No longer accepting applications
CFP & Sr. Relationship Manager / Investment Advisor
HireginieYamunanagar, Haryana, India1 day ago
Job descriptionConduct 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. 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. Bachelor’s degree in Finance, Economics, Business Administration, or a related field. Certified Financial Planner, CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus. Minimum of 5 years of experience in financial planning and wealth management in India. At least 4years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services. Demonstrated success in managing high-net-worth client relationships and growing assets under management (AUM). Strong knowledge of Indian financial products, tax laws, and investment vehicles. (e.g. mutual funds, AIF, ULIP’s, PMS, REITs) Expertise in financial planning tools and software. Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and client-friendly manner. Analytical mindset with proficiency in portfolio analysis, risk assessment, and market research. Proven ability to build and maintain client trust, with a client-centric approach to service delivery.
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 :
1. 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.
1. Financial Planning :
1. Business Development :
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.
Create a job alert for this search
Relationship Manager • Yamunanagar, Haryana, India
Related jobs
- Promoted
Product Manager
EaseMyTrip.comYamunanagar, Haryana, India About the Role As a Product Manager at EaseMyTrip.This role demands a strategic thinker who is passionate about creating innovative travel solutions that enhance user experience.You will lead the ...Show moreLast updated: 1 day ago
- Promoted
RL - Wheels : Relationship Manager - SCF & WCF
ConfidentialKarnal, India The Retail Lending department focuses on the lending business of the bank by offering various loan products like Home Loans, Car Loans, and Personal Loans among others.
They also offer working capit...Show moreLast updated: 22 days ago
- Promoted
Relationship Manager - Tractor and Crop Finance-AGRI-FIN-TRACTOR LOANS AND RETAIL(TFE)-Retail Sales
ConfidentialKarnal, India We are seeking a dynamic and results-driven Relationship Manager â€' TFE to lead retail sales initiatives in the Tractors and Farm Equipment segment.
The role involves enhancing the deposit pool, dr...Show moreLast updated: 17 days ago
- Promoted
Relationship Manager
ConfidentialKarnal A Relationship Manager's job centers on building and maintaining strong, long-term relationships with clients to ensure their satisfaction and drive business growth.
Key responsibilities include act...Show moreLast updated: 2 days ago
- Promoted
Relationship Manager-Bharat Business-Bharat Business Loans-Sales
ConfidentialKarnal, India JD - Relationship Manager-Bharat Business.The Relationship Manager - LAP & Affordable Loans is responsible for sourcing new customers and managing existing relationships to grow the Loan Against Pr...Show moreLast updated: 12 days ago
- Promoted
Poultry Technical Sales Lead
CargillKarnal, Haryana, India The Poultry - Technical Sales Lead based at Karnal will be aligned to Cargill's Animal Nutrition and Health business in India responsible for Punjab, Haryana and Uttar Pradesh regions.In this role ...Show moreLast updated: 1 day ago
- Promoted
Branch Relationship Manager - Business Development-BRANCH BANKING-Relationship Management
ConfidentialShahbad, India We are seeking a driven and customer-focused Branch Relationship Manager to lead business development efforts at the branch level.
The role involves acquiring new customers, deepening existing relat...Show moreLast updated: 17 days ago
- Promoted
Senior Relationship Manager
ConfidentialKarnal, India PNB MetLife India Insurance Company Limited (PNB MetLife) is a leading life insurance company in India, with its shareholders including MetLife International Holdings LLC (MIHL) and Punjab National...Show moreLast updated: 22 days ago
- Promoted
Relationship Manager-Agri-Fin-Dealer Funding(DF) -Sales
ConfidentialShahbad, India Relationship Manager-Tractors and Farm Equipments (TFE)-Retail Sales.Enhancement of Deposit pool from Customers.Establishing standards and delivery of service.
Cross selling targets progressively.Sa...Show moreLast updated: 20 days ago
- Promoted
Relationship Manager-AGRI-FIN-TRACTOR LOANS AND RETAIL(TFE)-Marketing Branches Operations
ConfidentialKarnal, India We are seeking a high-energy and self-motivated Relationship Manager - Agri-Finance to drive business in the Tractor Loans and Retail segment.
The role involves sourcing working capital loans for Ag...Show moreLast updated: 22 days ago
- Promoted
Public Relations Manager
EaseMyTrip.comYamunanagar, Haryana, India About the Role As a Public Relations Manager at EaseMyTrip.Your role involves crafting strategic PR campaigns, managing media relations, and enhancing brand visibility and reputation through vario...Show moreLast updated: 1 day ago
- Promoted
Assistant Manager - Outreach & Admissions
Krea UniversityYamunanagar, Haryana, India Job Description Job title : Assistant Manager / Deputy Manager / Manager – Admissions & Outreach.Department : Admissions & Outreach Work Location : Gurgaon Experience : 3 – 5 Years of Experience Educ...Show moreLast updated: 1 day ago
- Promoted
RB-LS : Business Development Manager-SA
ConfidentialIndri, India The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank.The department drives business from 2700+ branches and is responsible for sourcing...Show moreLast updated: 20 days ago
- Promoted
CA Article Assistant
Fintaco GlobalAmbala (division) Job Title : CA Article Assistant.The CA Article Assistant will work under the supervision of qualified Chartered Accountants and gain practical exposure in the fields of Audit, Direct & Indirect Tax...Show moreLast updated: 5 days ago
- Promoted
Noormahal Palace - Assistant Director - Sales
Noormahal Palace KarnalKarnal, India Company Palace in Karnal captures the royal essence of India's rich heritage, showcasing elements from Mughal and Rajputana architecture.
The palace uniquely blends traditional royal charm wit...Show moreLast updated: 30+ days ago
- Promoted
Travel Consultant
EaseMyTrip.comYamunanagar, Haryana, India About the role As a Flight Sales Representative, your main responsibility will be to promote and sell flight tickets to customers primarily based in the UK market.
You will handle inbound inquiries...Show moreLast updated: 1 day ago
- Promoted
Amazon PPC Manager
Kalakaram India Pvt.Ltd.Karnal, Haryana, India Job Title : Amazon PPC Manager Location : On-site – Manesar, Haryana Experience : 3+ years Salary : Competitive (based on experience) About Kalakaram Kalakaram is a fast-growing kids’ DIY brand de...Show moreLast updated: 1 day ago
- Promoted
Corporate Legal Counsel
EaseMyTrip.comYamunanagar, Haryana, India About the Role The Legal Counsel at EaseMyTrip.This position is responsible for ensuring compliance with applicable laws, managing intellectual property rights, and providing strategic legal advic...Show moreLast updated: 1 day ago