Wealth Manager

We are seeking an energetic and persuasive Telesales Executive to join our team. The candidate will be responsible for cold calling prospects from our database to either onboard them as channel partners or convince them to invest in our financial products such as bonds and mutual funds.This role is ideal for someone with strong communication skills and a...

Job ID: 38531Location: Kolkata, INArea of interest: Retail BankingJob type: Regular EmployeeWork style: Office WorkingOpening date: 1 Sept 2025Job SummaryWealth Relationship Manager Director is pivotal in driving financial growth, building client relationships and delivering comprehensive financial solutions, strengthens the bank's wealth management...

Role : AIF Sales/Fund RaisingAbout Neo Group:Neo group is a new age, focused Asset Management and Financial Advisory Platform that aims at providing clients with transparent, cost-efficient and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to empowering...

SUMMARY for RM: -The Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions make...

Job ID: 38679Location: Kolkata, INArea of interest: Retail BankingJob type: Regular EmployeeWork style: Office WorkingOpening date: 2 Sept 2025Job SummaryAs a Relationship Manager, you'll be responsible for managing and developing relationships with clients of Priority Banking & Priority Private Banking to drive business growth and meet the bank's strategic...

Job ID: 38511Location: Kolkata, INArea of interest: Retail BankingJob type: Regular EmployeeWork style: Office WorkingOpening date: 1 Sept 2025Job SummaryOversee Cluster of Branch Performances: Ensure strong financial outcomes, operational efficiency, and service excellence.Grow Wealth Business: Guide WRMs in deepening client relationships and expanding...

Overall Job DescriptionRelationship management of the premium customer segment of the BankGenerate new business to achieve defined sales targets across various Banking and wealth productsBuild and deepen relationships with existing Pioneer Customers to achieve increase in deposits, AUM and revenuesProvide customer service to achieve a high customer wallet...

JOB DESCRIPTION Role/ProfilePrivilege Relationship ManagerJob Title/ DesignationExecutive/Assistant Manager/ Deputy ManagerCompany CTC rangeNegotiableLocationPatnaSUMMARY: -The Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide...

We provide financial planning, investment advisory, and portfolio management services. The role involves guiding clients on wealth creation, tax planning, and long-term financial security. Candidates will focus on building strong client relationships and offering tailored financial solutions.Job Type: Full-timePay: From ₹20,000.00 per monthBenefits:Cell...

Job Title: Team Leader Wealth ManagerDepartment: Wealth Management & Lending SolutionsRole OverviewWe are seeking a dynamic and experienced Team Leader – Wealth Manager to lead a high-performing team of wealth advisors. The ideal candidate will bring deep expertise in equity broking, investment advisory, and lending products including business loans,...