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- Wealth Relationship Manager
Wealth Relationship Manager jobs in Baran 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...
Objectives of the Role: - Responsible for driving Mutual Fund Sales through Banks, IFAs, Wealth counters and National Distributors & Direct Clients - Develop and maintain relationship with clients and all channel partners and increase market share for DSPAM - Conducting meetings with clients/associates, understanding their needs and provide relevant feedback up the chain. - Develop and maintain...
KEY RESPONSIBILITIES :Identify potential leads and sources for prospective customersConnect with respective branches of these partners & organize training for employees and channel partnersGenerate leads through joint calls along with partner employee/sub partnerEnsure quality business is sourced from the branches/sub partners of the partnerEnsure contracting of Partner with Max Life for process...
Roles and Responsibilities Sources new clients through active referrals from clients in existing portfolio and self-generated leads. Easily establish relationships with customers and build a rapport. Manage existing clients and deepen relationships to generate maximum revenue Critical Analysis of Financial Statements Maintain highest order of honesty, transparency and integrity in all his / her...
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 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 services...
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...
SUMMARYJob title: Country Manager, IndiaJob type & duration: 2-year fixed term(renewable), full time position, with 3-month probation period.Hiring organization: Responsible Mica Initiative (www.responsible-mica-initiative.com )Reporting to: France-based Programme DirectorLocation: Ranchi, IndiaStarting date: ASAPApplication will be reviewed on a roll in basis and shall include a cover letter, a...
The ideal candidate will be responsible for planning, coordinating, and implementing projects within the decided-upon budget, timeline, and scope. They will also effectively monitor and present project updates to relevant stakeholders, clients, or project team members.ResponsibilitiesSingle point of contact for the customer during the execution phase of their home interiors.Detail review of the...
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...
Key Responsibilities: - Lead and manage end-to-end VAT engagements, including advisory, compliance, and representation before the Federal Tax Authority (FTA) - Provide strategic VAT guidance to clients on complex business transactions and cross-border matters - Review and approve VAT returns, voluntary disclosures, reconsideration requests, and related submissions - Interpret VAT legislation,...
Role Title: Sales Manager / Sr Manager – Data & AI & GenAI Services (Hunter + Closer) Location: Anywhere in India (Remote) Shift: 1 pm–10 pm IST (with flexibility for key client calls) Notice period: 0 – 15 days Reports To: Global Head of Sales (US / Global) About JBS JBS is a fast-growing Data & AI services firm delivering high-impact solutions across cloud, data platforms, analytics, 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...
We are seeking a highly motivated Lead Technical Program Manager to join our team. In this role, you will play a pivotal role in orchestrating and delivering complex programs that drive strategic outcomes for the organization. Leveraging your exceptional communication skills, technical expertise, and leadership abilities, you will lead cross-functional teams in executing large-scale projects...
About us: Intuitive is an innovation-led engineering company delivering business outcomes for 100's of Enterprises globally. With the reputation of being a Tiger Team & a Trusted Partner of enterprise technology leaders, we help solve the most complex Digital Transformation challenges across following Intuitive Superpowers: Modernization & Migration - Application & Database Modernization -...
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...
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...
Hiring for Senior Manager / Ass Director - Marketing Location: Bangalore/Remote Knowledge and Application - Expertise in external client facing marketing and communications. - Expertise in supporting business development proposals. - Understanding of clinical research organization operations. Key Responsibilities and Authorities Candidate - Marketing will lead external communications and...
Position: Regional Placement Manager @ SRM University AP, Vijayawada, Andhra Pradesh No. of Vacancy: 7 Position Locations: - Chennai- 1 Vacancy - Mumbai/Pune-2 Vacancy - Hyderabad- 1 Vacancy - Cochin, Madurai and Coimbatore Region- 1 Vacancy - Ahmadabad, Gandhi Nagar, Jaipur & Indore Region- 1 Vacancy - Bengaluru- 1 Vacancy Key Responsibilities: - Develop and maintain relationships with...