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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