Build a Meaningful Career in Wealth Advisory

Location: Noida (On-site / Hybrid)

About the Role

We’re looking for a practical, disciplined Full Stack Developer (Node.js) who enjoys building reliable systems, writing clean code, and taking ownership of real-world applications. This role is ideal for someone who values process, clarity, and long-term product thinking over shortcuts.

You’ll work closely with the core team on scalable web applications used in live financial and advisory environments.

Key Responsibilities

• Understand business and technical requirements and translate them into clean, maintainable solutions

• Design, develop, test, deploy, and maintain Node.js-based applications

• Follow structured development and project management processes

• Write readable, well-documented, and testable code

• Collaborate with frontend, product, and operations teams

• Troubleshoot issues and improve performance, security, and reliability

Required Skills

• Strong hands-on experience with Node.js

• Working knowledge of Nuxt.js / Vue.js (or equivalent frontend framework)

• Good understanding of REST APIs and backend architecture

• Familiarity with databases (MySQL preferred)

• Ability to write clean, structured, and documented code

Good to Have (Optional, Not Mandatory)

• Experience with microservices architecture

• Docker or container-based deployments

• MySQL / PostgreSQL

• UI frameworks like Bootstrap / UIkit

• Authentication mechanisms (JWT, OAuth, etc.)

• Basic understanding of DevOps concepts (CI/CD, environments)

These are value-adds, not filters. Strong fundamentals matter more.

Qualifications

• B.Tech / MCA / equivalent degree

• 2+ years of relevant, hands-on development experience

• Real project exposure preferred over purely academic experience

What We Value

• Ownership and accountability

• Calm, problem-solving mindset

• Respect for timelines and code quality

• Willingness to learn and improve continuously

Location: Noida
Reports to: Leadership (Advisory Head)

Role Overview

This is a core advisory role, not a sales position. You will work closely with long-term investors, helping them structure, review, and stay disciplined with their financial plans across market cycles.

We are looking for someone who values clarity, process, and responsibility over shortcuts or hype.

Key Responsibilities

• Conduct comprehensive financial planning and portfolio reviews

• Understand client goals, risk appetite, time horizon, and constraints

• Recommend asset allocation across mutual funds, debt, and protection products

• Guide clients during market volatility with a long-term, risk-aware approach

• Review existing portfolios and identify gaps, overlaps, and concentration risks

• Coordinate with operations and servicing teams for smooth execution

• Maintain high ethical and compliance standards at all times

Required Skills & Experience

• Strong understanding of mutual funds, asset allocation, and risk management

• Ability to explain financial concepts clearly to clients

• Calm, process-driven advisory mindset

• Experience in handling client relationships independently

Qualifications

• Minimum 3–5 years of experience in financial advisory / planning

• NISM / AMFI certifications mandatory

• CFP / CFA (or pursuing) preferred

Location: Noida
Reports to: Client Servicing Lead

Role Overview

This role ensures continuity, trust, and smooth experience for clients after onboarding. You will be the key coordination point between clients, advisory, and operations.

This is not a sales role. It is a responsibility-driven service role.

Key Responsibilities

• Act as the primary point of contact for assigned clients

• Handle service requests related to investments, statements, and documentation

• Coordinate portfolio updates, review schedules, and follow-ups

• Assist NRIs and resident clients with process-related queries

• Ensure timely resolution of client concerns

• Maintain accurate client records and communication logs

• Work closely with advisory and operations teams

Required Skills & Experience

• Strong communication and client-handling skills

• High attention to detail and follow-through

• Calm, polite, and solution-oriented approach

• Comfort with routine, process-based work

Qualifications

• 1–3 years of experience in client servicing / relationship roles

• Experience in financial services preferred

• AMFI / NISM certification is an advantage

Location: Noida
Reports to: Operations Head

Role Overview

This role is the backbone of the firm. You will ensure that every transaction, document, and process is compliant, accurate, and well-tracked.

If you like structured work and operational ownership, this role is critical.

Key Responsibilities

• Manage MF operations, transactions, and reconciliations

• Handle KYC, FATCA, and compliance documentation

• Ensure adherence to SEBI, AMFI, and internal process guidelines

• Maintain operational checklists and controls

• Coordinate with RTAs, platforms, and vendors

• Support audits, reporting, and internal reviews

• Identify process gaps and suggest improvements

Required Skills & Experience

• Strong understanding of mutual fund operations

• Compliance-oriented mindset

• High accuracy and documentation discipline

• Ability to manage multiple operational tasks

Qualifications

• 2–5 years of experience in MF operations / back-office

• Knowledge of CAMS / KFintech / MF platforms preferred

• NISM certifications preferred

Location: Noida
Reports to: Client Servicing Lead (Operations / Trading Head)

Role Overview

This is a core execution and operations role, not a sales position. You will be responsible for placing trades strictly as per client instructions and ensuring smooth, compliant handling of Demat & Trading operations.

We are looking for someone who values discipline, accuracy, and compliance over speed or shortcuts.

Key Responsibilities

• Execute equity trades (cash & derivatives) on behalf of clients

• Handle client orders with precision and timely execution

• Ensure SEBI and broker compliance at all times

• Maintain proper trade records, confirmations, and reporting

• Support Demat account opening and onboarding process

• Coordinate with back-office and relationship teams

• Provide basic market and trade status updates to clients

• Strictly avoid unauthorised trading under any circumstances

Required Skills & Experience

• Strong understanding of equity markets and trade execution

• Familiarity with trading terminals (IIFL / ODIN preferred)

• High level of operational accuracy and responsibility

• Calm, process-driven mindset

• Ability to work in a compliance-first environment

Qualifications

• Minimum 1–3 years’ experience as an Equity Dealer / Sub-broker Dealer

• NISM VIII Certification preferred (or willingness to complete)

• Basic computer proficiency (Excel, terminals, reporting tools)

Location: Noida
Duration: 3–6 months (selective)

Program Overview

This internship is designed for individuals who want real exposure to financial advisory, not sales pitching.

Interns will work closely with advisory, servicing, and operations teams and learn how a trust-based wealth advisory actually functions.

What You’ll Learn

• Basics of financial planning and mutual funds

• Client onboarding and documentation

• Portfolio review processes

• Operations and compliance fundamentals

• Professional communication and work discipline

Ideal Candidate

• Final-year students or recent graduates (Finance, Commerce, Management)

• Curious, disciplined, and willing to learn

• Long-term interest in financial services

Note

Internships are selective and learning focused. Outstanding interns may be considered for full-time roles.