🚀 We’re Hiring | NISM-Certified Freshers – Mutual Fund Advisory Associate 📍 Location: Hyderabad 💼 Company: OngoleBulls Invest Pvt. Ltd. ⸻ 🎓 Eligibility Criteria: • Educational Qualification: B.Com / M.Com (Finance preferred) • Certification: NISM Series V-A (Mutual Fund Distributor) – Mandatory • Experience: Freshers are welcome to apply! ⸻ 🔍 What We’re Looking For: • Strong verbal and written communication skills • Passion for wealth management and financial planning • Willingness to learn and adapt in a fast-paced environment • Ethical, customer-centric approach with attention to detail ⸻ 💡 Key Responsibilities: • Advise clients on suitable mutual fund investment options • Follow up on SIP leads and support clients through the investment process • Assist in client onboarding, documentation, and KYC formalities • Ensure compliance with regulatory guidelines and maintain accurate CRM data ⸻ 🌱 Why Join Us? • Be part of a dynamic, growth-oriented team • Build a career in financial advisory and investment management • Gain hands-on experience and mentorship from industry experts • Opportunity to make a real impact in clients’ financial journeys ⸻ 📩 Ready to Launch Your Career? Send your resume to hr@ongolebullsinvest.com or whatsapp to 9281111727 with the subject line: MF Advisor – Hyderabad
📢 Internship Opportunity: Marketing Interns Company: Ongolebulls Invest Pvt Ltd Location: Hyderabad (On-site/Hybrid/Remote – Based on intern performance & project requirements) Duration: 3 to 4 months (can be extended based on performance) Stipend: Performance-based (Certificate + Recommendation Letter + Incentives) Eligibility: MBA / BBA / B.Com students (Final Year) About Ongolebulls Invest: Ongolebulls Invest is a diversified financial services company offering Mutual Funds, Stock Broking, Commodity & Currency Trading, Startup Investments, and Financial Advisory. As a fast-growing brand in wealth creation, we aim to simplify investments for India's next 500 million investors. Roles & Responsibilities: Assist in executing digital marketing campaigns (email, social media, WhatsApp). Market research and competitor analysis for mutual funds, fintech trends, and wealth management. Content creation support for blogs, reels, marketing brochures, and investor guides. Participate in lead generation activities, webinars, and investor outreach events. Collaborate with design and product teams to align marketing collaterals with brand strategy. Track and analyze campaign effectiveness and suggest improvements. What We’re Looking For: Passion for finance, investing, or fintech. Good communication & interpersonal skills. Working knowledge of MS Office, Canva, and basic analytics tools. Enthusiasm to learn marketing strategies in financial services. What You’ll Gain: Hands-on experience in financial product marketing. Exposure to real-time campaigns and brand building. Networking with CXOs, startup founders, and fintech professionals. Certification & Letter of Recommendation from the leadership team. Opportunity for pre-placement offer (PPO) based on performance. How to Apply: Send your resume with a short write-up (max 100 words) on “Why I want to intern at Ongolebulls Invest” to: 📧 hr@ongolebullsinvest.com or whatsapp to 9281111730 Subject Line: Marketing Intern Application – [Your Name]
Job Title: Mutual Fund Operations Executive – Fresher Location: Hyderabad Department: Mutual Fund Operations Reporting to: Head – Operations Company: OngoleBulls Invest Pvt Ltd About OngoleBulls Invest Pvt Ltd: OngoleBulls is a fast-growing financial services company offering wealth management, mutual fund distribution. We are committed to building investor trust with transparent advisory, digital-first processes, and client-centric service. Role Overview: As a Mutual Fund Operations Executive, you will be responsible for supporting day-to-day back-office tasks related to mutual fund transactions, client onboarding, data processing, and compliance. This is an entry-level role suitable for freshers who are enthusiastic about financial markets and operations. Key Responsibilities: Assist in processing mutual fund purchase, redemption, and SIP/STP/SWP transactions through BSE STAR MF/NSE NMF platforms. Help with client KYC verification, onboarding, and folio mapping. Maintain and update client investment records and transaction logs. Support reconciliation of fund transactions and bank/payment settlements. Coordinate with RTA (Registrar & Transfer Agents) and AMCs for query resolutions. Assist in preparing MIS reports, dashboards, and transaction summaries. Ensure timely documentation, compliance adherence, and error-free execution. Provide backend support to the Sales and Relationship Management team. Participate in product training and industry certifications (NISM modules encouraged). Qualifications: Bachelor’s Degree in Commerce, Finance, Management, or related fields. Fresher or up to 1 year of internship/experience in finance or operations. Basic knowledge of mutual funds, financial markets, and MS Excel. Good communication skills and attention to detail. Willingness to pursue AMFI/NISM certifications (if not already done). Preferred Skills: Familiarity with mutual fund platforms like BSE STAR MF, NSE NMF, or MF Utility (added advantage). Basic knowledge of SEBI and AMFI regulations. Time management and multitasking ability. Career Path: This role is a stepping stone to becoming a Senior Operations Executive, KYC/Compliance Analyst, or Mutual Fund Advisory Assistant within OngoleBulls. Compensation: ₹15,000 – ₹20,000 per month (CTC) + performance incentives + NISM certification support. To Apply: Email your updated CV to hr@ongolebullsinvest.com or whatsapp to 9281111730 with subject line: Application – Mutual Fund Operations Executive (Fresher)
