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.
Valuable knowledge of mutual funds, debt products and tax-saving investments.
Solid communication, relationship-building and business development skills.

📌 Relationship Officer Noida (India)
🏢 Leading financial services
📍 India