Financial Investment ConsultantHireginie • Haryāna, Republic Of India, IN
Financial Investment Consultant
Hireginie • Haryāna, Republic Of India, IN
11 hours ago
Job descriptionManage 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. 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.
Connect on https : / / www.Linkedin.Com / in / princi-gupta-9ab7a225 / for more details
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) X XI-A
Key Responsibilities
Required Expertise
About the Firm
A leading fintech wealth platform serving new-age investors with tech-driven investment solutions.
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Financial Consultant • Haryāna, Republic Of India, IN
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