🧾 Job Title: Head of PMS Distribution Location: Hyderabad (Corporate HQ) | Open to PAN India leadership presence Department: Wealth Management & Alternate Investment Products Reports To: CEO / Director – Wealth & Private Client Group CTC: Best-in-industry + Performance-linked incentives + ESOPs (for deserving candidates) 🎯 Role Overview We are seeking a visionary and results-driven Head of PMS Distribution to spearhead our Portfolio Management Services (PMS) vertical at OngoleBulls Invest Pvt Ltd. The ideal candidate will bring deep expertise in PMS product structuring, regulatory compliance, third-party product partnerships, and scaling distribution networks across HNI, UHNI, and family office segments. This is a CXO-track role designed for dynamic leaders who can architect growth, mentor teams, and build one of India's most respected PMS distribution arms under the OngoleBulls umbrella. 🔑 Key Responsibilities Lead and manage the entire PMS distribution business , including sales, operations, compliance, and partner management. Drive partnerships and empanelment with leading PMS providers Define and execute a pan-India distribution strategy targeting HNIs, NRIs, Family Offices, and IFAs/RIA partners. Own full P&L responsibility for the PMS vertical, including revenue targets, client acquisition, retention, and cost control. Build and mentor a high-performance PMS advisory team and ensure all team members are NISM Series XXI-A certified and APMI registered . Monitor product performance, asset allocation strategies, client suitability frameworks, and exit strategies. Ensure 100% regulatory compliance with SEBI guidelines, APMI Code of Conduct, disclosure norms, and internal risk controls. Innovate investor engagement strategies: webinars, digital campaigns, portfolio review sessions, and educational content. Collaborate closely with leadership across Mutual Fund Distribution, AIFs, WealthTech, and Family Office teams for cross-sell synergy. ✅ Eligibility & Required Qualifications 7+ years of experience in PMS distribution, private wealth, or HNI investment sales; leadership experience in a financial services firm is a must. Valid NISM Series XXI-A Certification and APMI Registration Number (APRN) . Postgraduate degree in Finance/Management (MBA, CFA, CFP, CWM preferred). Strong track record of scaling PMS AUM and managing partner relationships across multiple PMS houses. Deep understanding of PMS structures, investment philosophies (Value, Flexi-cap, Thematic), and risk-mitigation strategies. 💡 Key Skills & Competencies Proven leadership and team-building abilities. Strong knowledge of SEBI PMS regulations and ethical client practices. Excellent communication and client presentation skills. Tech-savvy with working knowledge of CRM, portfolio analytics tools, and investor onboarding platforms. Entrepreneurial mindset with a deep passion for alternative investments and long-term wealth creation. 🌟 Why Join OngoleBulls Invest? Be part of an rapidly scaling wealthtech and capital markets startup. Leadership autonomy with strategic influence in shaping OngoleBulls’ investment future. Work with an elite team of investment professionals and tech leaders. Opportunity to co-create India's next-generation PMS + AIF platform with global ambitions. 📩 How to Apply Please email your resume, APRN certificate, and a brief leadership note (max 300 words) to: 📧 hr@ongolebullsinvest.com or send resume to 9281111727 Subject: Application – Head of PMS Distribution – [Your Name]
Chief Technology Officer (CTO) Company: Ongolebulls Invest Pvt. Ltd. Location: Hyderabad (Work from Office) Experience: 10+ years in technology leadership roles (preferably in fintech, wealth-tech, or capital markets) Reports to: Chairman & Managing Director About Ongolebulls Invest Ongolebulls Invest Pvt. Ltd. is a next-generation wealth-tech company building a comprehensive investment ecosystem that spans mutual funds, PMS, AIFs, unlisted shares, and financial advisory. With a digital-first approach, we aim to democratize wealth management through innovation, AI-powered insights, and customer-centric design. Role Overview The Chief Technology Officer (CTO) will be responsible for defining and executing the company’s technology vision, product strategy, and digital transformation roadmap. The role demands a visionary leader who can integrate technology, finance, and user experience to build scalable digital platforms that power Ongolebulls Invest’s growth across B2B, B2C, and hybrid channels. Key Responsibilities 1. Technology Vision & Strategy Develop and implement the long-term technology roadmap aligned with business goals and regulatory compliance (SEBI, AMFI, RBI). Build a robust digital architecture for Ongolebulls’ investment, advisory, and analytics platforms. Spearhead the development of the company’s proprietary platforms such as Ongolebulls App, Partner Portal, and Wealth Engine (AI-based advisor tools). 2. Product Development & Innovation Oversee end-to-end design, architecture, and implementation of fintech products (KYC modules, payment gateways, transaction systems, dashboards). Lead AI, ML, and data analytics initiatives for portfolio intelligence, behavioral finance insights, and investment recommendations. Drive innovation in API integrations with AMCs, exchanges (BSE STAR MF), and third-party fintech partners. Supervise UI/UX design to ensure seamless user journeys across web and mobile applications. 3. Team Leadership & Execution Build and manage a high-performance tech team: developers, data engineers, DevOps, UI/UX, and cybersecurity professionals. Foster a culture of innovation, agility, and accountability through agile/scrum methodologies. Mentor and guide teams to deliver scalable, secure, and compliant technology solutions. 4. Data, Security & Compliance Ensure end-to-end data protection, encryption, and cybersecurity frameworks aligned with DPDP Act, SEBI guidelines, and RBI norms. Manage infrastructure security, DR (Disaster Recovery), and business continuity planning. Oversee compliance integration for KYC/AML, digital signatures, and investor data privacy. 