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.

• इस फुल टाइम सेल्स / बिज़नेस डेवलपमेंट Job में 2 - 5 वर्षो का अनुभव वाले उम्मीदवारों की जरुरत है।

इस Senior Relationship Officer जाब के बारे में अधिक जानकारी

1. इस Senior Relationship Officer जाब के लिए आवेदन करने के लिए पात्रता मानदंड क्या है?
   Ans: उम्मीदवार ग्रेजुएट होना चाहिए और उसके पास 2 - 5 वर्षो का अनुभव होना चाहिए।
2. मैं इस जाब की रोल के लिए कितने वेतन की उम्मीद कर सकता हूं?
   Ans: आप ₹30000 - ₹60000 प्रति महीने के वेतन की उम्मीद कर सकते हैं जो आपके इंटरव्यू पर निर्भर करता है। यह चंडीगढ़ में एक फुल टाइम जाब है।
3. इस Senior Relationship Officer जाब के लिए कितने कार्य दिवस हैं?
   Ans: इस Senior Relationship Officer जाब के लिए कार्य दिवस 6 दिन का होगा।
4. क्या इस Senior Relationship Officer जाब के लिए आवेदन करते समय या इस जाब को ज्वाइन करने के बाद कोई शुल्क भी लागू होता है?
   Ans: नहीं, इस Senior Relationship Officer जाब के लिए आवेदन करते समय या इस जाब को ज्वाइन करने के बाद कोई भी शुल्क नहीं लगता है !
5. क्या यह Senior Relationship Officer जाब घर से किया जा सकता है?
   Ans: नहीं, यह जाब घर से ऑनलाइन नहीं किया जा सकता है।
6. इस Senior Relationship Officer जाब के लिए कितनी रिक्तियां हैं?
   Ans: VICTA EARLYJOBS TECHNOLOGIES PRIVATE LIMITED में तत्काल Senior Relationship Officer के लिए 1 रिक्तियां हैं!
7. इस Senior Relationship Officer जाब के लिए कौन आवेदन कर सकता है?
   Ans: पुरुष और महिला दोनों उम्मीदवार इस सेल्स / बिज़नेस डेवलपमेंट जाब के लिए आवेदन कर सकते हैं।
8. इस Senior Relationship Officer जाब के लिए टाइमिंग क्या है?
   Ans: इस Senior Relationship Officer जाब में टाइमिंग 10:00 दोपहर - 06:00 शाम है।