Wealth Relationship Manager jobs in Kozhikode 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...

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...

* Generate Revenue by getting business from leads generated through assigned 4-5 Bank. * Cascade the incentive programs to Banks Staff * Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document * Develop new markets/ segments in line with company sales strategy from time to time. * Build a good customer base in order to cross-sell &...

We are seeking a driven and customer-focused Branch Relationship Manager to lead business development efforts at the branch level. The role involves acquiring new customers, deepening existing relationships, and driving sales of retail liabilities and third-party products. The ideal candidate will be energetic, goal-oriented, and passionate about delivering exceptional customer service while...

Job Description A.Position Overview Position Title Relationship Manager Department CUB Level/ Band Executive - 201 Role Summary: -Visit partner branches and interact with Bank branch managers -Ensure sales targets assigned are met on every parameter -Interact with customers to explain the products and solutions -Help branches mapped to her/him help achieve insurance sales...

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...

Client Relationship Executive (CRE) Location: Calicut Salary: ₹20,000 – ₹25,000 per month Experience: 1–2 years (Banking / Financial Services / Insurance) Qualification: Any Degree This role does not involve sales targets or high-pressure sales environments. We prioritize a client-focused and consultative approach. Responsibilities - Handle client queries, grievances & ensure quick...

*Note: Read the role description before Applying.Company DescriptionBajaj Life Insurance is one of India's fastest-growing life insurance companies, offering a diverse range of products, including ULIPs, term insurance, retirement plans, and child policies. With over 3.85 crore policyholders, assets under management of ₹1.3 Lakh Crores, and a 99.29% claim settlement ratio, Bajaj Life is dedicated...

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...

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...

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...

About Knowledge Networks Inc. Knowledge Networks Inc. is at the forefront of AI policy education and governance. We operate two flagship initiatives that are shaping the global conversation on artificial intelligence regulation: • RegulatingAI: A leading AI policy research platform with 100,000+ subscribers, producing podcasts, webinars, newsletters, and comprehensive policy analysis that...

About 108 ideaspace At 108 ideaspace, you'll be part of a dynamic, purpose-driven team dedicated to empowering nonprofits, associations, and regulators through transformative technology and design. We seek candidates who thrive in environments of continuous learning, value meaningful client relationships, and are driven by delivering exceptional outcomes. If you have a passion for leveraging...

Job Purpose To ensure development, implementation, and maintenance of credit risk scorecards for credit risk management decisions, and provide analytical solutions to policy managers as situations/events warrant Key Result Areas - Responsible for the development, implementation and maintenance of credit scoring models/assessment tools, strategies and capital estimate modeling of PD, LGD and...

About Emeritus: Emeritus is committed to teaching the skills of the future by making high-quality education accessible and affordable to individuals, companies, and governments around the world. It does this by collaborating with more than 50 top-tier universities across the United States, Europe, Latin America, Southeast Asia, India and China. Emeritus’ short courses, degree programs,...

Key Responsibilities: - Lead and manage end-to-end VAT engagements, including advisory, compliance, and representation before the Federal Tax Authority (FTA) - Provide strategic VAT guidance to clients on complex business transactions and cross-border matters - Review and approve VAT returns, voluntary disclosures, reconsideration requests, and related submissions - Interpret VAT legislation,...

Generate revenue from 4–5 assigned banks. * Promote incentive programs to bank staff. * Complete medicals to ensure policy issuance. * Explore new markets and segments. * Build customer base, cross/upsell, and maintain bank relations. Age: 23 – 35 years Min. 1 yrs exp. in life Insurance or Banking Strong communication skills Ability to build lasting relationships Positive and unstoppable attitude

Job description Generate revenue from 4–5 assigned banks. * Promote incentive programs to bank staff. * Complete medicals to ensure policy issuance. * Explore new markets and segments. * Build customer base, cross/upsell, and maintain bank relations. Required Candidate profile Age: 23 – 34 years Min. 1 yrs exp. in life Insurance or Banking Strong communication skills Ability to build lasting...

Roles and Responsibilities: • Manage the insurance business from assigned bank branches. • Develop strong relationships with bank staff to generate insurance leads. • Conduct joint calls with bank staff to explain and promote insurance solutions to customers. • Meet sales targets by cross-selling and upselling insurance products. • Maintain strong post-sales service to ensure customer...