5. Partnerships & Ecosystem Collaborate with product, compliance, and business heads to identify technology-driven growth opportunities. Evaluate and onboard technology vendors, APIs, and cloud partners (AWS, Azure, Google Cloud). Represent Ongolebulls in fintech forums and innovation partnerships. Desired Skills & Expertise Proven experience in fintech, capital markets, or wealth-tech ecosystems. Strong understanding of mutual fund distribution, PMS, AIFs, and SEBI-compliant advisory systems. Proficiency in modern tech stacks: Backend: Node.js, Python, Java Frontend: React, Angular, Next.js Cloud & DevOps: AWS/Azure, CI/CD pipelines, Kubernetes Data & AI: Python, TensorFlow, Power BI, SQL, NoSQL Familiarity with RegTech, API-based integrations, and open banking frameworks. Excellent leadership, communication, and stakeholder management skills. Educational Qualification B.Tech / M.Tech in Computer Science, IT, or related field. MBA or Executive Education from reputed business school (preferable). Certifications in Cloud Architecture, AI/ML, or Cybersecurity are a plus. Why Join Ongolebulls Invest Build India’s next major digital wealth ecosystem from the ground up. Work with a visionary leadership team passionate about financial inclusion and innovation. Opportunity to lead cross-functional AI-driven, data-first initiatives. Competitive compensation, ESOP options, and long-term growth pathway Send CV to hr@ongolebullsinvest.com
🧑💻 UI Developer – Hyderaba d Company: Ongolebulls Invest Pvt. Lt d.Location: Hyderab adExperience: 2–3 Yea rsMode: Work From Office (Full-tim e ) About the Rol e : We are hiring a UI Developer who can turn ideas and designs into responsive web page s.If you love working with HTML, CSS, JavaScript, Bootstrap, and React.js, we’d like to meet yo u ! Key Responsibiliti e s Convert Figma or design files into clean, responsive web page s . Build reusable UI components using React JS and Bootstra p . Work with the backend team to connect API s . Ensure pages look good on all devices (desktop, tablet, mobile ) . Maintain code quality using Git / GitHu b . Required Skil l s Good knowledge of HTML5, CSS3, JavaScript (ES6+ ) . Hands-on experience with React JS and Bootstra p . Basic understanding of responsive design and browser compatibilit y . Experience using Figma or any design-handoff too l . Nice to Ha v e Knowledge of Material UI or Tailwind CS S . Awareness of SEO-friendly front-end practice s . 📩 Apply Now: hr@ongolebullsinvest.c o m Subject line: Application – UI Developer (Hyderaba d)
🚀 Hiring: Mutual Fund Operations Specialist – Ongolebulls Invest Pvt. Ltd. | Hyderabad Are you passionate about precision, compliance, and seamless fund operations? Join Ongolebulls Invest Pvt. Ltd., a fast-growing Wealth Management & Investment Solutions company that’s redefining transparency and innovation in financial services. We’re looking for a Mutual Fund Operations Specialist with 3–5 years of experience in end-to-end mutual fund operations — someone who thrives in accuracy, regulatory discipline, and process excellence. 📋 What You’ll Do Handle day-to-day MF transactions – purchases, redemptions, switches, SIPs, STPs, and SWPs via KFintech, CAMS, BSE Star MF, and NSE NMF II. Ensure accurate NAV applicability and error-free settlements and reconciliations. Manage KYC, CKYC, FATCA, and UBO compliance and maintain audit-ready documentation. Support internal/external audits, MIS reporting, and regulatory filings (SEBI/AMFI). Identify opportunities for process automation and operational efficiency. Coordinate with AMCs, RTAs, and internal teams for timely issue resolution. 💼 What You Bring 3–5 years’ experience in Mutual Fund Operations (RTA/Wealth/AMC back-office). Hands-on expertise in KFintech / CAMS / BSE Star MF / NSE NMF II platforms. Strong understanding of MF lifecycle, NAV cut-offs (T+1/T+2), and settlements. Working knowledge of SEBI, AMFI, KYC/AML regulations. Proficiency in MS Excel (VLOOKUP, Pivot, Reconciliations). Detail-oriented, process-driven, and proactive in risk and compliance controls. 🎯 Why Join Us Be part of a scaling wealth management platform that values ownership and precision. Work closely with leadership across operations, compliance, and strategy. Grow into an Operations Lead/Manager role as the organization expands. 📍 Location: Hyderabad (Work From Office) 💰 CTC: ₹6–7 LPA (flexible for the right talent) 📧 Apply: hr@ongolebullsinvest.com or https://forms.gle/T4GQiTHYWnm3V5av5 #Hiring #MutualFundOperations #FinanceJobs #WealthManagement #OngolebullsInvest #MutualFunds #BSEStarMF #NMFII #HyderabadJobs #OperationsSpecialist #InvestmentJobs #AMFI #KFintech #CAMS #Compliance
🌟 We’re Hiring: Executive Assistant (Fresher) 📍 Location: Hyderabad (On-site) 🕒 Full-Time | 💼 Fresher Role Are you organized, proactive, and eager to grow with a fast-paced startup in the WealthTech space? Ongolebulls Invest is looking for a smart and reliable Executive Assistant to support our leadership team. 🔹 What You’ll Do: Manage day-to-day tasks, meetings, and schedules for senior leadership Help with email communication, basic documentation, and follow-ups Support internal coordination between departments Handle confidential information professionally Learn and grow in the startup and investment world! 🔹 What We’re Looking For: Fresh graduate (any degree – B.Com, BBA, BA, etc.) Excellent communication and organizational skills Strong with MS Office (Word, Excel, Email) Willing to learn, adapt, and take initiative Fluency in English and Telugu/Hindi preferred ✅ Perks: Great learning environment Direct exposure to founders and startup operations Stipend/salary based on performance Career growth path into operations, HR, or investor relations 📩 Apply now: https://forms.gle/iTQgBbPSi2LxTAw7A Or send your resume to hr@ongolebullsinvest.com with subject: EA Fresher – Your Name #FresherJobs #ExecutiveAssistant #HyderabadJobs #WealthTech #OngolebullsInvest #StartupJobs #AdminRoles #SupportTeam #CareersWithOngolebulls
