Job Description
Our Client: Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over ₹1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market.
Job Title: CFP & Relationship Manager / Investment Advisor
Experience: 2 - 6 years in financial planning and wealth management advisory
Education: Graduate, CFP/CFA/CA preferred
Locations: Gurgaon
About the Role: We are looking for a dynamic and experienced investment advisory with a proven track record. As a Relationship Manager to serve as a trusted advisor to our clients. In this dual role, you will leverage your financial planning expertise and relationship-building skills to design and impl...
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