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- ...Job Description:- Relationship Manager / Wealth Manager - Equity Sales Maintaining the relationship with the customers. To cross-sell the investment party products. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking...SuggestedKolkattaa month ago
- ...Description We suggest you enter details here. Role Description This is a full-time on-site role for a Relationship Manager - Real Estate Sales located in Ahmedabad. The Relationship Manager will be responsible for managing and maintaining client relationships,...SuggestedFull timeAhmedabad15 days ago
- ...working with Real Estate Channel Partners is mandatory. • Good working knowledge of real estate brokers and their business. • Great sales skills with a knack for connecting with the Channel Partners and End Customers alike. • Two-wheeler with a valid license. •...SuggestedFlexible hoursMumbai1 day ago
- ...We are seeking an experienced Key Account Manager with a strong background in the real... ...for managing key client accounts, driving sales growth, and ensuring customer satisfaction... ...Responsibilities Build and maintain strong relationships with key clients in the real estate...SuggestedBangalore28 days ago
- ...CRM Executive with a strong background in REAL ESTATE to manage customer relationships, streamline communication, and enhance client satisfaction.... ...with professionalism and promptness. Coordinate with sales, marketing, and operations teams to ensure seamless customer...SuggestedLudhiana1 day ago
- ...presence in India, were looking for a dynamic Sales / Business Development Manager to drive our business growth and strengthen relationships with our elite clientele. Website -... ...Strategic Partnerships:-Forge relationships with wealth managers, private bankers, investment...SuggestedPermanent employmentFull timeWork at officeNoida4 days ago
- ...Development Prospect & acquire new client relationships (UHNIs, family offices, corporates)... ...advise clients on their investments and manage their overall financial portfolio, and deepening... ...coordinate with the research team and wealth products team, and advise client basis,...SuggestedMumbai1 day ago
- ...Role & responsibilities Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities... ...of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business...SuggestedFull timeGurgaon12 days ago
- ...Role & responsibilities Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers Develops, manages, and expands customer relationships by providing service level which exceeds...SuggestedThane12 days ago
- ...Job Title: Senior Private Wealth Relationship Manager Location: Mumbai About the client: PSS has been mandated to hire a Senior Private... ...team Ensure 100% compliance in the internal process, i.e. sales process, asset allocation, advisory mandates, etc Follow...SuggestedWork at officeMumbai1 day ago
- ...Roles and Responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business... ...revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail...SuggestedFull timeBilaspur, Himachal Pradesh12 days ago
- ...incumbent will build and maintain strong relationships with key clients, helping them make informed... .... Roles and Responsibilities: Manage a portfolio of key clients and deliver personalized... ...value clients to offer complete banking, wealth management, and portfolio management...SuggestedFull timeLocal areaAhmedabad12 days ago
- ...Job Summary: The Wealth Relationship Manager is responsible for acquiring, growing, and managing relationships with high-net-worth clients by providing customized wealth solutions, financial advice, and investment products tailored to client profiles. Key Responsibilities...SuggestedAmbala12 days ago
- ...ensuring timely service to customers so customer traffic is efficiently managed. Recommend workflow changes for customer service with greater... ...Risk Management ~ Candidate is aware of bank's Mis-selling & Sales Policies and ensure adherence all the times. Governance ~...SuggestedLong term contractFull timeWork at officeWork from homeFlexible hoursChandigarh1 day ago
- ...leading Private Sector Bank is hiring for the position of Wealth Relationship Manager – Retail Liabilities for Delhi and Gurgaon locations. Key... ..., Mutual Funds, and other retail liability products. Excellent relationship-building, communication, and sales skills....SuggestedGurgaon12 days ago
