Sr. Relationship Manager/Wealth Management

1 day ago

Noida, Uttar Pradesh, India Job24by7 Full time ₹ 6,00,000 - ₹ 18,00,000 per year

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.

  • Wealth Manager

    2 weeks ago

    Noida, Uttar Pradesh, India JSR Fintech Full time ₹ 9,00,000 - ₹ 18,00,000 per year

    Role & responsibilities:Role Overview:We are looking for a dynamic and goal-oriented Wealth Manager to join our sales team. The ideal candidate will be responsible for client acquisition and building a portfolio with an Assets Under Management (AUM) target of 1 Crores in the first 3 months. This is a sales-focused role requiring strong interpersonal skills,...

  • Wealth Advisor

    2 weeks ago

    Noida, Uttar Pradesh, India Wealth Redefine Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Responsibilities:* Provide financial advice on investments and portfolio management( for mutual funds )* Manage HNIs' wealth through comprehensive planning for mutual fundsEmployer contact - Jayant Health insuranceLife insuranceSales incentivesPerformance bonusReferral bonusLeave encashment

  • Wealth Manager

    5 days ago

    Noida, Uttar Pradesh, India INVESTIFY Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company DescriptionInvestify Wealth Tech Ltd. is an Indian Financial Planning and Wealth Management company committed to remaining customer-centric in the competitive marketplace. With over 6 years of experience, we have aided numerous clients in achieving their financial goals. Our network of approximately 10 Financial Experts employs a personalized...

  • Relationship Manager

    7 days ago

    Noida, Uttar Pradesh, India Tata Capital Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Company DescriptionTata Capital Limited, a subsidiary of Tata Sons Limited, is a customer-centric financial services provider registered with the Reserve Bank of India as a Core Investment Company. The company, along with its subsidiaries, offers a wide range of fund and fee-based financial services under the Tata Capital brand. Tata Capital caters to the...

  • Assistant Sales Manager

    2 weeks ago

    Noida, Uttar Pradesh, India Wealth Clinic Pvt Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    About Wealth Clinic Pvt. Ltd.Wealth Clinic Pvt. Ltd. is a trusted name in the real estate consulting industry, offering premium residential and commercial property solutions. With a strong reputation for professionalism, transparency, and client satisfaction, we help customers make informed investment decisions while providing a rewarding career path for our...

  • Assistant Sales Manager

    2 weeks ago

    Noida, Uttar Pradesh, India Wealth Clinic Pvt Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    About Wealth Clinic Pvt. Ltd.At Wealth Clinic, we believe in"Reality with Relationship". With a strong presence in real estate advisory and consultancy, we help clients make informed property decisions through transparency, trust, and customer-centric solutions.Roles & Responsibilities:Responsible for client acquisition and business development in real...

  • Relationship Manager

    2 weeks ago

    Noida, Uttar Pradesh, India Dreams Solution Full time ₹ 1,00,000 - ₹ 10,00,000 per year

    Job Name PA (Private Banking): Relationship Manager Private Banking GroupLocations - Delhi/Gurgaon/Noida/Lucknow/Chandigarh/Mohali/Jammu/Bareilly/MeerutJob PurposeTo enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniquesJob Responsibilities(JR) : 6 8 AreasActionable...

  • Customer Relationship Management Manager

    5 days ago

    Noida, Uttar Pradesh, India EduKyu Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionAt EduKyu, we specialize in meeting the higher educational and career development training needs of students and working professionals. With a wealth of experience, and a commitment to selecting acclaimed programs from prestigious universities, we aim to provide a strong academic foundation to accelerate career growth. Our team is...

  • Wealth Management Associate

    2 weeks ago

    Noida, Uttar Pradesh, India ACME Group Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    It's FRESHERs only opportunity, who willing to pursue towards final placements into Financial Services & Investment Management, through Talent Encouragement for "Training-cum-Recruitment"45 days practicalonly,paid enrolment Programin: Wealth/Portfolio ManagementEquity / Commodity / Forex / Currency / F&O Markets / Algo & Quant TradingResearch Analyst:-:|...

  • Virtual Relationship Manager

    2 weeks ago

    Noida, Uttar Pradesh, India Flysoft Full time ₹ 4,80,000 - ₹ 7,20,000 per year

    Job Title: Virtual Relationship Manager – MF/ Online Stock BrokingIndustry: Financial Services / Wealth ManagementLocation: Noida Sector 142Job Summary:We are looking for a proactive and customer-focused Virtual Relationship Manager (VRM) to join our mutual fund distribution team. The VRM will be responsible for engaging with clients/ Associates virtually...