Wealth Relationship Manager jobs in Pune District

🏦 Company: Motilal Oswal financial services limited 📢 We’re Hiring: Relationship Manager Position: Relationship Manager Location: Pune. Industry: anking & Broking, Finical services Job Description: We are looking for a dynamic and client-focused Relationship Manager to build and maintain strong relationships with our customers. The ideal candidate will be responsible for understanding...

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...

We’re Hiring | Relationship Manager – Investments (Sales-Driven Role) About Us Money Lancer Investments Pvt. Ltd. is a Pune-based wealth management and mutual fund distribution firm with a strong client base of 1,400+ investors, including retail, HNI, and NRI clients. Our focus is on scalable growth, disciplined investing, and long-term client relationships. Role Overview We are looking for a...

The Preferred 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...

Test Manager - WealthExperience: 12+ YearsWork Location: Navi Mumbai/PhilippinesPreferred Immediate Joiner.If your profiles aligns with the below requirement, please share your updated resume to [email protected], CC: [email protected] OverviewWe are seeking an experienced Test Manager to lead the end-to-end Quality Engineering (QE) strategy for the implementation...

JOB DESCRIPTION Role: Relationship Managers (Motor) – Agency channel What is the purpose of the role - • Meet potential POSP agents in respective geographical assignments. Service the Existing POS to drive sales growth Handle Customer Inquiries with a speedy and satisfactory resolution coordinate with Girnar Insurance HO Team for the smooth execution of the sales process • Create offline...

As an Associate Relationship Manager – Commercial Banking, you will support Relationship Managers in acquiring and activating clients, driving book growth and fee income, and cross-selling transaction banking products (such as Cash Management Services and Trade Services) and treasury/FX solutions. The role involves ensuring flawless execution, documentation, and compliance across the portfolio...

About TresVista TresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has more than 1,800 employees across offices in North...

Job Description- Sales Executive- Real Estate Experience- 3 to 6 years Key Capabilities Expected from the Candidate The ideal candidate should: - Possess excellent verbal and written communication skills with the ability to build trust and long-term client relationships. - Demonstrate strong sales acumen and negotiation skills in real estate, construction, or design-led projects. - Be smart,...

Relationship Manager – Wealth ManagementLocation: Anywhere in India or AsiaExperience: 5+ yearsAbout the RoleWe are seeking experienced Relationship Managers to join our Wealth Management division. The ideal candidate will have an existing client base of High-Net-Worth (HNW) or Ultra-High-Net-Worth (UHNW) individuals and a strong background in providing comprehensive wealth management and...

Roles & Responsibilities :- Sourcing deals- To Generate Business Across Real Estate Sector (Syndication, Land Intermediation, Asset Management, Strategy).- To Be Updated With The Real Estate Market And Wholesale Funding In Real Estate.- To Define And Align The Target Universe.- Identification Of Prospects For Real Estate Developer Funding. To Work On Target List.- Key Account Management For...

We are looking for Relationship Manager – CASA to join our Branch Banking team.Key Responsibility:>Acquire New High-Value CASA Accounts- Source and acquire high-end Current & Savings Accounts through open market activities.- Achieve monthly CASA acquisition targets while ensuring KYC & AML compliance.>Ensure Smooth Customer Onboarding- Facilitate a seamless transition from acquisition to branch...

Prudent Corporate Advisory Services Ltd. is urgently hiring for Relationship Manager-Mutual fund.Location: Dhule/Nashik/Satara/Wardha/AurangabadExperience Required: Min 1 yearJob 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...

- Job Description Title – Relationship Manager – Investment Services- Qualification Required– Graduates & NISM VA- Job Responsibilities:Existing Customers – Relationships Mapped• Responsible for managing relationships with clients & providing investment advisory services• Monitoring and managing client portfolios, developing and implementing investment strategies• Get the Risk Profiling Done•...

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...

The Role: Role Overview We are looking for a dynamic Relationship Manager to strengthen client relationships, drive business growth, and enhance our digital presence. This role requires a mix of client servicing, sales expertise, and financial knowledge. Key Responsibilities - Build and maintain strong client relationships - Acquire new clients through lead generation & networking - ...

Role Overview:Jio Insurance Broking Limited is seeking an experienced professional to lead end-to-end insurer relationship management for the POSP channel. This role will act as the primary SPOC for all Life, General, and Health insurance partners, owning commercial negotiations, commission structures, incentive frameworks, and ongoing performance management. The role requires strong market...

JOB DESCRIPTION Req ID: 335237 We are currently seeking a Business Consulting- Business Analyst with Data analyst ,Wealth Management to join our team in Pune, Mahārāshtra (IN-MH), India (IN). Primary skills: Domain-Capital Markets-Wealth Management is mandatory Responsibilities: Data Analysis and Reporting: Analyzing client data, investment portfolios, and financial performance to identify...

About Us At Modulr our mission is to move money efficiently to power business productivity. We are building a new digital payments service to make money flow more efficiently through businesses and the economy. This is a new type of payments account that is built for businesses that need faster, easier and more reliable ways to move money. Our flexible platform and innovative approach allows...

About TresVistaTresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has more than 1,800 employees across offices in North...