Investment Advisor- PMS Distribution

3 weeks ago

Hyderabad, Telangana, India OngoleBulls Full time
Job Title: Investment Advisor – PMS Distribution (NISM XXI-A Certified)

Location: Hyderabad, India

Company: Ongolebulls Invest Pvt Ltd

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About Ongolebulls

Ongolebulls Invest Pvt Ltd is a next-generation, digital-first financial services company. Our offerings span mutual funds distribution, PMS, stock broking, currencies & commodities trading, bonds, and early-stage startup investments. We combine technology and expertise to deliver world-class wealth solutions for retail, HNI, and institutional clients.

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Role Overview

We are seeking NISM XXI-A certified Investment Advisors to strengthen our Portfolio Management Services (PMS) distribution vertical. This client-facing role requires a strong mix of financial knowledge, relationship management skills, and compliance discipline to cater to the evolving needs of HNIs and UHNIs.

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Key Responsibilities

• Distribute SEBI-registered PMS schemes and provide tailored investment solutions.

• Acquire, service, and retain HNI/UHNI clients and family offices.

• Conduct product presentations, investor awareness sessions, and relationship-building activities.

• Ensure 100% compliance with SEBI & PMS distribution regulations.

• Assist clients with KYC, onboarding, documentation, and reporting.

• Collaborate with portfolio managers, operations, and compliance teams for smooth execution.

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Qualifications

• Mandatory: Valid NISM-Series-XXI-A PMS Distributors Certification.

• Preferred: Additional NISM certifications (Mutual Fund Distributor, Investment Adviser).

• Graduate/Postgraduate in Finance, Commerce, Economics, or related fields.

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Experience

• 0–5 years in financial services, wealth management, PMS, or related domains.

• Freshers with valid certification are encouraged to apply.

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Skills & Competencies

• Sound knowledge of investment products, capital markets, and portfolio strategies.

• Excellent communication and client engagement abilities.

• Entrepreneurial, self-driven, and target-oriented mindset.

• Strong ethics, integrity, and customer-first approach.

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What We Offer

• Attractive salary + performance-based incentives.

• Career progression roadmap (Advisor → Senior Advisor → Wealth Partner → VP – Wealth).

• Learning opportunities in PMS, AIF, and Wealth Management domains.

• Exposure to HNI clients, startups, and institutional wealth mandates.

• A fast-paced, entrepreneurial environment with strong leadership backing.

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How to Apply

Send your CV to hr@ongolebullsinvest.com or whatsapp 9281111730 with subject line: "Application – Investment Advisor PMS (Hyderabad)".

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