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CFP Relationship Manager- Wealth Management
Vedant Finservmumbai, maharashtra, in17 hours ago
Job descriptionCFP 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
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
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Relationship Manager • mumbai, maharashtra, in
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