Urgent Search CFP Relationship Manager- Wealth Management

4 weeks ago

Solāpur, India Vedant Finserv Full time

Vedant Finserv, an award-winning wealth management firm (recognized by AMFI as a ‘Partner in Excellence’), is looking for a Client Partner - CFP to join our growing team.

This role is a key front-line position in our practice, helping us deliver on our promise of holistic, trustworthy, and high-impact financial planning.

Success in this role means becoming a dependable relationship anchor for our HNI/NRI clients, offering practical and empathetic financial solutions, and contributing to the firm’s high-touch, client-first culture.

Responsibilities

- Engage with clients to understand their financial aspirations, life goals, and challenges
- Offer structured, goal-based investment recommendations aligned with risk profiles
- Coordinate periodic portfolio reviews and ensure timely service delivery
- Maintain detailed client records and track follow-ups using internal systems
- Contribute to internal knowledge-sharing and continuous improvement initiatives
- Uphold confidentiality and integrity in every client interaction

Qualifications

- CFP preferred - Passion for personal finance, wealth management, and financial educatio
- nStrong verbal and written communication skills in English (additional languages are a plus
- )Graduate/Postgraduate in Commerce, Finance, or related disciplines preferre
- d3-5 year Prior experience in client-facing roles (finance, insurance, or advisory) is an advantag
- eComfort with tools like MS Excel, Google Workspace, and CRM system
- sWillingness to work from the Navi Mumbai office, Monday to Friday

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