CFP Relationship Manager- Wealth Management

As a Client Partner - CFP at Vedant Finserv, an award-winning wealth management firm, your role will be crucial in delivering holistic, trustworthy, and high-impact financial planning services to our clients. Key Responsibilities: - Engage with clients to understand their financial aspirations, life goals, and challenges. - Offer structured, goal-based investment recommendations aligned with risk profiles. - Coordinate periodic portfolio reviews and ensure timely service delivery. - Maintain detailed client records and track follow-ups using internal systems. - Contribute to internal knowledge-sharing and continuous improvement initiatives. - Uphold confidentiality and integrity in every client interaction. Qualifications: - CFP preferred - Passion for personal finance, wealth management, and financial education. - Strong verbal and written communication skills in English (additional languages are a plus). - Graduate/Postgraduate in Commerce, Finance, or related disciplines preferred. - 3-5 years of prior experience in client-facing roles (finance, insurance, or advisory) is an advantage. - Comfort with tools like MS Excel, Google Workspace, and CRM systems. - Willingness to work from the Navi Mumbai office, Monday to Friday.,