Investment Manager
3 weeks ago
Connect on https://www.linkedin.com/in/princi-gupta-9ab7a225/ for more details Role: CFP & Sr. Relationship Manager / Investment AdvisorLocation: GurgaonExperience: 5–10 years (Wealth Management / Investment Advisory)Education: Graduate; CFP/CFA/CA preferredCertifications: NISM VA (Mutual Fund), NISM XA/XB or XI-A (Investment Advisor) XXI-AKey ResponsibilitiesManage 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 ExpertiseStrong product knowledge: MF, PMS, AIF, Structured Products, Bonds, REITs/InvITs.Proficiency in financial planning tools and portfolio analysis.Excellent communication, client engagement, and sales ability.Proven track record of managing HNI portfolios and achieving AUM targets.About the FirmA leading fintech wealth platform serving new-age investors with tech-driven investment solutions.
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Sr. Manager
1 week ago
Gurugram, India Global Investment Management Firm Full timeSr. Manager / VP – Investment Solutions Location: Gurgaon Experience: 7+ years | Industry: Financial Services / Asset Management About the Role: We are hiring a Senior Manager to drive the strategic evolution of our investment solutions across retail and institutional channels. This role leads investment strategy discussions, enhances product offerings,...
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Sr. Manager
1 week ago
Gurugram, India Global Investment Management Firm Full timeSr. Manager / VP – Investment Solutions Location: Gurgaon Experience: 7+ years | Industry: Financial Services / Asset Management About the Role: We are hiring a Senior Manager to drive the strategic evolution of our investment solutions across retail and institutional channels. This role leads investment strategy discussions, enhances product offerings,...
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Sr. Manager
2 weeks ago
Gurugram, Haryana, India, IN Global Investment Management Firm Full timeSr. Manager / VP – Investment SolutionsLocation: GurgaonExperience: 7+ years | Industry: Financial Services / Asset ManagementAbout the Role:We are hiring a Senior Manager to drive the strategic evolution of our investment solutions across retail and institutional channels. This role leads investment strategy discussions, enhances product offerings, and...
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Investment Manager
3 weeks ago
Gurugram, India Hireginie Full timeConnect on https://www.linkedin.com/in/princi-gupta-9ab7a225/ for more details Role: CFP & Sr. Relationship Manager / Investment AdvisorLocation: GurgaonExperience: 5–10 years (Wealth Management / Investment Advisory)Education: Graduate; CFP/CFA/CA preferredCertifications: NISM VA (Mutual Fund), NISM XA/XB or XI-A (Investment Advisor) XXI-AKey...
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Investment Manager
3 weeks ago
Gurugram, India Hireginie Full timeConnect on for more details Role: CFP & Sr. Relationship Manager / Investment AdvisorLocation: GurgaonExperience: 5–10 years (Wealth Management / Investment Advisory)Education: Graduate; CFP/CFA/CA preferredCertifications: NISM VA (Mutual Fund), NISM XA/XB or XI-A (Investment Advisor) XXI-AKey ResponsibilitiesManage and grow relationships with HNI/affluent...
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Investment Manager
3 weeks ago
Gurugram, India Hireginie Full timeConnect on https://www.linkedin.com/in/princi-gupta-9ab7a225/ for more details Role: CFP & Sr. Relationship Manager / Investment AdvisorLocation: GurgaonExperience: 5–10 years (Wealth Management / Investment Advisory)Education: Graduate; CFP/CFA/CA preferredCertifications: NISM VA (Mutual Fund), NISM XA/XB or XI-A (Investment Advisor) XXI-AKey...
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Investment Manager
3 weeks ago
Gurugram, India Hireginie Full timeConnect on for more details Role: CFP & Sr. Relationship Manager / Investment AdvisorLocation: GurgaonExperience: 5–10 years (Wealth Management / Investment Advisory)Education: Graduate; CFP/CFA/CA preferredCertifications: NISM VA (Mutual Fund), NISM XA/XB or XI-A (Investment Advisor) XXI-AKey ResponsibilitiesManage and grow relationships with HNI/affluent...
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Investment Manager
3 weeks ago
Gurugram, India Hireginie Full timeConnect on for more details 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) XXI-A Key Responsibilities Manage and grow relationships with...
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Investment Manager
3 weeks ago
Gurugram, India Hireginie Full timeConnect on for more details 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) XXI-A Key Responsibilities - Manage and grow relationships with...
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Investment Manager
3 weeks ago
Gurugram, India Hireginie Full timeConnect on https://www.linkedin.com/in/princi-gupta-9ab7a225/ for more details 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) XXI-A Key...
