Wealth Relationship Manager
14 hours 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
1 week 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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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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Senior Wealth Manager
3 days ago
Ambala, Chandigarh, India Bwise Solutions Full time ₹ 9,00,000 - ₹ 12,00,000 per yearTo manage a team of Wealth Managers & sell Mutual funds in AMC via selfgenerated & company given leads and database. To meet HNI / UHNI clients on a daily basis . To assist company for client servicingIts a Playing captain role .
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Relationship Manger
1 week 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
2 weeks 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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3 Days Left! Relationship Manager
3 weeks ago
Sonipat, Sonipat / Sonepat, India LEGAL DARBAR Full timeJob Description Company Description Legal Darbar is a one-stop solution for all your business needs. We assist in registering your business while managing your legal, IT, investments, and loan services. Our comprehensive services ensure a smooth and efficient business operation for our clients. Role Description This is an on-site, full-time role for a...
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Relationship Manager
3 days ago
Ambala, Karnal, Sonipat, India Just Jobz Full time ₹ 8,00,000 - ₹ 12,00,000 per year• Managing and growing client relationships• Identifying and capitalizing on business opportunities• Selling financial products and services• Increasing product and channel penetration• Increasing product and channel penetration
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Relationship Manager
2 weeks ago
Ambala, Panipat, Sonipat, India Policybazaar Full time ₹ 2,00,000 - ₹ 8,00,000 per yearPosition: Relationship ManagerExperience: 1+ yearsLocation: Delhi / GurgaonAbout Policybazaar:As India's largest insurance broker, Policybazaar is committed to making insurance accessible and understandable for every Indian. Since 2008, we have been at the forefront of transforming the insurance sector by providing transparent, efficient, and unbiased...
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Ambala, Haryana, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree As a Relationship Manager in the LAP Sales department you will play a crucial role in driving the bank s LAP business Your primary focus will be on acquiring new customers cross-selling bank products and ensuring customer satisfaction You will be expected to work closely with the bank s relationship teams to...
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Associate - University Operations (15h Left)
2 weeks ago
Sonipat / Sonepat, India Newton School Full timeJob Description Role Overview - We are looking for an Associate to drive university-level operations and stakeholder success across our partner campuses. - This role is critical to ensuring high-quality execution of our academic programs by owning relationships across university departments including academic leadership, faculty, admin, and senior...