Relationship Manager

*Company Description:Wealthy is a Fintech Wealth Management platform based at Banglore. Our platform enables professionals to grow wealth for investors, allowing partners to focus on their clients, earn a fair share of revenue, and build a second income. Thousands of partners across the country have joined & using our platform.*Role Description:This is a...

DescriptionThe Senior Relationship Manager will be responsible for managing and growing a portfolio of affluent clients, offering tailored financial solutions and building long-term relationships. This role requires excellent communication and interpersonal skills, a deep understanding of the affluent market, and the ability to provide exceptional client...

Skillventory is Hiring – NRI Relationship ManagerLocations: Vadodara | Rajkot | Bhuj | Surat | NavsariAre you passionate about managing high-value NRI relationships and driving business growth? Here's your chance to join a dynamic and growing banking teamRole: NRI Relationship ManagerGrade: Manager / Sr. Manager / AVPDepartment: Retail Branch Banking –...

Key ResponsibilitiesProvide personalized investment advice and financial planning solutions to HNI and UHNI clients.Design and implement goal-based financial plans considering client's risk appetite, time horizon, and financial objectives.Conduct portfolio analysis and recommend suitable investment strategies across mutual funds, insurance, and other...

*Company Description:Wealthy is a Fintech Wealth Management platform based at Banglore. Our platform enables professionals to grow wealth for investors, allowing partners to focus on their clients, earn a fair share of revenue, and build a second income. Thousands of partners across the country have joined & using our platform.*Role Description:This is a...

DescriptionAs a Senior Relationship Manager, you will be responsible for managing and growing relationships with affluent business clients. Your role will involve understanding their unique financial needs and providing tailored solutions. You will collaborate with various teams to deliver an exceptional client experience and drive business...

Career Opportunities Position Branch Relationship ManagerLocation SuratDepartment Customer Advisory TeamFunction Loyalty - SalesReporting to Territory Manager( Customer Advisory Team) About Max Life Insurance:''Max Life Insurance, one of the leading non-bank promoted private life insurers, is a joint venture between Max Financial Services Ltd. and Mitsui...

Role & responsibilities:Working with various bank channels or wealth counters to achieve continuous and sustained growth in mutual fund domainAchieve sales targets through active distributor engagement.Strengthen relationships with channel partners and provide ongoing support.Deliver product training, marketing assistance, and conduct joint investor...

Top 5 Reasons to Build Your Career at UpperCrust Wealth 1. Biggest Wealth-Management Setup in VadodaraWork with one of the city’s strongest and fastest-growing financial teams. 2. Exposure to Every Major Investment ProductPMS, Mutual Funds, AIFs, Insurance, Corporate Treasury — learn everything under one roof. 3. Work With the Largest & Most...

**Experience:Minimum 3-5 years of experience in financial services sales and business development.Company Description**PrimeIdea Ventures, established in 2008, transforms the ways people invest in mutual funds and stocks by offering services that simplify analysis and selection. The company's skilled and experienced team has developed a system leveraging AI,...