Sr. Relationship Manager-Wealth Management

2 days ago

Chandigarh, Chandigarh, India Wealthvault research and analytics private limited Full time ₹ 4,80,000 - ₹ 72,00,000 per year

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 Solutioning & 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

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.

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

Work Location: In person

*Speak with the employer*

Job Type: Permanent

Pay: ₹40, ₹60,000.00 per month

Benefits:

  • Cell phone reimbursement
  • Health insurance
  • Paid time off

Work Location: In person

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