Investment Manager
3 hours ago
Connect on for more detailsRole: 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) X XI-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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Investment Management
1 day ago
Gurgaon, India Hireginie Full timeRelationship Manager / Investment Advisor 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 Advise clients on Mutual Funds, PMS, AIF, Bonds, Structured Products and goal-based planning. Conduct financial...
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Investment Manager
1 day ago
Gurgaon, India Hireginie Full timeConnect on for more detailsRole: 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 Responsibilities- Manage and grow relationships with...
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Investment Manager
14 hours ago
Gurgaon, India Hireginie Full timeConnect on for more detailsRole: 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 Responsibilities- Manage and grow relationships with...
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Investment Manager
1 day ago
Gurgaon, India Hireginie Full timeConnect on for more detailsRole: 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) X XI-AKey ResponsibilitiesManage and grow relationships with...
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Investment Manager
1 day ago
Gurgaon, 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) X XI-A Key Responsibilities Manage and grow relationships with...
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Investment Manager
2 weeks ago
Gurgaon, Haryana, India FinEdge Full time ₹ 6,00,000 - ₹ 12,00,000 per yearInvestment ManagerAtFinEdge, we're redefining investment management by makinghigh-quality, goal-based investing accessible to all—not just the ultra-wealthy. Ourbionic modelseamlessly integrateshuman expertise with cutting-edge technology, empowering investors to achieve long-term financial success through a disciplined, personalized, and process-driven...
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Manager – Investments
2 weeks ago
Gurgaon, Haryana, India Marsh McLennan Full time ₹ 12,00,000 - ₹ 24,00,000 per yearWe are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office.Lead Specialist - InvestmentsWe are looking to hire a candidate in the Performance Reporting TeamThe role will be responsible for working closely with...
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Investment Analyst
5 days ago
Gurgaon, India Acuity Knowledge Partners Full timeAbout the role:This exciting role in Acuity Knowledge Partner, India Office has been created to grow our investment support work across Asia, Europe, the Middle East, and the USA.We are seeking a highly analytical and detail-oriented professional to join the investment analytics team at Acuity Knowledge Partners. The role involves collaborating with big...
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Investment analyst
5 days ago
Gurgaon, India Acuity Knowledge Partners Full timeAbout the role:This exciting role in Acuity Knowledge Partner, India Office has been created to grow our investment support work across Asia, Europe, the Middle East, and the USA.We are seeking a highly analytical and detail-oriented professional to join the investment analytics team at Acuity Knowledge Partners. The role involves collaborating with big...
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Investment Analyst
6 days ago
Gurgaon, India Acuity Knowledge Partners Full timeAbout the role: This exciting role in Acuity Knowledge Partner, India Office has been created to grow our investment support work across Asia, Europe, the Middle East, and the USA. We are seeking a highly analytical and detail-oriented professional to join the investment analytics team at Acuity Knowledge Partners. The role involves collaborating with big...
