Our Client: Is a leading fintech platform transforming the way new- age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over - 1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market.

Job Title: Sr. CFP & Relationship Manager / Investor Advisor

Experience: 3- 8 years in financial planning and wealth management advisory

Education: Graduate, CFP/CFA/CA preferred

Locations: Gurgaon

Key Responsibilities:

Client Relationship Management:

- Build and maintain strong, trust- based relationships with affluent / high- net- worth clients, acting as their primary point of contact for all financial matters.

- Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice.

- Identify opportunities to deepen client relationships, cross- sell services, and generate referrals to grow the firm's client base.

Financial Planning:

- Conduct in- depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.

- Develop and present comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.

- Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes.

- Optimize portfolios for tax efficiency and long- term growth, adhering to SEBI (Securities and Exchange Board of India) guidelines.

- Lead the project of building a tech- first financial planning product that can be used by DIY users to curate their personalized financial plan

Business Development:

Leverage existing networks and relationship- building skills to acquire new clients and expand the firm's assets under management (AUM).

Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.

Requirements

Qualifications:

- Education: Bachelor's degree in Finance, Economics, Business Administration, or a similar discipline.

- Certifications: A Certified Financial Planner (CFP) certification from FPSB India or an equivalent credential is highly desirable. Additional certifications like CFA or NISM are also beneficial.

Experience:

- A minimum of 5 years of overall experience in financial planning and wealth management within the Indian market.

- At least 3 years of proven experience as a Relationship Manager, ideally in wealth management, private banking, or financial advisory.

- Demonstrated track record of successfully managing high- net- worth client portfolios and increasing assets under management (AUM).

Skills:

- In- depth knowledge of the Indian financial landscape, including tax regulations and various investment products such as mutual funds, ULIPs, PMS, and REITs.

Proficiency in using financial planning software and tools.

- Excellent interpersonal and communication skills, with the ability to simplify complex financial concepts for clients.

- A strong analytical ability, with expertise in portfolio analysis, risk assessment, and market research.

Proven capacity to build and maintain client trust through a client- first approach to service.

About Hireginie: Hireginie is a prominent talent search company specializing in connecting top talent with leading organizations.