Investment Manager

1 day ago

Gurgaon, India Hireginie Full time

Connect on 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 Management

    1 day ago

    Gurgaon, India Hireginie Full time

    Relationship Manager / Investment Advisor 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) X XI-A Advise clients on Mutual Funds, PMS, AIF, Bonds, Structured Products and goal-based planning. Conduct financial...

  • Investment Manager

    13 hours ago

    Gurgaon, India Hireginie Full time

    Connect on 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...

  • Investment Manager

    1 day ago

    Gurgaon, India Hireginie Full time

    Connect on 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) X XI-AKey ResponsibilitiesManage and grow relationships with...

  • Investment Manager

    1 hour ago

    Gurgaon, India Hireginie Full time

    Connect on 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) X XI-AKey ResponsibilitiesManage and grow relationships with...

  • Investment Manager

    1 day ago

    Gurgaon, 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) X XI-A Key Responsibilities Manage and grow relationships with...

  • Investment Manager

    2 weeks ago

    Gurgaon, Haryana, India FinEdge Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Investment ManagerAtFinEdge, we're redefining investment management by makinghigh-quality, goal-based investing accessible to all—not just the ultra-wealthy. Ourbionic modelseamlessly integrateshuman expertise with cutting-edge technology, empowering investors to achieve long-term financial success through a disciplined, personalized, and process-driven...

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    Gurgaon, Haryana, India Marsh McLennan Full time ₹ 12,00,000 - ₹ 24,00,000 per year

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    Gurgaon, India Acuity Knowledge Partners Full time

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    6 days ago

    Gurgaon, India Acuity Knowledge Partners Full time

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    4 days ago

    Gurgaon, India Acuity Knowledge Partners Full time

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