Wealth Relationship Manager jobs in Madhya Pradesh

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...

Wealth Manager | Partner Business Job Overview We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger. Locations: Ahmedabad, Delhi, Mumbai & Pune Roles And...

Job Title: Relationship Manager-PCG-Sales Location: Chennai, Hyderabad, Bengaluru, Kolkata, Delhi Role 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...

Prudent Corporate Advisory Services Ltd. is urgently hiring for Relationship Manager- Broking Location: Delhi CP Experience Required: Min 1 year Key Responsibilities: - Build and maintain strong relationships with Authorized Partners (APs). - Drive business growth and enhance partner revenue. - Provide training, mentoring, and activation support for business partners. - Ensure compliance...

We currently have openings for Senior Relationship Manager positions at our Noida location. Additionally, as we expand to our Jaipur location, we are looking to hire an Associate Relationship Manager there as well. A.TREDS Limited (a group company of Axis Bank) is a national level online platform which facilitates financing of Receivables of Micro, Small and Medium Enterprises (MSME) from buyers...

About Role - Curefit Healthcare Pvt Ltd, founded in 2016, is India’s largest fitness company and wellness platform. Cult, from the house of Curefit, was established with a mission to make fitness easy, fun and accessible to everyone, and has emerged as a community celebrating the joy of fitness. The brand today offers a range of fitness services ranging from group workouts, gyms and personalized...

Job Description: BANCA RM Position: Insurance Sales Channel: Franchise We are seeking a dynamic and experienced individual to join our team in to Insurance Sales. This role is responsible for leading and supporting the sales efforts across Franchise channel. The primary focus will be on generating leads for life, health, and general insurance products, as well as driving cross-selling and...

Responsibilities - Execution of trade orders on behalf of clients. - Building relationships with clients & educating them about Investments. - Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc). - Client meetings and bank branch visits as per goal sheet. Qualifications - Graduation (preferably in finance specialization). - NISM 8 certification...

Job description: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management) from preferred clients. To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To coordinate with product and research team for taking investment...

Job description Designation : Elite Relationship Manager Division : Liabilities Location Bhopal(MP Nagar) Salary - 3 LPA to 6LPA Desired Experience & Qualification: * Post Graduate with 4 years to 6+ years of relevant experience in Acquisition/relationship management * Good local Network and Must have good knowledge of Insurance & Investment Products * Proven capacity to aim on Revenue...

Relationship Manager-Tractors and Farm Equipments (TFE)-Retail Sales JOB DESCRIPTION Job Role: • Enhancement of Deposit pool from Customers • Establishing standards and delivery of service • Sale of non-deposit products. Cross selling targets progressively • Sale of MF and Insurance products • Fee Income • Branch Administration • Regulatory Compliance • Manage productivity and overall morale of...

Core Responsibilities: Sales Process Management o Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships. o Retain and expand the company's base of customers for home loan and LAP channel so as to ensure repeat business or referrals o Maximize sales through a network of DSA...

Prudent Corporate Advisory Services Ltd. is urgently hiring for Relationship Manager- Mutual fund. Location: Delhi CP 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 to pass during 6 months after...

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 seeking a dynamic and results-driven Relationship Manager – TFE to lead retail sales initiatives in the Tractors and Farm Equipment segment. The role involves enhancing the deposit pool, driving cross-sell opportunities, and ensuring high standards of customer service and branch administration. The ideal candidate will have a strong background in retail liabilities, excellent leadership...

Job Title: Relationship Manager – Retail Advisory Location: Mumbai, Chennai, Bengaluru, Hyderabad, Kolkata, Delhi Role 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...

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,...

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 seeking a high-energy, self-motivated Relationship Manager – TFE to drive quality business in the MSME segment, specifically targeting Agri-related industries, food processing units, and manufacturing sectors. The ideal candidate will be a strong team player with excellent communication skills in English, Hindi, and the local language, and possess a deep understanding of working capital...

The Portfolio Relationship Manager (PRM) in the SME segment of Wholesale Banking is responsible for managing and growing a portfolio of corporate clients with turnover ranging from ₹50 to ₹500 crores. This role involves deep relationship management, credit handling, and cross-selling of banking solutions tailored to the unique needs of emerging corporates. The PRM acts as a single point of...