
Relationship Manager Wealth Insurance Jobs Opening in Ink wealth at Baner, PuneLess
4 days ago
We’re Hiring – Relationship Manager (Wealth & Insurance) Key Responsibilities: Develop and maintain long-term relationships with clients for wealth and insurance products. Identify customer needs and recommend suitable investment and insurance plans. Achieve sales and business targets through lead generation and client referrals. Ensure timely servicing and renewal of policies. Stay updated on market trends, products, and regulatory requirements. Skills Required: Excellent communication and interpersonal skills. Strong knowledge of mutual funds, life & general insurance products. Target-driven with good negotiation and relationship-building skills. Basic understanding of financial planning and investment advisory.More information about this Relationship Manager Wealth Insurance JobPlease go through the below FAQs to get all answers related to the given Relationship Manager Wealth Insurance jobWhat are the job requirements to apply for this Relationship Manager Wealth Insurance job position? Ans: A candidate must have a minimum of 06 Months to 3+ year experience as an Relationship Manager Wealth Insurance What is the qualification for this job? Ans: The candidate can be a Graduate from any of the following: Other Graduate What is the hiring Process of this job? Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.This Relationship Manager Wealth Insurance is a work from home job? Ans: No ,its not a Work from Home Job. How many job vacancies are opening for the Relationship Manager Wealth Insurance position? Ans: There are immediate 1 job openings for Relationship Manager Wealth Insurance in our Organisation. Other Graduate
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Relationship Manager
20 hours ago
Pune, Maharashtra, India ink wealth Full timeFounded 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 Role Role Overview We are looking for a dynamic...
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Private Wealth Manager
2 hours ago
Pune, Maharashtra, India Ascending Wealth Solutions Full time ₹ 2,40,000 - ₹ 4,80,000 per yearJob DescriptionAscending Wealth Solutions LLP is seeking a highly motivated"Private Wealth Manager & Client Relationship Manager "to join our team in Baner, Pune. We are looking for individuals passionate about taxation and wealth generation products to help clients to achieve their financial aspirations.About Ascending Wealth Solutions LLP:Ascending Wealth...
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Relationship Manager
3 days ago
Pune, Maharashtra, India ink wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per yearFounded 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...
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Wealth Manager
5 days ago
Pune, Maharashtra, India Wealth First Portfolio Managers Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany DescriptionWith over 30 years of industry experience, Wealth First Online is a leading name in providing smart investment solutions and comprehensive financial advisory services. We are committed to empowering individuals and businesses to achieve their financial goals through tailored strategies, expert advice, and personalized wealth management...
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Portfolio Development Manager
1 week ago
Pune, Maharashtra, India Ascending Wealth Solutions Full time ₹ 2,40,000 - ₹ 4,80,000 per yearJob Opening for Baner PUNE Location Only:We are Hiring:"Portfolio Development Manager"To work on Financial & Wealth Generation ProductsCompany Description:Ascending Wealth Solutions LLP is a wealth consulting and portfolio management firm located in Baner Pune. The founder is seasoned financial & Taxation experts with over 16+ years of experience, in finance...
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Wealth Manager
2 weeks ago
Pune, Maharashtra, India Mexus Real Estate Developers Llp Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Title: Wealth ManagerLocation: Pune, IndiaExperience Required: yearsEducation: Any Graduate (Candidates with relevant certifications such as CFP, CFA, NISM preferred)Salary: Negotiable Based on experience and interview performanceIndustry: Wealth Management / Financial ServicesPosition Type: Full-timeJob Overview:We are seeking a highly experienced and...
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Pune, Maharashtra, India mitraz financial services pvt limited (scripbox) Full time ₹ 20,00,000 - ₹ 25,00,000 per yearJob 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...
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Senior Wealth Manager
7 days ago
Pune, Maharashtra, India ElementSkill Full time ₹ 15,00,000 - ₹ 25,00,000 per yearLocation: Mumbai, PuneRelevant work of experience 7+ into Wealth management and who can join within 30 daysAbout the RoleWe are seeking a highly motivated and experienced Wealth Management professional to join our team as Sr. Manager / Chief Manager / AVP. The role involves managing client relationships, providing financial advisory services, growing AUM,...
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Wealth Manager
2 weeks ago
Pune, Maharashtra, India Altport Experts Pvt Ltd Full time ₹ 12,00,000 - ₹ 36,00,000 per yearDesignation: Sr.Wealth ManagerJob Location:-Pune & NashikRequired :- Only Male candidateJob Summary: We are seeking a highly skilled and experienced passionate Sr. Wealth Manager to join our team. The ideal candidate will have a deep understanding of wealth management, exceptional interpersonal skills, and a proven track record of managing and growing client...
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Sr. Relationship Manager/Wealth Management
3 days ago
Pune, Maharashtra, India Job24by7 Full time ₹ 6,00,000 - ₹ 18,00,000 per yearJob Title: Sr. Relationship Manager - Wealth ManagementLocation: PuneDepartment: Wealth ManagementExperience: 5-8 yearsRole OverviewAs aSr.Relationship Manager - Wealth Management, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients' goals, and offer holistic...