we are investing in cutting-edge education, training, and innovation to upskill the future workforce. Role Overview We are seeking a seasoned Learning Consultant - Fintech to join our team in a full-time capacity. This role is ideal for a fintech domain expert who combines deep subject matter expertise with strong communication and content design skills. The individual will play a pivotal role in bridging industry practice with structured learning, working at the intersection of fintech innovation, academic collaboration, and capability development. Key Responsibilities Training & Enablement: Design and deliver high-impact training sessions for external partners and student cohorts at universities and colleges, enabling a strong understanding of fintech platforms, products, and emerging technologies. Research & Trend Analysis: Continuously track global fintech trends, regulatory developments, and technological advancements; translate these insights into relevant, future-focused learning interventions. Product & Business Support: Collaborate with product and business teams by providing domain expertise across the fintech lifecycle—including ideation, design validation, testing, and go-to-market readiness. Content Development: Develop structured, outcome-driven learning content including curriculum frameworks, case studies, playbooks, and technical guides tailored to diverse learner segments. Required Skills & Tools Must-Have: Strong verbal and written communication with the ability to translate complex concepts into understandable learning modules. Good to Ha

Client Onboarding Manager – Inference & Agentic AI | Paytm (Noida) About the Role Paytm is a pioneer of digital payments in India, serving over 450 million consumers and 45 million merchants across payments, financial services, and commerce. Over the years, Paytm has built deep in-house capabilities across technology, data, and operations to operate at scale with high reliability. Paytm is building a full stack AI platform focussed on Inference and Agents, enabling large enterprises to deploy AI driven automation across sales, service, operations, and analytics. The Inference and Agentic AI team operates as a cross functional unit spanning engineering, product, data science, business management, and sales, and owns the full lifecycle of AI solutions from opportunity discovery to deployment and scale. Key Responsibilities Own client onboarding from sales handover to go-live. Understand client workflows, systems, and integration requirements. Coordinate with Product, Engineering, and Client teams for seamless deployment. Manage onboarding timelines, milestones, and stakeholder communication. Conduct client training sessions and drive product adoption. Track onboarding KPIs, client satisfaction, and implementation success. Gather client feedback and support continuous product improvements. Ideal Candidate 2–5 years of experience in Client Onboarding, Implementation, Customer Success, or Solutions Engineering. Experience in SaaS, Fintech, Enterprise Technology, or AI products preferred. Good understanding of APIs, integrations, CRM systems, and enterprise workflows. Strong project management, problem-solving, and stakeholder management skills. Excellent communication and client-facing abilities. Bachelor’s degree in Engineering, Business, or related field. Location: Noida Why Join? Be part of Paytm’s fast-growing AI business and work closely with enterprise clients to deliver cutting-edge AI-driven automation solutions at scale.

Job Description: AM/DM - Employee investigations lead Experience: 3-7 yrs Qualification: Law/MSW/or Equivalent degree About Us:Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm’s mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. Position Summary:The SM/DGM Employee investigations lead is responsible for managing and overseeing all aspects of ethics investigations within the organization. This role requires strong analytical skills, and the ability to maintain confidentiality. The SM/DGM - Employee investigations lead works closely with the Ethics Investigation Leads and various stakeholders to ensure compliance with ethical standards and mitigate potential risks. Key Responsibilities:1. Conduct Ethics Investigations: Conduct thorough and unbiased investigations into alleged ethical violations, ensuring all relevant information is collected and analyzed. This includes interviewing relevant parties, reviewing documentation, and gathering evidence.2. Evaluate and Analyze Findings: Analyze investigation findings to determine the severity and impact of ethical violations. 3. Maintain Confidentiality: Handle all investigations with the utmost confidentiality and discretion, ensuring that sensitive information is protected. Adhere to privacy policies and legal requirements when handling and sharing investigation findings.4. Develop Investigation Plans: Develop comprehensive investigation plans, including timelines, interview schedules, and evidence collection strategies. 5. Collaborate with Stakeholders: Work closely with HR, legal, and senior management to ensure alignment of investigation processes and outcomes with organizational policies and objectives. Provide guidance and support to stakeholders throughout the investigation pro

