Wealth Relationship Manager jobs in Panchkula

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...

Company Description B&B Associates LLP is an all-service law firm in India, headquartered in Panchkula. Known for its distinguished advocates and legal researchers, the firm serves elite national and international clients, managing some of the most critical lawsuits in the region. With a legacy stretching into its third generation, the firm emphasizes ongoing research and learning. B&B...

Company Description Kreative Events is a full-service event management company specializing in weddings, corporate gatherings, and social events. We pride ourselves on crafting unique, personalized experiences that reflect our clients’ individual tastes and personalities. By transforming visions into reality through innovative approaches and exceptional event styling, Kreative Events strives to...

Customer Relationship Manager (CRM) – Luxury Jewellery CTC: 8,00,000+ per annum (negotiable) Location: Chandigarh Company: Sant Ram’s & Jazaa (Natural & Lab Grown Diamonds) At Sant Ram’s, relationships are the core of our business. We don’t just sell jewellery—we build long-term client partnerships based on trust, service, and consistency. We are looking for a Customer Relationship Manager...

Prudent Corporate Advisory Services Ltd. is urgently hiring for Relationship Manager- Mutual fund. Location: Chandigarh 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...

Job Title: Senior Relationship Officer Experience Required: 2–5 Years Location: Chandigarh Job Type: Full-Time Industry: Financial Services / Wealth Management Preference: Female Preferred Role Overview We are seeking a motivated and client-focused Wealth Manager with 2–5 years of experience in the financial services industry. You will be responsible for managing client portfolios,...

We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities, commercial assets, and investment products. The ideal candidate will have strong financial acumen, excellent...

Responsibilities¢ Managing and increasing the portfolio of existing customers mapped and build lasting relationships withour valued Preferred customers, individuals with significant financial assets and a minimum average monthlybalance of Rs. 2 lakhs in one account or an average of Rs. 2 lakhs across family Preferred group accounts.¢ Recommend tailored financial solutions ,including investment...

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 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...

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...

Relationship Officer Roles & Responsibilities Build and maintain relationships with clients, customers, and partners through regular communication and engagement activities. Understand client needs, preferences, and expectations to provide personalized service and support. Meet sales targets and performance metrics, such as revenue goals, client satisfaction ratings, and retention rates. Keep...

Job description URGENT HIRING for Relationship Manager- HNI Location: Chandigarh Roles and Responsibilities: ·Identify & touchbase with existing & new client segment, to get business from them, to increase net sales & AUM. ·Adequate planning and strategy. ·Focus on inactive clients & follow activation. ·Synergise with all relevant departments for achieving the desired objective ·Ensuring...

Company Description Kreative Events is a full-service event management company specializing in weddings, corporate gatherings, and social events. We pride ourselves on crafting unique, personalized experiences that reflect our clients’ individual tastes and personalities. By transforming visions into reality through innovative approaches and exceptional event styling, Kreative Events strives to...

Customer Relationship Manager (CRM) – Luxury Jewellery CTC: 8,00,000+ per annum (negotiable) Location: Chandigarh Company: Sant Ram’s & Jazaa (Natural & Lab Grown Diamonds) At Sant Ram’s, relationships are the core of our business. We don’t just sell jewellery—we build long-term client partnerships based on trust, service, and consistency. We are looking for a Customer Relationship Manager...

Prudent Corporate Advisory Services Ltd. is urgently hiring for Relationship Manager- Mutual fund. Location: Chandigarh 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...

Job Title: Senior Relationship Officer Experience Required: 2–5 Years Location: Chandigarh Job Type: Full-Time Industry: Financial Services / Wealth Management Preference: Female Preferred Role Overview We are seeking a motivated and client-focused Wealth Manager with 2–5 years of experience in the financial services industry. You will be responsible for managing client portfolios,...

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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...

Company Description B&B Associates LLP is an all-service law firm in India, headquartered in Panchkula. Known for its distinguished advocates and legal researchers, the firm serves elite national and international clients, managing some of the most critical lawsuits in the region. With a legacy stretching into its third generation, the firm emphasizes ongoing research and learning. B&B...