Investment Advisor

Stockyaari Technologies; Dadri; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Stockyaari Technologies in India is seeking an experienced Investment Adviser and Trading Manager to lead advisory activities and steer the investment/trading team.

The role focuses on providing investment guidance aligned to client goals, risk profiles and horizons, while overseeing research, asset allocation, and trading activities.

You will ensure compliance with SEBI regulations, collaborate with management, operations and compliance, and drive strategic decisions in investment and trading.

Qualifications

• NISM Investment Adviser certification/qualification as applicable.
• Strong investment product and stock market knowledge.
• Good managerial, leadership and team-handling skills.
• Strong analytical, communication and decision-making abilities.
• Relevant experience in investment advisory, wealth management, research or trading preferred.

Responsibilities

• Provide investment advice based on client goals, risk profile and investment horizon.
• Analyse portfolios and recommend asset allocation, diversification and rebalancing.
• Good understanding of Equity & F&O trading, technical and fundamental analysis.
• Lead and manage the research/trading team, assign responsibilities and monitor performance.
• Participate in business and strategic decision-making related to investment and trading activities.
• Coordinate with management, operations and compliance teams.
• Ensure activities are conducted in line with applicable SEBI regulations and internal policies.

Skills

Investment knowledge

Trading

Leadership

Analytical skills

Communication skills

Decision making

Education

NISM Investment Adviser certification/qualification

Job description

Job Description Investment Adviser & Trading Manager

Position: Investment Adviser / Trading Manager

We are looking for an Investment Adviser with strong investment, trading, and managerial skills who can manage advisory activities and lead the investment/trading team.

Key Responsibilities

• Provide investment advice based on client goals, risk profile and investment horizon.
• Strong knowledge of Equity, Mutual Funds, ETFs, Bonds, Fixed Income, Gold and other investment products.
• Analyse portfolios and recommend asset allocation, diversification and rebalancing.
• Good understanding of Equity & F&O trading, technical and fundamental analysis.
• Identify and evaluate short-term and positional trading opportunities.
• Lead and manage the research/trading team, assign responsibilities and monitor performance.
• Participate in business and strategic decision-making related to investment and trading activities.
• Coordinate with management, operations and compliance teams.
• Ensure activities are conducted in line with applicable SEBI regulations and internal policies.

Requirements

• NISM Investment Adviser certification/qualification as applicable.
• Strong investment product and stock market knowledge.
• Good managerial, leadership and team-handling skills.
• Strong analytical, communication and decision-making abilities.
• Relevant experience in investment advisory, wealth management, research or trading preferred.