Portfolio Relationship Manager

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...

Role: Financial PlannerThis is a full-time, on-site role based in Dwarka. As a Financial Planner, you will be responsible for providing personalized financial planning services to clients, including retirement planning, investment management, and wealth preservation. You will collaborate with investment experts, financial planners, and tax experts to develop...

Responsibilities:Develop and maintain strong client relationshipsManage client portfolios and expectationsIdentify new business opportunities through networking and referrals

Company DescriptionThe Headway is a comprehensive solution provider for all investment and financial needs, with a presence in Delhi/NCR and Shivpuri (MP). Established in 2011 (formerly known as Key Portfolio Solution Private Limited), it was founded by seasoned finance professionals with a combined experience of over 50 years.Role DescriptionThis is a...

We are seeking a seasoned Relationship Manager with strong expertise in the stock market and derivatives segment. We're looking for a candidate who can confidently manage client portfolios, offer market-based investment advice, and drive relationship-based growth. Location: Moti Nagar, Delhi | Full-time | Experience: 3+ Years Key Responsibilities:The role...

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...

Portfolio Resolutions Manager-Unsecured-ARD Retail-ARD Retail Portfolio Job Role / KRA's Job requires managing central agencies and adding new agencies. Managing independent team from all states. Liaison with central and state teams. Meeting monthly collection targets. Deep bucket collections Job Requirements, Skills, Knowledge...

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...

Key highlights of the role are listed below (Indicative and not exhaustive):This position is responsible for driving fresh acquisition, spends and portfolio enhancement business through;Prospecting for new customers through existing distribution leads, cold calling and maximizing lead generation and corporate onboarding.Timely execution of all sales...

About PCJ Holdings Pvt. Ltd.PCJ Holdings Pvt. Ltd. is a trusted financial services firm with decades of legacy in wealth creation and investment distribution. As an NSE, BSE, MCX, and NSDL registered member and an AMFI-registered Mutual Fund Distributor (ARN 63632), we empower individuals, HNIs, UHNIs, corporates, and institutions to grow their wealth across...