Social Media Marketing Manager OngoleBulls Invest Pvt Ltd – Hyderabad We’re looking for a strategic, ROI-driven social media Paid Marketing Manager to spearhead our digital advertising and brand-building initiatives across Meta (Facebook & Instagram), LinkedIn, YouTube, and X (Twitter). The ideal candidate will combine performance-marketing expertise with creative storytelling to grow OngoleBulls Invest’s investor community, drive mutual-fund and wealth-advisory leads, and strengthen digital visibility across Tier 1–Tier 3 investor segments. Key Responsibilities 1. Strategy & Execution • Design and execute high-impact paid-media strategies aligned with OngoleBulls Invest’s business goals — awareness, lead generation, conversion, and investor retention. • Integrate performance marketing with content, SEO, and influencer initiatives for holistic digital growth. 2. Campaign Management • Plan, launch, and optimize paid campaigns across Meta Ads Manager, LinkedIn Ads, Google Ads, and YouTube. • Achieve monthly KPIs on CPL (Cost per Lead), CTR, and ROI while maintaining compliance with SEBI advertising guidelines. 3. Audience Segmentation & Targeting • Leverage platform insights and first-party data to reach retail, HNI, and NRI audiences. • Build remarketing and look-alike audiences to nurture leads through the investment funnel. 4. Creative Collaboration • Partner with design and content teams to produce compelling ad creatives, video content, and investor-education campaigns. • Test multiple ad formats and hooks to improve engagement and conversion rates. 5. Performance Analytics & Reporting • Track campaign performance via Google Analytics, Data Studio, and platform dashboards. • Generate weekly/monthly reports with insights and optimization recommendations for leadership. 6. Budget Oversight & ROI Tracking • Forecast monthly digital budgets and ensure cost-effective delivery of campaigns. • Measure CAC (Customer Acquisition Cost) vs LTV (Lifetime Value) for continuous efficiency improvement. 7. Cross-Team Coordination & Compliance • Work closely with Product, Compliance, and Investment Advisory teams to ensure all creatives and communication meet SEBI/AMFI norms. • Align campaign messaging with ongoing product launches and investor-awareness initiatives. 8. Trend Monitoring & Innovation • Stay ahead of evolving ad-tech, AI-driven targeting, and fintech marketing trends. • Explore new ad formats, automation, and retargeting tools to boost lead quality. 9. Vendor & Agency Management • Manage relationships with performance-marketing agencies, creative partners, and influencers. • Evaluate third-party vendors for new digital-growth opportunities. Required Skills & Qualifications • 3 – 6 years of proven experience managing paid campaigns across multiple digital platforms (Meta, LinkedIn, Google Ads, DV360 etc.). • Proficiency in ad-platform tools and analytics dashboards (Meta Ads Manager, LinkedIn Campaign Manager, Google Tag Manager, GA4). • Strong analytical mindset with experience in A/B testing, conversion tracking, and data-driven decision-making. • Exceptional communication skills and ability to translate data into actionable insights. • Experience handling ₹ 10 L – ₹ 50 L monthly budgets with measurable ROI improvements. • Bachelor’s or Master’s degree in Marketing, Digital Media, or Business preferred. • Certifications such as Meta Blueprint, Google Analytics (GA4), LinkedIn Marketing Solutions – preferred. • Prior experience in BFSI / Wealth-Tech / Fintech marketing will be a strong advantage. About OngoleBulls Invest OngoleBulls Invest Pvt Ltd is a new-age Wealth-Tech and Mutual Fund distribution platform on a mission to simplify investing for India and the global Indian community. We blend financial expertise with technology to empower investors through personalized advice, transparent platforms, and continuous education. 📩 Apply now: https://forms.gle/iTQgBbPSi2LxTAw7A Or send your resume to hr@ongolebullsinvest.com with subject: SMM – Your Name
Client Relationship Manager – Wealth & Investments Location: Hyderabad Company: OngoleBulls Invest Pvt Ltd Mode: Full-time | On-site Experience: 1–5 Years (Wealth management / Mutual Funds / Financial advisory preferred) About OngoleBulls OngoleBulls Invest Pvt Ltd is a fast-growing financial services company offering mutual funds, stock broking, unlisted equities, PMS/AIF distribution, insurance, and wealth advisory services. We are building India’s most trusted & technology-driven wealth platform and investing in early-stage startups in healthtech, fintech, and legaltech. Key Responsibilities Manage and strengthen relationships with existing investors & onboard new investors. Understand client needs and recommend suitable investment solutions (MF, SIP, PMS, AIF, Bonds, Insurance, Unlisted, IPOs). Assist clients in goal-based financial planning and portfolio rebalancing. Conduct periodic portfolio reviews and generate reports using CRM & analytics tools. Drive SIP growth, referral networks, and investor engagement programs. Coordinate with research, operations, risk & backend teams for seamless transaction support. Ensure regulatory compliance & KYC completion for all investment accounts. Support digital adoption through OngoleBulls investing platform, app & tools. Participate in investor meets, webinars, and brand outreach programs. Achieve AUM growth, revenue, and relationship management KPIs. Requirements Bachelor’s / MBA in Finance or related field (NISM VA/VB/Investment Advisor preferred). Experience in wealth management, mutual fund distribution, broking, or banking preferred. Strong communication, presentation & analytical skills. Ability to build long-term relationships and trust with clients. Passion for investments, wealth creation & capital markets. Goal-oriented and comfortable with field/customer interactions. Why Join OngoleBulls Opportunity to grow into Wealth Partner / Regional Head / Portfolio Strategy role Attractive incentives based on AUM and performance Work with senior leadership and exposure to advanced investment product categories Career pathway towards PMS, AIF, family-office segment & UHNI desk Fast-growth environment with digital-first infrastructure & AI-enabled advisory Apply Now Send your resume to: hr@ongolebulls.com WhatsApp: +91 92811 111718
