Email Campaign Manager

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

Role Review-

Our client's property Sales team is responsible for selling properties available in our inventory. As a Sales Associate / Sr. Sales Associate, you’re the First Point of Contact and the face of our client with respect to Sales. You’ll work closely with the Sales Manager to give ground insights and help the sales scale. You’ll be directly responsible for Sales for one or more micro-markets in the city of Bangalore. Your role will be a combination of customer conversation and contextual field presence.

WHAT WILL YOU DO?

● Communicating effectively with customers, proactively reaching out to potential clients, and diligently following up on leads.

● Establishing and nurturing relationships with Channel Partners (brokers) to cultivate customer leads.

● Profoundly comprehending the unique needs of customers and identifying lucrative sales

opportunities.

● Providing comprehensive responses to customer inquiries and promptly delivering

supplementary information.

● Keeping abreast of product and service updates, ensuring in-depth product knowledge.

● Methodically managing and updating a comprehensive customer database.

● Effectively elucidating and demonstrating the distinctive features of our products and services.

● Staying well-informed about competing products and services, and effectively positioning.

● Skillfully executing upselling strategies for our products and services.

● Conducting rigorous research to qualify new leads.

● Demonstrating a stellar track record in closing sales and consistently achieving sales targets.

WHAT DO YOU NEED TO BRING TO THE TABLE?

● 1-5 years of experience in a similar role within the Real Estate, Hospitality, Automobile, or

Insurance sectors. This is preferable but is not a barrier.

● A fervent enthusiasm for working in a target-oriented environment.

● Exceptional negotiation skills.

● Outstanding customer service skills.

● Excellent verbal communication skills in English; proficiency in additional languages is a

valuable asset.

● A keen understanding of timelines and a proactive approach to meeting deadlines.

● A proactive and tenacious attitude, coupled with a relentless pursuit of objectives.

● Strong organizational skills and the ability to manage multiple tasks concurrently.

● A remarkable memory; at any point in time, you will be driving multiple conversations where context is the king or queen!

● This is a 6-day work-week role. Weekends will be working since maximum action in Real

Estate happens on Saturday/Sundays

Skills: 

Strong knowledge of MYSQL/PostGreSQL; Knowledge of MongoDB, Redis, Couch DB is preferred. 

Expertise in application development, databases, version control, and deployment. Skill - Node.js, 

Experience of AWS or GCP - especially services such as Lambda or google app engine 

Solid grasp of Service-oriented architecture. Web Services implementation on a medium to large scale 

Solid understanding of scaling mobile app services. Having worked the backend of an Android app is preferred 

Culture: 

Ability to work independently with minimal supervision 

Happy to deal with, and contribute to, an environment of daily builds Has worked in small teams, is versatile. Work within short timelines and be receptive to business needs. Can work closely with Digital, Product, Operations teams. 

Desirable Social Attributes: 

Has contributed to one or more Open Source projects through own initiative. Has provided a high quality answer to a question posted on StackOverflow. 

Role: 

As a Software Developer who would work independently, the candidate is expected actively acquire problems and deliver solutions as well as guide the team technically. Such a problem solver would obviously be a self starter with a high level of curiosity rather than a programming language specialist. 

He/she would be required to produce software of the highest quality through self-discipline, clear and engaged communication, and attention to detail. The role would include custom web application development on (most typically on Node.js and PHP/Python), databases (most typically MySql and MongoDb), version control (github), testing (necessarily through test scripts written before code is written), daily builds and eventual deployment onto AWS or GCP. 

Attributes of the ideal candidate: 

Highly productive software developer with the proven aptitude to understand and apply technology 

Determination to succeed despite obstacles and challenges, and a positive attitude favoring achievement of goals over open-ended investigation 

Always learning, evolving, and sharing what you know 

Inspired by complex, varied problems and rapid change 

Open-minded, flexible, and curious about new and better ideas