Wealth Relationship Manager jobs in Uttarakhand

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...

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...

HIRING ALERT Insurance DekhoPosition: Relationship managerLocations: Multiple locationsIndustry: InsuranceExperience: Fresher also consideredIntern - 15000 + travel allowance + device allowance + lucrative incentiveFull Time - 350000 per annum + travel allowance + device allowance + lucrative incentiveGraduation is mustWere on the hunt for high-energy, goal-driven professionals who can own and...

Ensure effective and smooth relationship with corporate / Banks / distributors and agents in the region for growth in business. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling & managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets,...

Job description Job Description: Sales Relationship Manager Company: DocOnline Health India Pvt Ltd Location: Dehradun ( Uttarakhand ) Experience Required: 4 to 10 years About DocOnline: DocOnline Health India Pvt Ltd is a leading digital healthcare platform that provides accessible and affordable healthcare solutions. We are dedicated to improving the health and wellness of individuals by...

Associate Relationship Manager We are seeking a dynamic Associate Relationship Manager to join our team in Rudraprayag. This role is perfect for someone with 1-3 years of experience in the insurance sector, specializing in sales and business development. The ideal candidate will have a strong background in managing and expanding customer relationships, specifically within the motor and general...

The Acquisition Relationship Manager (ARM) in the SME business is responsible for acquiring new clients in the Small & Medium Enterprises segment, targeting businesses with turnover between ₹50 to ₹500 crores. As part of the fastest-growing vertical within Wholesale Banking at Kotak, the ARM plays a critical role in expanding the bank’s footprint, offering tailored banking solutions, and ensuring...

Join Tata AIA Life Insurance, aleading and fastest-growing life insurance provider in India, established in2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Ourcompany embodies a legacy of trust, integrity, and excellence, combining Tata'sesteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our visionis to be the pre-eminent protection provider enabling...

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...

Relationship Officer- HL/ LAPResponsibilities:* Sales Generation: Actively promote and promote Home Loans and Loan Against Property merchandise to capability clients.* Client Engagement: Identify and interact with potential clients to recognize their monetary needs and advise suitable solutions.* Relationship Management: Build and keep robust relationships with customers to foster purchaser...

JOB DETAILS Canvasing and sourcing of New Customers to increase Gold loan Business, Gold Appraisal, Revenue generations through Cross Selling products & Interest Collection, Maintain good relationships with clients so that the business can maximize the value of those relationships. Customer Relationship and Follow-up, Maintenance of important registers and daily reports, Cash Management and...

Job Description- Equity Dealer & Operations Department- Operations/ Client Relationship & Retention (CRR) Location: Client First Wealth Management (HQ) Company:Client First Wealth Management Pvt Ltd. About Client Wealth Management Client First Wealth Management is a fast-growing Wealth Management and Financial Services firm committed to helping clients achieve long-term financial security,...

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...

Assistant Manager Corporate Sales - MICE We're seeking a dynamic individual to join our team and spearhead our efforts in account lead generation, acquisition, and conversion of meeting incentive business from multinational organizations. Your role will encompass: Cultivating a robust pipeline of new accounts and leads within your market to achieve and exceed the region's sales...

About us: Intuitive is an innovation-led engineering company delivering business outcomes for 100’s of Enterprises globally. With the reputation of being a Tiger Team & a Trusted Partner of enterprise technology leaders, we help solve the most complex Digital Transformation challenges across following Intuitive Superpowers: Modernization & Migration - Application & Database Modernization -...

Job Title: Enterprise Risk Manager (ERM)Location: MumbaiExperience Required: 10–14 YearsIndustry Preference: Broking / Capital Markets / Financial ServicesAbout the RolePaytm 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 comprehensive...

Job description Position Title: Sales Relationship Manager Department: Distribution Sales Reports To: Dharmesh Tanna Temporary: Permanent: Yes Pay scale: Up to 6.00 LPA Location: Ahmedabad, Mumbai, Chennai, Delhi, Indore/Bhopal, Jaipur, Chandigarh, Assam, and Odisha. Date Needed: At earliest Essential Job Functions 1. Own sales target of each partnership managed by them. 2. Regular...

About the CompanyZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.About the RoleWe 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.About...