Job Description Certified Financial Planner – Wealth Advisory Location: Hyderabad (On-site) Company: OngoleBulls Invest Pvt Ltd Experience: 2–8 years preferred Qualification: CFP / NISM XA–XB / Investment Adviser RIA Certification Mandatory About the Role We are seeking a skilled and certified financial planning expert to provide strategic wealth and investment advisory services to HNI / retail investors. This role involves holistic financial planning, advisory compliance, portfolio analysis, and long-term client relationship management. Key Responsibilities Conduct comprehensive financial planning sessions covering goals, retirement, insurance, taxation, and estate planning. Provide investment recommendations aligned with risk profile & regulatory suitability norms. Develop and maintain customized financial plans & asset allocation models. Review and rebalance portfolios periodically to optimize performance. Advise clients on MF, SIPs, PMS, AIF, Bonds, Unlisted, and alternative assets. Ensure 100% compliance with SEBI RIA / advisory standards & documentation processes. Manage long-term client relationships to improve AUM & customer satisfaction. Track market trends, asset performance, and product suitability for client portfolios. Collaborate with research, operations, and digital platform teams for seamless execution. Conduct financial literacy sessions, webinars & investor education programs. Requirements CFP certification mandatory / Registered Investment Adviser (preferred) / NISM XA-XB qualified. Strong experience in financial planning & wealth advisory. Good understanding of taxation, asset allocation & risk profiling. Excellent communication & client relationship skills. Analytical and research-oriented mindset. Strong ethics and customer-first approach. What We Offer Attractive incentives linked to AUM & advisory book growth Clear progression path to Senior CFP, Wealth Partner, UHNI Desk Lead, or RIA Principal Opportunity to work with advanced digital tools & AI-powered advisory systems Chance to build long-term client networks & personal brand visibility KPIs / Performance Goals AUM expansion Monthly SIP & advisory book additions Client satisfaction score & retention % Compliance & suitability score Referral conversions & new client onboarding Apply Send your resume to: hr@ongolebulls.com WhatsApp: +91 92811 111718
Job Description Head of Sales – OngoleBulls Invest Pvt Ltd Location: Hyderabad (Head Office) Mode: Full-time | Leadership Role Experience: 8–15+ Years in Financial Product Sales Preferred Background: Bancassurance / Mutual Funds / Insurance / Broking / Wealth Management / NBFC / Banking Reports To: CEO / Managing Director About OngoleBulls OngoleBulls Invest Pvt Ltd is a diversified financial services company offering Mutual Funds, Equity & Derivatives, Specialised Investment Funds (SIF), AIF/PMS distribution, Bonds, Insurance, Unlisted & Pre-IPO opportunities, and institutional & retail wealth advisory solutions. The company is expanding aggressively across India via digital + partner-led models. Role Overview We are seeking a high-impact Head of Sales to lead national revenue growth by building and managing a strong sales organization across retail, HNI, corporate, and channel partner ecosystems. The ideal leader will bring proven experience in driving scale, managing distributed teams, and implementing sales strategies across the bancassurance and financial product distribution ecosystem. Key Responsibilities Leadership & Sales Strategy Build, lead, and mentor a high-performing sales force including RMs, Channel Heads, Zonal/Regional Managers, and Partner Development teams. Develop and execute short-term and long-term sales strategies aligned to AUM growth and revenue targets. Expand business through bancassurance alliances, corporate partnerships, wealth partner networks, DSAs, and B2B distribution channels. Forecast sales, monitor performance metrics, and drive strong accountability culture. Revenue & Growth Management Drive AUM, revenue, market penetration and partner activation across India. Grow sales across MF, SIF, PMS/AIF, Bonds, Insurance, Unlisted equity and other investment products. Create scalable frameworks for acquisition, retention, and cross-sell & up-sell initiatives. Set quarterly revenue roadmaps and KPI dashboards. Team & Capability Building Train teams on financial products, consultative selling, compliance, and customer engagement. Foster a culture of performance, discipline and customer-centricity. Recruit and onboard high-quality sales talent nationwide. Strategic Partnerships & Alliances Manage and expand relationships with banks, NBFCs, insurers, AMCs, brokers, RIAs, and channel partners. Negotiate distribution arrangements, commission frameworks and joint marketing partnerships. Compliance & Governance Ensure strict adherence with SEBI, IRDAI, RBI, AMFI, and regulatory norms. Implement structured sales processes and CRM adoption. Brand & Market Enablement Lead offline + digital investor engagement programs, seminars, events & roadshows. Collaborate with marketing for campaigns and brand visibility. Candidate Profile Must Have 8–15+ yrs experience leading large sales teams in bank assurance, insurance distribution, wealth management, AMC/Brokerage/NBFC channels. Proven track record in scaling revenues, driving AUM growth & building high-performance teams. Strong understanding of financial / investment products & compliance frameworks. Ability to operate at strategic and execution levels simultaneously. Strong leadership presence, networking ability & communication skills. Good to Have Exposure to HNI/UHNI & Corporate sales Experience working with technology-enabled distribution models NISM or AMFI certification preferred KPIs Metric Description AUM Growth Core measure of success Revenue, margins & profitability Sales productivity targets Partner/Channel expansion Number & quality of alliances Team performance & retention Leadership quality indicator Client acquisition & retention Strength of sales funnel Product mix quality Balanced sales & suitability compliance What We Offer Competitive CTC + aggressive performance incentives ESOP / Wealth creation opportunity (performance-linked) Leadership visibility & direct collaboration with founders Fast-growth environment with autonomy and innovation space Ability to shape national expansion & distribution infrastructure Apply Now Email: hr@ongolebulls.com WhatsApp: +91 9281111718
