Overview
Our Client:
Our client is a leading fintech platform revolutionizing personal finance for modern Indians. With – 1000+ crore in monthly investments and over 2 million transactions, it holds a significant share in the online investment ecosystem.
Job Title: CFP & Sr. Relationship Manager / Investment Advisor
Experience: 4-8 years in financial planning and wealth management advisory
Education: Graduate, CFP/CFA/CA preferred
Locations: Gurgaon
Role Overview:
We are seeking a skilled and client-focused CFP / Senior Relationship Manager to deliver tailored financial advice and manage high-net-worth client relationships. This is a dual role combining financial planning and client relationship management, with the opportunity to contribute to the development of a tech-first financial planning product.
Key Responsibilities:
Client Relationship Management:
– Act as the primary advisor for affluent and HNI clients.
– Build long-term, trust-based relationships.
– Proactively engage with clients to address financial needs and provide customized advice.
– Cross-sell financial services and generate client referrals.
Financial Planning & Advisory:
– Conduct detailed financial assessments (cash flow, investments, taxes, retirement, estate).
– Create and present goal-oriented financial plans.
– Monitor and revise plans based on market or client changes.
– Optimize portfolios for long-term growth and tax efficiency.
– Ensure compliance with SEBI regulations.
– Lead the design of a DIY tech-enabled financial planning product.
Business Development:
– Acquire new clients through networking and referrals.
– Represent the firm at industry events and seminars to enhance visibility.
– Grow the company’s Assets Under Management (AUM).
Requirements:
Qualifications:
– Graduate in Finance, Economics, Business, or related fields.
– Certifications such as CFP, CFA, CA, or NISM preferred.
Experience:
– 4+ years in financial planning and wealth management.
– Minimum 2 years managing HNI client relationships.
– Proven track record in growing AUM.
Skills:
– Deep knowledge of Indian financial products (mutual funds, ULIPs, PMS, REITs, etc.)
– Familiarity with tax laws and investment strategies.
– Proficiency in financial planning tools and software.
– Excellent communication and interpersonal skills.
– Analytical thinking and strong portfolio analysis skills.
– Client-first mindset with high ethical standards.
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.