Investment Manager

2 days ago

gurugram, India Hireginie Full time

Connect 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 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 FirmA leading fintech wealth platform serving new-age investors with tech-driven investment solutions.

  • Investment Manager

    2 days ago

    Gurugram, India Hireginie Full time

    Connect 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...

  • Investment Manager

    2 days ago

    Gurugram, India Hireginie Full time

    Connect 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...

  • Investment Manager

    2 days ago

    Gurugram, India Hireginie Full time

    Connect 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...

  • Investment Manager

    2 days ago

    Gurugram, India Hireginie Full time

    Connect 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...

  • Investment Manager

    2 days ago

    Gurugram, India Hireginie Full time

    Connect 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...

  • Investment Manager

    2 days ago

    Gurugram, India Hireginie Full time

    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...

  • Investment Manager

    2 days ago

    Gurugram, India Hireginie Full time

    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...

  • Investment Manager

    2 days ago

    Gurugram, India Hireginie Full time

    Connect 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...

  • Investment Manager

    2 days ago

    Gurugram, India Hireginie Full time

    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...

  • Investment Manager

    3 days ago

    Gurugram, India Hireginie Full time

    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...