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
Job Description Head of Sales OngoleBulls Invest Pvt Ltd Location: Hyderabad (Head Office) Mode: Full-time | Leadership Role Experience: 815+ Years in Financial Product Sales Preferred Background: Bancassurance / Mutual Funds / Insurance / Broking / Wealth Management / NBFC / Banking Reports To: CEO / Managing Director About OngoleBulls OngoleBulls Invest Pvt Ltd is a diversified financial services company offering Mutual Funds, Equity & Derivatives, Specialised Investment Funds (SIF), AIF/PMS distribution, Bonds, Insurance, Unlisted & Pre-IPO opportunities, and institutional & retail wealth advisory solutions. The company is expanding aggressively across India via digital + partner-led models. Role Overview We are seeking a high-impact Head of Sales to lead national revenue growth by building and managing a strong sales organization across retail, HNI, corporate, and channel partner ecosystems. The ideal leader will bring proven experience in driving scale, managing distributed teams, and implementing sales strategies across the bancassurance and financial product distribution ecosystem. Key Responsibilities Leadership & Sales Strategy Build, lead, and mentor a high-performing sales force including RMs, Channel Heads, Zonal/Regional Managers, and Partner Development teams. Develop and execute short-term and long-term sales strategies aligned to AUM growth and revenue targets. Expand business through bancassurance alliances, corporate partnerships, wealth partner networks, DSAs, and B2B distribution channels. Forecast sales, monitor performance metrics, and drive strong accountability culture. Revenue & Growth Management Drive AUM, revenue, market penetration and partner activation across India. Grow sales across MF, SIF, PMS/AIF, Bonds, Insurance, Unlisted equity and other investment products. Create scalable frameworks for acquisition, retention, and cross-sell & up-sell initiatives. Set quarterly revenue roadmaps and KPI dashboards. Team & Capability Building Train teams on financial products, consultative selling, compliance, and customer engagement. Foster a culture of performance, discipline and customer-centricity. Recruit and onboard high-quality sales talent nationwide. Strategic Partnerships & Alliances Manage and expand relationships with banks, NBFCs, insurers, AMCs, brokers, RIAs, and channel partners. Negotiate distribution arrangements, commission frameworks and joint marketing partnerships. Compliance & Governance Ensure strict adherence with SEBI, IRDAI, RBI, AMFI, and regulatory norms. Implement structured sales processes and CRM adoption. Brand & Market Enablement Lead offline + digital investor engagement programs, seminars, events & roadshows. Collaborate with marketing for campaigns and brand visibility. Candidate Profile Must Have 815+ yrs experience leading large sales teams in bank assurance, insurance distribution, wealth management, AMC/Brokerage/NBFC channels. Proven track record in scaling revenues, driving AUM growth & building high-performance teams. Strong understanding of financial / investment products & compliance frameworks. Ability to operate at strategic and execution levels simultaneously. Strong leadership presence, networking ability & communication skills. Good to Have Exposure to HNI/UHNI & Corporate sales Experience working with technology-enabled distribution models NISM or AMFI certification preferred KPIs Metric Description AUM Growth Core measure of success Revenue, margins & profitability Sales productivity targets Partner/Channel expansion Number & quality of alliances Team performance & retention Leadership quality indicator Client acquisition & retention Strength of sales funnel Product mix quality Balanced sales & suitability compliance What We Offer Competitive CTC + aggressive performance incentives ESOP / Wealth creation opportunity (performance-linked) Leadership visibility & direct collaboration with founders Fast-growth environment with autonomy and innovation space Ability to shape national expansion & distribution infrastructure Apply Now Email:[HIDDEN TEXT] WhatsApp: +91 9281111718
Investment Trainee – OngoleBulls Invest Pvt Ltd Location: Hyderabad Job Type: Full-time | On-Site Experience Required: Freshers / 0–1 year Education: B.Com / BBA / BA / B.Sc / MBA (Finance preferred) ⸻ About the Role We are hiring for the position of Investment Trainee to support client servicing, investment operations, and research activities within our wealth management and investment advisory business. This is an entry-level role suitable for graduates interested in building a career in financial services. ⸻ Responsibilities • Assist with investor onboarding and documentation processes. • Support internal teams in client coordination and service requests. • Work on data entry, reporting, and record management tasks. • Conduct basic research on financial markets and investment products. • Participate in training sessions and learning assignments. • Follow compliance and operational procedures as per company standards. ⸻ Required Skills • Good communication and interpersonal skills • Basic computer knowledge and familiarity with MS Office • Willingness to learn financial concepts and business processes • Ability to work in a team and manage tasks responsibly ⸻ Qualifications • Bachelor’s degree in commerce, business administration, finance, or related field • Fresh graduates may apply ⸻ Work Environment • On-site role at our Hyderabad office • Monday to Saturday (standard business hours) ⸻ How to Apply Send your resume to: hr@ongolebulls.com For queries: +91 92811 111718 ⸻ About the Company OngoleBulls Invest Pvt Ltd operates in the financial services sector, focusing on investment and advisory solutions across multiple financial product categories. The organization follows a professional and compliance-oriented work culture.
