Wealth Relationship Manager jobs in Patna District

Roles and Responsibilities Drive HNI client acquisition by targeting Affluent & Super Affluent segments. Cultivate relationships, grow AUM, advise on investments & enhance portfolios. Research markets, collaborate with product teams & organize events to fuel business growth. Desired Candidate Profile Experienced Wealth Advisor. Expertise in investments, markets & wealth management. Strong...

We are looking for a proactive and client-focused Relationship Manager to manage and grow an existing portfolio of Working Capital (WC) clients. The role involves deep engagement with clients to understand their business models, structure appropriate WC solutions, and ensure timely renewals and enhancements of credit limits. The ideal candidate will be responsible for maintaining strong...

JOB DESCRIPTION Position Title Relationship Manager Department Direct Distribution – Direct Sales Force Level/ Band Officer Reports to Direct Sales Manager Geographic Area Covered As per mapped branch & city Stakeholders - Internal DSF Sales Force Stakeholders - External Exiting Tata AIA Consumers Organizational Relationships Job Dimensions Key Result Areas Sales · Achieve the...

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...

AdvisoryAI is building the AI co-pilot that's transforming wealth management. We automate the tedious middle-office work that buries financial advisors, freeing them to focus on what matters: their clients. Founded by Entrepreneur First alumni, we've scaled to thousands of daily active users and are currently valued at £100 million. We're raising our Series A in 2026. We need a world-class...

Location: Remote (India) Employment Type: Full-Time Experience Level: Manager Experience Required: 7+ years in consulting, alliances, procurement transformation, or BPO environments About ORO Labs: ORO Labs is an agentic procurement orchestration company on a mission to humanize the procurement experience. Founded in 2020 by former SAP Ariba product leaders, ORO delivers effortless user...

About Pomeroy About Pomeroy Technologies Pomeroy is a global provider of technology solutions and services designed to keep businesses and their workforce always connected, always secure, and always working. Our team of 2000 professionals advise, deploys, monitors, manages, and recruits' talent for more than 50,000 client locations across North America and Europe. Job Summary: The Consultant...

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...

The Property Manager powered by Real Estate Matching - Real Estate Matching24 is an independent Property Manager working on their own to help clients. Primary manage and buy, sell, or rent properties, which includes tasks like market research, property listings, client meetings, contract preparation, property viewings, and negotiations to achieve clients' goals. Property Manager must also conduct...

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 Title Sales Manager – Real Estate (Work From Home / Remote) 🏢 Company Overview Project: DIYA GREENCITY (RERA ID: UPRERAPRJ6568) Promoter: Eureka Builders Pvt. Ltd. (UPRERAPRM12970) Diya Greencity is a leading affordable housing project located in Raj Nagar Extension, Ghaziabad. Approved by Awas Bandhu and GDA, the project is earthquake-resistant and structurally certified by IIT...

About 108 ideaspace At 108 ideaspace, you'll be part of a dynamic, purpose-driven team dedicated to empowering nonprofits, associations, and regulators through transformative technology and design. We seek candidates who thrive in environments of continuous learning, value meaningful client relationships, and are driven by delivering exceptional outcomes. If you have a passion for leveraging...

Website: Leading Global Technology Research & Advisory Firm | ISG (isg-one.com) Wanted: dynamic and creative individuals ready to connect with a like-minded team. You’ll enjoy all the autonomy you need to help our clients make their digital infrastructure faster and more effective. Free reign for free spirits doesn’t mean you’ve got to go it alone. Over 1400 teammates from around the globe are...

About Emeritus: Emeritus is committed to teaching the skills of the future by making high-quality education accessible and affordable to individuals, companies, and governments around the world. It does this by collaborating with more than 50 top-tier universities across the United States, Europe, Latin America, Southeast Asia, India and China. Emeritus’ short courses, degree programs,...

JOB DESCRIPTION Position Title Relationship Manager Department Direct Distribution – Direct Sales Force Level/ Band Officer Reports to Direct Sales Manager Geographic Area Covered As per mapped branch & city Stakeholders - Internal DSF Sales Force Stakeholders - External Exiting Tata AIA Consumers Organizational Relationships Job Dimensions Key Result Areas Sales Achieve the set...

Roles and Responsibilities Acquisition of new customers Create & manage distribution franchise comprising individual agents, corporate distributors & brokers Achieve productivity & Sales targets - numbers & Value Strategy, New distributor tie-ups Market intelligence Desired Candidate /Any Graduate Min 2 yrs relevant exp Preferably RM's specializing in distribution/channel mngt in AMC/Mutual...

Roles and Responsibilities Acquisition of new customers Create & manage distribution franchise comprising individual agents, corporate distributors & brokers Achieve productivity & Sales targets - numbers & Value Strategy, New distributor tie-ups Market intelligence Desired Candidate /Any Graduate Min 2 yrs relevant exp Preferably RM's specializing in distribution/channel mngt in AMC/Mutual...

A Position Overview Position Title Assistant Relationship Manager- LOY Department DSF-Agency Sales Level/ Band 102/Officer Organizational Relationships Reports To Sales Manager Supervises D Key Result Areas Distribution Deliverables ·Ensure planning & recruitment of sanctioned number of FPOs/WMCs and Sales Manager for FPO Units in the Region. ·Achieve sales targets on issued FYP as...