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CFP & Sr. Relationship Manager _ Investment Adviso

Hireginie

Gurgaon / Gurugram

Not Disclosed

0 - 5 Years

Full Time - Permanent

Views:528

Applicants:1

Posted on 19 Sep, 2025

In Office

Job Description | Responsibilities

  • Minimum of 4 years of experience in financial planning and wealth management in India.
  • At least 2 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services.
  • Bachelor’s degree in Finance, Economics, Business Administration, or a related field.

Overview

  • Industry - BANKING / FINANCIAL SERVICES / BROKING
  • Functional Area - Sales / Business Development / Client Servicing
  • Job Role - Relationship Manager - B2B
  • 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

Relationship Manager Business Development Finance Onboarding Stockbroking Communication Ms Excel MS Office