Equity & SIF Investment Advisor (NISM VIII Certified)

 Job Description

Location: Hyderabad | On-site

Company: OngoleBulls Invest Pvt Ltd

Experience: 1–6 Years

Certification: NISM Series VIII – Equity Derivatives (Mandatory)

Specialization: Specialised Investment Fund (SIF) advisory & structured portfolio planning

OngoleBulls Invest Pvt Ltd is a rapidly expanding Financial Services Organization providing advanced wealth advisory solutions across Equity Investments, Specialised Investment Funds (SIF), PMS/AIF distribution, Bonds, Unlisted & Pre-IPO opportunities, and custom-designed structured investment strategies.

• Provide advisory support across Equity and investment products, ensuring alignment with client goals and risk tolerance.
• Structure and evaluate portfolios involving Specialised Investment Funds (SIF) and advanced investment solutions.
• Design risk-managed structured strategies blending equity allocation with hedging or protective frameworks where required.
• Conduct risk profiling, suitability assessment & portfolio optimization.
• Monitor market conditions, macroeconomic trends, volatility metrics, and fund performance to generate strategic recommendations.
• Communicate investment strategies clearly to clients, enabling informed financial decision-making.
• Collaborate with internal research & investment strategy teams to deliver high-quality advisory.
• Maintain accurate compliance documentation and adhere to regulatory standards.
• Drive growth in client onboarding, AUM expansion, and satisfaction levels.
• Organize webinars, workshops, and client education initiatives on portfolio strategy and SIF awareness.

• NISM Series VIII – Equity Derivatives Certification is mandatory.
• Experience in wealth advisory, Investment analysis, or structured portfolio planning.
• Working knowledge of Specialised Investment Fund (SIF) frameworks.
• Strong understanding of investment risk management & portfolio structuring.
• Excellent analytical mindset and ability to interpret market/economic data.
• Strong communication & relationship building capability.
• Ethical, disciplined and compliance-first attitude.

• Exposure to HNI / UHNI or sophisticated investor advisory environments.
• Experience with PMS / AIF / unlisted / structured investment products.
• Ability to translate financial strategy into simplified client-facing communication.

• Growth in SIF portfolio book and equity advisory AUM
• Client satisfaction index & retention ratio
• Compliance accuracy
• Portfolio performance & risk management efficiency

• Competitive salary + performance incentives
• Career growth into:
• SIF Strategy Manager
• UHNI Client Advisory Lead
• Investment Strategy Specialist
• Opportunity to work closely with senior leadership and strategic investment initiatives
• Exposure to advanced research tools & structured advisory environments

Email: hr@ongolebulls.com

WhatsApp: +91 92811 111718