CFP & Sr. Relationship Manager_ Investment Products

Our Client: Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over ₹1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market. Job Title: CFP & Relationship Manager Experience: 4-8 years in financial planning and wealth management advisory Education: Graduate, CFP/CFA/CA preferred Locations: Gurgaon About the Role: We are looking for a dynamic and experienced investment advisory with a proven track record. As a Relationship Manager to serve as a trusted advisor to our clients. In this dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships. The ideal candidate will have a deep understanding of the Indian financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice. Key Responsibilities: 1. Client Relationship Management: - Build and maintain strong, trust-based relationships with affluent / high-net-worth clients, acting as their primary point of contact for all financial matters. - Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice. - Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the firm’s client base. 2.Financial Planning: - Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning. - Develop and present comprehensive financial plans tailored to clients’ goals, risk tolerance, and financial circumstances. - Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes. - Optimize portfolios for tax efficiency and long-term growth, adhering to SEBI (Securities and Exchange Board of India) guidelines. - Lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan. 3.Business Development: - Leverage existing networks and relationship-building skills to acquire new clients and expand the firm’s assets under management (AUM). - Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients. Requirements: Qualifications: - Bachelor’s degree in Finance, Economics, Business Administration, or a related field. - Certified Financial Planner, CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus. Experience: - Minimum of 4 years of experience in financial planning and wealth management in India. - At least 2 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, AIF, 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.