Wealth Relationship Manager jobs in Kozhikode 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...

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...

* Generate Revenue by getting business from leads generated through assigned 4-5 Bank. * Cascade the incentive programs to Banks Staff * Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document * Develop new markets/ segments in line with company sales strategy from time to time. * Build a good customer base in order to cross-sell &...

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...

Job Description A.Position Overview Position Title Relationship Manager Department CUB Level/ Band Executive - 201 Role Summary: -Visit partner branches and interact with Bank branch managers -Ensure sales targets assigned are met on every parameter -Interact with customers to explain the products and solutions -Help branches mapped to her/him help achieve insurance sales...

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...

🔷 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...

Client Relationship Executive (CRE) Location: Calicut Salary: ₹20,000 – ₹25,000 per month Experience: 1–2 years (Banking / Financial Services / Insurance) Qualification: Any Degree This role does not involve sales targets or high-pressure sales environments. We prioritize a client-focused and consultative approach. Responsibilities - Handle client queries, grievances & ensure quick...

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: 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 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: HSV.digital Location: Remote (Only US Time Zone working hours) Salary Range: 3 - 3.5 LPA Joining: Immediate to 15 days About Us HSV Digital is a global, full-service B2B technology marketing agency dedicated to empowering the world’s largest and fastest-growing technology companies. We help brands communicate effectively, drive demand, and maximize ecosystem value through...

Pay Rate: $15 to $17/hr Location: 100% remote (Anywhere from india) Contract Duration is 4 Months Staff Technical Program Manager – Global Tech & Data Roles & Responsibilities: We are seeking a highly motivated and talented individual to join our team as a Technical Program/Product Manager for Global Data & Audience Platform Team. In this role, you will work closely with pillar leads in our...

We are seeking a highly motivated Lead Technical Program Manager to join our team. In this role, you will play a pivotal role in orchestrating and delivering complex programs that drive strategic outcomes for the organization. Leveraging your exceptional communication skills, technical expertise, and leadership abilities, you will lead cross-functional teams in executing large-scale projects...

Company Description Bidshade is a leading mobile advertising agency specializing in performance marketing and data optimization. Since its founding in 2019 by seasoned digital marketing professionals, Bidshade has been dedicated to helping publishers, brands, and advertising agencies achieve their marketing goals through innovative programmatic advertising solutions. With a data-driven approach...

Job description Generate revenue from 4–5 assigned banks. * Promote incentive programs to bank staff. * Complete medicals to ensure policy issuance. * Explore new markets and segments. * Build customer base, cross/upsell, and maintain bank relations. Required Candidate profile Age: 23 – 34 years Min. 1 yrs exp. in life Insurance or Banking Strong communication skills Ability to build lasting...

Generate revenue from 4–5 assigned banks. * Promote incentive programs to bank staff. * Complete medicals to ensure policy issuance. * Explore new markets and segments. * Build customer base, cross/upsell, and maintain bank relations. Age: 23 – 35 years Min. 1 yrs exp. in life Insurance or Banking Strong communication skills Ability to build lasting relationships Positive and unstoppable attitude

Roles and Responsibilities: • Manage the insurance business from assigned bank branches. • Develop strong relationships with bank staff to generate insurance leads. • Conduct joint calls with bank staff to explain and promote insurance solutions to customers. • Meet sales targets by cross-selling and upselling insurance products. • Maintain strong post-sales service to ensure customer...