Portfolio Relationship Manager

Dear Candidate,Were Hiring: Relationship ManagerCASA | Leading Private BankPosition:Relationship Manager CASAGrade:AM/DMExperience Required:2+ Years in CASA,Role OverviewWe are looking for an experiencedRelationship Manager (Branch Banking)portfolios management for a reputedprivate sector bank. The ideal candidate will be responsible for delivering...

Position Overview:We are seeking a dynamic Relationship Manager with a strong background in banking or financial services who can leverage existing client relationships and onboard new investors. The ideal candidate should possess an entrepreneurial mindset, in-depth knowledge of investment products, and excellent interpersonal skills.Key...

The Relationship Manager (RM) in Stock Broking is responsible for acquisition and managing a portfolio of clients, guiding them through the stock trading process, and ensuring high levels of satisfaction while generating revenue for the brokerage firm.Key ResponsibilitiesClient Acquisition and Retention:Develop and maintain relationships with high-net-worth...

Company DescriptionRS Wealth Management Pvt. Ltd. is a comprehensive financial services provider offering a wide range of investment options, services, and products. Established in 2013, the company is a member of NSE, BSE, and MCX, providing advanced platforms for trading in equity, derivatives, commodities, and currency markets. RS Wealth Management serves...

Job RoleMeeting the Clients & developing Trust & relationship.Customer interactive role with Portfolio Management experience.Portfolio/Investment Engineers, who can help in designing portfolios.Advice and suggesting different investment avenues to HNI clients.Acquiring and catering to new HNI clients.Growing the existing AUM book size.Products- Mutual Fund/...

DescriptionSr. Relationship Manager – Wealth  REPORTS TO (SOLID & MATRIX):      Business Unit: Tata Capital Limited Department:  Wealth Sub Function: Sales      Job PurposeDirect Reports (Position Title)The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing...

At Roche you can show up as yourself, embraced for the unique qualities you bring. Our culture encourages personal expression, open dialogue, and genuine connections, where you are valued, accepted and respected for who you are, allowing you to thrive both personally and professionally. This is how we aim to prevent, stop and cure diseases and ensure...

**** Job Title:** Priority Relationship Manager** Channel:** Banca Channel** Bank Partner:** IDFC Bank** Location:** Delhi** CTC:** Up to ₹5 LPA** Drive Date:** 29th October 2025** Role Overview:**Work closely with IDFC Bank branches to manage and develop life insurance business through bank customers. This is a relationship-based sales role with strong...

At Roche you can show up as yourself, embraced for the unique qualities you bring. Our culture encourages personal expression, open dialogue, and genuine connections,  where you are valued, accepted and respected for who you are, allowing you to thrive both personally and professionally. This is how we aim to prevent, stop and cure diseases and ensure...

We are seeking an experienced and result-oriented Wealth Relationship Manager to drive our wealth management business with a strong focus on B2B partnerships and HNI/corporate client acquisition. The candidate will play a vital role in expanding the company's network, managing client relationships, and contributing to overall business growth.Key...