Investment Manager

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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.