Preferred/Wealth Relationship Manager

Role Overview: As a Wealth Manager/TL Retail-Sales at SMIFS Limited, you will be responsible for retail sales and maintaining product knowledge while providing excellent customer service and effective communication. Your daily tasks will include building and maintaining client relationships, understanding client needs, and promoting financial products and...

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...

As a Senior Wealth Manager, you will be responsible for managing the wealth portfolios of HNIs and UHNIs. You will play a pivotal role in generating leads, nurturing talent within the team, and optimizing revenues.

Company DescriptionFounded in January 2022, Centricity empowers finance and investment professionals to establish their independent practices through a comprehensive SAAS-based investment management platform. Our platform offers digital transactional capabilities for a diversified product suite. We aim to provide a consistent family office experience for...

Company DescriptionNirmal Bang is a leading stock broking company in India, offering a range of financial products and services, including equities, derivatives, commodities, currency derivatives, IPOs, NPS, Depository services, and PMS. Founded and led by Mr. Dilip Bang and Mr. Kishore Bang, the company is committed to delivering unmatched client value...

Looking for Wealth Relationship ManagerResponsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, InvesTiger, SGB, Insurance and other products launched from time to time.Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.Create an incremental SIP BookWill be responsible...

Position: Cluster Head – Private Wealth (Individual Contributor)Location: KolkataFunction / Department / Vertical: Private Wealth Group / Wealth Management SalesBook Size: ₹40 Cr and aboveExperience Required: 5–10 yearsEducational Qualification: MBA / Post GraduateRole OverviewThe Cluster Head (Individual Contributor) will be responsible for acquiring,...

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 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...

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...