Financial Relationship Manager

Looking for Relationship Manager with experience in DMAT accounts, SIPs (Systematic Investment Plans), and insurance. This role typically involves managing and nurturing client relationships, particularly in financial products.Here's a brief overview of the skills and responsibilities for a Relationship Manager in this context: Key Responsibilities 1. Client...

Dear Associate We have Urgent Opening For Financial Relationship Manager TOP MNC Companies. Channel : Direct channel Exp :Required Min 3+Yrs With Life Insurance Direct Channel . For Apply Call on Or Email on

Job Description Senior Relationship Manager Wealth Management Position: Relationship Manager (Wealth Management)Experience: 68 yearsLocation: PuneEmployment Type: Full-timeAbout the Role We are seeking a dynamic and client-focused Senior Relationship Manager with 68 years of experience in financial services, wealth management, or private banking. The Sr...

Job DescriptionPosition: Back Office Executive (Service RM)– Insurance & Mutual Fund OperationsLocation: PuneCompany: Teamone Financial Services Pvt. Ltd.Experience: 1–3 years preferredSalary Range: ₹2 – ₹2.5 LPAAbout Us:Teamone Financial Services Pvt. Ltd. is a 28-year-old trusted name in Insurance and Mutual Fund distribution. We have built a...

Company DescriptionWe suggest you enter details hereRole DescriptionThis is a full-time on-site role for a Relationship Manager, Sr. Relationship Manager at CHOWGULE INDUSTRIES PRIVATE LIMITED located in Pune. The Relationship Manager will be responsible for maintaining and developing relationships with clients, managing client accounts, understanding client...

Founded on a legacy of excellence, ink wealth leverages the expertise of seasoned wealth management professionals with over two decades of experience. We provide tailored investment solutions to discerning high-net-worth and ultra-high-net-worth individuals, managing portfolios valued at over $1 million.The RoleRole OverviewWe are looking for a dynamic...

Company Description Canara HSBC Life Insurance Company Limited, incorporated in 2007, is a joint venture promoted by Canara Bank and HSBC Insurance. With its corporate office in Gurugram, Haryana, and over 100 branch offices across India, the company combines the trust and market knowledge of public and private banks. Canara HSBC Life Insurance offers a...

1 Client Acquisition: Lead efforts to acquire new clients in the mid corporate sector, identifying prospects, and converting them into valuable business relationships 2 Client Relationship Management: Build and maintain strong relationships with corporate clients in the Mid Corporate segment. Understand clients' financial goals, challenges, and...

Role DescriptionThis is a full-time, on-site role for a Relationship Manager located in Pimpri Chinchwad. The Relationship Manager will be responsible for managing client relationships, providing financial advice, and developing tailored investment strategies. The role involves regular interaction with clients to understand their financial needs,...

Job description Job Opening for PUNE Location Only: We are Hiring Client Relationship Manager to work for Financial & Wealth Generation Products Company Description: Ascending Wealth Solutions LLP is a wealth consulting and portfolio management firm based in Pune. The founders are seasoned financial experts with over 16 years of experience in finance and...