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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
JOB LOCATION: Noida Sector 62 (On-site role)
TIMINGS: 9:30 AM – 6:30 PM (Monday to Saturday with First Saturday Off)
TYPE: Full Time
Compensation: INR 30,000 – 45,000* per month + Performance based incentives
EXPERIENCE: 2 to 5 years of experience in stock market sales or related financial
services.
EDUCATIONAL QUALIFICATION: Graduate / Post Graduate (Commerce, Finance, or Business preferred). Certifications: NISM or related market certifications preferred but not mandatory.
Role Overview
As a Senior Investment Counselor, you will be responsible for converting leads into active clients through effective communication, need analysis, and presentation of company’s research-backed stock market products. You will play a pivotal role in driving the
company’s sales targets while maintaining the highest level of professionalism and client satisfaction.
Key Expectations
● Must achieve a monthly sales target equivalent to 3× - 4× of the fixed salary.
● Consistent achievement of 70% of monthly targets is mandatory to earn the fixed component.
● Demonstrate high professionalism, persistence, and performance-driven work ethics.
● Ensure quality client interactions focused on transparency and trust.
Key Responsibilities
● Engage with leads provided by the company and convert them into active clients through consultative discussions.
● Understand clients investment goals, risk appetite, and financial preferences to recommend suitable research products.
● Consistently meet and exceed weekly and monthly sales targets.
● Build and maintain strong, trust-based relationships with clients to encourage renewals and referrals.
Real Estate Investment Analyst Responsibilities:
Analyst will be a part of investments team & will work on transactions including acquisitions and asset management duties as required. Key responsibility area will include: • Maintaining and updating various trackers. • Real estate data extraction & entry. • Commercial real estate market research and analysis (including searching for updated reports on different markets, compiling data from various sources, updating spreadsheets and reports with important metrics). • Perform financial analysis (develop financial models, build scenarios, prepare dashboards, etc.) of real estate investments under guidance of members of the team. • Prepare investment memos, pitch and presentation materials. • Working with the Deal Team to provide and organize due diligence information. • Assist in maintaining project timelines, workplan and ensuring milestones are met on time. • Support senior staff in preparation of budget and forecast exercises, audits, reporting, portfolio planning and finance management. • Prepare information packages and related documents for raising equity and debt.
Qualifications:
We are seeking to hire individuals who are highly motivated, mature and intelligent and have demonstrated excellence in prior endeavours. The successful candidate should have: • Strong analytical and communication skills. • A desire to work in a team environment, often under pressure. • Excellent attention to detail. • Intellectual curiosity and entrepreneurial zeal. • A desire to contribute to a positive culture. • Bachelor’s degree or higher in Real Estate, Economics, Business, or Finance. • Prior experience in real estate preferred. • Fluency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.).
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