Senior Relationship Officer

6 hours ago

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

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

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