Wealth Relationship Manager
3 weeks ago
Job Description Job Summary: The Wealth Relationship Manager is responsible for acquiring, growing, and managing relationships with high-net-worth clients by providing customized wealth solutions, financial advice, and investment products tailored to client profiles. Key Responsibilities: - Acquire and manage a portfolio of High-Net-Worth Individuals (HNIs). - Offer customized investment and banking solutions based on client needs and risk appetite. - Deepen relationships by cross-selling wealth management products like mutual funds, insurance, structured products, and loans. - Conduct regular portfolio reviews and monitor financial goals of clients. - Ensure compliance with internal and regulatory policies while servicing clients. - Maintain high service standards and provide prompt resolution to client queries and issues. - Collaborate with internal teams (product, investment advisory, operations) for seamless client servicing. - Generate leads through networking, references, and market intelligence. - Achieve business targets on revenue, client acquisition, and product penetration.
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Wealth Advisor
4 days ago
Gurugram, Haryana, India Primedin Wealth Pvt. Ltd. Full time**JOB TITLE**: Client Engagement Manager **LOCATION**: Gurgaon **ABOUT THE COMPANY** Primedin Wealth is a leading wealth management firm, specializing in providing comprehensive financial solutions to high-net-worth individuals and families. We are committed to delivering personalized service, innovative investment strategies, and a client-centric...
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▷ [Urgent] Relationship Officer
1 week ago
Sonipat / Sonepat, India SkillLabs Full timeJob Description We are seeking a motivated and dynamic Relationship Officer to join our team in India. The ideal candidate will be responsible for managing client relationships, ensuring high levels of customer satisfaction, and contributing to business growth. Responsibilities - Develop and maintain strong relationships with clients and stakeholders. -...
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Relationship manger
2 weeks ago
Haryana, India nexion pro Full time ₹ 12,00,000 - ₹ 24,00,000 per yearJob Title: Wealth Relationship Manager (Wealth RM)Location: M3M , Sector 65 ,GurugramExperience: 5–7 YearsRole OverviewWe are seeking an experienced Wealth Relationship Manager (Wealth RM) for our client. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through...
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Relationship Manger
4 days ago
Haryana, India Nexion Pro Full timeJob Title: Wealth Relationship Manager (Wealth RM) Location: M3M, Sector 65 ,Gurugram Experience: 5-7 Years Key Requirements5-7 years of experience in wealth management, preferably with banks, NBFCs, or wealth management firms.Proven ability to build and manage strong client relationships.Must possess a personal database of HNI/UHNI clients and strong...
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Wealth Advisor
1 week ago
Gurugram, Haryana, India Primedin Full time**ABOUT THE COMPANY** Primedin Wealth is a leading wealth management firm, specializing in providing comprehensive financial solutions to high-net-worth individuals and families. We are committed to delivering personalized service, innovative investment strategies, and a client-centric approach that ensures sustained financial success. With a strong presence...
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Priority Relationship Manager
17 hours ago
Gurgaon, Haryana, India Skywings Advisors Full timeRole Priority Relationship Manager CTC 18 to 40 LPA Location Kanpur Lucknow Noida Jalandhar Gurugram Exp 5-15 years in wealth sales HNI Acquisition from Banks NBFCs Industry Banking Education Graduation PG Job Summary You ll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank s...
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Nri Wealth Manager
2 weeks ago
Delhi - Gurgaon, Haryana, India Hrizen Techno Services Full timeJob Responsibilty - As a Wealth Manager you will be responsible for - Building long-term relationships with NRI clients- Understanding client financial goals and crafting strategic investment recommendations- Handling India-based wealth investment advisory for NRIs- Collaborating with internal Service RMs for pre- and post-investment executionRequirements -...
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Relationship Officer
1 week ago
Bilaspur, India Talent Basket Full time**Reporting To** Branch Manager/ Branch Relationship Manager **Purpose of the Job** Banks offers a wide array of financial products like Savings Account, Current Account, Salary Account and Farmer Finance etc. to its customers in rural. Our Branch Relationship Officers are the first level of customer interaction who are responsible for creating new client...
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Ambala, Haryana, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree Relationship Manager- New car Loans- Grade - M2-M3 Experience - Min 3-5 years Experience in asset product Preferably in Auto loans Profile requirement Dealer channel management- Sourcing business from Car loan dealers as well as from KMBL Branches Good at MIS and Written and verbal Communication Skill set...
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(Urgent) Head of Marketing
3 weeks ago
Sonipat / Sonepat, India Mantras2success Consultants Full timeJob Description KeyResponsibilities: - Marketing & Sales LeadershipDevelop and implement comprehensive marketing and business development strategies to achieve revenue targets. - Team Management & LeadershipLead, mentor, and develop a high-performing marketing and sales team to drive business growth. - Key Account ManagementStrengthen relationships with key...