Investment Advisor- PMS Distribution ( NISM XXI-A Certified)

Job Title: Investment Advisor – PMS Distribution (NISM XXI-A Certified) Location: Hyderabad, India Company: Ongolebulls Invest Pvt Ltd ⸻ About Ongolebulls Ongolebulls Invest Pvt Ltd is a next-generation, digital-first financial services company. Our offerings span mutual funds distribution, PMS, stock broking, currencies & commodities trading, bonds, and early-stage startup investments. We combine technology and expertise to deliver world-class wealth solutions for retail, HNI, and institutional clients. ⸻ Role Overview We are seeking NISM XXI-A certified Investment Advisors to strengthen our Portfolio Management Services (PMS) distribution vertical. This client-facing role requires a strong mix of financial knowledge, relationship management skills, and compliance discipline to cater to the evolving needs of HNIs and UHNIs. ⸻ Key Responsibilities • Distribute SEBI-registered PMS schemes and provide tailored investment solutions. • Acquire, service, and retain HNI/UHNI clients and family offices. • Conduct product presentations, investor awareness sessions, and relationship-building activities. • Ensure 100% compliance with SEBI & PMS distribution regulations. • Assist clients with KYC, onboarding, documentation, and reporting. • Collaborate with portfolio managers, operations, and compliance teams for smooth execution. ⸻ Qualifications • Mandatory: Valid NISM-Series-XXI-A PMS Distributors Certification. • Preferred: Additional NISM certifications (Mutual Fund Distributor, Investment Adviser). • Graduate/Postgraduate in Finance, Commerce, Economics, or related fields. ⸻ Experience • 0–5 years in financial services, wealth management, PMS, or related domains. • Freshers with valid certification are encouraged to apply. ⸻ Skills & Competencies • Sound knowledge of investment products, capital markets, and portfolio strategies. • Excellent communication and client engagement abilities. • Entrepreneurial, self-driven, and target-oriented mindset. • Strong ethics, integrity, and customer-first approach. ⸻ What We Offer • Attractive salary + performance-based incentives. • Career progression roadmap (Advisor → Senior Advisor → Wealth Partner → VP – Wealth). • Learning opportunities in PMS, AIF, and Wealth Management domains. • Exposure to HNI clients, startups, and institutional wealth mandates. • A fast-paced, entrepreneurial environment with strong leadership backing. ⸻ How to Apply Send your CV to or whatsapp with subject line: “Application – Investment Advisor PMS (Hyderabad)”.

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