Wealth Relationship Manager jobs in Vadodara District

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...

About UsYubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility.From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven productsYubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles.About...

Designation: Relationship Manager – Corporate BankingReporting to: Managing DirectorRole OverviewWe are seeking a dynamic and client-focused Relationship Manager to drive corporate banking and business development initiatives. The role involves managing and expanding relationships with corporate clients, understanding their financial needs, and delivering tailored solutions across products such...

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...

Immediate joiners preferredLocation: AhmedabadRelationship Manager/Senior Relationship Manager - AhmedabadExperience required: 5 Years+Job Description:- Execution of trade orders on behalf of clients.- Building relationships with clients & educating them about Investments.Specialized Activities:- Buying and selling of securities or derivatives, UDR on NSE /BSE /IIBX terminal.- Advising to client...

Job DescriptionVerify customer details and confirm online orders via call/SMS/email.Ensure COD orders are genuine to reduce return-to-origin (RTO) cases.Address customer queries related to order status and delivery timelines.Contact customers whose orders have failed delivery attempts.Reach out to customers who have left items in their cart without completing the purchase.Understand their...

Senior Associate, Treasurs Relationship Manager, Consumer Banking Group-(WD76678) 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 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including...

JOB DESCRIPTION Position Title Relationship Manager Department Direct Distribution – Direct Sales Force Level/ Band Officer Reports to Direct Sales Manager Geographic Area Covered As per mapped branch & city Stakeholders - Internal DSF Sales Force Stakeholders - External Exiting Tata AIA Consumers Organizational Relationships Job Dimensions Key Result Areas Sales · Achieve the...

Career Opportunities Career Opportunities Position Branch Relationship Manager Location Department Customer Advisory Team Function Loyalty - Sales Reporting to Territory Manager ( Customer Advisory Team) Age Requirement 32 maximum About Max Life Insurance: ''Max Life Insurance, one of the leading non-bank promoted private life insurers, is a joint venture between Max Financial...

WE ARE HIRING RELATIONSHIP OFFICEREDUCATION : ANY GRADUATEEXPERIENCE : 2-3 YEAR IN INDUSTRYLOCATION : MANJUSAR GIDC, VADODARASALARY : 15-20 K DEPEND ON INTERVIEWAPPLY : CALL : Experience 2 - 3 Years No. of Openings 05 Education Vocational Course, Diploma, B.B.A, B.Com Role Service Relationship Manager Industry Type Engineering / Cement / Metals Gender Female Job Country India Type...

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...

We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities, commercial assets, and investment products. The ideal candidate will have strong financial acumen, excellent...

JOB DESCRIPTION Position Title Relationship Manager Department Direct Distribution – Direct Sales Force Level/ Band Officer Reports to Direct Sales Manager Geographic Area Covered As per mapped branch & city Stakeholders - Internal DSF Sales Force Stakeholders - External Exiting Tata AIA Consumers Organizational Relationships Job Dimensions Key Result Areas Sales Achieve the set...

As a Relationship Officer – Customer Engagement, you will be responsible for acquiring and managing high-net-worth individuals (HNIs) within the bank’s Priority Banking segment. This role focuses on deepening customer relationships, enhancing engagement, and driving cross-sell opportunities across the bank’s product suite. You will be expected to source new customers through lead generation...

Roles and Responsibilities Managing customer relationships & addressing both service & sales queries for customers with an objective to engage & retain customers. Sourcing Trade, Forex customers & thereby generating fee based income. Meeting existing customers to generate business opportunities thereby generating revenue for the Bank. Handling Trade based queries from the Branch & increase...

Analyst, Business Banking Relationship Manager, Consumer Banking Group-(WD79715) Business Function DBS's Corporate, Consumer, and Investment Banking division offers a comprehensive suite of commercial banking products and services. These include cash management, current and time deposits, trade finance, working capital finance, term loans, and foreign exchange. Through our unwavering...

We are looking for a customer-focused and sales-driven Relationship Manager to manage and grow the Commercial Vehicle (CV) business under the Saral Auto (SA) segment. The role involves handling customer service requests, selling liability and investment products, and enhancing customer relationships through cross-selling and referrals. The ideal candidate should have a blend of service and sales...

Roles and Responsibilities Key Responsibilities Acquire new to bank SME customers by providing corporate banking solutions while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities and increase customer stickiness by offering...

We are seeking a driven and customer-focused Branch Relationship Manager to lead business development efforts at the branch level. The role involves acquiring new customers, deepening existing relationships, and driving sales of retail liabilities and third-party products. The ideal candidate will be energetic, goal-oriented, and passionate about delivering exceptional customer service while...