Wealth Relationship Manager jobs in Kozhikode

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...

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...

* Generate Revenue by getting business from leads generated through assigned 4-5 Bank. * Cascade the incentive programs to Banks Staff * Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document * Develop new markets/ segments in line with company sales strategy from time to time. * Build a good customer base in order to cross-sell &...

We are seeking a driven and customer-focused Branch Relationship Manager to lead business development efforts at the branch level. The role involves acquiring new customers, deepening existing relationships, and driving sales of retail liabilities and third-party products. The ideal candidate will be energetic, goal-oriented, and passionate about delivering exceptional customer service while...

Job Description A.Position Overview Position Title Relationship Manager Department CUB Level/ Band Executive - 201 Role Summary: -Visit partner branches and interact with Bank branch managers -Ensure sales targets assigned are met on every parameter -Interact with customers to explain the products and solutions -Help branches mapped to her/him help achieve insurance sales...

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...

Client Relationship Executive (CRE) Location: Calicut Salary: ₹20,000 – ₹25,000 per month Experience: 1–2 years (Banking / Financial Services / Insurance) Qualification: Any Degree This role does not involve sales targets or high-pressure sales environments. We prioritize a client-focused and consultative approach. Responsibilities - Handle client queries, grievances & ensure quick...

*Note: Read the role description before Applying.Company DescriptionBajaj Life Insurance is one of India's fastest-growing life insurance companies, offering a diverse range of products, including ULIPs, term insurance, retirement plans, and child policies. With over 3.85 crore policyholders, assets under management of ₹1.3 Lakh Crores, and a 99.29% claim settlement ratio, Bajaj Life is dedicated...

Job Profile: US Business Tax Manager (Remote) Job Summary: USA Tax Gurus LLC, is a remote US Tax and Accounting firm, seeking a highly skilled and experienced Certified Public Accountant (CPA) and Enrolled Agent (EA) to join our team. The ideal candidate should possess excellent social skills to communicate with US clients, have in-depth business tax knowledge, be a licensed CPA/EA, and have a...

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...

We are seeking a highly motivated Lead Technical Program Manager to join our team. In this role, you will play a pivotal role in orchestrating and delivering complex programs that drive strategic outcomes for the organization. Leveraging your exceptional communication skills, technical expertise, and leadership abilities, you will lead cross-functional teams in executing large-scale projects...

The Property Manager powered by Real Estate Matching - Real Estate Matching24 is an independent Property Manager working on their own to help clients. Primary manage and buy, sell, or rent properties, which includes tasks like market research, property listings, client meetings, contract preparation, property viewings, and negotiations to achieve clients' goals. Property Manager must also conduct...

The Property Manager powered by Groundfloor24 is an independent Property Manager working on their own to help clients. Primary manage and buy, sell, or rent properties, which includes tasks like market research, property listings, client meetings, contract preparation, property viewings, and negotiations to achieve clients' goals. Property Manager must also conduct marketing to generate leads,...

The Senior Program and Project Management Consultant position is responsible for delivering multiple projects and establishing, growing, and maintaining client relationships. This role can be a core resource in the successful delivery of projects. Job Description & Essential Functions: - Collaborate with clients and software vendors to build detailed project schedules - Prepare team meeting...

About Us; At SARAS AI Institute, we’re not just building another edtech product — we’re creating the world’s first U.S.-approved, online, AI-exclusive degree-granting institution. Alongside our digital growth engine, we need a field hustler who can take SARAS into the real world: forging partnerships with corporates, HR/L&D leaders, and training networks to deliver student signups at...

Job description Generate revenue from 4–5 assigned banks. * Promote incentive programs to bank staff. * Complete medicals to ensure policy issuance. * Explore new markets and segments. * Build customer base, cross/upsell, and maintain bank relations. Required Candidate profile Age: 23 – 34 years Min. 1 yrs exp. in life Insurance or Banking Strong communication skills Ability to build lasting...

Generate revenue from 4–5 assigned banks. * Promote incentive programs to bank staff. * Complete medicals to ensure policy issuance. * Explore new markets and segments. * Build customer base, cross/upsell, and maintain bank relations. Age: 23 – 35 years Min. 1 yrs exp. in life Insurance or Banking Strong communication skills Ability to build lasting relationships Positive and unstoppable attitude

Roles and Responsibilities: • Manage the insurance business from assigned bank branches. • Develop strong relationships with bank staff to generate insurance leads. • Conduct joint calls with bank staff to explain and promote insurance solutions to customers. • Meet sales targets by cross-selling and upselling insurance products. • Maintain strong post-sales service to ensure customer...