Senior Relationship Officer

Job Title:

Experience Required:

Location:

Job Type:

Industry:

Salary Range:

Notice Period:

About the Role

Senior Relationship Officer

Key Responsibilities

Client Acquisition & Business Development

• Actively acquire new clients for wealth management services including MF, PMS, AIF, Insurance, Stocks, and Global Offerings.
• Build and leverage a strong professional network to identify potential investors.
• Successfully onboard clients and drive fresh investments.

AUM Growth & Portfolio Management

• Manage client portfolios with a focus on AUM growth.
• Conduct regular portfolio reviews, diversification, and optimization aligned with client goals.
• Encourage new investments through updated strategies and market opportunities.

Client Relationship Management

• Maintain long-term client relationships through proactive communication and quarterly review meetings.
• Ensure high-quality servicing and timely resolution of queries.
• Provide market insights, investment performance updates, and financial advice.

Knowledge & Compliance

• Stay updated with financial products, regulatory requirements, and market trends.
• Ensure ethical sales practices and avoid mis-selling.
• Maintain confidentiality and protect client data.

Target Achievement

• Achieve monthly and annual sales targets while focusing on client satisfaction.
• Cross-sell and upsell wealth products based on client needs.
• Contribute to overall business growth through effective revenue generation.

Requirements

• Bachelor’s degree in Finance, Commerce, Economics (MBA/CFP/CWM preferred).
• NISM V-A certification is mandatory.
• 2–5 years of experience in wealth management, banking, or financial advisory.
• Strong knowledge of financial instruments and wealth products.
• Excellent communication, interpersonal, and client-handling skills.
• Proficiency in MS Office, CRM tools, and financial planning software.

What We Offer

• Competitive fixed salary with attractive incentives.
• Exposure to HNI and Ultra-HNI clients.
• Professional mentorship and continuous learning.
• Fast-track growth opportunities within a client-centric organization.