Relationship Manager

3 weeks ago

Vadodara, India 360 ONE Wealth Full time

Role Overview:An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey. Key Responsibilities:Identify and onboard HNW clients through market research, referrals, and collaboration with internal teamsProvide tailored investment solutions across investment products like MF, PMS, AIF, Bonds, Equities, LAS, etc.Facilitate digital onboarding and guide clients through their digital investment journeyDeepen client relationships to increase wallet share and long-term engagementRequirements:5+ years of experience in private banking or wealth managementStrong product knowledge and understanding of HNW client needsExcellent communication, relationship management, and advisory skills

  • Relationship Manager

    2 weeks ago

    Vadodara, India STAFFIAA Full time

    Job Title: Relationship Manager – Mortgage Location: Vadodara, Gujarat CTC: Up to 4 LPA Experience: Minimum 1 Year Product: Mortgage (DSA Sourcing) Key Responsibilities: Source mortgage business through DSAs and open market channels. Develop and maintain strong relationships with DSAs to drive business volumes. Achieve monthly sales targets and ensure...

  • Relationship Manager

    4 days ago

    Vadodara, Gujarat, India e176b718-24bf-4251-abb2-1ee9df3b9bc6 Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    Company DescriptionUTI Pension Fund Limited (UTI PFL) is one of India's premier Pension Fund Managers, registered under the Pension Fund Regulatory & Development Authority (PFRDA) as part of the National Pension System (NPS). Managing assets under management (AUM) of over ₹3.84 lakh crore as of July 2025, UTI PFL serves Government, Corporate, and Retail...

  • Relationship Manager

    3 weeks ago

    Vadodara, India Petpooja Full time

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  • *Relationship Manager

    1 week ago

    Vadodara, India UpperCrust Wealth Pvt.Ltd. Full time

    Top 5 Reasons to Build Your Career at UpperCrust Wealth 1. &## ; Biggest Wealth-Management Setup in Vadodara Work with one of the city’s strongest and fastest-growing financial teams. 2. &## ; Exposure to Every Major Investment Product PMS, Mutual Funds, AIFs, Insurance, Corporate Treasury — learn everything under one roof. 3. &## ; Work With the Largest...

  • Relationship manager

    3 weeks ago

    Vadodara, India Discoveries Quintessential Full time

    ???? We’re Hiring: Relationship Manager / Sales Specialist ???? Locations: Multiples cities of Punjab ????️ Department: Sales & Marketing We’re reshaping education with engaging books, flashcards, life-skill boards, Olympiads , and more. Since our inception, we’ve been on a mission to make learning fun, practical, and impactful. Now, we’re looking...

  • Relationship Manager

    7 days ago

    Vadodara, Gujarat, India Khushi Wealth Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Responsibilities:* Manage client portfolios* Build & maintain client relationships* Collaborate with sales team on strategies* Present investment opportunities* Monitor market trendsAccessible workspace

  • Relationship Manager

    2 weeks ago

    Vadodara, Gujarat, India Amar Cars Full time ₹ 1,20,000 - ₹ 3,00,000 per year

    Amar cars is Hiring , Relationship Manager Experience : 0 -15 years Location Vadodara Industry : Automobile Dealership 4 wheeler Driving license mandatorySalary : up to 25k + Attractive Incentives share your cv on

  • Preferred Relationship Manager

    1 week ago

    vadodara, India Anand Rathi Share and Stock Brokers Ltd Full time

    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

  • Preferred Relationship Manager

    3 weeks ago

    Vadodara, India Anand Rathi Share and Stock Brokers Ltd Full time

    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

  • Preferred Relationship Manager

    2 weeks ago

    Vadodara, India Anand Rathi Share and Stock Brokers Ltd Full time

    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...