About the Company Who are we? Our Vision: To be the trusted one stop “strategy to execution” global banking transformation and digital innovation advisor for designing pragmatic business maximization solutions, building future of banking ready capabilities and delivering the best business value realization, user adoption and faster go-to-market transformation programs for our banking and...
Location: Koramangala,Bangalore Department: Wealth/Equity Key Responsibilities: Key Roles / Responsibilities - Plan the day’s work with emphasis on leads to be contacted basis the - importance of the Wealth Advisory funnel and size - • Identify fitment of Wealth Advisory products matching the client’s investing goals - • Interact with potential customers with the emphasis on high quality -...
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...
Project Description:We are seeking a highly experienced Senior Delivery Manager to support a rapidly growing banking account by overseeing staffing and managing a large-scale capabilities project. The ideal candidate will be proactive, adaptable, and possess a broad skill set, including exceptional communication skills for engaging with senior stakeholders. Experience in Avaloq and/or Wealth...
Designation- Manager/ Sr Manager- Wealth ManagementJob Profile:Develop and provide solutions to the client’s basis their requirementsConduct timely and regular follow-up with the leads and tag them on broadcasts and news articlesIncrease client base by meeting new clients, taking reference from the existing investors and thereby building AUMInitiate portfolio review of the existing investors in a...
ROLE SUMMARY (PURPOSE) The primary responsibility of Relationship Manager in the Wealth Channel at Muthoot FinCorp is to cultivate and manage relationships with high-net-worth individuals, families, or businesses seeking wealth management and financial advisory services KEY RESPONSIBILITIES - Identify opportunities to expand the client base through referrals, networking, and prospecting to...
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...
Who We AreAt Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals.How will you fulfill your potential- Work...
Company Description Silkroute is a cross-border trade tech & Consulting Platform that empowers the Indian Exporters and Importers Community. It offers a range of financial and non-financial tools to enhance their trade processes and facilitate smoother operations. Silkroute leverages nifty consulting solutions & innovative technology solutions to bridge gaps, solve compliance issues, and create...
Job Responsibilities - Drive sales revenue, develop new business and engage local and regional clients; - Develop and execute strategic business plan to maximize business development opportunities, increase market share and create value-added solutions & services for clients; - To manage client needs, project planning & implementation, day-to-day operational matters and any emergency service...
ROLE PURPOSE & OBJECTIVE - The Virtual Relationship managements engages with the Bank customers and prospects, virtually, to provide a seamless experience to customers. - Developing and Expanding existing HNI customer relationships by ensuring quality portfolio. - Continuous engagement with the portfolio customers mapped as per the contact policy with accurate and complete capture of interaction...
*Opportunity Open at multiple locations- Chennai, Bangalore & Delhi Essential Experience: - 7+ Years of experience in wholesale, managing mid sized corporates - Experience in deal origination Key Responsibilities: •Primary focus is on sourcing new opportunities. •Originate and coverage of corporate relationships with an objective of creating value credit investments and syndications for the...
About SmartQ SmartQ is redefining how the world experiences food. As a next-generation food-tech innovator, we solve real operational challenges through empathy-led insights and powerful technology. Our mission is clear: to elevate everyday dining into a seamless and meaningful experience. In the last decade, we’ve transformed cafeteria and food operations across industries with scalable,...
Role/ Job Title: Relationship Manager – Commercial Banking Function/ Department: Commercial Banking Job Purpose: Own end‑to‑end acquisition and relationship management of mid‑corporate clients to deliver sustainable revenue and book growth across assets and liabilities, with a strong focus on new‑to‑bank (NTB) acquisition and activation and on cross‑sell of transaction banking products e.g.,...
Job Title: Relationship Manager – Retail Advisory Location: Mumbai, Chennai, Bengaluru, Hyderabad, Kolkata, Delhi Role Summary: You will advise clients on securities and capital market products. You focus on suitability, risk alignment and long-term portfolio outcomes while operating within regulatory boundaries. We are looking for candidates with 2-3 years of relevant experience in securities...
Entity : Kotak Mahindra Asset Management Co. Ltd. Job Role : Relationship Manager - Sales Location : Pan- India (Mumbai, Bangalore , Delhi) Job Role - Meeting the UHNI / Family Office Clients & developing Trust & relationship. - Customer interactive role (B2C role) with Portfolio Management experience. - Portfolio/Investment Engineers, who can help in designing portfolios. - Advice and...
Relationship Officer/Manager – National Distribution & Connector Network Location: Pan India CTC: ₹2,50,000 - 3,50,000 per annum Education: Graduation in any stream. Experience: Minimum1 year in HFC loan products or sales Roles and Responsibilities Affordable Home Loan Business Development Actively acquire customers for affordable home loan solutions through daily meetings, lead...
We are hiring for #Private #Client #Group - #Relationship ManagerRole: #PCG - #Relationship #ManagerLocation: #BangaloreExperience: Minimum 5+ years in Broking, wealth, handling #HNI and #UHNI clientsQualification: Graduate / PG / MBA#Role & #Responsibilities:• Acquire high value relationships into #HNI & #UHNI clients (#Equity).• Managing large trader clients/big ticket size client acquisition.•...
About SmartQ SmartQ is redefining how the world experiences food. As a next-generation food-tech innovator, we solve real operational challenges through empathy-led insights and powerful technology. Our mission is clear: to elevate everyday dining into a seamless and meaningful experience. In the last decade, we’ve transformed cafeteria and food operations across industries with scalable,...
Job Title: Relationship Manager-PCG-Advisory Location: Chennai, Bangalore, Hyderabad, Kolkata, & Delhi Key Responsibilities: - Execute trades on behalf of clients, aligning with their investment strategies and preferences. - Provide our research advisory to the clients based on the client profile to generate income and build MTF book - Promote and cross-sell third-party investment products,...