Senior Relationship Officer

Senior Relationship Officer

Experience Required: 2–5 Years

Location: Chandigarh

Job Type: Full-Time

Industry: Financial Services / Wealth Management

Role Overview

We are seeking a motivated and client-focused Wealth Manager with 2–5 years of experience in the financial services industry. You will be responsible for managing client portfolios, offering strategic financial advice, and ensuring top-notch service delivery. This is a client-facing role that combines financial planning, relationship management, and market research.

Key Responsibilities

Client Acquisition & Business Development

• New Client Acquisition
• Networking & Prospecting
• Onboarding & Fresh Investments

AUM Management & Growth

• Fresh Investments
• AUM Responsibility
• Portfolio Diversification

Client Relationship Management & Servicing

• Client Engagement
• Ongoing Client Servicing
• Quarterly Client Meetings

Continuous Learning & Knowledge Enhancement

• Stay Informed
• Product Knowledge

Ethical Sales Practices & Data Security

• Avoid Mis-selling
• Confidentiality & Data Security
• Client Solutioning & Need-Based Advisory

Customized Financial Solutions

• Holistic Advisory
• Sales Target Achievement & Business Growth
• Meet Sales Targets
• Cross-Selling & Upselling

Professional Conduct & Company Policies

• Dress Code & Professionalism
• Focus on Company Business

Requirements

• Bachelor’s degree in Finance, Economics, Commerce, or related field. (MBA/CFP/CWM is a plus)
• NISM V A is must
• 2–3 years of experience in wealth management, banking, or financial advisory.
• Strong understanding of financial instruments and market trends.
• Excellent communication and interpersonal skills.
• Ability to work independently and manage client relationships with professionalism.
• Proficient in MS Office, CRM tools, and financial planning software.

What We Offer

• Competitive salary and performance-based incentives
• Learning-driven work environment
• Exposure to HNI and Ultra-HNI client management
• Mentorship from senior professionals
• Opportunity to grow within a fast-paced, client-centric organization

Job Type: Permanent

Benefits:

• Cell phone reimbursement
• Health insurance
• Leave encashment

Work Location: In person

*Speak with the employer* +91 8146699949