Client Portfolio AdvisorHireginie • Haryāna, Republic Of India, IN
Client Portfolio Advisor
Hireginie • Haryāna, Republic Of India, IN
20 hours ago
Job descriptionEducation : Graduate; Certifications : NISM VA (Mutual Fund), NISM XA / XB or XI-A (Investment Advisor) XXI-A 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. #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
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
CFP / CFA / CA preferred
Required Skills
Preferred Skills
Experience : 5–10 years (Wealth Management / Investment Advisory)
Equal Opportunity Statement
Connect on LinkedIn for more details.
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Client Portfolio Advisor • Haryāna, Republic Of India, IN
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