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...

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...

Freelance Influencer Marketer Company Description Flickzilla Entertainment is a 360° SaaS powered influencer marketing and talent management agency. Our in-house platform 'FlickScope' brings together the Influencer Suite, Tracking Suite, Listening Suite, Strategizer Suite and Communite Suite to help brands connect with the right creators, measure impact, uncover insights, build strategies and...

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 creates...

The Property Manager powered by Groundfloor24 is an independent Property Manager working on their own to help clients. Primary manage and buy, sell, or rent properties, which includes tasks like market research, property listings, client meetings, contract preparation, property viewings, and negotiations to achieve clients' goals. Property Manager must also conduct marketing to generate leads,...

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...

Position: Asst Sales Manager| Remote Experience: 5- 12 years (minimum 2-6 years in the Education/EdTech/Language Training industry) Salary: Up to ₹10 LPA + Incentives(based on experience) Location: Remote Working Days: 6 days per week About Us – The Language SKOOL (TLS) The Language SKOOL is one of India’s largest online platforms for foreign language learning, with over 10 years of...

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...