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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
Our Client is the world's largest FMCG brand manufacturer and exporter with a legacy spanning over 120 years.They are India's first integrated company with a comprehensive product chain. Our client is a billion dollar top line company holding 45% market share in India and 50% share in export market.
- Presenting the monthly and quarterly financial reports of various oversees distributors
- Checking International Trade Marketing expenses inline of approval provided
- Preparing and checking Quarterly TME approval to be provided to distributors
- Creating Analysis report on budgeted expenditure and actual expenditure of TME
- Maintaining dialogues and working relationship with overseas distributors
- Managing receipts & vendor payments for exports receivables (AR)
- Implementing a Business Intelligence tool and dashboard reports
- Supporting management team and the Heads of Department with data-driven analysis
- Supporting legal team from commercial side on international commercial disputes.
- Evaluating and advicing on the Letters of credit
- Ensuring Timely and Accurate MIS, AR/ AP, variance analysis and various other periodical reports to Management and overseas distributors.
What you need to have:
- CA;ICWA(CMA);MBA / PGDM
- Preferably from FMCG Export and Manufacturing companies
- Experience of Financial Control Mechanisms
- Significant analytical skillset, including the utilization of BI and reporting tools
- Strong Quantative abilities, advanced excel skills, including writing macros in Excel and other
- Experience with Global Financial Planning & Analysis and Audit
- Adaptive, willing and able to work with different time zones to get the work completed
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