Investment Advisor

2 days ago

Bengaluru, India Wint Wealth Full time

**Investment Advisors**

**About Us**
Wint Wealth has been created to revolutionise the fintech industry by democratising debt investment options for investors. Our platform provides diversification avenues for wealth-driven individuals by providing access to investment products with investments as low as ₹10,000 and educating everyone who's curious to know more about them. We bring assets that give higher returns than FD and are less risky than stocks (9-11%).

**Responsibilities**

1. Understand client risk and return profile, identify investment opportunities, provide suitable solutions and ensure periodic investment portfolio review.

2. Keep abreast with developments in global markets, investment products and opportunities

3. Showcase investment products to clients which may be of interest for them or which are on the approved list.

4. Explaining key risks and other features of products in which the client wishes to invest and updating the client on the same post-sales.

5. Assist the client in aligning his investments as per his needs and risk appetite in line with dynamic asset allocation.

**Eligibility**
We require
- **1. 2 years master’s degree**
**2. NISM, 10A, 10B.**
**3. 2 years experience in SEBI regulated company.**

**Our backers**
We are a Bangalore based startup backed by Zerodha’s RainMatter Capital, Better Capital and several marquee angels like Kunal Shah (CRED), Praveen Jadhav (ex-PayTM
Money/Raise), Nischal Shetty (WazirX), Lalit Keshre (Groww) and more.

**Salary**: ₹1,200,000.00 - ₹2,000,000.00 per year

**Benefits**:

- Flexible schedule
- Food provided
- Health insurance
- Leave encashment
- Life insurance
- Paid sick time
- Provident Fund
- Work from home

Schedule:

- Flexible shift

Supplemental pay types:

- Performance bonus

Application Question(s):

- How many years of experience do you have in a SEBI-registered entity?
- Do you hold a post-graduate degree in finance?

**Experience**:

- total work: 2 years (required)

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