Financial Advisor

📢 Hiring: Sales & HNI Portfolio Strategist – Shaab Capital

📍 Location: Noida – Sector 122 (Primarily In-Office)

💼 Type: Full-Time | Sales + Advisory | Growth Role

🎓 Minimum Requirement: NISM Series VIII (mandatory)

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🏢 About Shaab Capital

Shaab Capital is a next-generation wealth and investment advisory firm focused on high-performance strategies, derivatives, and customized financial planning for HNI and Ultra-HNI clients. We combine real market expertise with deep execution, aiming to build India’s sharpest asset management platform. We’re not a typical corporation—we move fast, solve real problems, and value impact over hierarchy.

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💼 Role Overview: HNI Relationship Manager + Client Acquisition Specialist

This is a high-responsibility, high-performance role for someone who:

• Understands trading, options, and derivatives deeply

• Is confident managing HNI portfolios

• Can actively acquire new clients through personal and company-generated leads

• Has a strong sales mindset and content presence

• Can operate independently and think like an owner

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🔧 Key Responsibilities

🟠 Client Advisory & Market Strategy

• Manage and grow HNI and Ultra-HNI portfolios

• Suggest actionable stock and options strategies aligned with client goals

• Stay updated with macro/micro trends and guide clients accordingly

• Assist with portfolio construction, rebalancing, and performance tracking

🟠 Client Acquisition & Sales

• Acquire new HNI clients through cold calling, mailing, and social outreach

• Convert leads provided by the company and retain long-term relationships

• Meet prospective clients (online/offline), pitch services, and close deals

• Preferably bring your own book or network of clients

• Actively drive revenue and conversion metrics

🟠 Content Creation

• Record and post at least one weekly market insight video

• Create reels or short-form content on trending financial topics

• Represent Shaab Capital’s thought leadership through your content

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🧠 Required Skills & Qualifications

• NISM Series VIII – Derivatives Certification (Mandatory)

• Strong understanding of:

• Derivative strategies (options spreads, hedging, risk-managed positions)

• Stock market trends, trading logic, technical and fundamental viewpoints

• Macro & microeconomic factors affecting Indian and global markets

• Excellent communication (written & verbal), client engagement, and sales ability

• Confident personality, especially on camera or in meetings

• Ability to handle objections, close deals, and manage high-value relationships

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➕ Preferred but Not Mandatory

• Degree in finance, commerce, engineering, or related fields

• Basic knowledge of Python, Excel modeling, or automation tools

• Existing client book (even small) or experience in client-facing finance roles

• Past experience in broking, wealth advisory, fintech, or asset management

• Social presence or prior experience recording videos or posting finance content

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🧭 Work Environment

• Location: Noida, near Sector 119

• Work Mode: Primarily in-office (5–6 days/week); hybrid for exceptional performance

• Reporting directly to the founder; high ownership and accountability

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💰 Compensation

• Fixed base salary (based on experience)

• Performance-based incentives and commissions (per client, per revenue)

• Leadership track: Opportunity to head verticals based on outcomes in 6–12 months

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📩 To Apply

Please send:

• Your updated resume

• A 60-second video answering:

“Why do you want to work at Shaab Capital? What’s your edge in the markets?”

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👤 Who Should Apply?

If you’re market-obsessed, results-driven, confident, and ready to grow fast — this is for you. Degrees are optional, but execution is non-negotiable.