Relationship Manager-PMS

3 hours ago


Gurugram Haryana India, IN Hireginie Full time

About the Company

A leading fintech wealth platform serving new-age investors with tech-driven investment solutions.


About the Role

CFP & Sr. Relationship Manager / Investment Advisor

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.


Qualifications

  • Education: Graduate; CFP/CFA/CA preferred
  • Certifications: NISM VA (Mutual Fund), NISM XA/XB or XI-A (Investment Advisor) XXI-A


Required Skills

  • Strong 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.

Preferred Skills

  • #MutualFunds #MFAdvisory #WealthManagement #InvestmentAdvisory #SIPInvestment #EquityMutualFunds #DebtFunds #FinancialPlanning #PMS #PortfolioManagement #AlternativeInvestments #HNIClients #WealthCreation #DiscretionaryPortfolio #EquityPortfolio #WealthAdvisory #AIF #AlternativeInvestments #CategoryIIIFunds #PrivateEquity #VentureCapital #HNIInvesting #UHNIClients #StructuredProducts #AlternativeAssets #StructuredProducts #FixedIncomeProducts #MarketLinkedDebentures #MLDs #DebtInvestments #CapitalProtection #YieldInstruments #REITs


Experience: 5–10 years (Wealth Management / Investment Advisory)

Equal Opportunity Statement

Connect on LinkedIn for more details.


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