Financial Advisor - Digital Wealth

YourMoneyWise

India

Remote

INR 1,000,000 - 1,800,000

Full time

5 days ago
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Job summary

YourMoneyWise in India offers a remote, full-time role to provide personalized financial advice to retail investors on Groww's platform, guiding them through mutual funds, stocks, and other instruments.

Candidates should hold NISM certifications in Mutual Funds and Equity Derivatives, with strong personal finance knowledge, excellent communication, and the ability to manage client portfolios digitally.

Qualifications

  • NISM certifications (Mutual Funds, Equity Derivatives)
  • Strong understanding of personal finance and investment products
  • Excellent communication and client relationship building skills
  • Ability to work independently and manage client portfolios digitally

Responsibilities

  • Provide personalized financial advice to retail investors on Groww's platform to help achieve investment goals via mutual funds, stocks, and other instruments

Skills

NISM Mutual Funds
NISM Equity Derivatives

Job description

Remote, India Full Time 10-18 LPA (plus performance incentives) 3-6 years

Description

Provide personalized financial advice to retail investors on Groww's platform, helping them achieve their investment goals through mutual funds, stocks, and other instruments.

Requirements
  • NISM certifications (Mutual Funds, Equity Derivatives)
  • Strong understanding of personal finance and investment products
  • Excellent communication and client relationship building skills
  • Ability to work independently and manage client portfolios digitally
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