Chandigarh Relationship manager – wealth (sales) Jobs – 3 Open Jobs Today

Relationship Manager - Wealth Management
Eventrics Multi Tasking Solutions Pvt Ltd —Chandigarh, Chandigarh
- ₹8,00,000 - ₹18,00,000 a year
- Full-time
- Business development
- Bachelor's degree
- In-person
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Relationship Manager – Wealth (Sales)
Transformative Wealth Mentors IMF PVT LTD —Chandigarh
- ₹2,50,000 - ₹5,00,000 a year
- Full-time
- Sales
- Customer service
- Business development
Quick apply
Area Sales Manager - CEQ - Sales - Chandigarh - Sector 8C- MM
TATA Capital —Chandigarh, Chandigarh
- Full-time
- Master's degree
- Bachelor's degree
- Leadership

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Relationship Manager - Wealth Management
Eventrics Multi Tasking Solutions Pvt Ltd —Chandigarh, Chandigarh
*Experience:* 3 to 6 years of proven experience in wealth management, HNI client handling, or premium banking sales. *Must-Have Skills & Experience:*.
₹8,00,000 - ₹18,00,000 a year
Quick apply
Relationship Manager – Wealth (Sales)
Transformative Wealth Mentors IMF PVT LTD —Chandigarh
Understand client financial goals, risk appetite, and investment horizon to recommend suitable solutions. Consistently achieve and exceed sales targets and…
₹2,50,000 - ₹5,00,000 a year
Quick apply

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Relationship Manager - Wealth Management

Eventrics Multi Tasking Solutions Pvt Ltd
Chandigarh, Chandigarh

Quick apply

Job details

Permanent | Full-time
₹8,00,000 - ₹18,00,000 a year

Qualifications

Wealth management
Market analysis
Business development
Bachelor's degree
Customer relationship management
Customer acquisition

Full job description

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 strong, 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

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relationship manager – wealth (sales) jobs in chandigarh

Relationship Manager - Wealth Management

Relationship Manager – Wealth (Sales)

Area Sales Manager - CEQ - Sales - Chandigarh - Sector 8C- MM

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