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Relationship Manager / Wealth Management - (Chandigarh / Noida)
ConfidentialChandigarh, Noida, Mumbai5 days ago
Job descriptionPostgraduate degree in Finance, Business Administration, Economics, or a related field. NISM Series V-A (mandatory – must be completed within 60 days of joining if not already held). CFP (Certified Financial Planner) preferred. 5 to 8 years of relevant experience in wealth management, financial advisory, or investment consulting. Excellent communication and interpersonal skills. Strong understanding of personal finance and financial markets. High ethical standards with a client-first approach. Empathetic, trustworthy, and solutions-oriented. Self-driven, organized, and capable of handling a dynamic work environment. Willingness to travel locally as per client engagement needs. Strong team player with the ability to collaborate across functions.
Job Title : Sr. Relationship Manager - Wealth Management
Location : Chandigarh / Noida
Department : Wealth Management
Experience : 5-8 years
Role Overview
As a Sr. Relationship Manager - Wealth Management, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients' goals, and offer holistic wealth solutions through deep engagement and financial planning.
Key Responsibilities
- Conduct periodic portfolio reviews with existing clients to evaluate investment performance and re-align strategies.
- Understand clients' financial goals, risk profiles, life aspirations, and design investment solutions accordingly.
- Monitor market trends and macroeconomic developments to identify necessary changes in client portfolios.
- Present detailed investment performance reports, summaries, and financial projections to clients.
- Educate clients on the benefits of financial planning and assist in the creation and execution of personalized plans.
- Demonstrate strong product knowledge across mutual funds, bonds, PMS, corporate FDs, and other financial instruments.
- Guide clients through market cycles and help them avoid common behavioral investing pitfalls.
- Ensure a high share of wallet from each client by delivering outstanding service and trust.
- Acquire new clients through referrals, personal networks, and targeted lead-generation activities.
- Act as the Voice of the Client, collaborating with internal teams to improve client satisfaction and product offerings.
Candidate Profile
Educational Qualifications
Certifications
Experience
Skills & Attributes
Skills Required
Relationship Manager, Relationship Management, Wealth Management, wealth management services , Customer Relationship Management, Crm, Financial Analysis, Relationship Building, Investment Management, Relationship Development, Investing, Investments, Public Relations, Mutual Funds, Mutual Funds Sales
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Relationship Management • Chandigarh, Noida, Mumbai
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