📢 WE ARE HIRING – RELATIONSHIP MANAGER Company: WealthVault Research & Analytics Pvt. Ltd. Location: Chandigarh / Tricity Department: Sales & Client Relationships We are looking for enthusiastic professionals with experience in wealth management, financial services and client relationship management. Key Responsibilities: - Manage and develop existing client relationships. - Acquire new clients through networking and referrals. - Achieve monthly AUM and upfront revenue targets. - Understand client financial goals and investment requirements. - Recommend suitable financial products based on client needs. - Coordinate client onboarding, KYC and documentation. - Conduct regular client meetings and portfolio reviews. - Identify cross-selling and business development opportunities. - Maintain client records, lead pipelines and daily reports. Candidate Requirements: - Experience in wealth management, banking or financial services. - Knowledge of mutual funds and investment products. - Strong sales and client relationship-management skills. - Ability to generate business and achieve targets. - Excellent communication and negotiation skills. 📩 Interested candidates can apply with their updated CV. Join WealthVault and grow with us! Fortifying Fortunes By Expertise.