Wealth Relationship Manager jobs in Thiruvananthapuram

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...

Job Description We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. We’ll rely on you to find ways to outperform our competition and maintain our company’s positive image. To succeed in this role, you should be an excellent communicator, able to work with sales and marketing teams and build rapport with customers. We also expect you to be a...

JOB DESCRIPTION A Position Overview Position Title Relationship Manager - HDFC Securities Branch Department Partnership Distribution Level/ Band 209 Role Summary: ·Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To AM/ TM Supervises NA C Job Dimensions Geographic Area...

Relationship Associate – Life / Health Insurance Locations: Trivandrum | Kochi | Pathanamthitta | Malappuram | Kannur | Thrissur Role: Relationship Associate Industry: Life / Health Insurance Qualification: Graduation required Salary: As per company standards Experience: Minimum 1 year experience in BFSI / NBFC / Insurance preferred Key Skills: - Good communication & relationship management...

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 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...

The Muthoot Pappachen Group Family Office is seeking to appoint an experienced Head of Investments to lead and oversee the Group’s investment strategy with a long-term, inter-generational perspective. This role is intended for a senior investment professional with a strong track record in capital allocation, disciplined risk management, and fiduciary stewardship. The incumbent will be responsible...

Job Purpose: To drive insurance sales through banca channel partnerships (banks) by developing and maintaining strong relationships with branch staff, ensuring effective product placement, and achieving sales targets. Key Responsibilities: Build and maintain strong working relationships with bank branch staff to generate insurance business. Achieve monthly, quarterly, and annual sales targets...

*Note: Read the role description before Applying.Company DescriptionBajaj Life Insurance is one of India's fastest-growing life insurance companies, offering a diverse range of products, including ULIPs, term insurance, retirement plans, and child policies. With over 3.85 crore policyholders, assets under management of ₹1.3 Lakh Crores, and a 99.29% claim settlement ratio, Bajaj Life is dedicated...

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,...

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...

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...

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...

About Knowledge Networks Inc. Knowledge Networks Inc. is at the forefront of AI policy education and governance. We operate two flagship initiatives that are shaping the global conversation on artificial intelligence regulation: • RegulatingAI: A leading AI policy research platform with 100,000+ subscribers, producing podcasts, webinars, newsletters, and comprehensive policy analysis that...

The Property Manager powered by Real Estate Matching - Real Estate Matching24 is an independent Property Manager working on their own to help clients. Primary manage and buy, sell, or rent properties, which includes tasks like market research, property listings, client meetings, contract preparation, property viewings, and negotiations to achieve clients' goals. Property Manager must also conduct...

Role Summary: The Sales & Marketing Manager will be responsible for developing and executing marketing strategies to increase brand visibility, boost F&B revenues, and position the restaurants Villa Maya and Baker’s Arch competitively in the tourism market along with the operator network across major locations in India. The role focuses on digital marketing, partnerships, promotions, and market...

About Us; At SARAS AI Institute, we’re not just building another edtech product — we’re creating the world’s first U.S.-approved, online, AI-exclusive degree-granting institution. Alongside our digital growth engine, we need a field hustler who can take SARAS into the real world: forging partnerships with corporates, HR/L&D leaders, and training networks to deliver student signups at...

Generate Revenue by getting business from leads generated through assigned 4-5 Bank. Cascade the incentive programs to Banks Staff Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document Develop new markets/ segments in line with company sales strategy from time to time. Build a good customer base in order to cross-sell &...

Job Description To oversee Properties maintenance and handling team of Operations executives, landlords and tenants in UK and Canada, New Zealand, Australia and Germany. Duties & Responsibilities ▪ Facilitates and coordinates on-going professional communications with clients to ensure service requests are responded to in accordance with best practices and that all tenant’s activities are...

Roles and Responsibilities: • Manage the insurance business from assigned bank branches. • Develop strong relationships with bank staff to generate insurance leads. • Conduct joint calls with bank staff to explain and promote insurance solutions to customers. • Meet sales targets by cross-selling and upselling insurance products. • Maintain strong post-sales service to ensure customer...