Relationship Manager

Job Title: Relationship Manager Wealth ManagementSeeking a client-focused Relationship Manager to deliver tailored wealth management solutions, deepen client engagement, and grow assets under management.Key ResponsibilitiesManage and strengthen relationships with high-net-worth clients.Understand clients financial goals and provide suitable investment,...

Rupeek India's leading asset-backed digital lending fintech is hiring Relationship Managers across SuratJob Title: Relationship ManagerEducation: GraduateExperience: 1 - 5 years in Gold Loan / Gold Appraisal / ValuationKey Responsibilities:Conduct accurate gold valuation & ensure KYC complianceAcquire new customers & maintain relationships for...

Role Overview:An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey. Key Responsibilities:Identify and onboard HNW clients through market research,...

Role Overview:An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey. Key Responsibilities:Identify and onboard HNW clients through market research,...

Job Title: Relationship Manager – Mortgage Location: Vadodara, Gujarat CTC: Up to 4 LPA Experience: Minimum 1 Year Product: Mortgage (DSA Sourcing) Key Responsibilities: Source mortgage business through DSAs and open market channels. Develop and maintain strong relationships with DSAs to drive business volumes. Achieve monthly sales targets and ensure...

Company DescriptionUTI Pension Fund Limited (UTI PFL) is one of India's premier Pension Fund Managers, registered under the Pension Fund Regulatory & Development Authority (PFRDA) as part of the National Pension System (NPS). Managing assets under management (AUM) of over ₹3.84 lakh crore as of July 2025, UTI PFL serves Government, Corporate, and Retail...

Summary: We are seeking a dynamic and field-oriented Sales Executive to promote and sell the Petpooja Restaurant Billing Platform and Value-Added Services (VAS). The role involves lead generation through field visits and cold calling, conducting client demos, onboarding restaurants, and maintaining long-term client relationships. You will be the face of...

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

???? We’re Hiring: Relationship Manager / Sales Specialist ???? Locations: Multiples cities of Punjab ????️ Department: Sales & Marketing We’re reshaping education with engaging books, flashcards, life-skill boards, Olympiads , and more. Since our inception, we’ve been on a mission to make learning fun, practical, and impactful. Now, we’re looking...

1) Would be responsible for Acquiring & Managing High Net Worth Relationships 2) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and then by ensuring that they receive and execute on the right advice. 3) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 4) The Relationship...