Relationship Manager Wealth Insurance Jobs Opening in Ink wealth at Baner, PuneLess
1 week 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
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
2 weeks ago
Pune, India Finovia Wealth Pvt Ltd Full timeCompany DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...
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Wealth Manager
2 weeks ago
pune, India Finovia Wealth Pvt Ltd Full timeCompany DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...
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Wealth Manager
2 weeks ago
Pune, India Finovia Wealth Pvt Ltd Full timeCompany DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...
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Wealth manager
2 weeks ago
Pune, India Finovia Wealth Pvt Ltd Full timeCompany DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...
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Wealth Manager
1 week ago
Pune, India Finovia Wealth Pvt Ltd Full timeCompany DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...
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Wealth Manager
1 week ago
Pune, India Finovia Wealth Pvt Ltd Full timeCompany DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...
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Wealth Manager
2 weeks ago
Pune, India Finovia Wealth Pvt Ltd Full timeCompany Description Finovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...
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Wealth Manager
2 weeks ago
Pune, India Finovia Wealth Pvt Ltd Full timeCompany Description Finovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...
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Wealth Manager
2 weeks ago
Pune, India Finovia Wealth Pvt Ltd Full timeCompany Description Finovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...
