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Wealth Relationship Manager jobs in Anand 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...
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...
Roles and Responsibilities Key Responsibilities Acquire new to bank SME customers by providing corporate banking solutions while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities and increase customer stickiness by offering...
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...
The Senior Global Program Manager is responsible for the successful delivery of large-scale, complex tech-enabled change programs within the organization, managing and coordinating the full project lifecycle from initial analysis and requirement capture to deployment and transition into business-as-usual. The Senior Global Program Manager is responsible for delivering an agreed scope on time and...
Company Overview Elevate LLC is a national platform built to partner with growth-focused accounting, tax and advisory firms. Our mission is to empower entrepreneurial firms and their leaders by providing the capital, operational support, and strategic guidance they need to scale. By combining the resources of a larger organization with the independence and culture of local firms, Elevate creates...
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...
1. POSITION VACANT: Senior Program Manager (Communications), Foundation for Ecological Security, Anand, Gujarat 2. ORGANISATION BACKGROUND: The Foundation for Ecological Security (FES) is committed to strengthening, reviving, and/or restoring, the process of ecological succession and the conservation of land, forest and water resources in ecologically fragile, degraded and marginalised regions...
About Us; At SARAS AI Institute, we’re not just building another edtech product — we’re creating the world’s first U.S.-approved, online, AI-exclusive degree-granting institution. Alongside our digital growth engine, we need a field hustler who can take SARAS into the real world: forging partnerships with corporates, HR/L&D leaders, and training networks to deliver student signups at...
DO NOT APPLY IF YOU DON'T HAVE PROVEN EXPERINCE Business Development Manager (Cloud, Cybersecurity & Enterprise Infrastructure) Location: Remote Employment Type: Full-time Reporting To: Founder Role Context We are building a scalable system integration practice focused on cloud transformation, cybersecurity, and enterprise IT modernization. This role is designed for a senior sales...
Calling all ambitious, personable deal makers who want a job with meaning! Want a full-time job working from home (some travel required) at a job that makes the world a better place? Set your own full-time hours, with room for growth, competitive salary and a results-driven atmosphere. This is a great job for resourceful, influential and self-directed people who are highly skilled at...
Job Purpose To ensure development, implementation, and maintenance of credit risk scorecards for credit risk management decisions, and provide analytical solutions to policy managers as situations/events warrant Key Result Areas - Responsible for the development, implementation and maintenance of credit scoring models/assessment tools, strategies and capital estimate modeling of PD, LGD and...
Role Summary The Infrastructure Transformation Lead is responsible for driving modernization and optimization of the enterprise infrastructure landscape, including datacenter, cloud, network, workplace, security, and IT operations. This role provides strategic leadership, oversees transformation initiatives, ensures alignment with business goals, and delivers improved resilience, performance,...
About the Company - SimplifyVMS is a leading provider of contingent workforce VMS solutions and is one of the fastest growing VMS solutions providers globally. Rated by Everest Peak Matrix and other analysts as a leader in the VMS report we continue to strive to drive innovation in the contingent workforce industry. Role Overview As a key member of the Delivery Team, you will lead the...
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...
Company Overview Elevate LLC is a national platform built to partner with growth-focused accounting, tax and advisory firms. Our mission is to empower entrepreneurial firms and their leaders by providing the capital, operational support, and strategic guidance they need to scale. By combining the resources of a larger organization with the independence and culture of local firms, Elevate...
Roles and Responsibilities 1. Generate TASC Leads from Education Institutes, Cooperative Societies (Housing, Marketing & Credit Coop Societies), Hospitals, Clubs (Professional, Business, City, Sports, Lifestyle Clubs), NGOs & Foundations, Associations (Market, Trade, Professional, Industry, Sports Associations), Research Bodies, Religious Institutions (Temples, Gurudwaras, Mosques, Churches),...