Relationship Officer- Private Wealth

9 hours ago

Chandigarh Chandigarh, India Wealthvault research and analytics private limited Full time

Job Overview

As a Relationship Officer, you will be responsible for maintaining and strengthening relationships with our high-net-worth clients. Your goal is to understand the clients' financial goals, provide solutions that meet their needs, and ensure the overall satisfaction and retention of our clients.

Relationship Officer Roles & Responsibilities

**Client Acquisition & Business Development**

**AUM Management & Growth**

**Client Relationship Management & Servicing**

**Continuous Learning & Knowledge Enhancement**

**Ethical Sales Practices & Data Security**

**Client Solutioning & Need-Based Advisory**

**Sales Target Achievement & Business Growth**

**Professional Conduct & Company Policies**

**Key Performance Indicators (KPIs)**:
**AUM Growth**

**Sales Targets**

**Client Retention & Satisfaction**

**Ethical Standards**

Skills required
- Financial planning
- Investment management
- Risk Management
- Client relationship management
- Market knowledge
- Communication skills

Sound knowledge of financial products and services

**-MBA finance & Marketing**

Excellent communication, negotiation, and sales skills.

**Contact : 8146699949**

Pay: ₹20,000.00 - ₹30,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Flexible schedule
- Health insurance
- Leave encashment
- Paid time off

Schedule:

- Day shift

Work Location: In person

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