Sr. Relationship Manager/Wealth Management - (Chandigarh/Noida)

Job Title: Sr. Relationship Manager - Wealth Management

Location: Chandigarh/Noida

Department: Wealth Management

Experience: 5-8 years

Role Overview

Sr.

Key Responsibilities

• Conduct periodic

  portfolio reviews

  with existing clients to evaluate investment performance and re-align strategies.
• Understand clients’

  financial goals, risk profiles, life aspirations

  , and design investment solutions accordingly.
• Monitor

  market trends and macroeconomic developments

  to identify necessary changes in client portfolios.
• Present detailed

  investment performance reports

  , summaries, and financial projections to clients.
• Educate clients on the benefits of

  financial planning

  and assist in the creation and execution of personalized plans.
• Demonstrate strong product knowledge across

  mutual funds, bonds, PMS, corporate FDs

  , and other financial instruments.
• Guide clients through

  market cycles

  and help them avoid common behavioral investing pitfalls.
• Ensure a high

  share of wallet

  from each client by delivering outstanding service and trust.
• Acquire new clients through

  referrals

  , personal networks, and targeted lead-generation activities.
• Act as the

  Voice of the Client

  , collaborating with internal teams to improve client satisfaction and product offerings.

Candidate Profile

Educational Qualifications

• Postgraduate degree in Finance, Business Administration, Economics, or a related field.

Certifications

• NISM Series V-A

  (mandatory – must be completed within 60 days of joining if not already held).

• CFP (Certified Financial Planner)

  preferred.

Experience

• 5 to 8 years of relevant experience in wealth management, financial advisory, or investment consulting.

Skills & Attributes

• Excellent communication and interpersonal skills.
• Strong understanding of personal finance and financial markets.
• High ethical standards with a

  client-first approach

  .
• Empathetic, trustworthy, and solutions-oriented.
• Self-driven, organized, and capable of handling a dynamic work environment.
• Willingness to

  travel locally

  as per client engagement needs.
• Strong team player with the ability to collaborate across functions.