Investment Sales specialist

Location: Gurgaon Experience: 2–6 Years Education: Graduate; CFP / CFA / CA preferredRole SummaryWe are seeking an experienced Investment Sales specialist to act as a trusted financial partner for HNI clients. The role involves delivering holistic financial planning, managing client portfolios, and building long-term client relationships in a tech-driven environment.Key ResponsibilitiesManage and grow relationships with affluent / HNI clientsProvide end-to-end financial planning (investments, tax, retirement, estate planning)Design and review personalized financial plans aligned with client goalsManage and optimize portfolios in line with SEBI guidelinesAcquire new clients and grow AUM through referrals and networkingContribute to building a tech-first financial planning productRequirements2+ years’ experience in financial planning & wealth managementProven relationship management and AUM growth experienceStrong knowledge of Indian financial products (MFs, PMS, AIFs, ULIPs, REITs)Excellent communication and client-handling skillsCFP / CFA / NISM certification preferred

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