Job Description
About the Job:
Investment planning & execution is the soul of our core offering of comprehensive financial planning services. We are looking for suitable candidates who can take up the role of Principal Officer as outlined by SEBI for Corporate RIAs. The role will involve:
• Heading the investing advisory services as required by SEBI Guidelines,
• Direct internal framework & controls for investment advisory & recommendation,
• Participate in Business Strategy formulation & execution,
• Provide inputs for development of GoalFi platform tools & offerings,
• Collaborate with other departments for activities & initiatives that require expertise in investment advice.
Qualifications:
• Professional Qualifications like CA/CFA or Post Graduate in Diploma in finance/accountancy/business management/commerce/economics/capital market/banking/insurance/actuarial science
• At least 5 years experience relating to advice in financial products/securities/fund/asset/portfolio management
• Currently valid NISM X-A & X-B Certification.
Note: The Principal Officer will also be appointed as a director in the company
Investment planning & execution is the soul of our core offering of comprehensive financial planning services. We are looking for suitable candidates who can take up the role of Principal Officer as outlined by SEBI for Corporate RIAs. The role will involve:
• Heading the investing advisory services as required by SEBI Guidelines,
• Direct internal framework & controls for investment advisory & recommendation,
• Participate in Business Strategy formulation & execution,
• Provide inputs for development of GoalFi platform tools & offerings,
• Collaborate with other departments for activities & initiatives that require expertise in investment advice.
Qualifications:
• Professional Qualifications like CA/CFA or Post Graduate in Diploma in finance/accountancy/business management/commerce/economics/capital market/banking/insurance/actuarial science
• At least 5 years experience relating to advice in financial products/securities/fund/asset/portfolio management
• Currently valid NISM X-A & X-B Certification.
Note: The Principal Officer will also be appointed as a director in the company
💡 Quick Summary
Seeking a career-building opportunity? The Principal Officer position is now open for candidates interested in the MIS Executive sector. This role in Hyderabad offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in MIS Executive is a plus.
