Job Title: Senior Relationship Officer
Experience Required: 25 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 25 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
- 23 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* +91 8146699949
