Chadha Investment Consultant Pvt. Ltd. is a trusted name in financial planning and wealth management with a legacy spanning over 40 years and serving across 3–4 generations of clients. We specialize in helping individuals and families build, protect, and grow their wealth through customized strategies that align with their financial goals.
Our services include:
Portfolio management
Retirement and tax planning
Advisory on diverse financial products
Headquartered in Delhi, with branches in Gurugram, Mumbai, and Bangalore, our relationship managers travel across India and internationally to serve clients personally. We strongly invest in talent development, sending our professionals to premier institutions such as IIM Ahmedabad, Lucknow, Indore, Bangalore, and ISB for advanced training and upskilling.
Recognized as one of India’s leading Mutual Fund Distributors (MFDs), we have proudly won the Financial Advisor Award – PAN India, three times.
? Role Description – Relationship Officer
The Relationship Officer is a full time, client-facing role based in Gurugram/Delhi.
This position is central to managing and expanding client relationships in financial planning and wealth management.
Key Responsibilities:
Participate in our Gurukul-style mentorship system, guided by senior leaders
Engage with existing and prospective clients hand held by seniors to understand financial goals
Present tailored investment and planning solutions
Maintain regular communication and provide timely service support
Ensure compliance with documentation and regulatory standards
Identify new business opportunities and follow up on leads
Earn profit-sharing benefits upon achieving long-term milestones
? Qualifications
MBA / BBA / Economics graduates with strong Excel skills
1+ year of experience in sales, financial services, banking, or wealth management preferred
Strong relationship management and customer service skills
Willingness to learn and grow – we invest in training and development
AMFI Adv