Senior Relationship Manager

Job Title: Senior Relationship Manager

Experience Required: 1–2 Years

Location: Chandigarh

Job Type: Full-Time

Industry: Financial Services / Wealth Management

Role Overview
We are seeking a motivated and client-focused Wealth Manager with 1–2 years of experience in the financial services industry. You will be responsible for managing client portfolios, offering strategic financial advice, and ensuring top-notch service delivery. This is a client-facing role that combines financial planning, relationship management, and market research.

Key Responsibilities

Build and maintain long-term relationships with assigned clients.

Understand client goals, risk appetite, and financial needs to suggest suitable investment products.

Provide holistic financial planning including mutual funds, insurance, bonds, PMS, etc.

Monitor portfolio performance and recommend adjustments as per market conditions and client goals.

Stay updated with financial markets, investment trends, and product knowledge.

Collaborate with internal research and operations teams to ensure client satisfaction.

Participate in client meetings, reviews, and periodic investment presentations.

Requirements

Bachelor’s degree in Finance, Economics, Commerce, or related field. (MBA/CFP/CWM is a plus)

1–2 years of experience in wealth management, banking, or financial advisory.

Strong understanding of financial instruments and market trends.

Excellent communication and interpersonal skills.

Ability to work independently and manage client relationships with professionalism.

Proficient in MS Office, CRM tools, and financial planning software.

What We Offer

Competitive salary and performance-based incentives

Learning-driven work environment

Exposure to HNI and Ultra-HNI client management

Mentorship from senior professionals

Opportunity to grow within a fast-paced, client-centric organization

To Apply:

Please send your updated CV to aishwarya.marathe@wealthvault.in

Job Type: Full-time

Pay: ₹25,000.00 - ₹35,000.00 per month

Benefits:

• Cell phone reimbursement
• Flexible schedule
• Health insurance
• Leave encashment
• Paid time off

Schedule:

• Day shift

Application Question(s):

• Years of experience in mutual funds?
• Years of experience in sales
• Years of experience in portfolio & client management?
• Are you willing to travel within tricity for client meetings?

Work Location: In person

Speak with the employer
+91 8146699949