Relationship Manager-Pms & Aif

About the Company A leading fintech wealth platform serving new-age investors with tech-driven investment solutions.

About the Role

CFP & Sr. Relationship Manager / Investment Advisor

Responsibilities

Manage and grow relationships with HNI / affluent clients.

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.

Qualifications

• Education : Graduate;

CFP / CFA / CA preferred

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

Required Skills

Strong product knowledge : MF, PMS, AIF, Structured Products, Bonds, REITs / InvITs.

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.

Preferred Skills

#MutualFunds #MFAdvisory #WealthManagement #InvestmentAdvisory #SIPInvestment #EquityMutualFunds #DebtFunds #FinancialPlanning #PMS #PortfolioManagement #AlternativeInvestments #HNIClients #WealthCreation #DiscretionaryPortfolio #EquityPortfolio #WealthAdvisory #AIF #AlternativeInvestments #CategoryIIIFunds #PrivateEquity #VentureCapital #HNIInvesting #UHNIClients #StructuredProducts #AlternativeAssets #StructuredProducts #FixedIncomeProducts #MarketLinkedDebentures #MLDs #DebtInvestments #CapitalProtection #YieldInstruments #REITs

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

Equal Opportunity Statement

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