About Paytm Paytm is a pioneer of digital payments in India, serving over 450 million consumers and 45 million merchants across payments, financial services, and commerce. Over the years, Paytm has built deep in-house capabilities across technology, data, and operations to operate at scale with high reliability. Paytm is building a full stack AI platform focussed on Inference and Agents, enabling large enterprises to deploy AI driven automation across sales, service, operations, and analytics. The Inference and Agentic AI team operates as a cross functional unit spanning engineering, product, data science, business management, and sales, and owns the full lifecycle of AI solutions from opportunity discovery to deployment and scale. Role Overview Paytm is looking to hire an Enterprise GTM Lead to own the go to market charter for Paytm’s AI Inference and Agentic AI products across enterprise clients. This is a managerial role that will lead business managers and client onboarding managers, and will work closely with enterprise sales teams to drive pipeline, deal conversion, onboarding, and client success. The role sits at the center of Paytm’s enterprise AI charter and involves shaping GTM strategy, enabling sales teams, supporting client pitches, structuring commercials, and ensuring strong post sale execution. The candidate will be responsible for building a repeatable enterprise sales motion for Paytm AI agents, including Pi Commerce and future AI products. The role requires strong commercial judgment, enterprise stakeholder management, execution discipline, and ability to work across sales, product, technology, finance, and marketing teams. Key Responsibilities Enterprise GTM Strategy and Business Ownership Own the enterprise GTM strategy for Paytm AI agents across existing and new enterprise clients. Build and execute sales enablement, pipeline generation, deal conversion, onboarding, and account expansion plans. Work with leadership to define target segme

Job Title: Data Analyst (Finance) Location: Noida / Gurgaon About the Role: We are looking for a Data Analyst with prior experience in a Finance team to help analyze financial data, track payments performance, and automate daily reporting. You will work closely with Finance, FP&A, and Product teams to drive data-backed financial decisions. Key Responsibilities: ● Dashboards & Reporting: Create and maintain Power BI/Tableau dashboards to track financial metrics like revenue, margins, transaction volumes, and operating costs. ● Data Analysis: Query large databases using SQL to understand transaction trends, cost structures, and profitability. ● Reconciliation & Auditing: Reconcile transaction data across banks, payment gateways, and accounting records to ensure accuracy. ● FP&A Support: Help Finance and FP&A teams with monthly closings, budgeting, variance analysis, and revenue forecasting. ● Process Automation: Automate routine financial reports using SQL and Python to reduce manual Excel work. What We Are Looking For: ● Experience: 2–4 years of experience as a Data Analyst within a Finance, Payments, or FinTech environment. ● Technical Skills: Strong proficiency in SQL and Excel. Visualisation dashboards or business intelligence tools (Tableau, Power BI etc) ● Finance Knowledge: Solid understanding of financial basics, profit & loss (P&L), payments/settlements, and unit economics. ● Education: Bachelor’s degree in Finance, Data Analytics, Engineering, Economics, or a related field.

About Paytm Paytm is a pioneer of digital payments in India, serving over 450 million consumers and 45 million merchants across payments, financial services, and commerce. Over the years, Paytm has built deep in-house capabilities across technology, data, and operations to operate at scale with high reliability. Paytm is building a full stack AI platform focussed on Inference and Agents, enabling large enterprises to deploy AI driven automation across sales, service, operations, and analytics. The Inference and Agentic AI team operates as a cross functional unit spanning engineering, product, data science, business management, and sales, and owns the full lifecycle of AI solutions from opportunity discovery to deployment and scale. Role Overview Paytm is looking to hire a Client Onboarding Director to own implementation delivery and client onboarding governance for Paytm’s AI Inference and Agentic AI products across enterprise clients. This is a managerial role that will lead Client Onboarding Managers and ensure that enterprise deployments move smoothly from sales closure to go live and early adoption. The role sits at the intersection of client teams, product, engineering, business, and sales, and is responsible for converting signed enterprise deals into successful, timely, and scalable deployments. The candidate will own delivery planning, integration governance, risk management, stakeholder communication, and post go live stabilization across enterprise AI agent deployments. The role requires strong program management, technical understanding, client handling, and ability to drive execution across multiple internal and external teams. Key Responsibilities Own end to end delivery governance for enterprise AI agent deployments from sales handoff to go live and stabilization. Lead the implementation planning process across scope, timelines, milestones, dependencies, risks, and success metrics. Ensure every enterprise deployment has a clear project plan, own

About Us – Paytm is India's payment Super App offering consumers and merchants most comprehensive payment services. Pioneer of mobile QR payments revolution in India, today, Paytm is India’s largest payment company by Users, Merchants, Payment Transactions and Revenue.Paytm’s mission is to drive financial inclusion in India and bring half a billion Indians into the mainstream economy through technology-led financial Services. Paytm enables commerce for small merchants and distributes various financial services offerings to its consumers and merchants in partnership with financial institutions. Paytm has been a pioneer in the merchant space by introducing innovative solutions like QR codes to accept payments and Sound-box to recon payments by voice alerts. We are also distributing loans to these partners via our ‘Paytm for Business’ App. Position: Voice Over Artist Location: Noida Languages Required: Mandatory- Hindi & English Preferred (Good to have): Punjabi Key Responsibilities: Record voice-overs for IVR, app notifications, promotional content, and other audio requirements. Deliver clear, professional, and high-quality voice recordings as per scripts. Ensure timely delivery of recordings to meet business deadlines. Coordinate with the content and operations team for revisions or updates. Maintain consistency in tone, pronunciation, and brand guidelines. Requirements: Strong fluency and pronunciation in Hindi and English. Prior experience in voice-over recording preferred. Ability to work on tight timelines. Basic understanding of audio recording standards (clarity, noise-free output)

