Job Title: Senior Relationship OfficerExperience Required: 2–5 YearsLocation: ChandigarhJob Type: Full-TimeIndustry: Financial Services / Wealth ManagementPreference: Female PreferredRole OverviewWe 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 InvestmentsAUM Management & Growth- Fresh Investments - AUM Responsibility - Portfolio DiversificationClient Relationship Management & Servicing- Client Engagement - Ongoing Client Servicing - Quarterly Client MeetingsContinuous Learning & Knowledge Enhancement- Stay Informed - Product KnowledgeEthical Sales Practices & Data Security- Avoid Mis-selling - Confidentiality & Data Security - Client Solutioning & Need-Based AdvisoryCustomized Financial Solutions- Holistic Advisory - Sales Target Achievement & Business Growth - Meet Sales Targets - Cross-Selling & UpsellingProfessional Conduct & Company Policies- Dress Code & Professionalism - Focus on Company BusinessRequirements- 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 organizationJob Type: PermanentBenefits:- Cell phone reimbursement - Health insurance - Leave encashmentWork Location: In person*Speak with the employer* +91 8146699949
Job Title
Senior Relationship Officer