Wealth Relationship Manager jobs in Ghaziabad

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...

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider...

Role SummaryWe are seeking a proactive and customer-centric Virtual Relationship Manager (VRM) to manage and grow client relationships through digital and virtual channels. The role focuses on understanding client financial goals, recommending suitable mutual fund and online investment solutions, and driving revenue through upselling and cross selling all without physical meetings.Key...

Job DescriptionRole: Virtual Relationship Manager (Life Insurance)Purpose of the Role:The Virtual Relationship Manager (Life Insurance) will be responsible for onboarding, engaging, and servicing POSP/Advisor partners for Life Insurance products. The role focuses on driving sales growth, managing partner relationships, and ensuring smooth coordination between partners and internal teams for...

Overview: Person is responsible to handle luxury sales, such as villa / land to customers. This role involves prospecting, negotiating deals, and maintaining relationships with customers. The person should have in-depth knowledge of the residential property real estate market and possess strong sales and communication skills.Responsibilities:Lead Generation: Identify and research potential...

Designation: - Client Relationship ManagerExperience: - 2-7 YearsLocation: - The Corenthum Sec -62 Noida (Onsite)Working Days: - Mon- SatShift Timing: - 10 Am-7 pmCTC: - Up to 4 LPACompany Website: - https://gbgev.com/Key ResponsibilitiesObjective: To build, strengthen, and sustain long-term client relationships while ensuring smooth delivery, client satisfaction, and business growth.1. Client...

Job Title: Client Relationship Manager About FinLender: FinLender, headquartered in Noida, is recognized as India's most valuable Investment Bank. Over the past 12 months we have Closed 50+ marquee fundraising and special situation transactions. To know more about us, visit our website: www.finlender.com Our team includes CA, CFA, Ex-Banker, IIM, Ex Big 4, with 20+ years of experience each...

No of role: 1 Immediate interview and hire opportunity Job Title: CSM (Client Services Manager) (Sales, Account Management, MSP, Procurement, Talent Acquisition, Client Relationship & Communication, Mexico, LATAM) Work Location: Noida, India Work Type: Onsite 5 days Working Hours: Night Shift (as per Mexico Time zone) Staffing Industry experience Education: Bachelor's degree Required...

As a Relationship Officer – Customer Engagement, you will be responsible for acquiring and managing high-net-worth individuals (HNIs) within the bank’s Priority Banking segment. This role focuses on deepening customer relationships, enhancing engagement, and driving cross-sell opportunities across the bank’s product suite. You will be expected to source new customers through lead generation...

JOB DETAILS Converting prospects into customers by show-casing appropriate primary residential properties to the prospects, which matching the investment need of the prospects Using leads generated by Marketing Team for the above as well as generate self-leads to convert them into customers, through local activities (procuring relevant databases, doing on-ground activities in corporates, clubs...

Position: Relationship Manager Locations: Noida & Ghaziabad CTC: Up to 5 LPA Experience: Minimum 1 Year Role Overview: We are looking for result-oriented and motivated Relationship Managers to drive Home Loan and Loan Against Property (LAP) business through direct sourcing and market development. The role demands strong relationship-building, market awareness, and sales execution skills. Key...

Job Description Role: Virtual Relationship Manager (Life Insurance) Purpose of the Role: The Virtual Relationship Manager (Life Insurance) will be responsible for onboarding, engaging, and servicing POSP/Advisor partners for Life Insurance products. The role focuses on driving sales growth, managing partner relationships, and ensuring smooth coordination between partners and internal teams for...

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider...

Overview: Person is responsible to handle luxury sales, such as villa / land to customers. This role involves prospecting, negotiating deals, and maintaining relationships with customers. The person should have in-depth knowledge of the residential property real estate market and possess strong sales and communication skills. Responsibilities: - Lead Generation: Identify and research potential...

Role Summary We are seeking a proactive and customer-centric Virtual Relationship Manager (VRM) to manage and grow client relationships through digital and virtual channels. The role focuses on understanding client financial goals, recommending suitable mutual fund and online investment solutions, and driving revenue through upselling and cross selling all without physical meetings. Key...

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...

We are looking for a highly driven and customer-centric Platinum Relationship Manager to manage and grow relationships with High Net Worth (HNW) households. This role involves acquiring new clients, deepening existing relationships, and offering comprehensive banking solutions across liabilities, commercial assets, and third-party products. The ideal candidate will be self-motivated, energetic,...

Designation: - Client Relationship Manager Experience: - 2-7 Years Location: - The Corenthum Sec -62 Noida (Onsite) Working Days: - Mon- Sat Shift Timing: - 10 Am-7 pm CTC: - Up to 4 LPA Company Website: - https://gbgev.com/ Key Responsibilities Objective: To build, strengthen, and sustain long-term client relationships while ensuring smooth delivery, client satisfaction, and business...

A Position Overview Position Title Assistant Relationship Manager- LOY Department DSF-Agency Sales Level/ Band 102/Officer Organizational Relationships Reports To Sales Manager Supervises D Key Result Areas Distribution Deliverables ·Ensure planning & recruitment of sanctioned number of FPOs/WMCs and Sales Manager for FPO Units in the Region. ·Achieve sales targets on issued FYP as...

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider...