Wealth Relationship Manager- Urgent Opening

Wealth Manager | Partner BusinessJob OverviewWe are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.Locations: Ahmedabad, Mumbai &...

Company DescriptionSwatantra Wealth focuses on assisting clients in defining and achieving their financial objectives by investing in different assets. Our services cater to a diverse clientele and ensure tailored financial solutions. We emphasize security and returns, aiming to enhance our clients' wealth efficiently.Role DescriptionThis is a full-time...

About the Company: -Our client is a leading financial services organization, recognized for excellence in financial advisory,consultancy, and wealth management solutions. With strong expertise across Mutual Funds,Portfolio Management, Insurance, Equities, and Loans, they serve as a trusted partner for clients inachieving long-term financial growth.Roles &...

Urgent opening- Sales Manager (Gold loan / LAP/ Personal Loan etc)- Ahmedabad Salary - max 6lpa NP - Max 20 days Exp - experience in Gold loan / LAP/ Personal Loan etc. Email -

```htmlAbout the CompanyYubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India. At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have...

Job Description1) Ownership of the Asset Gathering Target of the Zone & assigned territory2) Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers.3) Increasing AUM of the location.4) Penetration of existing client base for creating new investors in MF/Investments from existing client base.5)...

Company DescriptionAnand Rathi Wealth Limited (ARWL) is an NSE 500-listed company dedicated to simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Since 2002, ARWL has been a trusted name in private wealth, offering a transparent, data-backed, and objective-driven approach to financial success....

As an Account Manager (AM) at our company, your main role will be to support the Relationship Manager (RM) in maintaining and building the RM wealth management Business. **Role Overview:** - Assist the RM in creating financial plans for clients, ensuring alignment with their goals. - Regularly report on portfolio performance, asset allocation, and IRR. -...

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and...

Company DescriptionRational Investment is a leading financial services firm established in 2014, offering wealth management and mutual fund distribution services. Based in Ahmedabad, Gujarat, we are recognized by the Association of Mutual Funds of India (AMFI) and serve over 150 families across major cities in India. Our expertise spans insurance, stock...