▷ Urgent Search Sr. Relationship Officer-Wealth Management

5 days ago

Chandigarh India WealthVault Research and Analytics Pvt. Ltd. Full time

Job Description

Job Title: Senior Relationship Officer-Wealth

Experience Required: 25 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 25 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 Solutioning & 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

Requirements

- Bachelor's degree in Finance, Economics, Commerce, or related field. (MBA/CFP/CWM is a plus)
- NISM V A is must
- 23 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 organization

Job Type: Permanent

Benefits:

- Cell phone reimbursement
- Health insurance
- Leave encashment

Work Location: In person

*Speak with the employer* +91 8146699949

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