Wealth Relationship Manager
1 week ago
Role Description This is a full-time on-site role for a Wealth Relationship Manager located in Bhubanesswar The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added advantage. Key Responsibilities Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. Portfolio Analysis: Review client portfolios in terms of Internal Rate of Return (IRR), asset allocation mix, tax efficiency, and performance against benchmarks like Sensex, NIFTY, and blended indices. Asset Allocation Strategy: Analyze client information and design optimal asset allocation strategies suited to individual requirements. Ongoing Advisory: Monitor and review client plans regularly, updating them with market developments, new financial products, or regulatory changes impacting savings and investments. Cross-Selling & Relationship Management: Deepen client relationships by cross-selling mutual funds, fixed deposits, bonds, and other financial products in line with their evolving needs. Risk Profiling & Guidance: Help clients determine their risk appetite based on short- and long-term goals, age, family status, employment, and expenses. Comprehensive Reviews: Conduct in-depth assessments of client financial circumstances, current provisions, and future aspirations. Knowledge Application: Leverage strong analytical skills, fiscal knowledge, and customer-centric service to guide clients toward informed investment decisions. Qualifications & Skills Bachelor’s degree in Finance, Business, or a related field. Previous experience in Private Wealth Management or Financial Services preferred. Professional certifications such as CFP, CWM, or CFA will be considered a strong advantage. Excellent interpersonal and communication skills. Strong analytical, organizational, and problem-solving abilities. High attention to detail and ability to manage sensitive client information with discretion. Proficiency in Microsoft Excel and PowerPoint.
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Wealth Relationship Manager
1 week ago
bhubaneswar, India Wise Finserv Full timeRole DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in BhubanesswarThe role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added...
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Wealth Relationship Manager
1 week ago
Bhubaneswar, India Wise Finserv Full timeRole DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in BhubanesswarThe role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added...
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Wealth Relationship Manager
1 week ago
Bhubaneswar, India Wise Finserv Full timeRole DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in BhubanesswarThe role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added...
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Priority Relationship Manager
4 days ago
Bhubaneswar, Odisha, India Standard Chartered Full timeCreating a better online experience with cookies We care about your experience online that s why we use cookies to make sure our website runs smoothly while personalising your visit for your ease of use and convenience To choose what cookies you want to accept select Manage cookies To accept all cookies for the best possible experience select Accept all If...
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Senior Relationship Manager, Priority Banking
2 weeks ago
Bhubaneswar, Orissa, India Standard Chartered Bank Full time ₹ 20,00,000 - ₹ 25,00,000 per yearJob ID: 42438Location: Bhubaneshwar, INArea of interest: Retail BankingJob type: Regular EmployeeWork style: Office WorkingOpening date: 16 Oct 2025Job SummaryAs a Standard Chartered Relationship Manager, you'll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic...
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Relationship Manager
4 weeks ago
Bhubaneswar, India Auroedge Private Limited Full timeTitle : Relationship Manager Location: Bhubaneswar Experience: 2+ yrs Salary: 21k+ Key Responsibilities: - Build and maintain strong client relationships - Identify new business opportunities and convert leads into sales - Develop and implement sales strategies to achieve revenue targets - Provide excellent customer support and ensure client satisfaction -...
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Relationship Manager
4 weeks ago
Bhubaneswar, India Auroedge Private Limited Full timeTitle : Relationship Manager Location: Bhubaneswar Experience: 2+ yrs Salary: 21k+ Key Responsibilities: Build and maintain strong client relationships Identify new business opportunities and convert leads into sales Develop and implement sales strategies to achieve revenue targets Provide excellent customer support and ensure client satisfaction Coordinate...
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Relationship Manager
3 weeks ago
Bhubaneswar, India Auroedge Private Limited Full timeTitle : Relationship ManagerLocation: BhubaneswarExperience: 2+ yrsSalary: 21k+Key Responsibilities:- Build and maintain strong client relationships- Identify new business opportunities and convert leads into sales- Develop and implement sales strategies to achieve revenue targets- Provide excellent customer support and ensure client satisfaction- Coordinate...
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Relationship Manager
4 weeks ago
Bhubaneswar, India White Force Full timeJob description Resource Request Form HRM-001-RRF Issue Date: 10/3/2017 Ver:00 Effect Date:10/3/2017 Position Title: Sales Relationship Manager Department: Distribution Sales Reports To: Dharmesh Tanna Temporary: Permanent: Yes Pay scale: Up to 6.00 LPA Location: Ahmedabad, Mumbai, Chennai, Delhi, Indore/Bhopal, Jaipur, Chandigarh, Assam, and Odisha. Date...
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Relationship Manager
4 weeks ago
Bhubaneswar, India Auroedge Private Limited Full timeTitle : Relationship ManagerLocation: BhubaneswarExperience: 2+ yrsSalary: 21k+ Key Responsibilities:Build and maintain strong client relationshipsIdentify new business opportunities and convert leads into salesDevelop and implement sales strategies to achieve revenue targetsProvide excellent customer support and ensure client satisfactionCoordinate with...
