Wealth Relationship Manager jobs in Kolhapur 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...

Relationship Manager – Wealth Management Location: Anywhere in India or Asia Experience: 5+ years About the Role We are seeking experienced Relationship Managers to join our Wealth Management division. The ideal candidate will have an existing client base of High-Net-Worth (HNW) or Ultra-High-Net-Worth (UHNW) individuals and a strong background in providing comprehensive wealth management and...

Prudent Corporate Advisory Services Ltd. is urgently hiring for Relationship Manager-Mutual fund. Location: Dhule/Nashik/Satara/Wardha/Aurangabad Experience Required: Min 1 year Job Description: • Ability To create quality network & exposure in local market. • Acquisition and managing of new as well as existing financial advisors / distributors from market. • Should be AMFI Passed/or need...

We are looking for Relationship Manager – CASA to join our Branch Banking team. Key Responsibility: >Acquire New High-Value CASA Accounts - Source and acquire high-end Current & Savings Accounts through open market activities. - Achieve monthly CASA acquisition targets while ensuring KYC & AML compliance. >Ensure Smooth Customer Onboarding - Facilitate a seamless transition from acquisition...

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,...

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...

Roles and Responsibilities -SME segment, Ticket size is 1 Cr to Cr, Product is working capital/OD/CC/TL Working Capital Finance,CC, OD, Term Loan, SME Finance - Business Banking Assets (BB ASSETS) Individual role 1. Experience in Working Capital Products SME market specializing in asset business is the primary requirement. 2. Acquisition of New-to-Bank Business Banking relationships with a...

Roles and Responsibilities 1. Acquisition & Managing IFA’s base for Business Development & Marketing. 2. B2B sales for product like MF , PMS, AIF , Structured Products , Company Fixed Deposits, Bonds , NCDs, IPO, Life Insurance, General Insurance , though Channel sales . Desired Candidate Profile 3. Activate IFAs thought regular knowledge sessions to empower them to build sizable Aum with IIFL...

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: Real Estate Luxury Sales & Business Development Location: Pune Employment Type: Full Time Experience Required: 5- 12 years Apply: Interested Candidates can directly send their Updated Resumes on our email [email protected] with a heading “Application for Luxury Sales- Pune " Job Specification: - India Sotheby’s International Realty is looking for seasoned, self-motivated...

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 – Business Development & Revenue (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 to own and drive business growth for our IT and Non-IT staffing and IT services...

Role: Service Delivery Manager Location: Hyderabad/Bengaluru/Chennai Experience: 15+ Years Domain experience: Investment Banking, Capital Market, Wealth Management or BFSI Required Skills: - 15+ years of IT experience with strong background in Production Support/AMS. - 5+ years managing large teams in Investment Management or Capital Markets environments. - Hands-on familiarity with Aladdin,...

Role Summary: Raise is built on this core philosophy - we will bring exceptionally great products, awesome user experience and best in class customer service to our users. We have started with our first step by launching Investment & Trading platform – Dhan (www.dhan.co) We are looking for a dedicated Partner Network Manager for the South region. In this role, you will accelerate onboarding,...

Key Responsibilities: 1. Sales Management: ● Develop and execute sales strategies to achieve revenue targets for the cluster. ● Monitor sales performance daily and implement action plans to address any issues or opportunities in real time ● Foster relationships with Centre Managers and stakeholders to drive business growth month on month 2. Operations Management: ● Oversee day-to-day...

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...

Pay Rate: $15 to $17/hr Location: 100% remote (Anywhere from india) Contract Duration is 4 Months Staff Technical Program Manager – Global Tech & Data Roles & Responsibilities: We are seeking a highly motivated and talented individual to join our team as a Technical Program/Product Manager for Global Data & Audience Platform Team. In this role, you will work closely with pillar leads in our...

We are looking for a results-driven and experienced Relationship Manager to lead business development and customer engagement in the Construction Equipment (CE) segment. The role involves enhancing the deposit base, cross-selling financial products, ensuring regulatory compliance, and driving branch profitability. The ideal candidate should have a strong background in retail liabilities, sales,...

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...