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.

• It is a Full Time అమ్మకాలు / వ్యాపార అభివృద్ధి job for candidates with 2 - 5 years of experience.

Senior Relationship Officer job గురించి మరింత

1. Senior Relationship Officer jobకు apply చేయడానికి అర్హతా ప్రమాాణాలు ఏమిటి?
   Ans: అభ్యర్థికి గ్రాడ్యుయేట్, అంత కంటే ఎక్కువ మరియు అంతకంటే ఎక్కువ 2 - 5 years of experience అనుభవంతో ఉండాలి
2. ఈ Job రోల్ కోసం నేను ఎంత జీతం ఆశించగలను?
   Ans: మీ ఇంటర్వ్యూపై ఆధారపడి శాలరీ ₹30000 - ₹60000 నెలకుని మీరు ఆశించవచ్చు. ఇది చండీగఢ్లో Full Time Job.
3. Senior Relationship Officer job కొరకు ఎన్ని పనిదినాలు ఉన్నాయి?
   Ans: ఈ Senior Relationship Officer jobకు 6 working days ఉంటాయి.
4. ఈ Senior Relationship Officer jobకు apply చేసేటప్పుడు లేదా చేరేటప్పుడు ఏవైనా ఛార్జీలు ఉన్నాయా?
   Ans: లేదు, ఈ Senior Relationship Officer jobకు కంపెనీలో ఉదాహరణకు, VICTA EARLYJOBS TECHNOLOGIES PRIVATE LIMITEDలో పనిచేసేటప్పుడు ఎలాంటి ఫీజులు వర్తించవు.
5. ఇది ఇంటి నుండి పని చేసే పనినా?
   Ans: లేదు, ఇది ఇంటి వద్ద నుంచి Job కాదు మరియు ఆన్‌లైన్‌లో చేయలేం.
6. ఈ Senior Relationship Officer రోల్ కు ఎన్ని ఓపెనింగ్‌లు ఉన్నాయి?
   Ans: VICTA EARLYJOBS TECHNOLOGIES PRIVATE LIMITED వద్ద 1 Senior Relationship Officer ఇమ్మీడియెట్ ఓపెనింగ్ ఉంది
7. ఈ Jobకు ఎవరు apply చేసుకోవచ్చు?
   Ans: ఈ అమ్మకాలు / వ్యాపార అభివృద్ధి jobకి పురుష, మహిళా అభ్యర్థులు apply చేసుకోవచ్చు.
8. ఈ Senior Relationship Officer Job టైమింగ్స్ ఏమిటి?
   Ans: ఈ Senior Relationship Officer jobకు 10:00 दोपहर - 06:00 शाम టైమింగ్ ఉంటుంది.