Posted:2 days ago|
Platform:
On-site
Full Time
We are hiring CPF Relationship manager.
This role is a key front-line position in our practice, helping us deliver on our promise of holistic, trustworthy, and high-impact financial planning.
Success in this role means becoming a dependable relationship anchor for our HNI/NRI clients, offering practical and empathetic financial solutions, and contributing to the firm’s high-touch, client-first culture.
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.
Contact - 8530813305
Job Types: Full-time, Permanent
Pay: ₹800,000.00 - ₹2,000,000.00 per year
Education:
Experience:
Work Location: In person
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