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- Wealth Relationship Manager
Wealth Relationship Manager jobs in Baran District
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...
Objectives of the Role: - Responsible for driving Mutual Fund Sales through Banks, IFAs, Wealth counters and National Distributors & Direct Clients - Develop and maintain relationship with clients and all channel partners and increase market share for DSPAM - Conducting meetings with clients/associates, understanding their needs and provide relevant feedback up the chain. - Develop and maintain...
KEY RESPONSIBILITIES :Identify potential leads and sources for prospective customersConnect with respective branches of these partners & organize training for employees and channel partnersGenerate leads through joint calls along with partner employee/sub partnerEnsure quality business is sourced from the branches/sub partners of the partnerEnsure contracting of Partner with Max Life for process...
JOB DESCRIPTION Position Title Relationship Manager Department Direct Distribution – Direct Sales Force Level/ Band Officer Reports to Direct Sales Manager Geographic Area Covered As per mapped branch & city Stakeholders - Internal DSF Sales Force Stakeholders - External Exiting Tata AIA Consumers Organizational Relationships Job Dimensions Key Result Areas Sales · Achieve the...
Roles and Responsibilities Sources new clients through active referrals from clients in existing portfolio and self-generated leads. Easily establish relationships with customers and build a rapport. Manage existing clients and deepen relationships to generate maximum revenue Critical Analysis of Financial Statements Maintain highest order of honesty, transparency and integrity in all his / her...
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 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 services...
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...
The ideal candidate will be responsible for planning, coordinating, and implementing projects within the decided-upon budget, timeline, and scope. They will also effectively monitor and present project updates to relevant stakeholders, clients, or project team members.Responsibilities- Single point of contact for the customer during the execution phase of their home interiors.- Detail review of...
SUMMARYJob title: Country Manager, IndiaJob type & duration: 2-year fixed term(renewable), full time position, with 3-month probation period.Hiring organization: Responsible Mica Initiative (www.responsible-mica-initiative.com )Reporting to: France-based Programme DirectorLocation: Ranchi, IndiaStarting date: ASAPApplication will be reviewed on a roll in basis and shall include a cover letter, a...
Role Summary The Infrastructure Transformation Lead is responsible for driving modernization and optimization of the enterprise infrastructure landscape, including datacenter, cloud, network, workplace, security, and IT operations. This role provides strategic leadership, oversees transformation initiatives, ensures alignment with business goals, and delivers improved resilience, performance,...
Role Title: Sales Manager / Sr Manager – Data & AI & GenAI Services (Hunter + Closer) Location: Anywhere in India (Remote) Shift: 1 pm–10 pm IST (with flexibility for key client calls) Notice period: 0 – 15 days Reports To: Global Head of Sales (US / Global) About JBS JBS is a fast-growing Data & AI services firm delivering high-impact solutions across cloud, data platforms, analytics, and...
CareCone is dedicated to finding effective staffing solutions for your organization. For our clients, we act as an extension to their company. This enables us to locate candidates that meet the hiring criteria of our clients. As a leader in our industry, we excel in customer service, candidate matching, and attention to detail with passion and dedication. CareCone was founded as a result of a...
Position: Regional Placement Manager @ SRM University AP, Vijayawada, Andhra Pradesh No. of Vacancy: 7 Position Locations: - Chennai- 1 Vacancy - Mumbai/Pune-2 Vacancy - Hyderabad- 1 Vacancy - Cochin, Madurai and Coimbatore Region- 1 Vacancy - Ahmadabad, Gandhi Nagar, Jaipur & Indore Region- 1 Vacancy - Bengaluru- 1 Vacancy Key Responsibilities: - Develop and maintain relationships with...
Key Responsibilities: - Lead and manage end-to-end VAT engagements, including advisory, compliance, and representation before the Federal Tax Authority (FTA) - Provide strategic VAT guidance to clients on complex business transactions and cross-border matters - Review and approve VAT returns, voluntary disclosures, reconsideration requests, and related submissions - Interpret VAT legislation,...
Job Purpose To ensure development, implementation, and maintenance of credit risk scorecards for credit risk management decisions, and provide analytical solutions to policy managers as situations/events warrant Key Result Areas - Responsible for the development, implementation and maintenance of credit scoring models/assessment tools, strategies and capital estimate modeling of PD, LGD and...
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...
Grow Your Staff is looking for a Finance Manager for firm based out of the UK. The position is a full time remote position. The role will have excellent growth opportunities. You will work directly with the team based in the UK. Experience required: 3-5 years CTC: INR 15 LPA- 20 LPA (negotiable based on your last drawn CTC) Location: Remote Time- 1:30 pm- 9:30 pm (Monday - Friday) Type of...
Position: Asst Sales Manager| Remote Experience: 5- 12 years (minimum 2-6 years in the Education/EdTech/Language Training industry) Salary: Up to ₹10 LPA + Incentives(based on experience) Location: Remote Working Days: 6 days per week About Us – The Language SKOOL (TLS) The Language SKOOL is one of India's largest online platforms for foreign language learning, with over 10 years of...