Wealth Relationship Manager jobs in Thane District

Test Manager - Wealth Experience: 12+ Years Work Location: Navi Mumbai/Philippines Preferred Immediate Joiner. If your profiles aligns with the below requirement, please share your updated resume to [email protected], CC: [email protected] Role Overview We are seeking an experienced Test Manager to lead the end-to-end Quality Engineering (QE) strategy for the...

We currently have openings for Relationship Manager & Client Relationship Manager positions at our Thane - Mumbai location. Additionally, we are expanding to Pune location & are looking for a Relationship Manager for that location as well. A.TREDS Limited (a group company of Axis Bank) is a national level online platform which facilitates financing of Receivables of Micro, Small and Medium...

Immediate and Urgent Hiring Relationship ManagerJob Location: ThaneRoles and Responsibilities :1. Advise clients on investments in Equity and Derivatives markets and execute orders on their behalf.2. Build and maintain strong client relationships while educating them about various investment opportunities.3. Manage a pre-assigned set of existing customers and ensure high levels of client...

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...

Company Description: InstaTalentRecruit LLP Job Description: Manger Operations Overview Operations managers oversee the organizational activities of business organizations. These professionals are talented managers and leaders. They support operational leadership in a variety of departments. At both large and small organizations, operations managers supervise, hire, and train employees,...

Job Title: Senior Analyst / Manager (Wealth and Treasury Solutions) Location: Mumbai Job Type: Full-time CTC: ₹18 – 20 LPA (based on experience and fit) About the Opportunity We are representing a leading Treasury and Wealth Advisory Group with two decades of expertise across foreign exchange, commodities, structured treasury solutions, and multi-family office services. The selected candidate...

Relationship Manager – Wealth Management Location: Anywhere in India or Asia Experience: 5+ years About the Role We 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...

Job Title: Strategic Relationship Manager – Promoter & UHNI Outreach ( Location: Mumbai (with travel) Job Type: Full-time Working Days: Mon–Fri (8:30 AM–5:30 PM); 2nd & 4th Saturdays About the Client (Confidential Search Mandate) Our client is a leading Treasury & Risk Advisory firm with over 20 years of expertise in FX, commodities, and structured treasury solutions. Their sister concern,...

JOB DETAILS 1. Generate new business to achieve defined sales targets 2. Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. 3. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. 4. Ensure ongoing self-development. FUNCTIONAL AREA We are one of the top reputed Finance Industry...

Hii , This is Sejal Here from Sakash group. Urgently looking for a CRM for the Insurance Company. Company Name :- ICICI Lombard Designation :- Customer Relationship Manager Location :- Vashi (Navi Mumbai) Timing / Working Day :- Monday to Friday (Rotational Week off) 8.00am to 8.00pm (Any 9 Hours for the Female ) 8.00am to 12.00am (Any 9 Hours for the Male ) Responsibility :- 1....

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...

Position: Relationship Manager Locations: Mira Road | Thane | Kalyan-Dombivli | Navi Mumbai | Aurangabad CTC: Up to 5 LPA Experience: Minimum 1 Year About the Organisation: A leading, fast-growing, digital-first bank known for its innovation, stable growth, and strong customer focus. With a diverse portfolio across Retail, SME, Agri, and Microfinance, it offers dynamic opportunities for...

key responsibilities:engage with clients through outbound and inbound calls to provide financial solutions.promote and sell investment and insurance products, including mutual funds, stocks, and trading services.maintain and nurture client relationships to ensure customer satisfaction and retention.achieve sales targets and contribute to the overall growth of the organization.provide accurate...

A leading Financial services company is seeking a dedicated and dynamic Relationship Manager to join their team. In this role, you will be the primary point of contact for our clients, responsible for building and maintaining strong relationships while ensuring their needs are met. You will work to understand client requirements and provide tailored solutions that foster satisfaction and...

we are seeking dynamic and experienced female professionals to join our team as virtual relationship managers (vrm) at aditya birla. the ideal candidate will have a strong background in the bfsi sector, excellent communication skills, and a deep understanding of investment and insurance products. Experience 1 - 2 Years No. of Openings 100 Education 12th Pass Role Virtual Relationship...

Job description Customer relationship manager (CRM) KEY RESPONSIBILITIES: ∙The candidate should have at least 1-3 years of experience in Real Estate Customer Service experience preferably handling in the Customer Care operations. ∙Ensure Demand calls ∙Follow up reminder Calls/Emails ∙Highlight defaulters and other risks well on time ∙Final Collection closure ∙Supporting the Customer Care head...

Relationship Manager – Wealth Management Location: Anywhere in India or Asia Experience: 5+ years About the Role We 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...

Job Title: Relationship Manager (RM) / Sales Manager (SM) – Mortgage Location: Maharashtra CTC: - RM: Up to 4 LPA - SM: Up to 9 LPA Experience: Minimum 2–3 Years Product: Mortgage (Open Market Sourcing) Key Responsibilities: For Relationship Manager (RM): - Source mortgage business through open market channels. - Build and maintain strong customer relationships. - Achieve assigned...

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...

Job Title: Relationship Manager – Mortgage Location: Maharashtra CTC: Up to 5.5 LPA Experience: Minimum 1 Year Product: Mortgage Role & Responsibilities: - Source mortgage business through open market channels. - Build and manage customer relationships to drive sales. - Identify new business opportunities and achieve assigned targets. - Ensure proper documentation and...