Wealth Relationship Manager jobs in Dharwad 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...

Profile: Relationship managerLocation: karnataka (Bangalore, Belgaum, Karwar, Koppal, Raichur, Hubli, Sindhanur, Tumkur, Vijayanagar, Mandya, Belagavi, Bijapur, Chitradurga, Davangere, Gadag, Hubli-dharwad, Mangalore, Ramanagara, Shimoga)Experience: Minimum 6 months in the Insurance sector (Motor/Health Insurance preferred)Channel: Agency Channel — work with POSP agents✨ Key Responsibilities:-...

Business Relationship Manager - WC-Working Capital-Sales Job Description Business Relationship Manager Department Business Banking Assets Location Position Grade Deputy Manager / Manager / Sr. Manager Job Role: Business Relationship Manager Job Description · Manage and service existing portfolio of WC clients including renewal and enhancement of limits · Build strong and effective...

Job Description - The primary goal of the role is to identify and maximize opportunities to sell insurance products to existing customers of Canara HSBC Life Insurance (CHL) and its bank distribution partners. - The role focuses on driving sustainable revenue growth by cross selling a variety of life insurance plans (such as ULIP, Non-par Guaranteed plan, Annuity etc.) to clients who have an...

Roles and Responsibilities SEG-RM JD:- Primary Objective is to promote and sell SME products to New-to-Bank customers and as cross-sell to existing customers from other Departments, thereby contributing to Topline, PSL and Fee growth. Manage various channels such as Branch, BBRMs/TRMs,BA-DSA, etc. in addition to own open market sourcing to achieve the above-mentioned objective. Establishes,...

Join Tata AIA Life Insurance, aleading and fastest-growing life insurance provider in India, established in2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Ourcompany embodies a legacy of trust, integrity, and excellence, combining Tata'sesteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our visionis to be the pre-eminent protection provider enabling...

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...

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...

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...

Grow Your Staff is looking for a Finance Manager for firm based out of the UK. The position is a full time remote position. The role will have excellent growth opportunities. You will work directly with the team based in the UK. Experience required: 3-5 years CTC: INR 15 LPA- 20 LPA (negotiable based on your last drawn CTC) Location: Remote Time- 1:30 pm- 9:30 pm (Monday - Friday) Type of...

Company: HSV.digital Location: Remote (Only US Time Zone working hours) Salary Range: 3 - 3.5 LPA Joining: Immediate to 15 days About Us HSV Digital is a global, full-service B2B technology marketing agency dedicated to empowering the world’s largest and fastest-growing technology companies. We help brands communicate effectively, drive demand, and maximize ecosystem value through...

About the Role The ideal candidate will have 3–7 years of experience in marketing and admissions, with a strong network in schools and educational institutions. This role combines strategic marketing initiatives with hands-on management of the admission process to achieve enrollment targets and enhance institutional visibility. Responsibilities - Marketing & Outreach - Develop and implement...

Job Description - The primary goal of the role is to identify and maximize opportunities to sell insurance products to existing customers of Canara HSBC Life Insurance (CHL) and its bank distribution partners. - The role focuses on driving sustainable revenue growth by cross selling a variety of life insurance plans (such as ULIP, Non-par Guaranteed plan, Annuity etc.) to clients who have an...

We are looking for a motivated and customer-oriented Gold Loan Relationship Officer to drive business growth in the Loans Against Gold segment. The role involves sourcing new customers, managing existing relationships, and ensuring smooth processing of gold loan applications. The ideal candidate should have strong interpersonal skills, a sales mindset, and a good understanding of gold loan...

- Maintained knowledge of loan products, processing procedures and general guidelines. - Achieving monthly target for assigned products. - Manage and nurture relationships with key clients and intermediaries; serve as primary contact at branch level. - Understand client needs and advise them on suitable financing products. - Minimum Experience: 1–3 years (minimum) - Education: Graduation...

- Maintained knowledge of loan products, processing procedures and general - guidelines. - Achieving monthly target for assigned products. - Manage and nurture relationships with key clients and intermediaries; serve as primary contact at branch level - Understand client needs and advise them on suitable financing products. - Minimum Experience: 1–3 years - Education: Graduation (preferred); 12th...