Senior Relationship Officer

3 weeks ago

Chandigarh, India English Wizard Full time

Job Title:
 Senior Relationship Officer

Experience Required:
 2–5 Years

Location:
 Chandigarh (Candidates from Chandigarh , 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 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.

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