Investment ManagerHireginie • haryana, haryana, in
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Investment Manager
Hireginie • haryana, haryana, in
8 hours ago
Job descriptionStrong 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
- 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.
Required Expertise
About the Firm
A leading fintech wealth platform serving new-age investors with tech-driven investment solutions.
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Manager Investment • haryana, haryana, in
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