Financial Advisor
Gurgaon
Finance/IB
1 Openings
## Role Overview
We are hiring a Financial Advisor for a fast-growing financial services setup in Gurgaon. This role requires a certified professional with strong regulatory understanding, client communication skills, and the ability to drive financial awareness initiatives.
The position involves client interaction, structured financial guidance, and contributing to knowledge-led financial education initiatives.
## Key Responsibilities
* Engage with clients to understand financial goals and risk appetite
* Provide structured financial guidance aligned with client needs
* Develop and deliver financial literacy modules and educational content
* Ensure adherence to regulatory frameworks and internal compliance standards
* Support in maintaining process integrity and governance requirements
* Collaborate with internal stakeholders to strengthen advisory processes
## Mandatory Requirements (Strict Filter)
* NISM Series X-A & X-B Certification – Compulsory
* 2–4 years of experience in financial services / wealth / capital markets
* Strong understanding of financial products and market fundamentals
* Excellent verbal and written communication skills
* Comfortable working from office (Gurgaon location)
## Good to Have
* Experience in fintech or digital-first financial platforms
* MBA (Finance or related field)
* Exposure to structured client advisory environments
## Ideal Candidate Profile
* Strong regulatory awareness and ethical standards
* Confident communicator with client-facing experience
* Ability to simplify financial concepts
* High ownership and process-oriented mindset
* Comfortable operating in a structured and compliance-driven setup
We are hiring a Financial Advisor for a fast-growing financial services setup in Gurgaon. This role requires a certified professional with strong regulatory understanding, client communication skills, and the ability to drive financial awareness initiatives.
The position involves client interaction, structured financial guidance, and contributing to knowledge-led financial education initiatives.
## Key Responsibilities
* Engage with clients to understand financial goals and risk appetite
* Provide structured financial guidance aligned with client needs
* Develop and deliver financial literacy modules and educational content
* Ensure adherence to regulatory frameworks and internal compliance standards
* Support in maintaining process integrity and governance requirements
* Collaborate with internal stakeholders to strengthen advisory processes
## Mandatory Requirements (Strict Filter)
* NISM Series X-A & X-B Certification – Compulsory
* 2–4 years of experience in financial services / wealth / capital markets
* Strong understanding of financial products and market fundamentals
* Excellent verbal and written communication skills
* Comfortable working from office (Gurgaon location)
## Good to Have
* Experience in fintech or digital-first financial platforms
* MBA (Finance or related field)
* Exposure to structured client advisory environments
## Ideal Candidate Profile
* Strong regulatory awareness and ethical standards
* Confident communicator with client-facing experience
* Ability to simplify financial concepts
* High ownership and process-oriented mindset
* Comfortable operating in a structured and compliance-driven setup
Recruitment Notice
“Due to high interest, our team connects only with candidates whose profiles closely match the role mandate.”
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