Sr. Relationship Manager/Wealth Management

4 days ago

Chandigarh, India Job24by7 Full time

Job Title: Sr. Relationship Manager - Wealth Management

Location: Chandigarh/Noida

Department: Wealth Management

Experience: 5-8 years

Role Overview

As a Sr. Relationship Manager - Wealth Management , your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients’ goals, and offer holistic wealth solutions through deep engagement and financial planning.

Key Responsibilities

  • Conduct periodic portfolio reviews with existing clients to evaluate investment performance and re-align strategies.
  • Understand clients’ financial goals, risk profiles, life aspirations , and design investment solutions accordingly.
  • Monitor market trends and macroeconomic developments to identify necessary changes in client portfolios.
  • Present detailed investment performance reports , summaries, and financial projections to clients.
  • Educate clients on the benefits of financial planning and assist in the creation and execution of personalized plans.
  • Demonstrate strong product knowledge across mutual funds, bonds, PMS, corporate FDs , and other financial instruments.
  • Guide clients through market cycles and help them avoid common behavioral investing pitfalls.
  • Ensure a high share of wallet from each client by delivering outstanding service and trust.
  • Acquire new clients through referrals , personal networks, and targeted lead-generation activities.
  • Act as the Voice of the Client , collaborating with internal teams to improve client satisfaction and product offerings.

Candidate Profile

Educational Qualifications

  • Postgraduate degree in Finance, Business Administration, Economics, or a related field.

Certifications

  • NISM Series V-A (mandatory – must be completed within 60 days of joining if not already held).
  • CFP (Certified Financial Planner) preferred.

Experience

  • 5 to 8 years of relevant experience in wealth management, financial advisory, or investment consulting.

Skills & Attributes

  • Excellent communication and interpersonal skills.
  • Strong understanding of personal finance and financial markets.
  • High ethical standards with a client-first approach .
  • Empathetic, trustworthy, and solutions-oriented.
  • Self-driven, organized, and capable of handling a dynamic work environment.
  • Willingness to travel locally as per client engagement needs.
  • Strong team player with the ability to collaborate across functions.

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