Investment Specialist

Description:

Role: CFP & Sr. Relationship Manager / Investment Advisor

Location: Gurgaon

Experience: 5 - 10 years (Wealth Management / Investment Advisory)

Education: Graduate; CFP/CFA/CA preferred

Certifications: NISM VA (Mutual Fund), NISM XA/XB or XI-A (Investment Advisor) XXI-A

Key Responsibilities:

- Advise clients on Mutual Funds, PMS, AIF, Bonds, Structured Products and goal-based planning.

- Conduct financial assessments, risk profiling, and portfolio suitability checks.

- Build customized investment portfolios aligned to client needs and compliance norms.

- Drive AUM growth through acquisition of new clients and deepening existing relationships.

- Monitor portfolios, track performance, and rebalance as required.

- Ensure full compliance with SEBI investment advisory guidelines.

Required Expertise:

- Proficiency in financial planning tools and portfolio analysis.

- Excellent communication, client engagement, and sales ability.

- Proven track record of managing HNI portfolios and achieving AUM targets.

About the Firm: