Wealth Relationship Manager jobs in Madhya Pradesh

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...

Wealth Manager | Partner Business Job Overview We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger. Locations: Ahmedabad, Delhi, Mumbai & Pune Roles And...

Prudent Corporate Advisory Services Ltd. is urgently hiring for Relationship Manager- Broking Location: Delhi CP Experience Required: Min 1 year Key Responsibilities: - Build and maintain strong relationships with Authorized Partners (APs). - Drive business growth and enhance partner revenue. - Provide training, mentoring, and activation support for business partners. - Ensure compliance...

Job Description: BANCA RM Position: Insurance Sales Channel: Franchise We are seeking a dynamic and experienced individual to join our team in to Insurance Sales. This role is responsible for leading and supporting the sales efforts across Franchise channel. The primary focus will be on generating leads for life, health, and general insurance products, as well as driving cross-selling and...

Job Title: Relationship Manager-PCG-Advisory Location: Chennai, Bangalore, Hyderabad, Kolkata, & Delhi Key Responsibilities: - Execute trades on behalf of clients, aligning with their investment strategies and preferences. - Provide our research advisory to the clients based on the client profile to generate income and build MTF book - Promote and cross-sell third-party investment products,...

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients. Responsibilities - Dialogue...

We currently have openings for Senior Relationship Manager positions at our Noida location. Additionally, as we expand to our Jaipur location, we are looking to hire an Associate Relationship Manager there as well. A.TREDS Limited (a group company of Axis Bank) is a national level online platform which facilitates financing of Receivables of Micro, Small and Medium Enterprises (MSME) from buyers...

Responsibilities - Execution of trade orders on behalf of clients. - Building relationships with clients & educating them about Investments. - Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc). - Client meetings and bank branch visits as per goal sheet. Qualifications - Graduation (preferably in finance specialization). - NISM 8 certification...

Job description: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management) from preferred clients. To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To coordinate with product and research team for taking investment...

Job description Designation : Elite Relationship Manager Division : Liabilities Location Bhopal(MP Nagar) Salary - 3 LPA to 6LPA Desired Experience & Qualification: * Post Graduate with 4 years to 6+ years of relevant experience in Acquisition/relationship management * Good local Network and Must have good knowledge of Insurance & Investment Products * Proven capacity to aim on Revenue...

We are looking for a proactive and customer-focused Acquisition Relationship Manager to drive new business development in the Agri Business Group. The role involves sourcing new relationships, managing credit and legal evaluations, and building strong channel partnerships. The ideal candidate should have a solid understanding of working capital products and a strong service orientation. Source...

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...

key responsibilities:1. client relationship management:o build and maintain strong relationships with new and existing sme clients.o act as the main point of contact for clients, addressing queries, providing advice, and resolving any issues.2. loan origination and management:o assess client financial needs and recommend suitable sme loan products.o guide clients through the loan application...

Prudent Corporate Advisory Services Ltd. is urgently hiring for Relationship Manager- Mutual fund. Location: Delhi CP Experience Required: Min 1 year Job Description: - Ability To create quality network & exposure in local market. - Acquisition and managing of new as well as existing financial advisors / distributors from market. - Should be AMFI Passed/or need to pass during 6 months after...

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...

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 Title: Relationship Manager-PCG-Sales Location: Chennai, Hyderabad, Bengaluru, Kolkata, Delhi Role Summary: You will handle acquisition and growth of high-value clients under the Private Client Group. You will drive revenue through advisory-led selling across equity, MF, PMS, AIF, Insurance and Fixed income products while maintaining strong compliance discipline. We are looking for...

Job Title: Relationship Manager – Retail Advisory Location: Mumbai, Chennai, Bengaluru, Hyderabad, Kolkata, Delhi Role Summary: You will advise clients on securities and capital market products. You focus on suitability, risk alignment and long-term portfolio outcomes while operating within regulatory boundaries. We are looking for candidates with 2-3 years of relevant experience in securities...

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...

We are seeking a high-energy, self-motivated Relationship Manager – TFE to drive quality business in the MSME segment, specifically targeting Agri-related industries, food processing units, and manufacturing sectors. The ideal candidate will be a strong team player with excellent communication skills in English, Hindi, and the local language, and possess a deep understanding of working capital...