Investment Manager
2 days ago
Connect 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) XXI-A Key Responsibilities - Manage 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 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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Investment Manager
2 days ago
Gurugram, India Hireginie Full timeConnect on https://www.linkedin.com/in/princi-gupta-9ab7a225/ for more details Role: 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...
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Investment Manager
2 days ago
Gurugram, India Hireginie Full timeConnect on for more details Role: 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 ResponsibilitiesManage and grow relationships with HNI/affluent...
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Investment Manager
2 days ago
Gurugram, India Hireginie Full timeConnect on https://www.linkedin.com/in/princi-gupta-9ab7a225/ for more details Role: 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...
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Investment Manager
2 days ago
Gurugram, India Hireginie Full timeConnect on https://www.linkedin.com/in/princi-gupta-9ab7a225/ for more details Role: 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...
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Investment Manager
2 days ago
Gurugram, India Hireginie Full timeConnect on for more details Role: 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 ResponsibilitiesManage and grow relationships with HNI/affluent...
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Investment Manager
2 days ago
gurugram, India Hireginie Full timeConnect on https://www.linkedin.com/in/princi-gupta-9ab7a225/ 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...
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Investment Manager
2 days ago
Gurugram, 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) XXI-A Key Responsibilities Manage and grow relationships with...
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Investment Manager
2 days ago
Gurugram, India Hireginie Full timeConnect on https://www.linkedin.com/in/princi-gupta-9ab7a225/ 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) XXI-A Key...
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Investment Manager
2 days ago
Gurugram, 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) XXI-A Key Responsibilities Manage and grow relationships with...
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Investment Manager
3 days ago
Gurugram, 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) XXI-A Key Responsibilities Manage and grow relationships with...
