Relationship Officer – Wealth ManagementWe are hiring a Relationship Officer to acquire and manage HNI/Retail clients and help them build goal-oriented investment portfolios.

Location - Gurgoan/Noida

People from banking/Insurance/Broking Industries preferred.

Key Responsibilities

- Acquire recent HNI/Retail clients and develop long-term relationships.
- Advise clients across Fixed Deposits, Bonds, Mutual Funds and Life Insurance.
- Understand client goals and recommend suitable financial solutions.
- Conduct regular portfolio reviews and identify additional investment opportunities.
- Drive AUM, revenue and insurance premium targets through responsible selling.

Candidate Profile

- Graduate/Post Graduate from a recognized university.
- 3–7 years of experience in Wealth Management, Banking or Insurance Sales.
- NISM VA and IRDAI certifications preferred.
- Good knowledge of mutual funds, debt products and tax-saving investments.
- Strong communication, relationship-building and business development skills.

📌 Relationship Officer (Noida)
🏢 Leading Financial Services
📍 Noida