Senior Relationship Officer (Candidates to have their two-wheeler)
Experience Required:
2-5 Years
Location:
Chandigarh (Candidates from Chandigarh Tricity, Punjab, Haryana, or Himachal preferred)
Job Type:
Full-Time
Industry:
Financial Services / Wealth Management
Salary Range:
?4-8 LPA (Fixed) + Performance-Based Variable
Notice Period:
Maximum 15 days -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
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.
Job Type: Full-time