Sr. Relationship Officer-Wealth Management

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,...

Company Description Anand Rathi Wealth Limited (ARWL), a NSE 500-listed company, has been simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) since 2002. As a leading firm in private wealth in India, we offer data-backed, objective-driven financial strategies, creating, protecting, and transmitting...

Job Title: Senior Relationship OfficerExperience Required: 2–5 YearsLocation: Chandigarh (Candidates from Chandigarh , Punjab, Haryana, or Himachal preferred)Job Type: Full-TimeIndustry: Financial Services / Wealth ManagementSalary Range: ₹4–8 LPA (Fixed) + Performance-Based VariableNotice Period: Maximum 1 MonthAbout the RoleWe are hiring a...

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...

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...

• 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...

Role & Responsibilities:- To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.- To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.- To conduct regular portfolio reviews and performance updates with clients to...

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...

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...

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...