Financial Relationship Manager

Our Client:Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over ₹1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market.Job Title:CFP & Relationship...

Job Title: Wealth Relationship Manager (Wealth RM)Company: Myraa WealthLocation: M3M , Sector 65 ,GurugramExperience: 5–7 YearsAbout Myraa WealthMyraa Wealth is a boutique wealth management firm dedicated to delivering personalized financial strategies that go beyond traditional advisory. We focus on building long-term client relationships, offering...

Job SummaryAs a Standard Chartered Bank Relationship Manager in SME Banking you ll be responsible for managing and developing relationships with mid-sized and emerging corporates to drive business growth and meet the bank s strategic objectives You ll provide exceptional customer service with the provision of financial solutions while managing operational...

Job Title: Wealth Relationship Manager (Wealth RM)Company: Myraa WealthLocation: M3M , Sector 65 ,GurugramExperience: 5–7 YearsAbout Myraa WealthMyraa Wealth is a boutique wealth management firm dedicated to delivering personalized financial strategies that go beyond traditional advisory. We focus on building long-term client relationships, offering...

Job DescriptionThe ideal candidate will be responsible for gaining a deep understanding of the clients' financial objectives and challenges and creating strategic recommendations based on this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of...

Job Description- The relationship manager is responsible for selling products and meeting customer needs while obtaining orders from existing or potential sales outlets. They ensure that the customer is satisfied and adequately taken care of while making a purchase. This way, they can establish new accounts for their employer.- The candidate should be able...

Sr. Relationship ManagerAbout the Job:- We are seeking a highly motivated and experienced Sr. Relationship Manager to join our team.- In this urgent role, you will be responsible for managing and growing key client relationships, driving revenue, and contributing to the overall success of our business.- You will act as a trusted advisor to our clients,...

Support advisors in creating and delivering comprehensive financial plans for their retail clients.Key ResponsibilitiesSupport financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household levelData inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful...

Job DescriptionResponsibilities:- Technical/Software Skills (if any) - Computer MS word / Office, email- builds and maintains strong, positive connections with clients to ensure their satisfaction and loyalty. They act as a liaison between the company and its clients, identifyingRequired Candidate profile- Relationship Managers also look for opportunities...

Job description:Job Title: Wealth Relationship Manager (Wealth RM)Role OverviewWe are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks.Key...