Wealth Relationship Manager jobs in Mohali 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...

Customer Relationship Manager (CRM) – Luxury Jewellery CTC: 8,00,000+ per annum (negotiable) Location: Chandigarh Company: Sant Ram’s & Jazaa (Natural & Lab Grown Diamonds) At Sant Ram’s, relationships are the core of our business. We don’t just sell jewellery—we build long-term client partnerships based on trust, service, and consistency. We are looking for a Customer Relationship Manager...

Prudent Corporate Advisory Services Ltd. is urgently hiring for Relationship Manager- Mutual fund. Location: Chandigarh 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...

Company Description Kreative Events is a full-service event management company specializing in weddings, corporate gatherings, and social events. We pride ourselves on crafting unique, personalized experiences that reflect our clients’ individual tastes and personalities. By transforming visions into reality through innovative approaches and exceptional event styling, Kreative Events strives to...

Responsibilities¢ Managing and increasing the portfolio of existing customers mapped and build lasting relationships withour valued Preferred customers, individuals with significant financial assets and a minimum average monthlybalance of Rs. 2 lakhs in one account or an average of Rs. 2 lakhs across family Preferred group accounts.¢ Recommend tailored financial solutions ,including investment...

Job Title: Senior Relationship Officer Experience Required: 2–5 Years Location: Chandigarh Job Type: Full-Time Industry: Financial Services / Wealth Management Preference: Female Preferred Role Overview We are seeking a motivated and client-focused Wealth Manager with 2–5 years of experience in the financial services industry. You will be responsible for managing client portfolios,...

Roles and Responsibilities JOB DESCRIPTION ;- Relationship Management Managing NRI customers and responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. Responsible for creation of new business and maintaining professional relationship with with clients for understanding their requirements and cultivating relations with...

11091 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...

- Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements.- Adequate knowledge of the equity market and the dynamics of the broking business.Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationships- Responsible for...

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 Head of Business Development (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, acquire new logos to own and drive business growth for our IT and Non-IT staffing and IT...

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...

Relationship Officer Roles & Responsibilities Build and maintain relationships with clients, customers, and partners through regular communication and engagement activities. Understand client needs, preferences, and expectations to provide personalized service and support. Meet sales targets and performance metrics, such as revenue goals, client satisfaction ratings, and retention rates. Keep...

A customer relationship manager is a professional who builds and maintains strong, long-term and beneficial relationships with an organisation's customers. Experience 0 - 3 Years No. of Openings 15 Education Higher Secondary, Any Bachelor Degree, Post Graduate Diploma, Secondary School Role Customer Relationship Executive Industry Type Call Centre / BPO / KPO / ITES / LPO Gender [...

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...

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,...

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...

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...

We are seeking a highly motivated Lead Technical Program Manager to join our team. In this role, you will play a pivotal role in orchestrating and delivering complex programs that drive strategic outcomes for the organization. Leveraging your exceptional communication skills, technical expertise, and leadership abilities, you will lead cross-functional teams in executing large-scale projects...

Relationship Officer Roles & Responsibilities Build and maintain relationships with clients, customers, and partners through regular communication and engagement activities. Understand client needs, preferences, and expectations to provide personalized service and support. Meet sales targets and performance metrics, such as revenue goals, client satisfaction ratings, and retention rates. Keep...