Sr. CFP

Requirements:

Qualifications:

• Education: Bachelors degree in Finance, Economics, Business Administration, or a related field.
• Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body(preferred).
• Additional certifications such as CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus.

Experience:

• Minimum of 5 years of total experience in financial planning and wealth management in India.
• At least 3 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services.
• Demonstrated success in managing high-net-worth client relationships and growing assets under management (AUM).

Skills:

• Strong knowledge of Indian financial products, tax laws, and investment vehicles (e.g. mutual funds, ULIP's, PMS, REITs)
• Expertise in financial planning tools and software
• Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and client-friendly manner.
• Analytical mindset with proficiency in portfolio analysis, risk assessment, and market research.
• Proven ability to build and maintain client trust, with a client-centric approach to service delivery