- Hiring: Investment Advisor – NISM Series X-A & X-B
- We are looking for a client-focused Financial Advisor to join a tech-enabled wealth advisory platform.
- Location: Bengaluru
- Role: Investment Adviso
- Experience: 1–3 Years
- Work Model: Hybrid / Remote options for suitable candidates
- Working Days: 6 Days
Key Responsibilities
- Handle client queries and provide explicit explanations around investment recommendations.
- Support clients with financial and investment-related queries.
- Provide investment advisory support through a technology-enabled platform.
- Communicate recommendations and financial concepts in a simple, client-friendly manner.
- Mandatory Requirements
- 1 year of relevant experience, preferably in financial markets, investment advisory or client-facing financial roles.
- Experience with mutual funds, equities, debt or other financial products.
- Valid NISM Series X-A and X-B certifications – mandatory.
- Strong client communication and advisory skills.
- Bachelor's degree in any discipline.
- Comfortable working in a fast-paced, early-stage WealthTech environment.
- Bengaluru candidates preferred; suitable outstation candidates may also be considered.
- Important: Candidates currently working with Stable Money will not be considered.
- Immediate joiners preferred.
- Interested candidates can share their updated CV along with current CTC, expected CTC, notice period and current location.
Pay: ₹400,000.00 - ₹600,000.00 per year
Work Location: Hybrid remote in Bengaluru, Karnataka 560000
📌 Investment Advisor – NISM Series X-A & X-B (Bengaluru)
🏢 elevate with RT (Recruiting)
📍 Bengaluru
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