CFP Relationship Manager- Wealth Management

Vedant Finserv, an award-winning wealth management firm (recognized by AMFI as a ‘Partner in Excellence’), is looking for a

Client Partner

• CFP to join our growing team.

This role is a key front-line position in our practice, helping us deliver on our promise of holistic, trustworthy, and high-impact financial planning.

Success in this role

means becoming a dependable relationship anchor for our HNI / NRI clients, offering practical and empathetic financial solutions, and contributing to the firm’s high-touch, client-first culture.

Responsibilities

Engage with clients to understand their financial aspirations, life goals, and challenges

Offer structured, goal-based investment recommendations aligned with risk profiles

Coordinate periodic portfolio reviews and ensure timely service delivery

Maintain detailed client records and track follow-ups using internal systems

Contribute to internal knowledge-sharing and continuous improvement initiatives

Uphold confidentiality and integrity in every client interaction

Qualifications

CFP preferred - Passion for personal finance, wealth management, and financial educatio

nStrong verbal and written communication skills in English (additional languages are a plus

)Graduate / Postgraduate in Commerce, Finance, or related disciplines preferre

d3-5 year Prior experience in client-facing roles (finance, insurance, or advisory) is an advantag

eComfort with tools like MS Excel, Google Workspace, and CRM system

sWillingness to work from the Navi Mumbai office, Monday to Friday