
Wealth Relationship Manager
2 weeks ago
This is a full-time hybrid role for a Wealth Manager/Relationship Manager located in Gurugram, with some work from home acceptable. The Wealth Manager/Relationship Manager will be responsible for developing and managing client relationships, providing tailored financial advice, creating and overseeing investment strategies, and ensuring clients meet their financial objectives. The role includes performing market analysis, financial planning, and offering continuous support to clients.
Financial Planning, Finance, and Insurance skills
Investment Management and Investments skills
Experience in the financial services or investment industry is advantageous
Bachelor's degree in Finance, Economics, Business, or a related field
Relevant certifications such as CFP, CFA, or similar are a plus
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Strategic Wealth Manager
2 days ago
India beBeeWealth Full timeJob Title: Wealth Management ProfessionalWe are seeking an experienced wealth management professional to join our team. The ideal candidate will have a strong background in managing client relationships, financial planning, and investment strategies.Key Responsibilities:Manage client relationships to improve the value of existing customersBuild and maintain...
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Sales Relationship Management
3 weeks ago
India Aptita Full timePosition AVP VP Sales Relationship Management Locations Hiring For Gujarat Market East Market Kolkata North Zone Punjab Haryana Chandigarh Experience 8 20 years depending on location CTC Range 18 35 LPA Qualification Graduate Postgraduate Role Overview We are seeking experienced Sales Relationship Managers to lead regional sales...
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Senior Wealth Manager
3 days ago
India beBeeAffluent Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Opportunities in Wealth ManagementWe are seeking a seasoned professional with expertise in portfolio management and relationship building to join our organization.Responsibilities:Develop and manage high-value investment portfolios for affluent clients.Identify and cultivate new business opportunities for liabilities growth.Enhance client satisfaction by...
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Wealth Manager
3 weeks ago
India Zetheta Algorithms Private Limited Full timeAbout the Company Ze Theta Algorithms Private Limited is a Fin Tech start-up which has been recently set up and is developing innovative AI tools.About the Role We are seeking a talented and motivated student intern for Wealth Manager role.This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis...
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Wealth Manager
4 weeks ago
India Zetheta Algorithms Private Limited Full timeAbout the CompanyZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.About the RoleWe are seeking a talented and motivated student intern for Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and...
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India Alphabet Investment Full time- We are looking for an experience candidate in managing client relationship in Wealth Management or Bank for building our Wealth Management business - Candidate would be responsible on for managing UNHI HNI clients- wealth through financial advisory and wealth management product for Alphabet Investment - The Wealth Manager shall be responsible for...
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Senior Relationship Manager
4 weeks ago
India Tekpillar Full timeWe Are Hiring - Relationship Manager HNI Sales Location Chennai Bangalore Hyderabad CTC Up to - 15 LPA Lucrative Incentives BenefitsIndustry Wealth Management Broking Financial AdvisoryKey Responsibilities - Acquire and manage a portfolio of High Net Worth HNI clients with investable assets of - 25 Lakhs and above- Understand client goals...
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Relationship Manager
3 weeks ago
India V-Konnect Associates Full timeAchieve Banks objective in terms of earnings assets liabilities credit quality etc as per agreed budgets targets from client relationship across all product groups Relationship Management- Seek and acquire new client relationships by understanding the customers financial needs and provide suitable solutions in terms of providing bank products and...
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Relationship Manager
2 weeks ago
India Hirva HR Solutions Full timeDesignation Relationship manager Job details - Lead will be provided- Managing the Banking Product sales via designated Branch- Maintain good relationships with customers- Providing pre- and post-sales support- Meeting sales targets For more information kindly contact HR Vivek 9023862949 ref updazz com
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Relationship Manager
2 weeks ago
India TATA CAPITAL Full time11091 Core Responsibilities Sales Process Management o Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships o Retain and expand the company s base of customers for home loan and LAP channel so as to ensure repeat business or...