Investment Advisor/Relationship Manager || Stock Yaari

0 - 5 years

2 - 4 Lacs

Posted:1 month ago| Platform: Naukri logo

Apply

Work Mode

Work from Office

Job Type

Full Time

Job Description

SEBI-registered investment,,,, Investment Advisor/Relationship Manager || Stock Yaari Technologies Private Limited 0-5 years 2Lacs to 4 Lacs Noida - Sec 3 Were Stock Yaari Technologies Private Limited, a fast-growing fintech startup reimagining how everyday Indians invest, save, and grow their wealth. No jargon. No noise. Just honest, data-driven, personalized financial guidance powered by tech, backed by humans. We're building the future of ethical, accessible investing , and were looking for NISM-certified advisors who want to make real impact , not just hit sales targets. We're looking for a NISM-certified Investment Advisor who shares our passion for financial literacy, ethical advice, and long-term client success. Empower Clients Understand their dreams, goals, and fears. Help them build a personalized financial roadmap from budgeting and investing to retirement and wealth creation. Build Smart Portfolios Recommend diversified, well-researched investment options tailored to client needs across mutual funds, equity, debt, insurance, and more. Be a Trustworthy Guide Offer ongoing advice, educate clients on market movements, and help them stay the course. Monitor & Adapt Track portfolio performance and adjust strategies proactively to align with changing life situations and market conditions. Stay Compliant – Ensure that every interaction follows SEBI and NISM regulations and reflects the highest standards of ethics. Learn & Grow – Stay updated with trends, tools, and evolving regulations. We support your learning with regular training and certification programs. You Tube Videos – Creation of You Tube Videos on daily basis. What You Bring: Valid NISM Series certifications. Degree in Finance, Commerce, Business, or related fields (MBA/CA/CFP/CFA is a plus). Excellent communication skills — you can explain complex financial concepts in simple, relatable ways. Strong analytical thinking and a passion for problem-solving. A client-first attitude, with a deep sense of responsibility and empathy. Bonus if you're a SEBI-Registered Investment Advisor (RIA) or have fintech or HNI advisory experience. Why Join Us? A mission-driven team where values come before volumes. Transparent, ethical work culture — no hard selling or misselling. Access to cutting-edge tools, research, and training. Clear career path with real mentorship and leadership opportunities. Opportunity to make a real impact in people’s financial lives. Ready to Make Finance Meaningful Again? If you're someone who truly cares about helping others make smart money decisions — not just selling products — we want to hear from you.

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

RecommendedJobs for You

Kolkata, Mumbai, New Delhi, Hyderabad, Pune, Chennai, Bengaluru