Wealth Relationship Manager

About USAt Wealth Matrix, we go beyond numbers—we design freedom, legacy, and purpose. As one of Kerala's fastest-growing boutique wealth management firms, we specialize in serving high-net-worth individuals, professionals, entrepreneurs, and family offices with strategic financial planning, multi-asset investment, and legacy advisory services.We are...

Key Responsibilities:Build and maintain long-term relationships with high-net-worth clients to meet their financial needs.Understand clients' investment goals, risk tolerance and develop customized solutions to enhance wealth management services.Conduct regular portfolio reviews and provide strategic recommendations based on market trends and client...

Job SpecificationsProfile: RM – Sales Designation: Relationship Manager Reporting To: Branch Manager / Cluster Head Location: IndorePrimary Job ResponsibilitiesKey ResponsibilitiesClient Acquisition & OnboardingIdentify and acquire new clients for equity trading and investment services.Build a strong network to generate leads and convert prospects into...

As a Relationship Manager for affluent clients, you will play a pivotal role in building and maintaining strong professional relationships with high net worth individuals.Job ResponsibilitiesIdentify opportunities to acquire new customers and expand existing client relationships within the private banking segment.Develop effective relationship management...

Operational Support SpecialistThis is a full-time on-site position for an Operational Support Specialist located in Mumbai.Responsible for managing day-to-day operational activities in a wealth management firm, including account opening, client onboarding and maintenance, trade execution and reconciliation, client reporting, and compliance support.Ensure...

Relationship ManagerLocation: Kochi Job SummaryThe Relationship Manager will be responsible for building and maintaining strong relationships with internal teams, agents, and clients. This role involves coordinating with teams and agents, managing documentation and verification, overseeing data management activities, training agents, and providing backend...

We are seeking committed Sales Executives (Relationship Manager) for a prominent financial services client based in Australia. This role is essential in proactively fostering and strengthening existing business relationships. Key responsibilities include ensuring client retention through effective communication, identifying opportunities for upselling, and...

Job description JOB DESCRIPTION – Relationship Manager  Job Title Relationship Manager  Function Sales Reports To Territory Manager Location Multiple Job Purpose: To maximize the sales of a company's goods or services by making powerful and successful sales presentations in different settings to crack profitable deals and referrals and thereby...

Boost Tech is a Noida based leading Manpower consulting firm We are into Recruitment outsourcing customized Training providing company We provide you a single window solution for all your staff requirements which provides you with quick and easy access to screened resume for candidates for Technical and non technical profiles The RoleYou will be...

Summary:We are seeking a dynamic Sales person to drive revenue growth by upselling Petpooja's Value-Added Services (VAS) to our existing merchant base. In this role, you will actively promote marketplace offerings and build strong relationships with restaurant owners to help them optimize operations, adopt new services, and succeed on the Petpooja platform....