Wealth Relationship Manager jobs in Raipur District

Designation: Relationship Manager, Sales Manager (Team Handling) Role: Privilege Industry: Financial Services / Broking Academic background Qualification: Graduate. Reporting to: Manager/RM Team Management : NA Work experience: Min 1 -10 years’ experience Key Job Responsibilities - - Acquire quality clients through networking, database, market intelligence, and references from existing...

Company Overview Edelweiss Life Insurance, previously known as Edelweiss Tokio Life Insurance, began its nationwide operations in 2011 with the aim of protecting dreams and aspirations. The company stands out with its innovative, customer-centric approach to life insurance, offering need-based solutions across a multi-channel distribution network. Headquartered in Mumbai, Edelweiss Life...

Job description Job Description: Sales Relationship Manager Company: DocOnline Health India Pvt Ltd Location: Bangalore Experience Required: 4 to 5 years About DocOnline: DocOnline Health India Pvt Ltd is a leading digital healthcare platform that provides accessible and affordable healthcare solutions. We are dedicated to improving the health and wellness of individuals by leveraging technology...

Roles and Responsibilities 1. Originate NTB prospects through direct sourcing and open market channels 2. Acquiring customers and taking their proposal up to the stage of disbursement. 3. Meeting existing customers to generate business opportunities thereby generating revenue 4. Catering to the business having a turnover of Rs to crs in Emerging Business, Rs to 0 crs in Mid Corporate and Rs 0 crs...

key responsibilities:manage and follow up on all client leads after order placement.handle service from order confirmation to payment collection.resolve client queries, complaints, and provide timely support.maintain good client relations and collect genuine feedback.coordinate with sales, dispatch, and accounts teams for smooth workflow.share product details and assist clients confidently with...

Senior Officer, Branch Relationship Manager, Consumer Banking Group-(WD79443) Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits...

Posted on 26/07/2025 Mission RESPONSIBILITY 1 I ensure to provide a best-in-class customer experience I ensure the entire Store team acts with a “CUSTOMER FIRST” mindset where we find solutions for all the customers walking in.I am at the service of my customer queries at the welcome desk with mediums of Face-to-face, calls, emails, social media, and proactively finding solutions,...

KEY RESPONSIBILITIES : ·Identify, interview and select sales executives with support from HR. To meet the following productivity measures for the unit: Premium per executive, case rate, persistency, retention and a high % of executives exceeding planned productivity standardsExceed revenue targetsUndertake joint field work with executives and observe/demonstrate successful selling...

Responsibilities - Communicate with customers: Respond to inquiries, provide information, and resolve issues - Analyze customer data: Identify patterns and insights to improve customer experience - Develop strategies: Create plans to meet customer needs and expectations - Collaborate with other departments: Work with sales, marketing, and customer service to improve customer experience - Manage...

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 Title: Accounts Administrator Department- Finance & Admin Location: Client First Wealth Management HQ (Raipur) Company: Client First Wealth Management Pvt Ltd Employment Type: Full-time About Client First Wealth Management Client First Wealth Management is a growing financial services firm committed to helping clients achieve long-term financial security, wealth creation, and...

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...

AdvisoryAI is building the AI co-pilot that's transforming wealth management. We automate the tedious middle-office work that buries financial advisors, freeing them to focus on what matters: their clients. Founded by Entrepreneur First alumni, we've scaled to thousands of daily active users and are currently valued at £100 million. We're raising our Series A in 2026. We need a world-class...

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...

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...

Job Description- Equity Dealer & Operations Department- Operations/ Client Relationship & Retention (CRR) Location: Client First Wealth Management (HQ) Company:Client First Wealth Management Pvt Ltd. About Client Wealth Management Client First Wealth Management is a fast-growing Wealth Management and Financial Services firm committed to helping clients achieve long-term financial security,...

Job description Resource Request Form HRM-001-RRF Issue Date: 10/3/2017 Ver:00 Effect Date:10/3/2017 Position Title: Sales Relationship Manager Department: Distribution Sales Reports To: Dharmesh Tanna Temporary: Permanent: Yes Pay scale: Up to 6.00 LPA Location: Ahmedabad, Mumbai, Chennai, Delhi, Indore/Bhopal, Jaipur, Chandigarh, Assam, and Odisha. Date Needed: At earliest Essential Job...

Roles and Responsibilities Car loansare provided for Multi Utility Vehicles (MUVs), Sports Utility Vehicles (SUVs), small cars, compact cars, premium cars, and super-premium cars. Repayment schedule ranging between months and months. Attractive rate of interest. Up to % of the value of the car may be provided as a loan. The value of the car includes the ex-showroom price, applicable taxes, and...

Job Description – Equity Research AnalystPosition: Equity Research AnalystDepartment: Research & Product DevelopmentLocation: Raipur (Client First Wealth Management HQ)Employment Type: Full-timeAbout Client First Wealth ManagementClient First Wealth Management is a fast-growing wealth management company committed to helping clients achieve financial security, growth, and prosperity. With a...