Registered Investment Advisor

2 days ago

sany, India OneBanc Full time
About Us:OneBanc isa neobank building the economic infrastructure for the workforce ofIndia. The idea of OneBanc started when a young girl asked Vibhorea serial entrepreneur why the money in her piggybank never grew.Adopting this philosophy of #DemandMore OneBanc connectsenterprises banks and HR Tech platforms to enhance value for allstakeholders. The core team has proven their vision and executiveprowess in CoCubes a complete assessment solution for students andinstitutes which was acquired by Aon. They are now building thesquad to enable FinTech revolution of the future. MustHaves:
  • 5 years of experience as aPrincipal Officer in activities relating to advice in financialproducts or securities or fund or asset or portfoliomanagement
  • Postgraduate degree or post graduatediploma in finance accountancy business management commerceeconomics capital market banking insurance or actuarial science ORPost Graduate Program in the Securities Market (InvestmentAdvisory) from NISM of a duration not less than one year ORProfessional qualification by obtaining a CFA Charter from the CFAInstitute.
  • Active NISM Certification onfinancial planning or fund or asset or portfolio management orinvestment advisory services
  • Ability to workeffectively with diverse teams and stakeholders fosteringcollaboration andsynergy.

YourDay:
  • Providing strategic directionand vision for the organization aligning with its mission goals andobjectives.
  • Overseeing financial planningbudgeting and reporting processes monitoring financial performanceand managing resources effectively.
  • Provideinvestment advice to clients in line with SEBIregulations.
  • Responsible for all compliancematters and communications withSEBI

finacialmanagement,investment advisory,portfoliomanagement

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