Investment Advisor (NISM X-A & X-B)

1-3 Years

Not Disclosed

Job Description

Roles & Responsibilities

Address client queries and explain recommendations clearly when needed

Provide investment advisory support for a tech-enabled platform

This is a full-time role for a tech-enabled wealth advisory firm in stealth mode

The role is based in Bangalore and requires relocation if outstation

Immediate joiners are preferred

Requirements

Ideal Candidate

Strong Customer Advisory Profile with valid NISM certification for a tech-enabled wealth advisory firm
Mandatory (Experience): Must have 1+ years of experience, ideally in financial markets or investment advisory, with exposure to client-facing roles, mutual funds, equities, or financial products.
Mandatory (Certification): Must hold valid NISM Series X-A and X-B certifications. This is the one non-negotiable requirement
Mandatory (Skill): Must be able to address client queries and explain investment recommendations clearly.
Mandatory (Communication): Must have good communication skills for client-facing advisory interactions.
Mandatory (Note): Seed-funded WealthTech startup. Candidate must be comfortable in an early-stage, fast-paced environment.
Mandatory (Education): Must be a graduate (bachelor's degree in any discipline)
Mandatory (Location): Bangalore preferred; open to hybrid or fully remote candidates.

Experience: 1–3 years · Hybrid, 3 days in office · 6 days a week · Notice period less than 15 days