Wealth Relationship Manager jobs in Gurgaon District

Our Client: The client is a technology-enabled financial services firm operating in the wealth and investment advisory space. The organisation focuses on research-led advisory solutions for affluent clients, offering a diversified range of investment products while maintaining strong governance and compliance standards. Title: Relationship Manager (RM) Location: Gurgaon Education:...

Job Description - - As the Wealth Manager, you will be responsible for gaining a deep understanding of the clients' financial objectives & requirements and creating strategic recommendations w.r.t India based on this understanding. You will do so by building a strong relationship with our clients. - You will be supported by Service RMs, who will help you with pre and post investment processes....

🔹 Job Summary (Role Overview) The Wealth Manager role focuses on supporting clients through onboarding, portfolio management, and ongoing servicing. Success in this role means building long-term client relationships, delivering clear and compliant investment communication, and ensuring high-quality service across the client lifecycle. This position works closely with the operations team and...

Hiring | Outbound Callers – Wealth Management (B2C Sales) Client: Bajaj Capital Location: Gurgaon Experience: 1-4 yrs Qualification: Any graduate CTC: Up to 6 LPA Notice: 15-20 days Work: 5 days/week + alternate Saturdays Role Highlights: • B2C sales – Investments & Insurance • Strong communication skills required • Candidates with India market exposure preferred • Open to candidates...

We aim to simplify finance and help users make informed decisions with clarity and confidence. Our content not only helps investors but is also pivotal to driving business growth. We seek a seasoned resource specialising in personal finance content. This role requires an expert in crafting insightful, research-driven content. Role & Responsibilities: 1. Content Development: Understand the...

Job Profile: Relationship Manager – High Net-Worth Clients We are seeking a polished and proactive Relationship Manager with prior experience in handling high net-worth individuals (HNIs), preferably from banking, wealth management, hospitality, aviation, or premium customer service backgrounds. The ideal candidate will possess exceptional verbal and written communication skills, a client-first...

💻 Position: Relationship Manager 📍Location: Gurugram 🗓️ Working Days: Monday-Saturday (Saturdays WFH) ⏰ Work Timings: 10AM - 7PM 📌 Experience Required: 5+ years 🤝 Client: Leading Business School Role Overview: We are looking for someone who will build, nurture and scale relationships with CXOs, renowned professors, thought leaders, and institutional partners to strengthen the institution’s...

About SmartQ SmartQ is redefining how the world experiences food. As a next-generation food-tech innovator, we solve real operational challenges through empathy-led insights and powerful technology. Our mission is clear: to elevate everyday dining into a seamless and meaningful experience. In the last decade, we’ve transformed cafeteria and food operations across industries with scalable,...

About Us: ITC Hotels is one of India’s foremost luxury hospitality brands, operating over 140 hotels across 90+ destinations. ITC Hotels Ltd. has an upholding commitment to sustainability, culinary excellence, and indigenous luxury. ITC Hotels’ diverse portfolio spans six distinct brands: ITC Hotels, Mementos, Storii, WelcomHotel, Fortune Hotels and WelcomHeritage, each catering to a unique...

Marsh India Insurance Brokers Pvt Ltd is seeking candidates for the following position based in the Gurugram office:Assistant Manager / Relationship Manager - Employee Health & Benefits Practice- We will count on you to:Key responsibility is that he / she is a Team Member and part of Account Management team- The role is to collaborate / work with Client Account Managers for global / central...

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose - the relentless pursuit of a world that works better for people - we serve and transform leading enterprises,...

Team Leader- Wealth Management Location- DLF Galaxy Towers, Gurugram Key skills and knowledge: - Excellent verbal and written communication skills - Experience: Minimum 2 3 years of experience as a Team Lead in a financial services BPO or contact center, ideally supporting capital markets or brokerage operations - Proven ability to explain complex financial scenarios simply and a demonstrably...

Assistant/Associate Manager Treasury TBO is a global platform that aims to simplify all buying and selling travel needs of travel partners across the world. The proprietary technology platform aims to simplify the demands of the complex world of global travel by seamlessly connecting the highly distributed travel buyers and travel suppliers at scale. The TBO journey began in 2006 with a simple...

Senior Associate,Treasures Relationship Manager, Consumer Banking Group-(WD78280) Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including...

We aim to simplify finance and help users make informed decisions with clarity and confidence. Our content not only helps investors but is also pivotal to driving business growth. We seek a seasoned resource specialising in personal finance content. This role requires an expert in crafting insightful, research-driven content.Role & Responsibilities:1. Content Development: Understand the company’s...

Analyst, Service Relationship Manager , Treasures, Consumer Banking Group-(WD78859) Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages,...

Hiring: Advisors / Investment Analysts – Wealth ManagementWe are hiring Advisors / Investment Analysts for a technology-enabled financial services firm operating in the wealth and investment advisory space. The firm follows a research-led advisory model and works closely with affluent clients, supported by strong governance and compliance standards.This role works in close partnership with...

Analyst, Business Banking Relationship Manager, Consumer Banking Group-(WD79667) Business Function DBS's Corporate, Consumer, and Investment Banking division offers a comprehensive suite of commercial banking products and services. These include cash management, current and time deposits, trade finance, working capital finance, term loans, and foreign exchange. Through our unwavering...

Senior Associate, Treasures Private Client Relationship Manager, Consumer Banking Group -(WD78999) Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional...

Assistant Vice President, Treasures Private Client Relationship Manager, Consumer Banking Group -(WD78997) Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional...