CFP & Relationship Manager / Investment Advisor

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<p><strong>Our Client: </strong>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.</p><p><br></p><p><strong>Job Title: CFP & Relationship Manager / Investment Advisor</strong></p><p><strong>Experience: 4-8 years in financial planning and wealth management advisory </strong></p><p><strong> 2-5 years for Junior role</strong></p><p><strong>Education: Graduate, CFP/CFA/CA preferred </strong></p><p><strong>Locations: Gurgaon</strong></p><p><br></p><p><strong>About the Role: </strong>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.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Client Relationship Management: </strong></li></ol><ul><li> Build and maintain strong, trust-based relationships with affluent / high-net-worth clients, acting as their primary point of contact for all financial matters. </li><li>Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice. </li><li>Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the firm’s client base. </li></ul><li></li><ol><li><strong>Financial Planning: </strong></li></ol><ul><li>Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning. </li><li>Develop and present comprehensive financial plans tailored to clients’ goals, risk tolerance, and financial circumstances. </li><li>Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes. </li><li>Optimize portfolios for tax efficiency and long-term growth, adhering to SEBI (Securities and Exchange Board of India) guidelines. </li><li>Lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan.</li></ul><p> </p><ol><li><strong>Business Development: </strong></li></ol><ul><li>Leverage existing networks and relationship-building skills to acquire new clients and expand the firm’s assets under management (AUM). </li><li>Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.</li></ul><li></li><p><strong>Requirements:</strong></p><p><strong>Qualifications:</strong></p><ul><li>Bachelor’s degree in Finance, Economics, Business Administration, or a related field. </li><li>Certified Financial Planner, CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus.</li></ul><li></li><p><strong>Experience: </strong></p><ul><li>Minimum of 4 years of experience in financial planning and wealth management in India. </li><li>At least 2 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services.</li><li>Demonstrated success in managing high-net-worth client relationships and growing assets under management (AUM).</li></ul><li></li><p><strong>Skills: </strong></p><ul><li>Strong knowledge of Indian financial products, tax laws, and investment vehicles. (e.g. mutual funds, ULIP’s, PMS, REITs)</li><li>Expertise in financial planning tools and software. </li><li>Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and client-friendly manner. </li><li>Analytical mindset with proficiency in portfolio analysis, risk assessment, and market research. </li><li>Proven ability to build and maintain client trust, with a client-centric approach to service delivery.</li></ul><p><br></p><p><strong>About Hireginie: </strong>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.</p>

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