Senior Relationship Officer

Job Title: Senior Relationship Officer

Experience Required: 2–5 Years

Location: Chandigarh (Candidates from Chandigarh Tricity, Punjab, Haryana, or Himachal preferred)

Job Type: Full-Time

Industry: Financial Services / Wealth Management

Salary Range: ₹4–8 LPA (Fixed) + Performance-Based Variable

Notice Period: Maximum 1 Month

About the Role

We are hiring a highly motivated and client-focused Senior Relationship Officer to join our growing wealth management team. The ideal candidate will have 2–5 years of experience in financial advisory or wealth management firms, with strong skills in client acquisition, portfolio management, and relationship building. This is a client-facing role requiring expertise in financial products such as Mutual Funds, PMS, AIF, Insurance, and Global Offerings. The candidate will play a crucial role in growing AUM (Assets Under Management), acquiring new clients, and delivering need-based wealth solutions.

Key Responsibilities

Client Acquisition & Business Development

• Actively acquire new clients for wealth management services including MF, PMS, AIF, Insurance, Stocks, and Global Offerings.
• Build and leverage a strong professional network to identify potential investors.
• Successfully onboard clients and drive fresh investments.

AUM Growth & Portfolio Management

• Manage client portfolios with a focus on AUM growth.
• Conduct regular portfolio reviews, diversification, and optimization aligned with client goals.
• Encourage new investments through updated strategies and market opportunities.

Client Relationship Management

• Maintain long-term client relationships through proactive communication and quarterly review meetings.
• Ensure high-quality servicing and timely resolution of queries.
• Provide market insights, investment performance updates, and financial advice.

Knowledge & Compliance

• Stay updated with financial products, regulatory requirements, and market trends.
• Ensure ethical sales practices and avoid mis-selling.
• Maintain confidentiality and protect client data.

Target Achievement

• Achieve monthly and annual sales targets while focusing on client satisfaction.
• Cross-sell and upsell wealth products based on client needs.
• Contribute to overall business growth through effective revenue generation.

Requirements

• Bachelor’s degree in Finance, Commerce, Economics (MBA/CFP/CWM preferred).
• NISM V-A certification is mandatory.
• 2–5 years of experience in wealth management, banking, or financial advisory.
• Strong knowledge of financial instruments and wealth products.
• Excellent communication, interpersonal, and client-handling skills.
• Proficiency in MS Office, CRM tools, and financial planning software.

What We Offer

• Competitive fixed salary with attractive incentives.
• Exposure to HNI and Ultra-HNI clients.
• Professional mentorship and continuous learning.
• Fast-track growth opportunities within a client-centric organization.