Senior Relationship Officer

Work Type: On Site , Day Shift
Salary: ₹400000 - ₹800000 INR Yearly +Performance-Based Variable
Language: English

Mandatory Experience: 2 - 5 years of experience in wealth management, banking, or financial advisory. Qualification: Graduation (10 + 2 +3)

• Bachelor’s degree in Finance, Commerce, Economics (MBA/CFP/CWM preferred).
• NISM V-A certification is mandatory
• Age: 20 - 35 years

Job Title: Senior Relationship Officer

Location: Chandigarh (Candidates from Chandigarh Tricity, Punjab, Haryana are preferred)

Industry: Financial Services / Wealth Management

Notice Period: Maximum 1 Month

About the Role

We are hiring a highly motivated and client-focused Senior Relationship Officer to join our growing wealth management team. The ideal candidate will have 2–5 years of experience in financial advisory or wealth management firms, with strong skills in client acquisition, portfolio management, and relationship building. This is a client-facing role requiring expertise in financial products such as Mutual Funds, PMS, AIF, Insurance, and Global Offerings. The candidate will play a crucial role in growing AUM (Assets Under Management), acquiring new clients, and delivering need-based wealth solutions.

Key Responsibilities

• Client Acquisition & Business Development
• AUM Growth & Portfolio Management
• Client Relationship Management
• Knowledge & Compliance

Requirements

• 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.

Job Types: Full-time, Permanent

Pay: ₹400,000.00 - ₹800,000.00 per year

Ability to commute/relocate:

• Chandigarh, Chandigarh: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Required)

Experience:

• Wealth management: 2 years (Required)

Language:

• English (Required)

License/Certification:

• Nism certificate (Required)

Work Location: In person

Speak with the employer
+91 8858313385