- Job Title: Relationship Manager – Wealth Management​
- Location - Chandigarh
- Job Summary

​We are seeking a dynamic and result-oriented Senior Relationship Manager to join a leading, premier financial services institution. In this role, you will be responsible for building, nurturing, and expanding solid, long-lasting relationships with High-Net-Worth Individuals (HNIs). You will provide expert financial advice, conduct portfolio analysis, and deliver personalized wealth management solutions designed to help clients achieve their short-term and long-term financial goals.

​The ideal candidate possesses a deep understanding of financial markets, investment products, and a relentless commitment to delivering exceptional customer service.

​Key Responsibilities

- ​Client Acquisition & Relationship Management: Proactively acquire, manage, and retain a dedicated portfolio of premium HNI clients.
- ​Financial Advisory & Product Profiling: Understand customer needs through robust profiling to offer tailored financial products, including Debt products, Structures, Equities, Mutual Funds, Fund-based Real Estate, and other specialized investment instruments.
- ​Portfolio Management & Analytics: Conduct portfolio modeling, performance analysis, and business analytics to optimize client returns.
- ​Wallet Share Optimization: Deepen existing relationships and maximize client profitability by cross-selling broking services and capturing a larger share of the client's financial wallet.
- ​Business Development & Networking: Actively network, seek referrals,



and execute targeted micro-events to expand the B2C or B2B client base and meet organizational growth targets.
- ​Cross-Functional Collaboration: Work closely with internal research, investment, and compliance teams to ensure the delivery of accurate, high-yielding, and regulatory-compliant financial solutions.
- ​Market Intelligence: Stay continuously updated on industry trends, economic shifts, and regulatory changes to provide proactive financial counsel.​Position Requirements & Qualifications

​Must-Have Skills & Experience:

- ​Education: Graduate or Postgraduate degree in any discipline.
- ​Experience: 3 to 6 years of proven experience in wealth management, HNI client handling, or premium banking sales.
- ​Core Competencies: Demonstrated expertise in B2B or B2C customer acquisition, financial market analysis, and wealth product distribution.

​Preferred Behavioral Competencies (Indeed Culture Fit):

- ​Strong leadership traits including ownership, passion, and an adaptive nature.
- ​High technical quotient and analytical mindset for portfolio evaluation.
- ​Customer-focused, empathetic, collaborative, and highly resilient under market dynamics.
- ​Strict adherence to financial compliance and ethics.

​Compensation & Benefits

- ​Base Salary (CTC Range): ₹13,00,000 – ₹18,00,000 per annum (Based on experience and skills)
- ​Commission/Incentives: Highly attractive 10% commission structure​

Pay: ₹800,000.00 - ₹1,800,000.00 per year

Work Location: In person

📌 Relationship Manager - Wealth Management (India)
🏢 Eventrics Multi Tasking Solutions
📍 India