Relationship Manager-PMS & AIF (Gurugram)

Relationship Manager-PMS & AIF (Gurugram)

Connect on https://www.linkedin.com/in/princi-gupta-9ab7a225/ for more details

Role: CFP & Sr. Relationship Manager / Investment Advisor

Location: Gurgaon

Experience: 5–10 years (Wealth Management / Investment Advisory)

Education: Graduate; CFP/CFA/CA preferred

Certifications: NISM VA (Mutual Fund), NISM XA/XB or XI-A (Investment Advisor) XXI-A

Key Responsibilities

- Manage and grow relationships with HNI/affluent clients.
- Advise clients on Mutual Funds, PMS, AIF, Bonds, Structured Products and goal-based planning.
- Conduct financial assessments, risk profiling, and portfolio suitability checks.
- Build customized investment portfolios aligned to client needs and compliance norms.
- Drive AUM growth through acquisition of recent clients and deepening existing relationships.




- Monitor portfolios, track performance, and rebalance as required.
- Ensure full compliance with SEBI investment advisory guidelines.

Required Expertise

- Strong product knowledge: MF, PMS, AIF, Structured Products, Bonds, REITs/InvITs.
- Proficiency in financial planning tools and portfolio analysis.
- Excellent communication, client engagement, and sales ability.
- Proven track record of managing HNI portfolios and achieving AUM targets.

About the Firm

A leading fintech wealth platform serving new-age investors with tech-driven investment solutions.

📌 Relationship Manager-PMS & AIF (Gurugram)
🏢 Hireginie
📍 Gurugram