Wealth Relationship Manager jobs in Bihar State

About the Company Ze Theta Algorithms Private Limited is a Fin Tech 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 advisory....

Roles and Responsibilities Drive HNI client acquisition by targeting Affluent & Super Affluent segments. Cultivate relationships, grow AUM, advise on investments & enhance portfolios. Research markets, collaborate with product teams & organize events to fuel business growth. Desired Candidate Profile Experienced Wealth Advisor. Expertise in investments, markets & wealth management. Strong...

A Position Overview Position Title Assistant Relationship Manager- LOY Department DSF-Agency Sales Level/ Band 102/Officer Organizational Relationships Reports To Sales Manager Supervises D Key Result Areas Distribution Deliverables ·Ensure planning & recruitment of sanctioned number of FPOs/WMCs and Sales Manager for FPO Units in the Region. ·Achieve sales targets on issued FYP as...

Roles and Responsibilities New Client Acquisition – Inventory Finance and Vendor Finance Portfolio Management of existing clients – relationship, renewals/enhancements and servicing Budgets for New Client Acquisition, Asset and Fee Income Cross Sell of Working capital facilities to existing clients Role involves travel within respective region/state Coordination with various internal (credit,...

We are looking for a proactive and client-focused Relationship Manager to manage and grow an existing portfolio of Working Capital (WC) clients. The role involves deep engagement with clients to understand their business models, structure appropriate WC solutions, and ensure timely renewals and enhancements of credit limits. The ideal candidate will be responsible for maintaining strong...

Job Description Roles and Responsibilities · Achieve the set business targets on ANP and case count · Acquire New Customer through following: Leads Natural market References Orphan base · Fix meetings with the prospects to conduct need analysis and explain products · Implement and adhere to Need Based Selling Model. · Up- sell & Cross Sell the Orphan Base of Customers allocated. ·...

Job Title: Enterprise Risk Manager (ERM) Location: Mumbai Experience Required: 10–14 Years Industry Preference: Broking / Capital Markets / Financial Services About the Role Paytm Money is looking for an experienced Enterprise Risk Manager to strengthen its risk governance framework across all business lines, particularly Equity, F&O, MF, and Wealth products. The role involves driving a...

Job description deVere Group is one of the world's leading financial advisory organisations, providing high-class, independent financial advice to expatriate clients and investors globally, with over $14 billion under management and more than 100,000 clients in over 100 countries. With multiple offices around the world, the company offers personalised, extensive financial advice and exclusive...

🔷 Job Title Head of Business Development (IT & Non-IT Staffing | USA & India) (Immediate Revenue Ownership | New Client Acquisition Mandatory) 📍 Location: India (Hybrid / Onsite) 🕘 Employment Type: Full-time | Leadership 🌍 Markets: USA & India 🧭 About the Role We are seeking a senior revenue leader, acquire new logos to own and drive business growth for our IT and Non-IT staffing and IT...

AdvisoryAI is building the AI co-pilot that's transforming wealth management. We automate the tedious middle-office work that buries financial advisors, freeing them to focus on what matters: their clients. Founded by Entrepreneur First alumni, we've scaled to thousands of daily active users and are currently valued at £100 million. We're raising our Series A in 2026. We need a world-class...

Company Overview Elevate LLC is a national platform built to partner with growth-focused accounting, tax and advisory firms. Our mission is to empower entrepreneurial firms and their leaders by providing the capital, operational support, and strategic guidance they need to scale. By combining the resources of a larger organization with the independence and culture of local firms, Elevate creates...

JOB DESCRIPTION Position Title Relationship Manager Department Direct Distribution – Direct Sales Force Level/ Band Officer Reports to Direct Sales Manager Geographic Area Covered As per mapped branch & city Stakeholders - Internal DSF Sales Force Stakeholders - External Exiting Tata AIA Consumers Organizational Relationships Job Dimensions Key Result Areas Sales Achieve the set...

Roles and Responsibilities Drive HNI client acquisition by targeting Affluent & Super Affluent segments. Cultivate relationships, grow AUM, advise on investments & enhance portfolios. Research markets, collaborate with product teams & organize events to fuel business growth. Desired Candidate Profile Experienced Wealth Advisor. Expertise in investments, markets & wealth management. Strong...

Job Description Roles and Responsibilities · Achieve the set business targets on ANP and case count · Acquire New Customer through following: Leads Natural market References Orphan base · Fix meetings with the prospects to conduct need analysis and explain products · Implement and adhere to Need Based Selling Model. · Up- sell & Cross Sell the Orphan Base of Customers allocated. ·...

Roles and Responsibilities Acquisition of new customers Create & manage distribution franchise comprising individual agents, corporate distributors & brokers Achieve productivity & Sales targets - numbers & Value Strategy, New distributor tie-ups Market intelligence Desired Candidate /Any Graduate Min 2 yrs relevant exp Preferably RM's specializing in distribution/channel mngt in AMC/Mutual...

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider...

Roles and Responsibilities Acquisition of new customers Create & manage distribution franchise comprising individual agents, corporate distributors & brokers Achieve productivity & Sales targets - numbers & Value Strategy, New distributor tie-ups Market intelligence Desired Candidate /Any Graduate Min 2 yrs relevant exp Preferably RM's specializing in distribution/channel mngt in AMC/Mutual...

JOB DESCRIPTION Position Title Relationship Manager Department Direct Distribution – Direct Sales Force Level/ Band Officer Reports to Direct Sales Manager Geographic Area Covered As per mapped branch & city Stakeholders - Internal DSF Sales Force Stakeholders - External Exiting Tata AIA Consumers Organizational Relationships Job Dimensions Key Result Areas Sales · Achieve the...

Roles and Responsibilities Acquisition of new customers Create & manage distribution franchise comprising individual agents, corporate distributors & brokers Achieve productivity & Sales targets - numbers & Value Strategy, New distributor tie-ups Market intelligence Desired Candidate /Any Graduate Min 2 yrs relevant exp Preferably RM's specializing in distribution/channel mngt in AMC/Mutual...

Roles and Responsibilities Acquisition of new customers Create & manage distribution franchise comprising individual agents, corporate distributors & brokers Achieve productivity & Sales targets - numbers & Value Strategy, New distributor tie-ups Market intelligence Desired Candidate /Any Graduate Min 2 yrs relevant exp Preferably RM's specializing in distribution/channel mngt in AMC/Mutual...