WealthVault Research and Analytics Pvt. Ltd. | Relationship Officer
2 days ago
Company Description
WealthVault Research and Analytics Pvt. Ltd. based in Chandigarh is dedicated to delivering world-class investment services and solutions to UHNI and HNI clients in India and globally. Our offerings span across equity, fixed income, alternatives, risk analysis, insurance planning, investment planning, tax and estate planning, and retirement planning, all backed by in-depth research and analysis.
Role Description
This is a full-time on-site role for a Relationship officer at WealthVault Research and Analytics. The Relationship officer will be responsible for financial planning, investment management, analyzing investments, managing finances, and providing insurance solutions to clients. The role is based in Chandigarh.
Understand client needs, preferences, and expectations to provide personalized service and support.
Making goal based financial plans for the new/old clients through financial planning excel/Risk and return matrix.
Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile.
Generate 2x revenue of salary per month for the company from set of wealth products (Stocks/MF/AIF/PMS/Insurance/Global offerings/etc) and ensure no mis-selling complaints.
Typical Duties Include
• Managing portfolio of assigned clients.
• Understanding client priorities, challenges, and objectives.
• Communicating product/service offerings and capabilities.
• Making recommendations to address client needs.
• Sharing client feedback with internal teams.
• Proactively identifying business opportunities with new and existing clients.
• Preparing quotes, proposals, and requests for renewals/expansions.
· To acquire new HNI wealth clients for the company.
Qualifications
Financial Planning, Investment Management, and Investments expertise.
Finance and Insurance knowledge.
Ability to conduct thorough financial analysis and risk assessment.
Strong communication and interpersonal skills.
Excellent decision-making and problem-solving abilities.
Bachelor’s or Masters degree in Finance & Marketing or related field.
Relevant certifications such as NISM is plus.
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