Wealth relationship manager

AVP - Institutional SalesBusiness Unit:Institutional SalesPrincipal Accountabilities:This role will do a lot of work with Family offices so we need a wealth profile here instead of institutional sales profile. Someone with banking relationships/ wealth advisory for Family offices.You Will Be Responsible For:HandlingFamily officesClientsLiaising forwealth...

Hi,We have urgent openings for Preferred Relationship Manager- Wealth with Anand Rathi Group for Delhi location.Job Description for Preferred Relationship Manager -WealthSUMMARY: -The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring...

AVP - Institutional SalesBusiness Unit: Institutional SalesPrincipal Accountabilities:This role will do a lot of work with Family offices so we need a wealth profile here instead of institutional sales profile. Someone with banking relationships/ wealth advisory for Family offices.You Will Be Responsible For:Handling Family offices ClientsLiaising for ...

Key Responsibilities:Client Relationship Management:Manage and grow a portfolio of High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs).Provide tailored financial advice by understanding clients' goals, risk profiles, and investment preferences.Investment Advisory & Sales:Offer a wide range of investment products, including equity,...

We are seeking an experienced High Net Worth Relationship Manager to join our team at Anand Rathi Share and Stock Brokers Ltd. in Delhi.This is a challenging role that requires the ability to build and maintain strong relationships with high net worth individuals, providing them with expert financial advice and management services.The ideal candidate will...

"Unlock your dream career with us. Connect with renowned employers, enjoy top-notch facilities, and thrive in a vibrant community.”Employer: Gyan Dhan.Position: Relationship ManagerYears of Experience: 1+ YearsCommunity Location: New Delhi, Pune, Mumbai, Ahmedabad and VadodaraEmployment Type: Full-TimeCONNECTCompany OverviewMc Kinley Rice is not just...

"Unlock your dream career with us. Connect with renowned employers, enjoy top-notch facilities, and thrive in a vibrant community.”Employer: GyanDhan.Position: Relationship ManagerYears of Experience:1+ YearsCommunity Location:New Delhi, Pune, Mumbai, Ahmedabad and VadodaraEmployment Type:Full-TimeCONNECTCompany OverviewMcKinley Rice is not just a company;...

About Smart Q: We go many miles beyond the F&B industry into capturing hearts and making a real difference by resolving the root cause of the business problem. At the core we strive to understand our clients' requirements through the display of empathy and provide solutions with an analytical mind that are both scalable and sustainable.In less than a...

About SmartQ:We go many miles beyond the F&B industry into capturing hearts and making a real difference by resolving the root cause of the business problem. At the core we strive to understand our clients' requirements through the display of empathy and provide solutions with an analytical mind that are both scalable and sustainable.In less than a decade we...

We are seeking a dynamic and results-driven Client Success Specialist to join our team in the IT staffing and recruitment industry. This is an excellent opportunity for someone who thrives on building relationships, solving problems, and driving value for clients.About the RoleThe ideal candidate will have strong interpersonal and communication skills, with...

"Unlock your dream career with us. Connect with renowned employers, enjoy top-notch facilities, and thrive in a vibrant community.”Employer: GyanDhan.Position: Relationship ManagerYears of Experience: 1+ YearsCommunity Location: New Delhi, Pune, Mumbai, Ahmedabad and VadodaraEmployment Type: Full-TimeCONNECTCompany OverviewMcKinley Rice is not just a...

Job DescriptionCRM - CollectionsQualifications and SkillsProven experience in customer relationship management to build and maintain positive client relationships.Expertise in debt collection techniques to recover outstanding balances effectively.Strong negotiation skills to handle and resolve disputes professionally.Excellent communication skills, both...

Company Profile:Ativir Financial Consultants Private Limited is a SEBI Registered Category -I Merchant Banking Firm engaged in Business and Investment Advisory Services, Credit Appraisal, Project Financing, Equity Research, Valuation and Financial Due Diligence. The Company focuses on Debt Syndication and Structured Finance, Debt Restructuring and Resolution...

About SmartQ: We go many miles beyond the F&B industry into capturing hearts and making a real difference by resolving the root cause of the business problem. At the core we strive to understand our clients' requirements through the display of empathy and provide solutions with an analytical mind that are both scalable and sustainable.In less than a...

**Role Overview**Smart Working, a leading UK Software Talent Provider company, is seeking an exceptional Client Success Executive to join our team. As a key member of our Hybrid Work setup (Monday-Thursday: WFH and Fridays: WFO), you will be responsible for building and maintaining strong relationships with clients, ensuring their satisfaction, and driving...

You Lead the Way. We’ve Got Your Back.With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a...

You Lead the Way. We’ve Got Your Back. With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a...

Company Description Aimlay Pvt Ltd (Recruitment) is a company based in Delhi, India, that started as an educational counseling service for students and working professionals seeking to complete their education. Our professional guidance has helped individuals achieve academic excellence and secure admissions to reputable universities. With a growing...

Keen to build a High Impact Startup?Hop on-board VenEx. Unlock innovation in the world.VenEx is building innovative applications in the compensation and performance assessment space. One of its application is a new-age compensation and wealth-sharing solution to boost capital-efficient growth, team motivation and alignment for businesses and predictable...

Keen to build a High Impact Startup?Hop on-board Ven Ex. Unlock innovation in the world.Ven Ex is building innovative applications in the compensation and performance assessment space. One of its application is a new-age compensation and wealth-sharing solution to boost capital-efficient growth, team motivation and alignment for businesses and predictable...