ESTABIZZ FINTECH PRIVATE LIMITED
https://estabizz.comAbout
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Jobs at ESTABIZZ FINTECH PRIVATE LIMITED
Job Title: SEBI Registered Investment Advisor (RIA)
Location: Noida
Job Summary
We are seeking a SEBI Registered Investment Advisor (RIA) to provide independent, unbiased financial and investment advice to clients in accordance with SEBI (Investment Advisers) Regulations, 2013. The advisor will assess client financial goals, risk tolerance, and investment horizon to develop personalized investment strategies while ensuring full regulatory compliance.
Key Responsibilities
·Provide independent and client-centric investment advice across asset classes such as equities, mutual funds, bonds, ETFs, and alternative investments.
·Conduct financial planning and portfolio analysis based on clients’ financial goals, income, liabilities, and risk appetite.
·Develop and implement investment strategies and asset allocation plans.
·Ensure full compliance with SEBI (Investment Advisers) Regulations and Code of Conduct.
·Maintain detailed client risk profiling and suitability assessments.
· Prepare and deliver portfolio performance reports and periodic reviews
·Stay updated on market trends, economic developments, and regulatory changes.
·Maintain proper documentation, records, and disclosures as required by SEBI.
·Educate clients on investment risks, diversification, and long-term financial planning.
·Avoid conflicts of interest and maintain complete transparency in advisory services.
Required Qualifications
· SEBI Registered Investment Advisor certification or eligibility for RIA registration.
·Certification from NISM Series X-A and X-B (Investment Adviser Level 1 & Level 2) or equivalent recognized qualification.
·Bachelor’s or master’s degree in finance, economics, business administration, commerce, or a related field.
Experience
·Minimum 5-8 years of experience in financial advisory, wealth management, or investment research.
Regards,
Radhika Sharma
HR Manager
Estabizz Fintech private limited
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