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 positive 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

📌 Investment Advisor (NISM X-A & X-B) (Bengaluru)
🏢 TalentXO
📍 Bengaluru