Wealth Relationship Manager jobs in Thane District

Test Manager - WealthExperience: 12+ YearsWork Location: Navi Mumbai/PhilippinesPreferred Immediate Joiner.If your profiles aligns with the below requirement, please share your updated resume to tanvi.palwankar@qualitykiosk.com, CC: kevin.rodricks@qualitykiosk.comRole OverviewWe are seeking an experienced Test Manager to lead the end-to-end Quality Engineering (QE) strategy for the implementation...

We currently have openings for Relationship Manager & Client Relationship Manager positions at our Thane - Mumbai location. Additionally, we are expanding to Pune location & are looking for a Relationship Manager for that location as well.A.TREDS Limited (a group company of Axis Bank) is a national level online platform which facilitates financing of Receivables of Micro, Small and Medium...

Role Overview:Jio Insurance Broking Limited is seeking an experienced professional to lead end-to-end insurer relationship management for the POSP channel . This role will act as the primary SPOC for all Life, General, and Health insurance partners , owning commercial negotiations, commission structures, incentive frameworks, and ongoing performance management. The role requires strong market...

Company Description: InstaTalentRecruit LLP Job Description: Manger Operations Overview Operations managers oversee the organizational activities of business organizations. These professionals are talented managers and leaders. They support operational leadership in a variety of departments. At both large and small organizations, operations managers supervise, hire, and train employees,...

Job Title: Senior Analyst / Manager (Wealth and Treasury Solutions) Location: Mumbai Job Type: Full-time CTC: ₹18 – 20 LPA (based on experience and fit) About the Opportunity We are representing a leading Treasury and Wealth Advisory Group with two decades of expertise across foreign exchange, commodities, structured treasury solutions, and multi-family office services. The selected candidate...

Relationship Manager – Wealth Management Location: Anywhere in India or Asia Experience: 5+ years About the Role We are seeking experienced Relationship Managers to join our Wealth Management division. The ideal candidate will have an existing client base of High-Net-Worth (HNW) or Ultra-High-Net-Worth (UHNW) individuals and a strong background in providing comprehensive wealth management and...

Job Title: Strategic Relationship Manager – Promoter & UHNI Outreach ( Location: Mumbai (with travel) Job Type: Full-time Working Days: Mon–Fri (8:30 AM–5:30 PM); 2nd & 4th Saturdays About the Client (Confidential Search Mandate) Our client is a leading Treasury & Risk Advisory firm with over 20 years of expertise in FX, commodities, and structured treasury solutions. Their sister concern,...

JOB DETAILS 1. Generate new business to achieve defined sales targets 2. Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. 3. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. 4. Ensure ongoing self-development. FUNCTIONAL AREA We are one of the top reputed Finance Industry...

Relationship Manager REPORTS TO (SOLID & MATRIX): Regional Sales Manager - PCM Position Grade: M3 Business Unit: SME Department: Sales Sub Function: Leasing Location: Pan India Number of Positions: Multiple Position Type: Full Time Job Purpose Direct Reports (Position Title) Resources - The primary objective of the Relationship Manager is to drive client engagement and contribute to the...

# taking care of end to end operation work of client.1. well versed with excel and ms office2. good in english communication and written3. familiar with numbers4. pleasant personality5. good in email writing Experience 1 - 3 Years No. of Openings 5 Education B.A, B.C.A, B.B.A, B.Com, B.Ed, Bachelor of Hotel Management, B.Sc Role Client Relationship Manager Industry Type Manufacturing /...

we are seeking a highly motivated and skilled client relationship manager (crm) to join ourdynamic team at a leading real estate firm in thane. the ideal candidate will play a crucial rolein ensuring the satisfaction and retention of our clients through exceptional service and effectivecommunication. as a crm, you will be the primary point of contact for our clients, managingtheir needs and...

Job Title: Relationship Manager – Mortgage Location: Maharashtra CTC: Up to 5.5 LPA Experience: Minimum 1 Year Product: Mortgage Role & Responsibilities: - Source mortgage business through open market channels. - Build and manage customer relationships to drive sales. - Identify new business opportunities and achieve assigned targets. - Ensure proper documentation and...

Hii , This is Sejal Here from Sakash group. Urgently looking for a CRM for the Insurance Company. Company Name :- ICICI Lombard Designation :- Customer Relationship Manager Location :- Vashi (Navi Mumbai) Timing / Working Day :- Monday to Friday (Rotational Week off) 8.00am to 8.00pm (Any 9 Hours for the Female ) 8.00am to 12.00am (Any 9 Hours for the Male ) Responsibility :- 1....

We are looking for Relationship Manager – CASA to join our Branch Banking team. Key Responsibility: >Acquire New High-Value CASA Accounts - Source and acquire high-end Current & Savings Accounts through open market activities. - Achieve monthly CASA acquisition targets while ensuring KYC & AML compliance. >Ensure Smooth Customer Onboarding - Facilitate a seamless transition from acquisition...

a vrm (virtual relationship manager) channel in insurance is a remote sales and service channel that uses phone and digital platforms to sell insurance products and manage customer relationships. a job description for this role involves tasks like contacting prospects, selling products, building client relationships remotely, providing customer service, and meeting sales targets through virtual...

job title: relationship managercompany: eureka outsourcing solutions (eos) aditya birla processlocation: majiwada, thane, maharashtra job type: full-time work from officeindustry: bpo (bfsi process)job description:eureka outsourcing solutions is hiring relationship managers for their aditya birla bfsi process. this role involves managing customer relationships through inbound/outbound calls,...

Relationship Manager – Wealth Management Location: Anywhere in India or Asia Experience: 5+ years About the Role We are seeking experienced Relationship Managers to join our Wealth Management division. The ideal candidate will have an existing client base of High-Net-Worth (HNW) or Ultra-High-Net-Worth (UHNW) individuals and a strong background in providing comprehensive wealth management and...

Job Title: Relationship Manager (RM) / Sales Manager (SM) – Mortgage Location: Maharashtra CTC: - RM: Up to 4 LPA - SM: Up to 9 LPA Experience: Minimum 2–3 Years Product: Mortgage (Open Market Sourcing) Key Responsibilities: For Relationship Manager (RM): - Source mortgage business through open market channels. - Build and maintain strong customer relationships. - Achieve assigned...

JOB DETAILS We are looking for a proactive and personable Client Relationship Manager to strengthen our relationships with clients in the food industry. The role focuses on understanding client needs, ensuring high service levels, managing key accounts, and identifying growth opportunities through upselling or new product introductions. You’ll act as the key point of contact between the company...

Job Title: Relationship Manager – Mortgage Location: Maharashtra CTC: Up to 5.5 LPA Experience: Minimum 1 Year Product: Mortgage Role & Responsibilities: - Source mortgage business through open market channels. - Build and manage customer relationships to drive sales. - Identify new business opportunities and achieve assigned targets. - Ensure proper documentation and...