Relationship Officer

job details

location: sco- 59-60 1st floor sector 9d madhya marg, chandigarh, chandigarh,

employment type: permanent employment (full-time)

work type: on-site

no of openings: 1

created at: 21 august 2025

updated at: 25 september 2025

salary: ��,inr - / monthly

application deadline: not specified

description:

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.

skills:

ms office

crm

aum

00

experience: 2 - 5 years

qualification requirements: graduation (10 + 2 + 3)

about the company

name: wealthvault research and analytics

address:

area: chandigarh

city: chandigarh

pincode:

street: sco- 59-60 1st floor sector 9d madhya marg

location link: view on map

hiring need: immediate

• Experience

  2 - 5 Years

• No. of Openings

  1

• Education

  Graduate (B.Com)

• Role

  Relationship Officer

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  Sco- 59-60 1st Floor Sector 9D Madhya Marg, Chandigarh, Chandigarh, 160009