Financial Planner & Virtual Relationship Manager

Job Description

Job Information Date Opened 05/19/2025 Job Type Full time Industry Sales Work Experience 4-5 years City Gurgaon State/Province Haryana Country India Zip/Postal Code 122016 Job Title: Certified Financial Planner (CFP) & Relationship Manager Location: Gurgaon Employment Type: Full-Time 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 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 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. Experience: ○ Minimum of 5 years of experience in financial planning and wealth management in India. ○ At least 3 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, ULIPs, 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 Show more Show less