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CFP & Sr. Relationship Manager / Investment Advisor Hireginie Talent Cloud

4.0 - 8.0 years

10 - 20 Lacs

gurugram

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CFP & Sr. Relationship Manager / Investment Advisor 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 & Sr. Relationship Manager / Investment Advisor Experience: 4-8 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 Relati...

Posted 3 months ago

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