Financial Services Professional

8 hours ago

Hyderabad, Telangana, India beBeeInvestment Full time ₹ 5,00,000 - ₹ 15,00,000
Job Title:
Investment Associate, Financial Services/Digital

We are seeking a highly skilled Investment Associate to join our team in the financial services sector. As an Investment Associate, you will be responsible for providing exceptional investment solutions to our clients.

The ideal candidate will have a strong background in finance and a proven track record of success in investment advisory roles. They will also possess excellent communication and relationship-building skills, with the ability to effectively manage client relationships and provide tailored investment advice.

Key Responsibilities:
  • Conduct product presentations and investor awareness sessions.
  • Distribute SEBI-registered PMS schemes and provide tailored investment solutions.
  • Assist clients with KYC, onboarding, documentation, and reporting.
  • Collaborate with portfolio managers, operations, and compliance teams for smooth execution.


Required Skills and Qualifications:
  • Graduate/Postgraduate in Finance, Commerce, Economics, or related fields.
  • 0–5 years of experience in financial services, wealth management, PMS, or related domains.
  • Freshers with valid certification are encouraged to apply.


Benefits:
  • Attractive salary + performance-based incentives.
  • Career progression roadmap (Advisor → Senior Advisor → Wealth Partner → VP – Wealth).
  • Learning opportunities in PMS, AIF, and Wealth Management domains.


About Us:
Ongolebulls Invest Pvt Ltd is a next-generation, digital-first financial services company. We combine technology and expertise to deliver world-class wealth solutions for retail, HNI, and institutional clients.

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