- ...Key Responsibilities: Relationship Management Manage the banking and investment relationships of HNI clients and drive overall growth in liabilities... ...opportunities and grow the portfolio accordingly Achieve sales targets across liabilities, retail assets, business banking,...Full timeMumbai12 days ago
- ...About Us Founded in 2012, Scripbox is a full-stack Digital Wealth Management company with the sole objective of simplifying complex... .../CFA Level 2 or 3 (preferred). Role Summary The Senior Relationship Manager oversees client portfolios and team performance, ensuring...Long term contractChennai1 day ago
- ...companies offering research-driven Portfolio Management Services (PMS). With over a decade of... ...-backed PMS focused on long-term wealth creation and financial growth, ensuring... ...is a full-time, on-site role of Wealth Relationship Manager for Chennai, Coimbatore,Kerala ....Long term contractFull timeChennai17 days ago
- ...Description This is a full-time, on-site role for a Wealth Relationship Manager located in Chennai. The Wealth Relationship Manager will be... ...insurance products, conducting financial reviews, and achieving sales targets. The role also involves maintaining up-to-date...Full timeChennai28 days ago
- ...understanding. You will do so by building a strong relationship with our clients and analyzing our... ...Responsibilities JD - Relationship Manager First Wealth Key Responsibilities: - Develop... ...to clients - Meet and exceed sales targets and contribute to the overall growth...Local areaMumbai1 day ago
- ...for dynamic and experienced professionals for the role of Wealth Relationship Manager . Candidates must have prior experience in Wealth Management... ..., insurance, PMS, and other financial products. Achieve sales and revenue targets through effective client engagement....Long term contractKalyan2 days ago
- ...Role Description This is a full-time on-site role for a Wealth Relationship Manager located in Chandigarh, Ahemdabad, Bangalore, Pune, Lucknow, Varanasi, Kanpur , Hyderabad , Noida . The role involves client acquisition, financial planning, and portfolio management...Long term contractFull timeTemporary workBangalore4 days ago
- ...Designation: Relationship Manager - Wealth Manager What You'll Do Acquire new clients through networking, referrals, and proactive outreach strategies... ...across market segments Drive revenue by meeting sales targets and cross-selling/up-selling financial products...Delhi1 day ago
- ...Gain in-depth knowledge of Pre-IPO, Unlisted Shares, and Wealth Management services. • Client Advisory: Assist HNIs and Ultra-HNIs in... ...strategies. • Client Communication: Maintain strong client relationships through regular communication, portfolio reviews, and...Long term contractPermanent employmentFull timeMumbai3 days ago
- ...Job description The wealth advisor will have to undertake the following responsibilities... ...recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client Contact clients periodically...Punea month ago
- As a Wealth Manager, you would be expected to partner with agents and generate business through them. Job Description (Role) Drive acquisition... ...and activation of new IFAs, NDs, and Banks to achieve higher sales volumes. Meet distributors regularly and identify potential...Flexible hoursPune6 days ago
- ...Responsibilities: Manage and optimize the performance of organizational assets through data-driven insights. Engage with customers to understand requirements, address concerns, and ensure client satisfaction. Analyze asset data to identify trends, opportunities, and...Mumbai4 days ago
- Relationship Manager Dialogue with our clients to understand their business objectives and challenges. The Relationship Manager will be responsible... ...to cross sell other financial products showcased by the wealth team. Financial Acumen, analytical thinking with an...Full timeChennai4 days ago
- ...Customer Success Manager - Inside Sales (Permanent Work-From-Home) - Credentialing & Billing for US market. About the Role: We are seeking a dynamic Customer Success Manager for our Inside Sales team, specializing in medical credentialing and billing services for the US...Permanent employmentWork at officeWork from homeHome officeWorking Monday to FridayShift workIndia12 days ago
- ...Designation: Ad Sales – Affiliate / Performance Marketing Key Responsibilities: Identify, onboard, and manage direct advertisers in the Mobile/App vertical (CPI, CPA). Drive... ...and maintain strong, long-term client relationships. Collaborate with internal teams (Delivery...Shift workGurgaon1 day ago
