Relationship Manager-PMS

1 week ago


Gurgaon, Haryana, 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 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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