Relationship Manager-PMS
1 week 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) X
XI-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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