Wealth Relationship Manager

Company DescriptionFounded in 2008, GOODWILL WEALTH MANAGEMENT PVT LTD is a leading financial services firm in India, .The company houses the largest distribution network and offers a wide range of financial services and investment solutions. Known for its reliability and customer-centric approach, it has built a strong reputation in the financial sector....

Role & responsibilitiesLead a team of Relationship Managers (RMs) / Wealth Advisors in the Private Client / affluent / high-net-worth (HNW) segment.Drive acquisition, retention, and growth of private-client relationships.Act as a bridge between frontline sales (RMs) and broader bank strategy / product teams.Manage risk, compliance, and client onboarding,...

We are looking for a highly motivated and passionateRelationship Managerwith a strong background insales and business development, and a keen interest in thestock market and financial services sector.The ideal candidate will be responsible for acquiring new clients and franchise partners, driving revenue growth, delivering exceptional client service, and...

Job Title: Relationship ManagerExperience: 0–2 YearsDepartment: Sales / Client Relations / Wealth ManagementLocation: IndiaRole OverviewThe Relationship Manager will be responsible for developing and maintaining strong customer relationships, understanding client needs, and supporting them with appropriate financial products or services. This role suits...

Wealth Sales Executive (NRI)Locations: Palakkad, Malappuram, Thrisssur, Calicut, ErnakulamExperience : Minimum 1–3 years in financial sales, wealth management, or investment advisory (NRI-focused experience preferred).Qualifications: Degree MandatorySalary : 30, ,000 plus Attractive IncentivesShift: 9:30 AM to 5:30 PMAbout the RoleAs a Financial Consultant...

Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI),...

Position: Relationship Manager –Life InsuranceIndustry: InsuranceLocation: ErnakulamPreferred Candidates: Professionals with prior experience in the Insurance IndustryGeneral Overview of the RoleThe Relationship Manager – Life insurance will be responsible for building and managing relationships with channel partners, ensuring smooth business...

The Relationship Manager will be at the forefront proactively nurturing and enhancing existing business relationships in the Australian Market. The role is pivotal in client retention through effective communication, identification of upselling opportunities, and diligent risk management.Job Duties and ResponsibilitiesLead Quantity and Quality: Generate a...

Job Title: Relationship Manager (RM)Location: Kochi (Onsite)Company: PaisaOnClick (Altiora Capital Solutions Pvt. Ltd.)Employment Type: Full-TimeCompany DescriptionPaisaOnClick is dedicated to building a customer-first lending marketplace that simplifies loan processing and enhances access to capital. We prioritize security, efficiency, and proactive...

We are seeking a proactive and client-focused Relationship Manager and Branch Manager to join our Broking team. The ideal candidate will be responsible for acquiring, managing, and retaining clients ensuring excellent service and promoting investment