Wealth Relationship Manager jobs in Uttar Pradesh

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...

The 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 financial...

Role Summary We are seeking a proactive and customer-centric Virtual Relationship Manager (VRM) to manage and grow client relationships through digital and virtual channels. The role focuses on understanding client financial goals, recommending suitable mutual fund and online investment solutions, and driving revenue through upselling and cross selling all without physical meetings. Key...

Designation: - Client Relationship Manager Experience: - 2-7 Years Location: - The Corenthum Sec -62 Noida (Onsite) Working Days: - Mon- Sat Shift Timing: - 10 Am-7 pm CTC: - Up to 4 LPA Company Website: - https://gbgev.com/ Key Responsibilities Objective: To build, strengthen, and sustain long-term client relationships while ensuring smooth delivery, client satisfaction, and business...

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

Job Description Role: Virtual Relationship Manager (Life Insurance) Purpose of the Role: The Virtual Relationship Manager (Life Insurance) will be responsible for onboarding, engaging, and servicing POSP/Advisor partners for Life Insurance products. The role focuses on driving sales growth, managing partner relationships, and ensuring smooth coordination between partners and internal teams for...

Overview: Person is responsible to handle luxury sales, such as villa / land to customers. This role involves prospecting, negotiating deals, and maintaining relationships with customers. The person should have in-depth knowledge of the residential property real estate market and possess strong sales and communication skills. Responsibilities: - Lead Generation: Identify and research potential...

Job Role - Engaging with distributors (IFA / Banks / ND’s) to garner sales. - Manage direct selling to cater to the HNI customers in the area. - Leverage on market opportunities and develop new client relationships and accounts - Identify & empanel new IFA in the area. - Plan, develop and implement business strategies for overall growth of the area allocated & the distributors & bank RM’s in...

No of role: 1 Immediate interview and hire opportunity Job Title: CSM (Client Services Manager) (Sales, Account Management, MSP, Procurement, Talent Acquisition, Client Relationship & Communication, Mexico, LATAM) Work Location: Noida, India Work Type: Onsite 5 days Working Hours: Night Shift (as per Mexico Time zone) Staffing Industry experience Education: Bachelor's degree Required...

Role SummaryWe are seeking a proactive and customer-centric Virtual Relationship Manager (VRM) to manage and grow client relationships through digital and virtual channels. The role focuses on understanding client financial goals, recommending suitable mutual fund and online investment solutions, and driving revenue through upselling and cross selling all without physical meetings.Key...

The 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 financial...

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...

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...

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...

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...

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...

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...

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...

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...

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...