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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