Wealth Relationship Manager jobs in Thane District

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Wealth Manager

Zetheta Algorithms Private Limited
Thane

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...

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2 hours ago

Test Manager - Wealth Management

QualityKiosk Technologies
Navi Mumbai

Test Manager - Wealth Experience: 12+ Years Work Location: Navi Mumbai/Philippines Preferred Immediate Joiner. If your profiles aligns with the below requirement, please share your updated resume to tanvi.palwankar@qualitykiosk.com, CC: kevin.rodricks@qualitykiosk.com Role Overview We are seeking an experienced Test Manager to lead the end-to-end Quality Engineering (QE) strategy for the...

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2 hours ago

Relationship Manager - Large/Mid Corporate

Invoicemart
Thane

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...

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3 hours ago

Insurer Relationships - POSP Channel

Jio Insurance Broking Limited
Navi Mumbai

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...

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2 hours ago

Wealth - Manager Operations--- Pune

InstaTalent Recruit LLP
Navi Mumbai

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,...

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3 days ago

Senior Analyst / Manager (Wealth and Treasury Solutions)

Thane 400706

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...

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3 days ago

Relationship Manager

AAA Global
Dombivli

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...

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an hour ago

Strategic Relationship Manager – Promoter & UHNI Outreach

Thane 400706

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,...

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3 days ago

Jobs For Relationship Manager-Finance Industry-Navi Mumbai, Maharashtra, India-4 Lakhs-Vandana-9152028139

Seven Consultancy
Navi Mumbai

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...

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3 days ago

Customer Relationship Management (CRM)

Sakash Group
Navi Mumbai

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....

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3 days ago

Relationship Manager- Mutual Fund

Prudent Corporate Advisory Services Ltd.
Thane

Prudent Corporate Advisory Services Ltd. is urgently hiring for Relationship Manager-Mutual fund. Location: Dhule/Nashik/Satara/Wardha/Aurangabad Experience Required: Min 1 year Job Description: • Ability To create quality network & exposure in local market. • Acquisition and managing of new as well as existing financial advisors / distributors from market. • Should be AMFI Passed/or need...

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an hour ago

Virtual Relationship Manager (female Candidates Preferred)

Npm Recruitment
Thane

key responsibilities:engage with clients through outbound and inbound calls to provide financial solutions.promote and sell investment and insurance products, including mutual funds, stocks, and trading services.maintain and nurture client relationships to ensure customer satisfaction and retention.achieve sales targets and contribute to the overall growth of the organization.provide accurate...

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3 days ago

Looking For Virtual Relationship Manager (female Candidates Required)

NPM Recruitment
Thane

we are seeking dynamic and experienced female professionals to join our team as virtual relationship managers (vrm) at aditya birla. the ideal candidate will have a strong background in the bfsi sector, excellent communication skills, and a deep understanding of investment and insurance products. Experience 1 - 2 Years No. of Openings 100 Education 12th Pass Role Virtual Relationship...

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3 days ago

Relationship Manager (Female Only)

NPM RECRUITMENT FIRM
Thane

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,...

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3 days ago

Relationship Manager

STAFFIAA
Kalyan

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...

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3 days ago
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Relationship Manager

AAA Global
Thane

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...

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an hour ago

Relationship Manager- Mutual Fund

Prudent Corporate Advisory Services Ltd.
Dombivli

Prudent Corporate Advisory Services Ltd. is urgently hiring for Relationship Manager-Mutual fund. Location: Dhule/Nashik/Satara/Wardha/Aurangabad Experience Required: Min 1 year Job Description: • Ability To create quality network & exposure in local market. • Acquisition and managing of new as well as existing financial advisors / distributors from market. • Should be AMFI Passed/or need...

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an hour ago
No Experience

Wealth Manager

Zetheta Algorithms Private Limited
Dombivli

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...

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2 hours ago

Job for Client Relationship Management -Food industry-Vashi Navi Mumbai-25-35K-e106

Seven Consultancy
Vashi

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...

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3 days ago
No Experience

Wealth Manager

Zetheta Algorithms Private Limited
Navi Mumbai

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...

View salary & More Info
2 hours ago
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