Equity & SIF Investment Advisor (NISM VIII Certified)

6 years

0 Lacs

Posted:1 week ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

 Job Description

Equity & SIF Investment Advisor (NISM VIII Certified)


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

About OngoleBulls


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.

 Key Responsibilities
  • 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.
 Candidate Requirements
  • 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.
 Preferred Advantages
  • 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.
 KPIs / Success Metrics
  • Growth in SIF portfolio book and equity advisory AUM
  • Client satisfaction index & retention ratio
  • Compliance accuracy
  • Portfolio performance & risk management efficiency
 What We Offer
  • 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
 Apply Now


Email: hr@ongolebulls.com

WhatsApp: +91 92811 111718

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