Senior Certified Financial Planner & Relationship Manager/Investor Advisor

About Our Client

Our client is a leading financial technology platform transforming the way Indians manage their finances. By leveraging technology, the company offers smarter, faster, and more convenient financial solutions. With over 1000 crore in monthly investments and more than 2 million transactions, the company holds a significant share of the online investment market.

Job Title: Senior Certified Financial Planner and Relationship Manager / Investor Advisor

Location: Gurgaon

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

Education Preferred: Graduate, Certified Financial Planner / Chartered Financial Analyst / Chartered Accountant

Key Responsibilities:

Client Relationship Management

• Build and maintain strong, trust-based relationships with affluent and high-net-worth clients as their primary point of contact.
• Engage proactively with clients to understand evolving needs, address concerns, and provide tailored advice.
• Identify opportunities to strengthen client relationships, cross-sell services, and generate referrals.

Financial Planning and Advisory

• Conduct comprehensive financial assessments including cash flow analysis, investment planning, taxation, retirement planning, and estate planning.
• Design and present financial plans aligned with client goals, risk tolerance, and financial circumstances.
• Monitor and revise financial plans regularly based on market conditions, life events, or regulatory updates.
• Optimize portfolios for long-term growth and tax efficiency in compliance with the Securities and Exchange Board of India regulations.
• Lead the development of a technology-first financial planning product for self-directed users.

Business Development

• Acquire new clients by leveraging networks and relationship-building skills.
• Expand assets under management by strengthening existing client relationships.
• Represent the organization at industry events, seminars, and networking forums to increase visibility.

Requirements

Qualifications

• Bachelors degree in Finance, Economics, Business Administration, or related field.
• Certified Financial Planner certification (preferred).
• Additional certifications such as Chartered Financial Analyst or certifications from the National Institute of Securities Markets are advantageous.

Experience

• Minimum 5 years of experience in financial planning and wealth management in India.
• Minimum 3 years of proven success as a Relationship Manager in wealth management, private banking, or financial advisory services.
• Demonstrated success in managing high-net-worth client relationships and expanding assets under management.

Skills

• Strong knowledge of Indian financial products, taxation, and investment instruments including mutual funds, portfolio management services, real estate investment trusts, and insurance-linked products.
• Proficiency with financial planning tools and software.
• Strong interpersonal and communication skills with the ability to simplify complex financial concepts.
• Analytical mindset with expertise in portfolio analysis, risk assessment, and market research.
• Client-centric approach with proven ability to build and maintain trust.