Description:

About the Organization

Our client is a fast-growing digital financial services platform redefining how modern Indian investors plan, invest, and grow their wealth. Built on a strong technology backbone, the platform enables seamless investing, intelligent portfolio management, and data-driven financial decision-making. With significant monthly investment volumes and a rapidly expanding user base, the organization has established itself as a key player in Indias online investment ecosystem.

Role Title: Investment Advisor & Client Relationship Lead

Experience: 48 years in wealth advisory / financial planning

Education: Graduate; CFP / CFA / CA preferred

Location: Gurgaon/Delhi

Role Overview

We are seeking an experienced Investment Advisor who can also take ownership of long-term client relationships. This role combines deep financial planning expertise with strong relationship management capabilities. You will act as a trusted partner to clients, delivering goal-based investment advice, managing portfolios, and ensuring consistent value creation across life stages.

The ideal professional will have a strong grasp of Indian capital markets, taxation, and regulatory frameworks, and will be comfortable working in a technology-enabled advisory environment. You will also contribute to building scalable, digital-first financial planning solutions for a broader client base.

Key Responsibilities

Client Engagement & Relationship Management

- Serve as the primary advisor for affluent and high-net-worth clients, managing end-to-end advisory relationships

- Build long-standing, trust-driven client relationships through regular engagement and proactive advisory

- Understand changing client needs and provide customized investment and planning solutions

- Identify opportunities to expand wallet share through additional advisory offerings and referrals

Financial Planning & Advisory

- Conduct comprehensive financial diagnostics including income assessment, goal planning, tax efficiency, retirement planning, and estate considerations

- Design and present structured, goal-aligned financial plans based on client risk profiles and objectives

- Periodically review portfolios and financial plans, making adjustments based on market movements, regulatory changes, or client life events

- Ensure portfolio construction and advisory recommendations are aligned with SEBI regulations and best practices

- Play a key role in developing a technology-led financial planning product aimed at self-directed (DIY) investors

Growth & Business Development

- Leverage personal and professional networks to onboard new clients and contribute to AUM growth

- Participate in industry forums, client events, and networking initiatives to strengthen brand presence

Candidate Profile

Educational Qualifications

- Bachelors degree in Finance, Economics, Business Management, or a related discipline

- Certifications such as CFP, CFA, or NISM are advantageous

Experience

- Minimum 2 years of experience in wealth management or financial advisory roles in the Indian market

- At least 2 years of direct client-facing experience managing affluent or HNI relationships

- Proven ability to grow and manage client assets over time

Skill Set

- Strong understanding of Indian investment products and structures, including mutual funds, PMS, AIFs, ULIPs, and REITs

- Working knowledge of taxation and regulatory considerations impacting investments

- Experience using financial planning and portfolio analysis tools

- Excellent communication and interpersonal skills with the ability to simplify complex financial concepts

- Analytical and detail-oriented approach to portfolio evaluation and risk assessment

- High level of integrity with a client-first advisory mindset