Relationship Manager-PMS

About the CompanyA leading fintech wealth platform serving new-age investors with tech-driven investment solutions.About the RoleCFP & Sr. Relationship Manager / Investment AdvisorResponsibilitiesManage and grow relationships with HNI/affluent clients.Advise clients on Mutual Funds, PMS, AIF, Bonds, Structured Products and goal-based planning.Conduct...

Hiring Now | Relationship Manager – HNI / UHNI Wealth Location: Gurgaon / Noida Experience: 5–15 Years We are looking for a dynamic Relationship Manager to manage and grow HNI/UHNI client portfolios, drive AUM growth, and deliver comprehensive wealth advisory solutions. This role is ideal for professionals who excel in client engagement, portfolio...

Who we are :Money. A subject that’s always on our mind. We go through a rollercoaster of emotions when it comes to money. That’s why at Jupiter, our mission is to enable people to improve their relationship with money.We are a financial services platform that leverages technology to offer our customers seamless and user-friendly products related to...

Job Title: Benefits Relationship ManagerJob Description:The primary responsibility of this role is to establish and maintain effective relationships with key stakeholders at insurance companies. As a Benefits Relationship Manager, you will work closely with clients to understand their needs and develop solutions that meet their expectations.This role...

Job Profile: Relationship Manager – High Net-Worth ClientsWe are seeking a polished and proactive Relationship Manager with prior experience in handling high net-worth individuals (HNIs), preferably from banking, wealth management, hospitality, aviation, or premium customer service backgrounds. The ideal candidate will possess exceptional verbal and...

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AVP /Senior Manager – Wealth Gurgaon | Hybrid Experience: 6–15 years About the Role: We’re looking for a Wealth Rockstar who understands both NRI and RI portfolios inside out. You’ll bring deep expertise in Mutual Funds, PMS, and AIF , along with a strong personal investment mindset. If you thrive in a fast-paced, high-growth fintech setup — this...

Company - Dream Road Technologies Pvt Ltd Website - pumpumpum.Com Designation - Jr. Manager/Manager - Corporate Sales Location - Gurgaon CTC - 3-4 Lakh Job Description: Engage with corporate employees through on-ground activities, presentations, and discussions to educate them on tax-efficient car leasing benefits Support senior team members in developing...

The ideal candidate will be responsible for gaining a deep understanding of the clients' investment objectives and creating strategic recommendations as per the liquidity requirement and risk appetite. He/she will do so by building a strong relationship with clients and prospects.He / She need to have entrepreneurial mindset and go getter attitude....

Project Manager Build and develop the project team to ensure maximum performance, by providing purpose, direction, and motivation Lead projects from requirements definition through deployment, identifying schedules, scopes, budget estimations, and implementation plans, including risk mitigation Coordinate internal and external resources to ensure that...