Financial Planner & Virtual Relationship Manager

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