Wealth Relationship Manager jobs in Surat District

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...

About the Company Responsible for developing present and surrounding locations for LAS business. About the Role Develop and manage the book and deliver Net AUM growth. Enhance Customer engagement regularly and provide wow customer experience. Responsibilities - Acquire New Clients and channel partners every month. - Drive sales activities for self-sourcing and channels. - Risk Management and...

Position Overview: The Strategic Relationship Manager would be responsible for building strong, long-term relationships with authors/clients, serving as their primary point of contact. This role requires excellent communication skills, a customer-first mindset, and the ability to proactively identify opportunities to add value and nurture client relationships. Key Responsibilities: Author...

The Preferred Relationship Manager-Preferred 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...

About UsYubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility.From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven productsYubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles.About...

JOB DESCRIPTIONRole: Relationship Managers (Motor) – Agency channelWhat 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 training and...

Immediate joiners preferredLocation: AhmedabadRelationship Manager/Senior Relationship Manager - AhmedabadExperience required: 5 Years+Job Description:- Execution of trade orders on behalf of clients.- Building relationships with clients & educating them about Investments.Specialized Activities:- Buying and selling of securities or derivatives, UDR on NSE /BSE /IIBX terminal.- Advising to client...

Designation: Relationship Manager – Corporate BankingReporting to: Managing DirectorRole OverviewWe are seeking a dynamic and client-focused Relationship Manager to drive corporate banking and business development initiatives. The role involves managing and expanding relationships with corporate clients, understanding their financial needs, and delivering tailored solutions across products such...

Job DescriptionVerify customer details and confirm online orders via call/SMS/email.Ensure COD orders are genuine to reduce return-to-origin (RTO) cases.Address customer queries related to order status and delivery timelines.Contact customers whose orders have failed delivery attempts.Reach out to customers who have left items in their cart without completing the purchase.Understand their...

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 title: b2c relationship managercompany: arham shareslocations: surat ahmedabad rajkot mumbaijob type: full-timeexperience: 13 yearssalary: 12,000 25,000 per month + incentives (negotiable)________________________________________about arham sharesarham shares is a leading financial services company specializing in stock broking, investment advisory, and wealth management. we empower retail...

Senior Associate, Treasurs Relationship Manager, Consumer Banking Group-(WD77133) Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including...

JOB DETAILS To acquire new clients through leads and family accounts grouping To grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer base To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client To service clients covering all their banking needs including bank/3rd party products To increase the bank...

Relationship Manager We are seeking a dedicated Relationship Manager to join our dynamic team in Surat. This role is ideal for professionals with expertise in motor insurance products and a passion for customer relationship management. With an experience range of 3-6 years, the ideal candidate will be responsible for managing sales targets and fostering strong relationships with new and existing...

We are seeking a highly motivated and experienced 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 and commercial assets. The ideal candidate will have a strong understanding of trade finance, commercial lending, and...

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...

Relationship Manager – Gujarat Cluster Locations: Rajkot, Surat, Ahmedabad Designation: Relationship Manager CTC: Up to 5 LPA Experience: Minimum 2 Years Product: Working Capital – CC, OD, Term Loan Role Overview: We are hiring skilled Relationship Managers to expand Working Capital business across Gujarat. The role focuses on SME acquisition, open market sourcing, and managing existing...

Designation - Relationship ManangerChannel - Agency ChannelProduct - All type of insuranceCtc upto 4 LPAKey Responsibilities:Recruitment & Training: Identify and onboard agents, conduct regular training, and ensure agents are equipped to sell insurance products.Sales Management: Set sales goals, track performance, provide guidance, and implement strategies to boost sales.Relationship Management:...

As a Relationship Officer – Customer Engagement, you will be responsible for acquiring and managing high-net-worth individuals (HNIs) within the bank’s Priority Banking segment. This role focuses on deepening customer relationships, enhancing engagement, and driving cross-sell opportunities across the bank’s product suite. You will be expected to source new customers through lead generation...

JOB DETAILS Maintaining a deep knowledge of company products and services Building and maintaining strong relationships with prospective and existing clients Researching and pursuing new business opportunities Identifying clients' needs and requirements and proposing suitable solutions Providing clients with comprehensive product/service consultations and guiding their decision-making...