Senior relationship Officer

Job Description

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

Client Relationship Management & Servicing

Continuous Learning & Knowledge Enhancement

Ethical Sales Practices & Data Security

Customized Financial Solutions

Professional Conduct & Company Policies

Work Location : In person

Requirements

Requirements

Benefits

What We Offer

Job Type : Permanent

Benefits :

Requirements

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.