Registered Investment Advisor

Build the future of personal finance with CREDPE under Nextag Media.

Role Overview

We are looking for a knowledgeable and client-focused Investment Advisor to help individuals make informed financial decisions. This role is ideal for someone early in their career who is eager to grow in the wealth management space and work in a fast-paced, product-driven environment.

🎯 Key Responsibilities

• Understand clients’ financial goals, risk appetite, and investment horizon
• Provide personalized investment advice (stocks, mutual funds, etc.)
• Build and manage client portfolios
• Monitor market trends and suggest timely changes
• Generate and convert leads into paying clients
• Maintain strong client relationships and regular follow-ups
• Ensure compliance with financial regulations

💼 Requirements

• Bachelor’s degree (Finance, Economics, Business, or related field)
• NISM Series XA & XB certification (mandatory)
• 0–3 years of experience in investment advisory / BFSI
• Strong communication and sales skills
• Good understanding of financial markets and products

🚀 Preferred Profile

• Looking for credible, proactive, and product-focused candidates
• Interest in fintech / AI-driven wealth platforms
• Ability to work in a fast-paced startup environment

💰 Compensation

• Fixed salary + performance-based incentives
• Be Part for Director or Principal officer

Email - [email protected]

Phone - +91 8292943921