Wealth Relationship Manager jobs in Pune

Company: Motilal Oswal financial services limitedWe’re Hiring: Relationship ManagerPosition: Relationship ManagerLocation: Pune.Industry: anking & Broking, Finical servicesJob Description:We are looking for a dynamic and client-focused Relationship Manager to build and maintain strong relationships with our customers. The ideal candidate will be responsible for understanding client needs,...

Wealth - Client Relationships AssociateWe're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our...

Test Manager - WealthExperience: 12+ YearsWork Location: Navi Mumbai/PhilippinesPreferred Immediate Joiner.If your profiles aligns with the below requirement, please share your updated resume to [email protected], CC: [email protected] OverviewWe are seeking an experienced Test Manager to lead the end-to-end Quality Engineering (QE) strategy for the implementation...

We’re Hiring | Relationship Manager – Investments (Sales-Driven Role)About UsMoney Lancer Investments Pvt. Ltd. is a Pune-based wealth management and mutual fund distribution firm with a strong client base of 1,400+ investors, including retail, HNI, and NRI clients. Our focus is on scalable growth, disciplined investing, and long-term client relationships.Role OverviewWe are looking for a highly...

The Preferred 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...

As an Associate Relationship Manager – Commercial Banking, you will support Relationship Managers in acquiring and activating clients, driving book growth and fee income, and cross-selling transaction banking products (such as Cash Management Services and Trade Services) and treasury/FX solutions. The role involves ensuring flawless execution, documentation, and compliance across the portfolio...

About TresVistaTresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has more than 1,800 employees across offices in North...

Target ObjectiveThe objective of this role is to provide operational support in Key Account Management with regard to handling serial business, including the creation and maintenance of products in SAP. Furthermore, this role is responsible for preparing and maintaining requests and quotations, as well as providing information to customers and internal departments.Job Requirements- Creation and...

JOB DESCRIPTIONRole: Relationship Managers (Motor) – Agency channelWhat is the purpose of the role -• Meet potential POSP agents in respective geographical assignments. Service the Existing POS to drive sales growth Handle Customer Inquiries with a speedy and satisfactory resolution coordinate with Girnar Insurance HO Team for the smooth execution of the sales process• Create offline training and...

Job Description-Sales Executive- Real EstateExperience- 3 to 6 yearsKey Capabilities Expected from the CandidateThe ideal candidate should:- Possess excellent verbal and written communication skills with the ability to build trust and long-term client relationships.- Demonstrate strong sales acumen and negotiation skills in real estate, construction, or design-led projects.- Be smart, adaptive,...

Relationship Manager – Wealth ManagementLocation: Anywhere in India or AsiaExperience: 5+ yearsAbout the RoleWe 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...

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider...

The Role: Role Overview We are looking for a dynamic Relationship Manager to strengthen client relationships, drive business growth, and enhance our digital presence. This role requires a mix of client servicing, sales expertise, and financial knowledge. Key Responsibilities - Build and maintain strong client relationships - Acquire new clients through lead generation & networking - ...

Prudent Corporate Advisory Services Ltd. is urgently hiring for Relationship Manager-Mutual fund.Location: Dhule/Nashik/Satara/Wardha/AurangabadExperience Required: Min 1 yearJob 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...

- Job Description Title – Relationship Manager – Investment Services- Qualification Required– Graduates & NISM VA- Job Responsibilities:Existing Customers – Relationships Mapped• Responsible for managing relationships with clients & providing investment advisory services• Monitoring and managing client portfolios, developing and implementing investment strategies• Get the Risk Profiling Done•...

JOB DESCRIPTION Req ID: 335237 We are currently seeking a Business Consulting- Business Analyst with Data analyst ,Wealth Management to join our team in Pune, Mahārāshtra (IN-MH), India (IN). Primary skills: Domain-Capital Markets-Wealth Management is mandatory Responsibilities: Data Analysis and Reporting: Analyzing client data, investment portfolios, and financial performance to identify...

About UsAt Modulr our mission is to move money efficiently to power business productivity. We are building a new digital payments service to make money flow more efficiently through businesses and the economy. This is a new type of payments account that is built for businesses that need faster, easier and more reliable ways to move money.Our flexible platform and innovative approach allows our...

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...

Senior Associate, Treasures Private Client Relationship Manager, Consumer Banking Group-(WD78989) 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...

About TresVista TresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has more than 1,800 employees across offices in North...