Sr. Relationship Officer-Wealth Management

4 days ago

Chandigarh, Chandigarh, India WealthVault Research and Analytics Pvt. Ltd. Full time ₹ 5,00,000 - ₹ 15,00,000 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*

  • Sr. Relationship Manager-Wealth Management

    7 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-WealthExperience Required: 2–5 YearsLocation: ChandigarhJob Type: Full-TimeIndustry: Financial Services / Wealth ManagementRole OverviewWe 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,...

  • Wealth Manager

    2 weeks ago

    Chandigarh, Chandigarh, India D.R. SHARE AND STOCK BROKERS PVT LTD Full time ₹ 3,60,000 - ₹ 6,00,000 per year

    Job Title: Wealth Manager – Mutual Fund DepartmentSalary: ₹30,000 – ₹50,000 per month (negotiable for the right candidate)Location: ChandigarhCompany: D.R. Shares & Stock Brokers Pvt. Ltd.Job Type: Full-Time | On-siteExperience: 1–2 Years (AMC/Mutual Fund Industry Preferred)Job Overview:We are seeking a qualified and client-focused Wealth Manager...

  • Senior Wealth Manager

    3 days ago

    Chandigarh, Chandigarh, India Aditya Birla Sun Life Insurance Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionEstablished in 2000, Aditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the Aditya Birla Group and Sun Life Financial Inc., a leading international financial services organization from Canada. ABSLI is known for its innovative approach and has significantly contributed to the growth of the life insurance...

  • Relationship Manager

    7 days ago

    Chandigarh, Chandigarh, India Apinno Consulting Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Responsible for building relationships with Retail MFDs, Wealth Management counters, and National Distributors offering advisory on AMC Products that drive business into the funds

  • Relationship Manager/Sr Relationship Manager

    3 days ago

    Chandigarh, Chandigarh, India Corporate Stalwarts Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    • Market research on High Net-Worth Individuals (HNI) clients in the region of Chandigarh • Leverage deep product expertise across Mutual Funds, Bonds etc.• Acquire new business clients through targeted networking, referrals, market research. Required Candidate profile• Postgraduates with exp in financial services• Strong track record in HNI/Ultra...

  • Relationship Manager

    3 days ago

    Chandigarh, Chandigarh, India HDFC Mutual Fund Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionHDFC Mutual Fund offers a diverse range of investment options tailored to meet the needs of every investor. With a proven track record, our funds include Diversified Equity, Solution Oriented, Fund of Funds, Index Funds, ETFs, and Thematic/Sectoral Debt Funds. Our mission is to be the trusted wealth creator for millions of Indians. Join us...

  • Relationship Manager

    1 week ago

    Chandigarh, Chandigarh, India Axis Asset Management Co Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Relationship Manager JOB DESCRIPTION JOB TITLE Relationship Manager – Institutional Sales Reports to Zonal Manager – Institutional Sales/Channel Business Manager – Institutional Sales No of Direct reportees Nil Department Sales Position Grade Range Manager/Senior Manager (May vary based on experience) JOB PU JOB PURPOSE: · The role encapsulates...

  • Relationship Manager – B2B Sales

    3 hours ago

    Chandigarh, Chandigarh, India YIELD 4 FINANCE PVT LTD Full time ₹ 5,00,000 - ₹ 12,00,000 per year

    Work Location: Panchkula OfficeSCO 78, Railla, Sector 12, Panchkula, Haryana – 134112Please apply only if you can reliably commute to this location.Key Responsibilities:Develop and manage strong long-term relationships with existing and prospective clients.Identify client needs and provide tailored financial and credit solutions.Achieve assigned business...

  • Office Coordinator

    6 hours ago

    Chandigarh, Chandigarh, India SR Group Full time ₹ 2,40,000 - ₹ 3,00,000 per year

    Urgent Hiring for Office CoordinatorLocation : New ChandigarhSalary : 20k to 25kExperience : 2y to 3yQualification : Any GraduateGender : Female onlyInterested candidate can share cv on this number Job Types: Full-time, PermanentPay: ₹20, ₹25,000.00 per monthWork Location: In person

  • Relationship Manager

    7 days ago

    Chandigarh, Chandigarh, India Kotak Mahindra Bank Full time

    Sky Phygital - Relationship Manager-Sky Channel-Phygital As a Relationship Officer – Customer Engagement, you will be responsible for acquiring and managing high-net-worth individuals (HNIs) within the bank's Priority Banking segment. This role focuses on deepening customer relationships, enhancing engagement, and driving cross-sell opportunities across...