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Registered Investment Advisor

1 month ago

gurugram, India OneBanc Full time

About Us:

OneBanc is a neo-bank, building the economic infrastructure for the workforce of India. The idea of OneBanc started when a young girl asked Vibhore, a serial entrepreneur, why the money in her piggybank never grew. Adopting this philosophy of #DemandMore, OneBanc connects enterprises, banks, and HR Tech platforms to enhance value for all stakeholders. The core team has proven their vision and executive prowess in CoCubes – a complete assessment solution for students and institutes, which was acquired by Aon. They are now building the squad to enable FinTech revolution of the future. 

 

Must Have's:

  • 5+ years of experience as a Principal Officer in activities relating to advice in financial products or securities or fund or asset or portfolio management
  • Post-graduate degree or post graduate diploma in finance, accountancy, business management, commerce, economics, capital market, banking, insurance or actuarial science OR Post Graduate Program in the Securities Market (Investment Advisory) from NISM of a duration not less than one year OR Professional qualification by obtaining a CFA Charter from the CFA Institute.
  • Active NISM Certification on financial planning or fund or asset or portfolio management or investment advisory services
  • Ability to work effectively with diverse teams and stakeholders, fostering collaboration and synergy.


Your Day:

  • Providing strategic direction and vision for the organization, aligning with its mission, goals, and objectives.
  • Overseeing financial planning, budgeting, and reporting processes, monitoring financial performance, and managing resources effectively.
  • Provide investment advice to clients in line with SEBI regulations.
  • Responsible for all compliance matters and communications with SEBI.


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