Locations: Chandigarh / Dehradun

CTC: Up to ₹12 LPA

Experience: 3–12 Years

An exciting opportunity to join a leading financial services organization and manage relationships with HNI/UHNI clients while driving growth in the wealth management business.

Key Responsibilities:
Acquire and manage HNI/UHNI client relationships.
Drive AUM growth and revenue generation.
Provide investment advisory and asset allocation solutions.
Cross-sell wealth management and investment products.
Develop referral networks and generate new business opportunities.
Deliver customized financial planning and portfolio solutions.

Candidate Profile:
3–12 years of experience in Wealth Management, Private Banking or Investment Advisory.
Robust experience in HNI client acquisition and relationship management.
Valuable understanding of Mutual Funds, PMS, AIF, Equity Advisory, Bonds, Fixed Income, Structured Products, Financial Planning and Tax Planning.
MBA Finance / CA / CFA / NISM certifications preferred.

Pay: ₹400,000.00 - ₹1,200,000.00 per year

Advantages:
Health insurance
Life insurance
Provident Fund

Work Location: In person

📌 Preferred Relationship Manager – Wealth Management Chandigarh
🏢 Saanvi
📍 Chandigarh