CFP & Sr. Relationship Manager / Investment Advisor

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 & Sr. Relationship Manager / Investment Advisor

Experience : 5 - 10 years in financial planning and wealth management advisory

Education : Graduate, 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 / high-net-worth clients, acting as their primary point of contact for all financial matters.
• Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice.
• Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the firm’s client base.
• Financial Planning :
• Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
• Develop and present comprehensive financial plans tailored to clients’ goals, risk tolerance, and financial circumstances.
• Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes.
• Optimize portfolios for tax efficiency and long-term growth, adhering to SEBI (Securities and Exchange Board of India) guidelines.
• Lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan.
• Business Development :
• Leverage existing networks and relationship-building skills to acquire new clients and expand the firm’s assets under management (AUM).
• Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.

Requirements : Qualifications :

Experience :

Skills :

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.