Wealth Relationship Manager jobs in Thane District

Test Manager - Wealth Experience: 12+ Years Work Location: Navi Mumbai/Philippines Preferred Immediate Joiner. If your profiles aligns with the below requirement, please share your updated resume to [email protected], CC: [email protected] Role Overview We are seeking an experienced Test Manager to lead the end-to-end Quality Engineering (QE) strategy for the...

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 currently have openings for Relationship Manager & Client Relationship Manager positions at our Thane - Mumbai location. Additionally, we are expanding to Pune location & are looking for a Relationship Manager for that location 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...

Relationship Manager – Wealth Management Location: Anywhere in India or Asia Experience: 5+ years About the Role We 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...

Prudent Corporate Advisory Services Ltd. is urgently hiring for Relationship Manager-Mutual fund. Location: Dhule/Nashik/Satara/Wardha/Aurangabad 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...

We are looking for Relationship Manager – CASA to join our Branch Banking team. Key Responsibility: >Acquire New High-Value CASA Accounts - Source and acquire high-end Current & Savings Accounts through open market activities. - Achieve monthly CASA acquisition targets while ensuring KYC & AML compliance. >Ensure Smooth Customer Onboarding - Facilitate a seamless transition from acquisition...

Role Overview: Jio Insurance Broking Limited is seeking an experienced professional to lead end-to-end insurer relationship management for the POSP channel. This role will act as the primary SPOC for all Life, General, and Health insurance partners, owning commercial negotiations, commission structures, incentive frameworks, and ongoing performance management. The role requires strong market...

Company Description: InstaTalentRecruit LLP Job Description: Manger Operations Overview Operations managers oversee the organizational activities of business organizations. These professionals are talented managers and leaders. They support operational leadership in a variety of departments. At both large and small organizations, operations managers supervise, hire, and train employees,...

Job Title: Senior Analyst / Manager (Wealth and Treasury Solutions) Location: Mumbai Job Type: Full-time CTC: ₹18 – 20 LPA (based on experience and fit) About the Opportunity We are representing a leading Treasury and Wealth Advisory Group with two decades of expertise across foreign exchange, commodities, structured treasury solutions, and multi-family office services. The selected candidate...

As a CEC Relationship Manager – VRM, you will be responsible for managing outbound customer interactions for Wealth and Privy clients through the virtual relationship channel. This role focuses on delivering superior service, driving product sales, and enhancing customer engagement through structured communication and personalized banking solutions. You will be trained across multiple banking...

Job Title: Strategic Relationship Manager – Promoter & UHNI Outreach ( Location: Mumbai (with travel) Job Type: Full-time Working Days: Mon–Fri (8:30 AM–5:30 PM); 2nd & 4th Saturdays About the Client (Confidential Search Mandate) Our client is a leading Treasury & Risk Advisory firm with over 20 years of expertise in FX, commodities, and structured treasury solutions. Their sister concern,...

JOB DETAILS 1. Generate new business to achieve defined sales targets 2. Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. 3. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. 4. Ensure ongoing self-development. FUNCTIONAL AREA We are one of the top reputed Finance Industry...

Hii , This is Sejal Here from Sakash group. Urgently looking for a CRM for the Insurance Company. Company Name :- ICICI Lombard Designation :- Customer Relationship Manager Location :- Vashi (Navi Mumbai) Timing / Working Day :- Monday to Friday (Rotational Week off) 8.00am to 8.00pm (Any 9 Hours for the Female ) 8.00am to 12.00am (Any 9 Hours for the Male ) Responsibility :- 1....

Relationship Manager – Wealth Management Location: Anywhere in India or Asia Experience: 5+ years About the Role We 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...

Prudent Corporate Advisory Services Ltd. is urgently hiring for Relationship Manager-Mutual fund. Location: Dhule/Nashik/Satara/Wardha/Aurangabad 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...

We are looking for Relationship Manager – CASA to join our Branch Banking team. Key Responsibility: >Acquire New High-Value CASA Accounts - Source and acquire high-end Current & Savings Accounts through open market activities. - Achieve monthly CASA acquisition targets while ensuring KYC & AML compliance. >Ensure Smooth Customer Onboarding - Facilitate a seamless transition from acquisition...

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 experienced Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. The role involves deepening existing relationships and acquiring new ones by offering tailored banking solutions across liabilities and commercial assets. The ideal candidate will have strong knowledge of trade finance, commercial lending, and investment...

Role Overview:Jio Insurance Broking Limited is seeking an experienced professional to lead end-to-end insurer relationship management for the POSP channel. This role will act as the primary SPOC for all Life, General, and Health insurance partners , owning commercial negotiations, commission structures, incentive frameworks, and ongoing performance management. The role requires strong market...

JOB DETAILS We are looking for a proactive and personable Client Relationship Manager to strengthen our relationships with clients in the food industry. The role focuses on understanding client needs, ensuring high service levels, managing key accounts, and identifying growth opportunities through upselling or new product introductions. You’ll act as the key point of contact between the company...