Wealth Relationship Manager jobs in Bareilly

Role Summary We are looking for a driven Relationship Manager who will work as an individual contributor to acquire direct clients and build a strong network of Business Associates (BAs) / DSAs for Stock Broking and allied wealth products. The role demands strong on-field sales capability, relationship-building skills, and consistent achievement of individual and channel-based targets. Key...

About the Company ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools. About the Role We are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and...

About Nuvama: Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. The business serves close to a...

Function: Private Wealth Management Location: Mumbai / Delhi NCR / Bengaluru / Chennai / Ahmedabad / Pune Reporting to: Regional Director – Private Wealth Employment Type: Full-time Executive Summary At Bajaj, our Private Wealth Managers are trusted advisors to UHNI families, entrepreneurs, and promoters. As a Private Wealth RM, you will be responsible for managing and growing a high-quality...

About CIBC India: CIBC India is a technology and operations hub in Hyderabad, where you’ll be part of our highly engaged and global team, and play a central role in supporting our growth. Whether you’re driving innovation in digital banking or streamlining client onboarding, you’ll be part of a culture recognized for excellence and investment in people. At CIBC India, people and progress are at...

SVP – Wealth Management | Individual / Playing Captain (UHNI Focus) Position based at Ahmedabad CTC: ₹30–80 LPA (Open for the right book & leadership impact) Email: rupam@thehrgallery.coom The Mandate This is not a support or oversight role. We are seeking a frontline wealth leader** who combines **personal UHNI credibility** with the ability to **build, lead, and dominate a regional wealth...

About the Company Who are we? Our Vision: To be the trusted one stop “strategy to execution” global banking transformation and digital innovation advisor for designing pragmatic business maximization solutions, building future of banking ready capabilities and delivering the best business value realization, user adoption and faster go-to-market transformation programs for our banking and...

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial...

About OneNDF OneNDF is a property-backed loan marketplace, working closely with Real Estate Developers, Ultra-HNI clients & family offices. We specialize in structuring large-ticket, secured, and customized financing solutions for real estate projects and high-value clients. Role Overview We are looking for a senior relationship and deal-origination professional who can: - Build and manage...

Job Description – Relationship Manager (RM) Operations Position: Relationship Manager – Operations Department: Operations / Client Relationship & Retention (CRR) Location: Raipur (Client First Wealth Management HQ) Employment Type: Full-time About Client First Wealth Management Client First Wealth Management is a fast-growing wealth management company committed to helping clients achieve...

Urgent Hiring || AVP/DVP – Private Client Group (PCG) || Gujarat Location: Ahmedabad Profile-: AVP/DVP – Private Client Group (PCG) Experience- 12 + years Ctc- Depends on interview Reporting To: CEO – Wealth & Capital Markets Key Responsibilities Strategic Leadership - Define and execute the overall PCG strategy in alignment with business objectives. - Build and scale the PCG business...

Role Description This is a full-time Relationship Manager role located on-site in Versova, Mumbai at Money Works Financial Services. The Relationship Manager will be responsible for building and maintaining client relationships, analyzing investment needs, providing recommendations, working with AMCs and ensuring client satisfaction through personalized services. They will be reporting to the...

Bharti Axa Life Insurance is seeking motivated candidates who are eager to build a career within a rapidly growing organization. Candidates who want to join Bancassurance team in a leading life insurance company, kindly apply. Banking channels are Axis bank, AU Small Finance Bank, KBL Bank. JOB SUMMARY: Takes responsibility of fulfilling leads & prospecting new business from salary segment of...

About SmartQ SmartQ is redefining how the world experiences food. As a next-generation food-tech innovator, we solve real operational challenges through empathy-led insights and powerful technology. Our mission is clear: to elevate everyday dining into a seamless and meaningful experience. In the last decade, we've transformed cafeteria and food operations across industries with scalable,...

Designation – Relationship Manager Notice Period – Immediate joiner / 15 days Role – Individual Contributor Years of Experience – 1 year to 5 Years Interview Type – Face to Face Key Responsibilities: - Source and acquire customers for Home Loans and LAP through direct sales, referrals, and channel partners. - Build and maintain relationships with customers, DSAs, builders, and referral...

Walk in Drive on 22-01-2026 -Recruitment Drive for Preferred Relationship Manager, PB-Teller Authoriser & Personal Banker Classic !!! Job Responsibilities(JR)- Managing Classic Portfolio. Achievement of income plans and other benchmarks within portfolio. Customer services. Operations. Acquisition Manager CASA Cross selling HNI Client Experience Required As Per Profile: Preferred...

Role Summary We are seeking a proactive and customer-centric Virtual Relationship Manager (VRM) to manage and grow client relationships through digital and virtual channels. The role focuses on understanding client financial goals, recommending suitable mutual fund and online investment solutions, and driving revenue through upselling and cross selling all without physical meetings. Key...

About CIBC India CIBC India is a technology and operations hub in Hyderabad, where you’ll be part of our highly engaged and global team, and play a central role in supporting our growth. Whether you’re driving innovation in digital banking or streamlining client onboarding, you’ll be part of a culture recognized for excellence and investment in people. At CIBC India, people and progress are at...

About SmartQ SmartQ is redefining how the world experiences food. As a next-generation food-tech innovator, we solve real operational challenges through empathy-led insights and powerful technology. Our mission is clear: to elevate everyday dining into a seamless and meaningful experience. In the last decade, we've transformed cafeteria and food operations across industries with scalable,...

Wealth Manager | Partner Business Job Overview We 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, Delhi, Mumbai & Pune Roles And...