Neo Wealth and Asset Management
Website:
neo-group.in
Company:
https://www.linkedin.com/company/theneogroup
Seniority: Mid-Senior level
Industries: Financial Services, Investment Banking, and Banking
Job details:
About Neo:
Neo Wealth and Asset Management is a rapidly growing financial services company with businesses spanning wealth management, asset management, capital markets and lending. Founded in 2021 with a simple and enduring purpose, Do Good, Neo is building a modern financial institution from India, with global aspirations.
Today, Neo manages and advises on over ₹1.3 lakh crore in client assets, serves clients across more than 200 locations, and is powered by a team of over 850 professionals. Its expanding presence includes India and the United States, with Dubai planned as the next step in its international growth.
Neo is backed by leading global and Indian institutional investors, including Peak XV Partners, MUFG Bank, Euclidean Capital, and TVS Capital Funds, and has raised more than ₹3,000 crore in capital, making it a unicorn. Its growth has been driven by deep investment expertise, strong client relationships, and a culture that values ownership, integrity and long-term thinking.
Role Summary
The Client Events & Experiences Lead will own the strategy, design and delivery of high-impact client experiences across Neo’s Wealth, Asset Management and Group businesses.
This role goes beyond event execution. It requires the ability to conceptualise differentiated platforms, curate premium experiences, build strategic partnerships and deliver memorable engagements that strengthen client relationships, reinforce Neo’s brand positioning and support business priorities.
The role will work closely with business leaders, Relationship Managers, Brand, Communications, Investment teams and external partners to create experiences that are thoughtful, premium, measurable and difficult to replicate.
Key Responsibilities:
1. Events and Experience Strategy
- Build Neo’s annual events and client experiences strategy across business verticals.
- Develop flagship event properties, recurring platforms and differentiated client engagement formats.
- Align the events calendar with business priorities, client segments, market moments and brand positioning.
- Ensure each experience has a clear objective, audience strategy and measurable outcome.
2. Experience Design
- Lead end-to-end experience design across concept, storytelling, guest journey, hospitality, content, programming and engagement.
- Design experiences that reflect Neo’s premium positioning and relationship-led client philosophy.
- Continuously improve the quality, distinctiveness and relevance of Neo’s experiential platforms.
- Ensure every event feels intentional, not merely well organised.
3. Flagship Events
- Conceptualise and deliver marquee client events, leadership forums, investment summits and brand platforms.
- Own the complete event lifecycle from brief and concept to execution and post-event follow-up.
- Work with internal stakeholders to define themes, speakers, content flow, audience curation and business objectives.
- Ensure exceptional guest experience through planning, attention to detail and strong on-ground control.
4. Curated Client Experiences
- Build and manage a year-round calendar of exclusive, invitation-only client experiences.
- Curate engagements across sports, arts, culture, gastronomy, wellness, travel, luxury, family and next-generation themes.
- Create access-led experiences that are distinctive, relevant and difficult to replicate.
- Develop formats for different client segments including MFO, UHNI, HNI, institutional and partner audiences.
5. Strategic Alliances and Sponsorships
- Identify and build partnerships with premium events, cultural institutions, luxury brands, hospitality groups and global platforms.
- Leverage sponsorships and alliances to create meaningful client access and relationship-building opportunities.
- Negotiate exclusive privileges, curated access and bespoke experiences for Neo clients.
- Expand Neo’s ecosystem of premium partners in India and internationally.
6. Delivery Excellence
- Lead agencies, production partners, venues, vendors and hospitality partners to deliver high-quality experiences.
- Own event budgets, commercial negotiations, timelines, governance and execution quality.
- Build scalable processes, checklists and operating standards for event delivery.
- Ensure best value without compromising the premium nature of the experience.
- Manage risk, contingencies, permissions, protocols and last-mile execution.
7. Measurement and Impact
- Track attendance quality, client feedback, RM feedback, post-event engagement and business outcomes.
- Build clear post-event reports covering impact, learnings and improvement areas.
- Ensure events contribute to relationship deepening, client engagement, brand perception and business momentum.
- Use data and feedback to sharpen future events and experiences.
Preferred Skills
- 8–12 years of experience in luxury events, experiential marketing, hospitality, luxury lifestyle, wealth management, premium consumer brands or high-end event management.
- Proven experience conceptualising and delivering premium client experiences and large-scale events.
- Strong understanding of UHNI / HNI expectations, premium hospitality and relationship-led engagement.
- Strong network across agencies, venues, vendors, live-event platforms, hospitality, F&B, luxury and cultural ecosystems.
- Excellent stakeholder management, negotiation, project management and vendor management skills.
- Strong creative instinct with high attention to detail and execution discipline.
- Ability to manage multiple events, stakeholders and timelines without compromising quality.
- Commercially sharp, budget-conscious and capable of extracting strong value from partners.
- Calm under pressure, hands-on during execution and comfortable with last-minute problem-solving.
- Willingness to travel within India and overseas as required.
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