Online Relationship Manager - Sales - Banking (4-11 Yrs) Gurgaon/Gurugram (BFSI Sales)

Job Summary:We are looking for a dynamic and experienced Certified Financial Planner (CFP) with a proven track record as a Relationship Manager to serve as a trusted advisor to our clients. In this dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships. The ideal candidate will have a deep understanding of the Indian financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice.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 planBusiness 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.Qualifications:- Education: Bachelor s degree in Finance, Economics, Business Administration, or a related field.- Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body (mandatory).- Additional certifications such as CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus. (ref:updazz.com)

Payroll Type : Permanent