- 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 clear 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 Reliable 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