Investment Manager

15 hours ago

New Delhi, India Hireginie Full time

Connect on https://www.linkedin.com/in/princi-gupta-9ab7a225/ for more detailsRole: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 onMutual Funds, PMS, AIF, Bonds, Structured Productsand 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 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. About the Firm A leading fintech wealth platform serving new-age investors with tech-driven investment solutions.

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