Insurance Job Vacancies in Chandigarh

Job DetailsLocation: Sco- 59-60 1st Floor Sector 9D Madhya Marg, Chandigarh, Chandigarh, 160009Employment Type: Permanent Employment (Full-time)Work Type: on-siteNo of Openings: 1Created At: 21 August 2025Updated At: 25 September 2025Salary: ,INR 400000 - 800000 / monthlyApplication Deadline: Not specifiedDescription:Job Title: Senior Relationship OfficerExperience Required: 2-5 YearsLocation: Chandigarh (Candidates from Chandigarh Tricity, Punjab, Haryana, or Himachal preferred)Job Type: Full-TimeIndustry: Financial Services / Wealth ManagementSalary Range: 4-8 LPA (Fixed) + Performance-Based VariableNotice Period: Maximum 1 MonthAbout the RoleWe 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 ResponsibilitiesClient Acquisition & Business DevelopmentActively 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 ManagementManage 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 ManagementMaintain 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 & ComplianceStay updated with financial products, regulatory requirements, and market trends.Ensure ethical sales practices and avoid mis-selling.Maintain confidentiality and protect client data.Target AchievementAchieve 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.RequirementsBachelors 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 OfferCompetitive 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 OfficeCRMAUM00Experience: 2 - 5 yearsQualification Requirements: Graduation (10 + 2 + 3)About the CompanyName: Wealthvault Research and Analytics Pvt.LtdAddress:Area: ChandigarhCity: ChandigarhPincode: 160009Street: Sco- 59-60 1st Floor Sector 9D Madhya MargLocation Link: View on MapHiring Need: Immediate

Partner and ClientManagement Exceeding branch level targets (NB, renewal, STP, digitisation, product mix etc) Interact with the Bank branch teams and customers to explain the products andpromote the brand Sales and support to all branches assigned complete documentation, medicals,close pending documentation. Drive local contests and engagements to engage teams Keep track of all contests and initiatives launched bank, other insurers and TataAIA Life Maintain good relationship with Bank Branch manager - interact with himregularly to assess business status. Take help from them to push & motivate themto maintain productivity Managing the relationship between internal team and channel partner so as tofoster sales for the company and maintain utmost levels of responsiveness torequirements from the Channel Partner Aid the bank branches to adopt new processes and technologyinterested candidate share cv 7096777705

Job Openings for 5 Branch Relationship Manager Jobs with minimum 3 Years Experience in India, having Educational qualification of : Diploma, Professional Degree, B.C.A, B.B.A, M.A, M.C.A, M.B.A/PGDM, M.Com, M.Sc with Good knowledge in team handeling,team leading,Life Insurance etc.

Maintain Customer RelationshipBuild sustainable relationships and trust with customer via open and interactive communicationRegular & timely interaction with the customer via various modes like calls, whats app, EDMs etc. as decided per the business planExplain customized proposition to the customer basis the important dates (Birthday, Term Renew etc.)Perform annual protection review calls as per the timelinesCampaign CallingPerform Segmented product based campaigns including GLIP, SWP, FWP and othersEnsure that the customers are aware of the offering and do not have any confusion regarding the samePerform Service Request CallsKeep records of customer interactions, process customer accounts and file documentsHandle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolutionProvide accurate, valid and complete information by using the right methods/toolsIdentify and assess customers needs to achieve satisfaction.