Wealth Relationship Manager jobs in Karnal 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....

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...

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,...

● Converting prospects into customers by showcasing appropriate primary residential properties to the prospects, matching the investment need of the prospects ● Using leads generated by the Marketing team as well as generating self-leads to convert them into customers, through local activities (procuring relevant databases, doing on-ground activities in corporates, clubs etc.) ● Taking...

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As a Fund Manager, you will be responsible for managing investment portfolios, analyzing market trends, and making informed investment decisions. Your role is crucial in driving the performance of the funds under your management, and you will play a key part in maintaining and enhancing client relationships. The ideal candidate has a strong analytical mindset, a deep passion for investing, and is...

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...

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider...

We are seeking a driven and customer-focused Branch Relationship Manager to lead business development efforts at the branch level. The role involves acquiring new customers, deepening existing relationships, and driving sales of retail liabilities and third-party products. The ideal candidate will be energetic, goal-oriented, and passionate about delivering exceptional customer service while...

Roles and Responsibilities Job Purpose Acquisition, enhancement and retention of customers by providing best possible services and being the dedicated point of contact for customers of Agri sector. Job Responsibilities Sourcing and Business Generation Business scoping of geographical market for farming and rural community Sourcing proposals from individual farmers / Co- operative societies /...

Role: Digital Business Relationship Manager Location: Gurgaon, India Full/ Part-time: Full time Build a career with confidence Carrier Global Corporation, global leader in intelligent climate and energy solutions is committed to creating solutions that matter for people and our planet for generations to come. From the beginning, we've led in inventing new technologies and entirely new...

The ideal candidate will have a wealth of experience tackling various hardware and software problems. They should be comfortable providing technology solutions to employees and working closely with third party software companies to adopt new technologies and efficiently use existing ones. This candidate should have prior experience working with information technology and understand the latest...

Key Responsibilities - Engage with clients to understand their business objectives and challenges, providing data-driven recommendations and AI/ML solutions that enhance decision-making and deliver tangible value. - Translate business needs - particularly within financial services domains such as marketing, risk, compliance and customer lifecycle management into well-defined machine learning...

Job Title: Associate - Sales Location: Gurugram Role Overview The Associate – Sales (Luxury & Commercial Sales) will be a key leader driving business development, investor engagement, and deal closures for this platform. The role demands a strong network within the HNI, wealth management, and family office ecosystem, coupled with proven expertise in luxury and commercial real estate...

Company DescriptionAbhishek Bansal Distribution Pvt. Ltd. specializes in offering personalized financial planning services to help clients achieve their financial goals. From retirement planning to wealth creation and debt management, the company provides expert guidance to support financial success. Our team is committed to providing tailored financial solutions to meet the unique needs of every...

Company Description Digigrove Digital Pvt Ltd is a premier digital marketing agency specializing in affiliate marketing, Cost Per Install (CPI), Cost Per Lead (CPL), Cost Per Sale (CPS), arbitrage, Related Search of Content (RSOC), and eCommerce strategies. Our team is committed to driving business growth through cutting-edge digital innovation and data-driven strategies. We transform the...

Key Responsibilities - Responsible for preparation of tenders for Oil and Gas, Energy. - Should have Proficiency across end-to-end Bid management/Tendering for Govt. clients/ PSUs including technical writeup & cost estimation, subcontracting, JVs, consortium, client liaisoning and project management - Identification of relevant tenders from PSUS, Govt Agences and private companies through...

Client: A buddingwealth and investment advisory. Your opportunity to be part of the founding team and propel your journey to growth. Title: PMS Manager Location: Gurgaon Education: MBA/PGDM in Finance; CFA or CA preferred Experience: 5–7 years in PMS management About the Role: We are a newly launched wealth and asset management firm focused on delivering investment solutions for the affluent...

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: RM Team Lead Location: Gurgaon Education: Graduate Experience: 6 -...