Wealth Relationship Manager jobs in Kolkata

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...

Job Summary:The incumbent of this role will be responsible for managing relationships with High Net Worth (HNI), Ultra High Net Worth (UHNI), and Retail customers, offering tailored financial solutions, and driving investments into our insurance products. This role demands strong financial acumen, excellent interpersonal skills, and a deep understanding of wealth management products.Key...

Analyst – Wealth Management | Kolkata, IndiaLocation: Kolkata, IndiaType: Full-timeExperience: 0–2 yearsIndustry: Financial Services / Wealth ManagementAbout UsWe’re a boutique wealth management firm built on trust, integrity, and long-term relationships. Based in Kolkata, we work closely with our clients to help them navigate the world of investments with clarity and confidence.Who We're Looking...

The 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 financial...

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,...

Onsurity is a rapidly growing employee healthcare benefits platform that provides flexible and customised healthcare subscriptions for SMEs, start-ups, and enterprises. We believe that access to healthcare benefits shouldn’t be a luxury. It is this philosophy that has strengthened our commitment towards making healthcare affordable and accessible for all.Our subscriptions include discounts on...

About D2 International:For over 30 years, D2 International Pvt. Ltd. has partnered with leading global luxury brands, specializing in premium leather handbags, accessories, and belts. With a strong focus on innovation, quality, and compliance, we are expanding our team to welcome high-potential talent from diverse industries into the world of international fashion and luxury merchandising.Key...

Hiring Client Relationship ManagerWe only need candidates from a hospitality backgroundJob Description :➢ Making sure all the leads of the clients after placing orders are met.➢ Ensuring your existing clients are satisfied through after-sales service.➢ Always ask them for true feedback.➢ Servicing the client after receiving the order till the time of collection of payment.➢ Resolve the queries...

Company: Motilal Oswal financial services limitedRole: Relationship ManagerLocation: KolkataJob Profile / Responsibilities:1.Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.2.Maintaining client relationships and generate AUM from preferred clients.3. Advising Affluent clients on their investments and...

Greetings from TCS!TCS has always been in the spotlight for being adept in the next big technologies. What we can offer you is a space to explore varied technologies and quench your techie soul.We are hiring SAP CRM consultant for Kolkata LocationSkills: SAP Success factors Employee Central consultantLocation: KolkataExp: 7-11 yrs.JOB DESCRIPTION:Must Have:Design and implement solutions in SAP...

Urgent Hiring - Relationship Manager -Direct Channel -KolkataYou will be responsible for closing sales deals via Client Visit and maintaining good customerJob details:- Visit minimum assigned outlets daily following a pre-determined route plan to maximize coverage.- Develop and maintain a thorough understanding of our product portfolio to communicate features, benefits, and value to retailers.-...

Position: Manager – Strategic RelationshipsVacancy: 1Location: Barasat & Salt LakeBrainware University invites applications from experienced, well-networked, and professionally mature candidates for the position of Manager – Strategic Relationships . The role is pivotal in strengthening the University’s engagement with corporate bodies, institutions, government stakeholders, and other key...

Job DescriptionRole: Relationship Manager – Health InsuranceChannel: Agency / POSPlocation - Bhagalpur, Muzaffarpur, Balasore, Gaya/Sasaram, Dhanbad, Jamshedpur, Ranchi, Asansol, Gorakhpur, Lucknow, Aurangabad, Kolhapur, Kanpur, Visakhapatnam, Faridabad, Ghaziabad, NagpurPurpose of the Role:Meet and onboard potential POSP agents in assigned geographies.Service and manage existing POSPs to drive...

Roles and Responsibilities Drive HNI client acquisition by targeting Affluent & Super Affluent segments. Cultivate relationships, grow AUM, advise on investments & enhance portfolios. Research markets, collaborate with product teams & organize events to fuel business growth. Desired Candidate Profile Experienced Wealth Advisor. Expertise in investments, markets & wealth management. Strong...

As a Relationship Manager – HNI within Kotak Private Banking, you will play a pivotal role in managing and expanding a portfolio of High Net-Worth Individuals (HNIs). This role demands a deep understanding of financial markets, investment products, and client relationship management. You will be responsible for delivering customized financial solutions, driving asset growth, and ensuring...

Assistant Vice President, Treasures Private Client Relationship Manager, Consumer Banking Group-(WD79029) Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional...

Must-Have**Provide subject matter expertise on SAPs best practices for implementing SAP CRM business processes.Should have functional proficiency in SAP CRM master data, CRM marketing, CRM service and Interfaces with third party applicationsShould have functional proficiency in SAP middleware’s, IDoc interfaces, Master Data Template configurations and replications.Should have good experience /...

Job Title: Relationship Manager – Retail AdvisoryLocation: Mumbai, Chennai, Bengaluru, Hyderabad, Kolkata, DelhiRole 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...

CRM ConsultantSAP CRM TechnicalDevelopment experience in Master Data (Installed Base, Pricing, Org data, Business partners and products), Service order management including In-House repair process, Service Confirmation, Service Contract Management

Job Title: Relationship Manager-PCG-SalesLocation: Chennai, Hyderabad, Bengaluru, Kolkata, DelhiRole Summary:You will handle acquisition and growth of high-value clients under the Private Client Group. You will drive revenue through advisory-led selling across equity, MF, PMS, AIF, Insurance and Fixed income products while maintaining strong compliance discipline. We are looking for experienced...