About Us Paytm is India's payment Super App offering consumers and merchants the most comprehensive payment services. As the pioneer of the mobile QR payments revolution in India, today, Paytm stands as India’s largest payment company by Users, Merchants, Payment Transactions, and Revenue. Paytm’s mission is to drive financial inclusion in India and bring half a billion Indians into the mainstream economy through technology-led financial Services. Paytm enables commerce for small merchants and distributes various financial services offerings to its consumers and merchants in partnership with financial institutions. Paytm has been a pioneer in the merchant space by introducing innovative solutions like QR codes to accept payments and Sound-box to reconcile payments via voice alerts. We are also distributing loans to these partners via our ‘Paytm for Business’ App. About The Team Paytm Intelligence is building next-generation AI platforms across two key areas: AI inference infrastructure and agentic AI solutions. Our focus is on enabling enterprises to move from AI experimentation to production-grade deployment with measurable business outcomes. In the agentic AI space, we are building solutions such as Outreach Manager, CLM agents, and domain- specific AI agents that automate complex customer journeys across sales, service, and operations. These systems go beyond traditional chatbots, orchestrating workflows, decisions, and actions across enterprise systems. About the Role We are hiring an AI Agentic Solutions Architect to drive enterprise adoption of AI-powered workflow automation. This role sits at the intersection of business process transformation, AI systems, and enterprise sales. You will work directly with enterprise customers to understand their workflows, identify automation opportunities, and design agentic solutions that deliver measurable outcomes such as cost reduction, conversion uplift, and improved customer experience. Key Responsibilities Customer

About Us – Paytm is India's payment Super App offering consumers and merchants most comprehensive payment services. Pioneer of mobile QR payments revolution in India, today, Paytm is India’s largest payment company by Users, Merchants, Payment Transactions and Revenue. Paytm’s mission is to drive financial inclusion in India and bring half a billion Indians into the mainstream economy through technology-led financial Services. Paytm enables commerce for small merchants and distributes various financial services offerings to its consumers and merchants in partnership with financial institutions. Paytm has been a pioneer in the merchant space by introducing innovative solutions like QR codes to accept payments and Sound-box to recon payments by voice alerts. We are also distributing loans to these partners 5via our ‘Paytm for Business’ App. Key Responsibilities 🔹 Manage and strengthen strategic partnerships with insurance companies to drive business growth and profitability. 🔹 Lead commercial discussions on commissions, pricing, product offerings, and exclusive partnership opportunities. 🔹 Monitor insurer performance, identify growth opportunities, and drive improvement initiatives. 🔹 Collaborate with insurers on product development, integrations, and go-to-market strategies. 🔹 Partner closely with Product, Technology, Sales, and Marketing teams to execute business objectives. 🔹 Ensure compliance with IRDAI regulations, partnership agreements, and internal governance standards. 🔹 Prepare business reviews and present partnership performance, insights, and recommendations to leadership. Qualifications and Experience: Bachelor/MBA or equivalent qualification from a reputable institution. 2-3 years of experience in insurance partnership management, business development, or product management roles into Health Insurance Domain. Strong negotiation, analytical, and stakeholder management skills. In-depth knowledge of the Indian insurance market and IRDAI regulatory

CRM Executive Location: Noida Experience: 1–3 Years Business: Paytm Money About the Role Paytm Money is looking for a detail-oriented CRM Executive to join its Execution Pod. In this role, you will be responsible for the end-to-end production, quality assurance, and deployment of customer communications across WhatsApp and Push Notification channels. You will ensure that every customer communication is accurate, engaging, compliant with SEBI regulations, and delivered seamlessly. This role requires strong attention to detail, excellent content review skills, and hands-on experience with CRM platforms. Key Responsibilities Draft, edit, and finalize communication copy for marketing campaigns in accordance with SEBI advertising and communication guidelines. Review and proof creatives, subject lines, CTAs, and campaign content before deployment to ensure accuracy and compliance. Set up, test, QA, and schedule campaigns on CleverTap across WhatsApp and Push Notification channels. Own campaign execution processes, including checklists, approvals, stakeholder coordination, and go-live timelines. Partner closely with Compliance and Legal teams to secure mandatory approvals and disclosures. Maintain campaign calendars, trackers, and execution dashboards to ensure timely delivery of all customer journeys. Monitor campaign deployment and proactively identify audience mismatches, delivery issues, or QA gaps. Ensure operational excellence with zero compliance misses and flawless campaign execution. Desired Skills & Qualifications 1–3 years of experience in CRM, Lifecycle Marketing, Content Operations, Marketing Operations, Customer Engagement, or Campaign Management. Hands-on experience with CleverTap is strongly preferred. Experience with MoEngage, WebEngage, Netcore, Braze, or similar CRM platforms is also valuable. Strong written English and content editing skills with the ability to create crisp, customer-friendly communication. Understanding of financial services com