Wealth Relationship Manager jobs in Noida

Role SummaryWe are seeking a proactive and customer-centric Virtual Relationship Manager (VRM) to manage and grow client relationships through digital and virtual channels. The role focuses on understanding client financial goals, recommending suitable mutual fund and online investment solutions, and driving revenue through upselling and cross selling all without physical meetings.Key...

Designation: - Client Relationship ManagerExperience: - 2-7 YearsLocation: - The Corenthum Sec -62 Noida (Onsite)Working Days: - Mon- SatShift Timing: - 10 Am-7 pmCTC: - Up to 4 LPACompany Website: - https://gbgev.com/Key ResponsibilitiesObjective: To build, strengthen, and sustain long-term client relationships while ensuring smooth delivery, client satisfaction, and business growth.1. Client...

Job DescriptionRole: Virtual Relationship Manager (Life Insurance)Purpose of the Role:The Virtual Relationship Manager (Life Insurance) will be responsible for onboarding, engaging, and servicing POSP/Advisor partners for Life Insurance products. The role focuses on driving sales growth, managing partner relationships, and ensuring smooth coordination between partners and internal teams for...

Overview: Person is responsible to handle luxury sales, such as villa / land to customers. This role involves prospecting, negotiating deals, and maintaining relationships with customers. The person should have in-depth knowledge of the residential property real estate market and possess strong sales and communication skills.Responsibilities:Lead Generation: Identify and research potential...

Key Responsibilities - Acquire new HNI / UHNI clients through referrals, market networking, and internal leads- Manage and deepen relationships with an existing private wealth client book- Understand clients’ financial goals and provide tailor-made investment solutions- Offer advisory across products such as:- Mutual Funds- PMS / AIF- Equity & Fixed Income- Bonds & Structured Products- Insurance...

No of role: 1 Immediate interview and hire opportunity Job Title: CSM (Client Services Manager) (Sales, Account Management, MSP, Procurement, Talent Acquisition, Client Relationship & Communication, Mexico, LATAM) Work Location: Noida, India Work Type: Onsite 5 days Working Hours: Night Shift (as per Mexico Time zone) Staffing Industry experience Education: Bachelor's degree Required...

CFP or NISM XA and XB preferred Location: Gurgaon HybridOrganisation: Moneyvesta Capital Services Private LimitedEmployment Type: Full Time About the Role We are hiring a Relationship Manager who will be responsible for converting qualified leads into clients and managing assigned client relationships on an ongoing basis. Clients will be allocated to you post onboarding, and you will remain...

Vyn (pronounced “win”) is a new-age fintech venture building a world-class platform for international wealth investing. We are backed by a seed capital of $4M and led by two co-founders — Adesh Tyagi, a US-based serial entrepreneur and Rakesh Bhunatar, a fintech entrepreneur — bringing deep global and financial expertise to the table. We are a part of $1B US technology group, a headquartered in...

This is regarding opening with a leading Wealth Manager Company as a Senior Manager/AVP/ DVP relationship -Wealth Management Designation: Senior Manager/AVP/ DVP Wealth Management Experience: 4+ years of work experience in sales wealth management Location: Mumbai/Bangalore/ Rajkot Job Role: - build and maintain long-term relationships with High Net-Worth Individuals (HNIs) by delivering...

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:...

Wealth - Client Relationships Associate We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our...

Role Summary:The Customer Relationship Specialist is responsible for overseeing client relationships from initiation to completion, ensuring high levels of engagement, timely service delivery, and revenue growth. This role emphasizes the onboarding of clients, cultivating strong connections, and efficiently addressing issues and inquiries. Additionally, the specialist drives investment...

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...

Job Overview We are looking for a high-impact Product Manager with a deep understanding of the Indian wealth management landscape. You will be responsible for two critical pillars: designing a world-class Product Basket (Mutual Funds, PMS, AIF, Bonds) and leading our Investor Awareness (IAP) and Investor Education (IEP) initiatives through strategic corporate partnerships. You will bridge the...

Project Description: We are seeking a highly experienced Senior Delivery Manager to support a rapidly growing banking account by overseeing staffing and managing a large-scale capabilities project. The ideal candidate will be proactive, adaptable, and possess a broad skill set, including exceptional communication skills for engaging with senior stakeholders. Experience in Avaloq and/or Wealth...

About CIBC India: CIBC India is a technology and operations hub in Hyderabad, where you’ll be part of our highly engaged and global team, and play a central role in supporting our growth. Whether you’re driving innovation in digital banking or streamlining client onboarding, you’ll be part of a culture recognized for excellence and investment in people. At CIBC India, people and progress are at...

About the Company Who are we? Our Vision: To be the trusted one stop “strategy to execution” global banking transformation and digital innovation advisor for designing pragmatic business maximization solutions, building future of banking ready capabilities and delivering the best business value realization, user adoption and faster go-to-market transformation programs for our banking and...

Role OverviewWealth Manager - Fixed Income, the role is focused on acquiring new clients in Mumbai, closing investment business, and ensuring a smooth onboarding handoff to operations/advisory teams. The ideal candidate has 3+ years in financial sales/wealth/investments with a strong local client network and end-to-end sales capability from prospecting to closure.​Key responsibilitiesNew client...

Role Summary We are looking for a driven Relationship Manager who will work as an individual contributor to acquire direct clients and build a strong network of Business Associates (BAs) / DSAs for Stock Broking and allied wealth products. The role demands strong on-field sales capability, relationship-building skills, and consistent achievement of individual and channel-based targets. Key...

Role Summary We are seeking an experienced Wealth Manager to acquire, manage, and grow relationships with High Net-Worth (HNI) and Ultra HNI clients. The role focuses on building long-term client partnerships, generating Assets Under Management (AUM), and providing comprehensive investment and portfolio advisory solutions aligned with clients’ financial goals. Key Responsibilities - Acquire...