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CFP & Relationship Manager / Investment Advisor

Hireginie

Delhi NCR

Not Disclosed

3 - 5 Years

Full Time - Permanent

Views:104

Applicants:1

Posted on 24 Dec, 2025

In Office

Job Description | Responsibilities

  • Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
  • Certified Financial Planner, CFA (Chartered Financial Analyst), NISM are a plus.
  • At least 2years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services.

Overview

  • Industry - HR Staffing & Recruitment Firms / Employment Agency / Background - Reference Check Firms
  • Functional Area - C Level / Top Management / Director
  • Job Role - Other C Level / Top Management / Director
  • Employment type - Full Time - Permanent
  • Work Mode - In Office

Qualifications

  • Any Graduate - Any Specialization
  • Any Post Graduate - Any Specialization
  • Any Doctorate - Any Specialization

Job Related Keywords

Financial Analysis Banking Client Relationship Management Financial Compliance Account Management Microsoft Excel