Wealth Management Specialist Jobs in India

We are looking for a Sales Relationship Manager to acquire new customers manage existing client relationships and drive sales of insurance and banking products. The role involves understanding customer needs offering suitable financial solutions and ensuring long-term client satisfaction.Key Respons...

The role holder will be part of the Service Order Management Team and support the transition of the management of orders from the Market Order Management teams to the Aftermarket Team. Primary tasks for the role will be the processing of Aftermarket Orders to Invoicing working closely with our Globa...

About Max Life Insurance: Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group an Indian multi business corporation.Max Life offers comprehensive protection and long-term savings lif...

Developing concepts to improve processes and quality standards in the complex task area Devising concepts for holistic process maps and data structures with the aim of digitalizing IT processes Implementing and documenting complex process optimizations Ensuring process implementation Identifying qua...

Information Management SpecialistAt Nouryon our global team of Changemakers takes positive action every day to reach higher goals collectively and individually. We create innovative and sustainable solutions for our customers to answer societys needs today and in the future.Purpose/Key Objectives o...

Job PurposeTo achieve the sales and collection targets for the assigned parties and area for assigned products.Job Context & Major ChallengesWhat are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone What are the thrust areas for the function....

Roles and Responsibilities Job Purpose Responsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size cross selling the Right products acquiring family a/cs retai...

Virtual Relationship Manager (2 Positions) Role Objective: Engage and activate mid- and long-tail IFAs (INR 50 L INR 5 Cr AUM) drive SIP growth and strengthen partner loyalty through high-touch virtual engagement. Key Responsibilities: Manage 100 150 IFAs across assigned regional clusters...

Job Summary: The Customer Relationship Manager will be responsible for managing high-value customer relationships driving repeat business and ensuring exceptional customer experience across the jewellery retail lifecycle. Key Responsibilities: Build and maintain strong relationships with key and r...

As an Account Management Associate youll help your book of clients to access the full suite of research solutions Third Bridge offers. You will proactively contact investment professionals and/or consultants within our client base on a day-to-day basis building rapport and credibility to drive end-u...

At Alcon were passionate about enhancing sight and helping people see brilliantly. With more than 25000 associates we innovate fearlessly champion progress and act swiftly to impact global eye health. We foster an inclusive culture recognizing your contributions and offering opportunities to grow yo...

DescriptionBuild your career in risk management at the worlds most innovative bank where creativity and excellence are valued. Join a team of strategic thinkers dedicated to delivering impactful solutions in risk management. Advance your expertise while collaborating with talented professionals and...

At EY youll have the chance to build a career as unique as you are with the global scale support inclusive culture and technology to become the best version of you. And were counting on your unique voice and perspective to help EY become even better too. Join us and build an exceptional experience f...

Job Title: Trade & Forex – Relationship ManagerBusiness Unit: Branch Banking – Trade & ForexLocation: MumbaiCTC: Up to 9 LPARole Type: Relationship Management (Acquisition Portfolio)Role OverviewWe are hiring a Trade & Forex Relationship Manager to handle acquisition and portfolio management of Tra...

The Learning Content Specialist develops standardizes and scales learning content that brings programs to life across multiple audiences. Working from blueprints defined by Learning Program Managers and design requirements provided by Learning Consultants this role transforms ideas into polished eng...

Ready to build the future with AIAt Genpact we dont just keep up with technologywe set the pace. AI and digital innovation are redefining industries and were leading the charge. Genpacts AI Gigafactory our industry-first accelerator is an example of how were scaling advanced technology solutions to...

Designation : Relationship Manager Years of experience : 2 yrs CTC : 7 LPA max Location : Club Mahindra Vashi branch 4th Building BSEL Tech Park Railway Station C-412 opp. to Vashi Sector 30A Vashi Navi Mumbai Maharashtra 400705 Open Positions :5 JD for the profile : Achieving stretched targets in...

About the Role:Grade Level (for internal use):07The Team:Solutions Operations is the industry leader in leveraged loan private equity and high-yield solutions and provides comprehensive products and services for portfolio management administration reporting and analysis. Through our numerous platfor...

Position: Virtual Relationship Manager (VRM) IFDG Department: IFDG (Independent Financial Distributors Group) Company: Financial Services CTC: Up to 5.5 LPA Experience Required: 1-4 Years Education: Graduate Location: Mumbai Role Summary The Virtual Relationship Manager (VRM) will manage relati...

Position Overview You will be managing relationships with new existing and tenured Consultants (Experts) using our Internal tools. You will have to comply with strict Compliance procedures (GDPR and PII) to ensure the highest quality of response and resolution whilst collaborating with other Custome...