Position: Research Analyst – Investments Location: Hyderabad Experience: 0–2 years Division: Research & Advisory Desk Role Summary You will assist the research team in analysing mutual funds, SIF products, market trends, and client portfolios. Ideal for candidates who want to build a career in investment research. Key Responsibilities ✔ Analyse mutual funds, market data, and product performance ✔ Prepare daily/weekly research notes for RMs ✔ Work on SIP, lumpsum, and asset allocation models ✔ Track SIF/alternative investment opportunities ✔ Maintain data sets, dashboards, charts ✔ Assist senior analysts in report creation ✔ Support the advisory desk with portfolio reviews ✔ Monitor industry news, macro trends, and regulatory updates Requirements B.Com/BBA/BBM/MBA/Finance graduates Strong analytical and Excel skills Interest in markets, MF, and research Knowledge of NISM VIII/XA/XB is an advantage Freshers with market passion are welcome Benefits Work directly with senior research leadership Fast-track growth into Sr. Analyst / Investment Specialist Research tools & paid certifications support Apply 📧 hr@ongolebullsinvest.com 📍 Manjeera Majestic Commercial,Opp Jntu, Hyderabad
Position: Operations & KYC Associate Location: Hyderabad Experience: 0–2 years Role Summary You will handle onboarding, KYC processing, documentation, backend operations, and support all investment transactions across Mutual Funds, SIF, and NPS. Key Responsibilities ✔ Process new client onboarding & CKYC ✔ Verify documents, PAN, Aadhaar, signatures ✔ Coordinate with AMCs, R&T Agents, SIF partners ✔ Process SIP, lumpsum, redemptions, switches ✔ Maintain transaction accuracy & compliance ✔ Update client records, CRM data & reports ✔ Handle operational queries from RMs & clients ✔ Support compliance team with audits/document checks Requirements B.Com/BBA/B.Sc/B.Tech graduates Good attention to detail Basic understanding of MF operations (training provided) Comfort with Excel, CRM & digital forms Freshers welcome Benefits Growth towards Operations Specialist / Compliance Executive Exposure to entire investment operations lifecycle Performance-based incentives Apply 📧 hr@ongolebullsinvest.com 📍 Hyderabad Office
⭐ NPS & Retirement Analyst – OngoleBulls Invest Pvt Ltd Position: NPS & Retirement Analyst Location: Hyderabad Experience: 0–3 years Department: Corporate NPS & Retirement Solutions 🔵 Role Summary The NPS & Retirement Analyst will support individual and corporate clients in understanding, planning, and optimizing their National Pension System (NPS) investments and retirement strategies. This role combines financial advisory, regulatory compliance, analytics, and client engagement , making it ideal for candidates looking to build a strong career in pension advisory. 🔵 Key Responsibilities 1. NPS Advisory & Analysis Analyse NPS portfolios, asset allocation, and risk profiles Suggest suitable schemes and allocation strategies based on guidelines Prepare retirement benefit projections & tax optimisation plans Support clients with Tier I & Tier II queries 2. Corporate NPS Support Assist in onboarding companies under Corporate NPS Help conduct employee awareness sessions Coordinate with PFRDA intermediaries, POPs, CRAs 3. Operations & Compliance Ensure adherence to PFRDA regulations Maintain accurate records of client interactions Support with KYC, documentation & account activation 4. Research & Reporting Track updates from PFRDA, CRAs, and pension funds Summarize changes in regulations, scheme performance Prepare dashboards, MIS, and internal reports Monitor macro trends impacting retirement planning 5. Client Interaction Assist Relationship Managers with NPS client servicing Handle account statements, contribution changes, switches Resolve client queries via phone, email & WhatsApp 🔵 Required Qualifications & Certifications Education B.Com / BBA / MBA / PGDM in Finance Economics, Statistics, Actuarial Science preferred but not mandatory Certifications (any ONE mandatory, more preferred): ✔ NISM-Series-X-A: Investment Adviser (Level 1) ✔ NISM-Series-X-B: Investment Adviser (Level 2) ✔ NISM Retirement Adviser Module (if undertaken) ✔ IRDAI-Life or Health License (optional advantage) These certifications align with PFRDA expectations and strengthen advisory credibility. 🔵 Skills Required Strong understanding of retirement planning concepts Good analytical ability (Excel, projections, dashboards) Knowledge of NPS structure, fund choices, tax benefits Communication & client-handling skills Basic financial modelling preferred 🔵 Benefits Work directly with Corporate NPS & Advisory Leadership Fast-track growth into NPS Specialist / Pension Consultant Sponsorship for NISM certifications & PFRDA compliance programs Competitive salary + incentives Rapid expansion opportunities as OngoleBulls builds its PFRDA vertical 📩 Apply Now Email: hr@ongolebullsinvest.com Location: Manjeera Majestic Commercial Building, JNTU Hyderabad #NPS #RetirementPlanning #InvestmentAdvisory #WealthManagement #NISM #FinanceJobs #NISMCertified #PensionSolutions #InvestmentAnalyst #FinanceFreshers #HyderabadJobs #OngoleBullsInvest
