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