Job Description

Job Title: Senior Relationship Officer-Wealth
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 Solution & 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

Work Location: In person
*Speak with the employer* +91 8146699949
Requirements
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.

Benefits
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

Skills Required