Wealth Relationship Manager jobs in Erode

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...

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 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...

Company: Motilal Oswal financial services limited Position: Senior Wealth Manager Location: Bengaluru / Hyderabad / Chennai Industry: Banking & Broking and Finical services Key Responsibilities: Client Acquisition: Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping. Portfolio Management: Build and manage client portfolios across multiple asset...

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...

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,...

Senior Relationship Manager – Field Sales Location: Bangalore Role Summary: We are seeking a driven and results-focused Senior Relationship Manager to grow business partnerships and expand market presence. This role involves field sales, strategic relationship building, and direct engagement with senior stakeholders to drive revenue growth. Key Responsibilities: - Identify and develop new...

Role Description This is a full-time Relationship Manager role located on-site in Versova, Mumbai at MoneyWorks 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...

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...

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...

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...

Urgent Hiring || Relationship Manager || Ahmedabad Location- Ahmedabad Profile: Manager / Sr. Manager – Independent Financial Experience- 2 years Ctc- upto 7 Lpa (Depends on interview) Working Days- 6 days Reporting To: National Head Key Highlights: - 3 decades of experience in Capital Markets - SEBI registered Category – I Merchant Banker - Association s Membership of NSE, BSE, BSE –...

We are seeking a talented individual to join our Marsh Multinational team at Marsh India Insurance Brokers Pvt Ltd. This role will be based in Bengaluru. Senior Relationship Manager / Assistant Vice President / Vice President - Marsh Multinational We will count you to: - Identify client needs and develop action plan for servicing them - Responsible for new business generation. - Build and...

About BiteSpeed Hey there! We are a Sequoia-backed SaaS startup building an AI-native Marketing, Support & Sales suite for e-commerce brands. We’re currently working with 3000+ e-commerce brands globally across 50+ countries and are fortunate to have raised $5.5M+ along the journey with marquee investors like Sequoia Capital India, Kunal Shah, Gaurav Munjal & more backing us. Check out more...

Marsh India Insurance Brokers Pvt Ltd is seeking candidates for the following position based in the Mumbai office: Senior Relationship Manager / Assistant Vice President / Vice President – Employee Health & Benefits Consulting We will count on you to: - Develop plans for execution of large EH&B consulting client engagements. - Identify opportunities to cross sell products and services to...

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 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,...

We are seeking a talented individual to join our Risk Management Practice team at Marsh India Insurance Brokers Pvt Ltd. This role will be based in Mumbai Senior Relationship Manager / Assistant Vice President / Vice President – Risk Management Practice We will count on you to: - Responsible for new business generation. - Responsible for cross selling of products with the existing clients. -...