📍 Job Description Brand Strategy Manager – OngoleBulls Invest Pvt Ltd Location: Hyderabad (On-site) Experience: 3–8 years (Branding / Marketing / Communication) Education: MBA/PGDM from MICA preferred; other Tier-1 B-Schools also eligible Role Type: Full-time | Strategic & Creative | Cross-functional ⸻ About OngoleBulls OngoleBulls Invest Pvt Ltd is a fast-growing financial services and wealth management company offering Mutual Funds, Specialised Investment Funds (SIF), PMS/AIF distribution, Equity investments, Bonds, Insurance, and investor experience solutions. We are building a digitally-enabled, research-driven investment brand with a strong customer-first philosophy. ⸻ 📍 Role Overview This is a high-ownership brand role for a dynamic professional with strong storytelling, brand architecture, and market insight skills. Your responsibility is to shape, elevate, and differentiate the OngoleBulls brand in the investment ecosystem through strategic communication, brand consistency, and consumer-driven insights. Ideal for a MICA / top B-school MBA with strong exposure in branding, content strategy, and consumer insights. ⸻ 📍 Key Responsibilities Brand Strategy & Positioning • Develop, refine, and execute OngoleBulls’ brand positioning and value proposition in the financial services ecosystem. • Build long-term brand architecture ensuring consistency across all touchpoints. • Translate the company’s leadership philosophy into a strong investor-facing brand narrative. Communication & Storytelling • Craft clear and compelling brand communication strategies for B2C, B2B, and partner ecosystems. • Own all high-value communication: brochures, campaigns, presentations, decks, brand films, website messaging. • Maintain brand tone, narrative, and consistency across teams. Content Strategy & Creative Direction • Lead content strategy for digital, offline, PR, investor communication, and corporate messaging. • Oversee creation of marketing collaterals including videos, campaigns, and brand assets. • Work closely with designers, agencies, and media partners for execution. Consumer Insights & Research • Conduct primary & secondary research to understand investor behavior, market perception, brand recall, and competitive positioning. • Translate insights into actionable brand strategies and marketing decisions. Digital Brand Presence • Collaborate with digital marketing teams to shape online brand presence (LinkedIn, Instagram, website, thought-leadership). • Strengthen OngoleBulls’ role as a credible, research-driven, digitally strong financial brand. Internal Brand Culture • Develop internal brand handbooks, tone guidelines, and brand usage frameworks. • Ensure teams follow brand guidelines across operations, sales, investor relations, and leadership communication. Cross-Functional Leadership • Work closely with CEO, Sales, Product, and Strategy teams to ensure brand alignment. • Manage external agencies, PR partners, design teams, and creative studios. ⸻ 📍 Ideal Candidate Profile • MBA/PGDM from MICA (preferred) or top-tier B-schools with specialization in Brand Management, Communication, Advertising, or Marketing. • 3–8 years of experience in branding roles (financial services preferred but not mandatory). • Strong sense of storytelling, creative strategy, and brand design thinking. • Excellent communication and presentation skills. • Ability to craft narratives for B2C, B2B, HNI, and institutional audiences. • Strong understanding of digital consumer psychology + financial product behavior (added advantage). • Ability to manage agencies, budgets, and high-visibility brand projects. ⸻ 📍 Key Performance Indicators (KPIs) • Brand recall & consistency • Digital brand equity & engagement quality • Quality of investor-facing communication • Brand experience at customer touchpoints • Market differentiation & positioning • Internal brand culture adoption ⸻ 📍 What We Offer • High ownership and visibility role • Opportunity to shape a fast-growing financial brand • Collaboration with senior leadership & founders • Strategic career path into Brand Head / Marketing Head / CXO office • Exposure to fintech, wealth-tech, and digital brand ecosystems ⸻ 📩 Apply Now Email: hr@ongolebulls.com Phone: +91 92811 11718
Position: Partner Support Executive Location: Hyderabad Department: IFA / Partner Channel Experience: 0–2 years (Freshers eligible) Role Summary You will support the onboarding, servicing, and growth of Independent Financial Advisors (IFAs) and channel partners. This role is crucial for expanding our B2B distribution network in mutual funds, SIF, and investment products. Key Responsibilities ✔ Assist in onboarding new IFAs & partners ✔ Coordinate documentation, KYC, empanelment ✔ Provide product support on Mutual Funds, SIF, NPS ✔ Handle partner queries via phone, email & WhatsApp ✔ Manage partner training sessions & webinars ✔ Maintain MIS reports & dashboards of partner performance ✔ Follow up on SIP, lumpsum, and client servicing tasks ✔ Support Regional/Cluster Heads with partner activation plans Requirements B.Com/BBA/BBM/MBA/B.Sc/B.Tech or equivalent Good communication skills Basic knowledge of MF/SIF/NPS (training will be given) Excel, CRM & reporting exposure preferred Freshers with interest in finance encouraged Earlier Startup/Fintech experience will be an added advantage Benefits Attractive incentives based on partner activation Learning in a fast-growing wealth-tech ecosystem Career growth into Partner RM / Channel Manager Apply 📧 hr@ongolebullsinvest.com 📍 Manjeera Majestic, JNTU Hyderabad