Job
Description
As a Senior Relationship Officer in the Financial Services/Wealth Management industry with 25 years of experience, your role will entail managing client portfolios, providing strategic financial advice, and ensuring exceptional service delivery. You will interact directly with clients, incorporating financial planning, relationship management, and market research into your responsibilities. **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 certification is mandatory - 23 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 professionally - Proficiency in MS Office, CRM tools, and financial planning software In addition to the above, you can expect: - Competitive salary and performance-based incentives - Learning-driven work environment - Exposure to HNI and Ultra-HNI client management - Mentorship from senior professionals - Opportunity for growth within a fast-paced, client-centric organization The job is permanent with benefits such as cell phone reimbursement, health insurance, and leave encashment. The work location is in person in Chandigarh. If interested, you can contact the employer at +91 8146699949 for further discussions. As a Senior Relationship Officer in the Financial Services/Wealth Management industry with 25 years of experience, your role will entail managing client portfolios, providing strategic financial advice, and ensuring exceptional service delivery. You will interact directly with clients, incorporating financial planning, relationship management, and market research into your responsibilities. **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 certification is mandatory - 23 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 professionally - Proficiency in MS Office, CRM tools, and financial planning software In addition to the above, you can expect: - Competitive salary and performance-based incentives - Learning-driven work environment - Exposure to HNI and Ultra-HNI client management - Mentorship from senior professionals - Opportunity for growth within a fast-paced, client-centric organization The job is permanent with benefits such as cell phone reimbursement, health insurance, and leave encashment. The work location is in person in Chandigarh. If interested, you can contact the employer at +91 8146699949 for further discussions.
