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
Robust 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