CFP & Relationship Manager / Investment Advisor

About the job

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: CFP & Relationship Manager / Investment Advisor Experience: 1+years in financial planning and wealth management advisory Education: Graduate, CFP/CFA/CA preferred Locations: Gurgaon 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: • 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

• Financial planning
• Client relationship management
• Business development

Qualifications

• Bachelor’s degree in Finance
• Certified Financial Planner
• CFA

Preferred Technologies

• Financial planning
• Client relationship management
• Business development

About the company

Hireginie is a leading fintech platform transforming the way new-age Indians manage their finances, offering smarter, faster, and more convenient financial solutions.