Our Client:

Our client is a leading fintech platform revolutionizing personal finance for modern Indians. With - 1000+ crore in monthly investments and over 2 million transactions, it holds a significant share in the online investment ecosystem.

Job Title: CFP & Sr. Relationship Manager / Advisor

Experience: 4-8 years in financial planning and wealth management advisory

Education: Graduate, CFP/CFA/CA preferred

Locations: Gurgaon

Role Overview:

We are seeking a skilled and client-focused CFP / Senior Relationship Manager to deliver tailored financial advice and manage high-net-worth client relationships. This is a dual role combining financial planning and client relationship management, with the opportunity to contribute to the development of a tech-first financial planning product.

Key Responsibilities:

Client Relationship Management:

- Act as the primary advisor for affluent and HNI clients.

- Build long-term, trust-based relationships.

- Proactively engage with clients to address financial needs and provide customized advice.

- Cross-sell financial services and generate client referrals.

Financial Planning & Advisory:

- Conduct detailed financial assessments (cash flow, investments, taxes, retirement, estate).

- Create and present goal-oriented financial plans.

- Monitor and revise plans based on market or client changes.

- Optimize portfolios for long-term growth and tax efficiency.

- Ensure compliance with SEBI regulations.

- Lead the design of a DIY tech-enabled financial planning product.

Business Development:

- Acquire new clients through networking and referrals.

- Represent the firm at industry events and seminars to enhance visibility.

- Grow the company's Assets Under Management (AUM).

Requirements:

Qualifications:

- Graduate in Finance, Economics, Business, or related fields.

- Certifications such as CFP, CFA, CA, or NISM preferred.

Experience:

- 4+ years in financial planning and wealth management.

- Minimum 2 years managing HNI client relationships.

- Proven track record in growing AUM.

Skills:

- Deep knowledge of Indian financial products (mutual funds, ULIPs, PMS, REITs, etc.)

- Familiarity with tax laws and investment strategies.

- Proficiency in financial planning tools and software.

- Excellent communication and interpersonal skills.

- Analytical thinking and strong portfolio analysis skills.

- Client-first mindset with high ethical standards.

About Hireginie: Hireginie is a prominent talent search company specializing in connecting top talent with leading organizations. We are committed to excellence and offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Our mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all.