Financial Planner & Relationship Manager/Investment Advisor - Sales - Bank (2-6 Yrs) Gurgaon/Gurugram (BFSI Sales)

Job Title: CFP & Relationship Manager / Investment AdvisorExperience: 2 - 6 years in financial planning and wealth management advisoryEducation: Graduate, CFP/CFA/CA preferredLocations: Gurgaon 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.About the Role: We are looking for a dynamic and experienced investment advisory 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:1. 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. 2. 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.3. 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:- Bachelor s degree in Finance, Economics, Business Administration, or a related field.
-Certified Financial Planner, CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus.Experience: - Minimum of 2 years of experience in financial planning and wealth management in India.
-At least 2 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services.- Demonstrated success in managing high-net-worth client relationships and growing assets under management (AUM).Skills: - Strong knowledge of Indian financial products, tax laws, and investment vehicles. (e.g. mutual funds, AIF, ULIP s, PMS, REITs)- Expertise in financial planning tools and software.
-Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and client-friendly manner.
-Analytical mindset with proficiency in portfolio analysis, risk assessment, and market research.
-Proven ability to build and maintain client trust, with a client-centric approach to service delivery. (ref:updazz.com)

Payroll Type : Permanent