Our Client: Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over - 1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market.

Job Title: CFP & Relationship Manager / Investment Advisor

Experience: 2 - 6 years in financial planning and wealth management advisory

Education: Degree, CFP/CFA/CA preferred

Locations: Gurgaon

About the Role:

- We are looking for a dynamic and experienced investment advisory with a proven track record. As a Relationship Manager to serve as a trusted advisor to our clients. In this dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.

- The ideal candidate will have a deep understanding of the Indian financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice.

Key Responsibilities:

Client Relationship Management:

- Build and maintain strong, trust-based relationships with affluent/HNI clients as their primary financial advisor.

- Engage with clients proactively to understand goals, address concerns, and provide customized financial solutions.

- Identify opportunities to deepen relationships, cross-sell relevant products, and drive client referrals.

Financial Planning & Advisory:

- Conduct detailed financial assessments-cash flow analysis, investment planning, tax planning, retirement & estate planning.

- Develop and present personalized financial plans aligned with client goals and risk appetite.

- Review and update plans periodically based on market trends, life changes, or regulatory updates.

- Optimize client portfolios for long-term growth and tax efficiency in line with SEBI regulations.

- Lead the initiative to build a tech-first DIY financial planning product for end users.

Business Development:

- Leverage networks and relationship-building skills to acquire new HNI clients and grow AUM.

- Represent the firm at industry events, seminars, and networking forums to strengthen brand presence.

Requirements:

Qualifications:

- Bachelor's degree in Finance, Economics, Business Administration, or related field.

- Certifications such as CFP, CFA, NISM are an added advantage.

Experience:

- Minimum 2 years of experience in financial planning and wealth management in India.

- At least 2 years of proven experience as a Relationship Manager in wealth management, private banking, or financial advisory.

- Demonstrated ability to manage HNI clients and grow AUM.

Skills:

- Strong understanding of Indian financial products: Mutual Funds, AIFs, PMS, ULIPs, REITs, etc.

- Proficiency with financial planning tools and software.

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

- Strong analytical skills with expertise in portfolio analysis, risk profiling, and market research.

- Client-centric approach with a proven ability to build lasting trust.