Investment Advisor- PMS Distribution

2 days ago


Hyderabad, Telangana, India OngoleBulls Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Job Title: Investment Advisor – PMS Distribution (NISM XXI-A Certified)

Location: Hyderabad, India

Company: Ongolebulls Invest Pvt Ltd

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.

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.

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.

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.

Experience


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


• Freshers with valid certification are encouraged to apply.

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.

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.

How to Apply

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



  • Hyderabad, Telangana, India OngoleBulls Full time

    Job Title: Investment Advisor – PMS Distribution (NISM XXI-A Certified) Location: Hyderabad, India Company: Ongolebulls Invest Pvt Ltd ⸻ 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...


  • Hyderabad, Telangana, India OngoleBulls Full time

    Job Title: Investment Advisor – PMS Distribution (NISM XXI-A Certified)Location: Hyderabad, IndiaCompany: Ongolebulls Invest Pvt Ltd⸻About OngolebullsOngolebulls 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...


  • Hyderabad, Telangana, India Sharekhan Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Role & responsibilitiesDirect ResponsibilitiesResponsible for gathering assets for investment products such as mutual funds, PMS, AIF,Corporate FD, Investiger, SGB, Insurance and other products launched from time to time.Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.Create an incremental SIP BookWill be...

  • PCG Advisor Senior

    5 days ago


    Hyderabad, Telangana, India Dreams Solution Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Job Profile- PCG Advisor SeniorLocation-HyderabadJob PurposeResponsible to Brokerage generation primarily through advising HNI clientson their Equity & Derivative portfolio.New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targetsKey Deliverables 1. Ensure timely advice to customers for Equity and...

  • Financial Advisor

    4 days ago


    Hyderabad, Telangana, India Avant Garde Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Cultivate and manage investment relationships with clientsServe as the primary advisor, building trust and offering tailored guidanceEnhance client connections through personalized investment solutionsExpand client base by leveraging market insights and active engagementDrive product sales to suit client needsProvide timely market updates and expert...


  • Hyderabad, Telangana, India Zen Technologies Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Location: Gachibowli, HyderabadType: Full-timeReporting To: Family Office PrincipalKey Responsibilities1. Accounting & Bookkeeping• Maintain day-to-day books using software (Tally / Zoho / QuickBooks / Asset Vantage)• Reconcile bank and investment accounts monthly• Track and classify all income, expenses, and inter-entity transfers• Ensure compliance...


  • Hyderabad, Telangana, India Origin40 Fund Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    About the Fund:Origin40 is a long-term buyout vehicle acquiring and scaling enduring businesses across Healthcare and Technology. We are backed by a diverse group of investors, including fund of funds, operators, private equity professionals, and founders.Origin40 is led by a GP with a distinctive arc across technology, investing, and strategy. He scaled...


  • Hyderabad, Telangana, India CIEL HR Full time

    POSITION PROFILE Organization Procure Analytics Position Member Support Advisor Operations Location Hyderabad India Company Overview At Procure Analytics PA we are passionate about driving continuous value by utilizing cutting-edge technology and implementing customized solutions in various categories to service our 1 000 member companies ...


  • Hyderabad, Telangana, India VCMint Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    About VCMintVCMint is a founder-led fund backing venture-scale startups with private capital — fueling bold ideas and resilient founders at the earliest stages. We typically write$100k–$200kcheques at seed/early stages and selectively participate ingrowth to pre‑IPOopportunities. We are sector‑curious and founder‑led: we back teams building...


  • Hyderabad, Telangana, India Cigna Healthcare Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Position OverviewThe Supplemental Health IT team is seeking a Software Engineer Associate Advisor for a Band 3 Contributor Career Track position.The Software Engineer Associate Advisor will play a critical role in system development within the broader Supplemental Health Solutions and Engineering organization. This position will provide expertise in the...