Relationship Manager – Wealth Management_ Pune

Job 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...

Company Description-With a strong intellectual base coupled with an un-paralleled bouquet of products and services, For 26 years AUM Capital is the preferred and trusted advisor for HNIs, Family offices, Corporate Treasuries, and Institutions across India. We specialize in Wealth management and Fixed income broking and distribution, with a 360-degree...

Company Description-With a strong intellectual base coupled with an un-paralleled bouquet of products and services, for 26 years AUM Capital is the preferred and trusted advisor for HNIs, Family offices, Corporate Treasuries, and Institutions across India. We specialize in Wealth management and Fixed income broking and distribution, with a 360-degree...

Company Description GDFS Group emerged in Odisha during the 2008 market crash, starting with GD Financial Solutions Private Limited to bridge the gap between investors and markets. Through a long-standing strategic partnership with Motilal Oswal Financial Services Limited, GD Financial Solutions has solidified its place as a top franchise. Over time, the...

**Job Title: Business Analyst -Wealth** ***About Us** - “Capco, a Wipro company, is a global technology and management consulting firm. Awarded with _**_Consultancy of the year in the _**_British Bank Award_**_ and has been ranked _**_Top 100 Best Companies for Women in India 2022 by _**_Avtar & Seramount_**_. With our presence across 32 cities across...

Position 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...

AREA RELATIONSHIP MANAGER with Valuenable pvt LtdSalary - 7- 9 5 LPAexperience - 5 yearsLocation - Hyderbad Chennai KolkataKey Responsibilities Customer Acquisition Identify and target potential clients to expand the customer base focusing on high-net-worth individuals and institutional clients for mutual fund sales and wealth management services...

Opportunities 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...

Job Role:The Preferred Relationship Manager is the key liaison between our organization and affluent clients. This position requires developing strong relationships with high net worth individuals and providing exceptional service to maintain their loyalty.Key Responsibilities:Identify and acquire new affluent clientsMaintain existing client relationships...

Unlock Your Potential in Wealth Management">About the Role:">We are seeking an experienced Investment Counsellor to join our team. As a key member of our wealth management division, you will be responsible for converting clients for cross-selling from existing clients and meeting AUM targets.">Key Responsibilities:">Convert clients for cross-selling from...