Talent.com
Relationship Manager
Relationship ManagerAAA Global • rajkot, India
Relationship Manager

Relationship Manager

AAA Global • rajkot, India
18 days ago
Job description

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 investment advisory services. You will be responsible for managing and growing client portfolios, identifying investment opportunities, and delivering tailored financial solutions aligned with clients’ long-term objectives.

Key Responsibilities

  • Develop, manage, and expand relationships with HNW and institutional clients
  • Provide personalized investment and wealth management advice
  • Identify new business opportunities and onboard new clients
  • Coordinate with internal teams to deliver a high standard of client service
  • Maintain up-to-date knowledge of investment products, market trends, and regulatory changes

Requirements

  • Minimum 5 years of experience in Wealth Management, Private Banking, Investment Banking, or Financial Services
  • Proven track record of managing HNW / UHNW client relationships
  • Strong understanding of investment products, asset allocation, and portfolio management
  • Established client network or demonstrated business development success
  • Excellent communication, interpersonal, and analytical skills
  • Discreet conversations are always welcome at :

    Create a job alert for this search

    Relationship Manager • rajkot, India

    Related jobs
    Relationship Manager- GCC Clients (Global Capability Center)

    Relationship Manager- GCC Clients (Global Capability Center)

    The Premier Consultants ( Recruitment Company ) • rajkot, gujarat, in
    This is regarding a Job Opportunity with a.Position- Relationship Manager- GCC Clients (Global Capability Center).Business Development & Client Relationship Management. Acquire new Financial GCC cli...Show more
    Last updated: 4 hours ago • Promoted • New!
    Relationship Manager

    Relationship Manager

    Network People Services Technologies Ltd. (NPST- Banking and Payment Solutions) • Rajkot, Gujarat, India
    About the Job Who we are and what do we do India has witnessed a journey of Innovation in Digital Payments and today it leads the world with over 45% of the Global digital transaction volume.At N...Show more
    Last updated: 4 days ago • Promoted
    Working Capital Relationship Manager

    Working Capital Relationship Manager

    Confidential • Surat, Rajkot, Pune
    Daily / Weekly / Monthly monitoring of the accomplishment of targets according to the annual / monthly targets established for branches under his / her responsibility. Implement, supervise and control eff...Show more
    Last updated: 30+ days ago • Promoted
    Elite Relationship Manager-Business Banking-BRANCH BANKING-Relationship Management

    Elite Relationship Manager-Business Banking-BRANCH BANKING-Relationship Management

    Confidential • Rajkot, India
    We are seeking a highly motivated and experienced Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening e...Show more
    Last updated: 28 days ago • Promoted
    Wealth Manager

    Wealth Manager

    Motilal Oswal Financial Services Ltd • Rajkot, IN
    Motilal Oswal Financial Services Limit (MOFSL).Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.Maintaining...Show more
    Last updated: 16 days ago • Promoted
    Relationship Manager

    Relationship Manager

    YES BANK • Rajkot, Gujarat, India
    Job Title : Relationship Manager - SM / AVP Department : Small Enterprises (SE) - Working Capital Products Experience : 5+ years Grade : SM / AVP Role Summary : We are looking for a dynamic and res...Show more
    Last updated: 1 day ago • Promoted
    Senior Relationship Manager

    Senior Relationship Manager

    HDFC securities • Rajkot, Gujarat, India
    Immediate joiners preferred Location : Ahmedabad Relationship Manager / Senior Relationship Manager - Ahmedabad Experience required : 5 Years+ Job Description : - Execution of trade orders on behal...Show more
    Last updated: 22 days ago • Promoted
    Relationship Manager

    Relationship Manager

    Confidential • Rajkot
    Team Building : Take ownership of building a high-performing sales team by leveraging your personal and professional network. Recruit, onboard, and retain talented team members to strengthen the bran...Show more
    Last updated: 28 days ago • Promoted
    Senior Relationship Manager

    Senior Relationship Manager

    ISOLN Wealth • rajkot, gujarat, in
    We are seeking an experienced and dynamic Senior Relationship Manager to join our Wealth Management team.The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients,...Show more
    Last updated: 16 days ago • Promoted
    Relationship Manager- Custody / AIF / Capital Markets

    Relationship Manager- Custody / AIF / Capital Markets

    The Premier Consultants ( Recruitment Company ) • rajkot, gujarat, in
    Opening with a leading Private Sector Bank.Role : Relationship Manager- Custody / AIF / Capital Markets.Mining, identifying, and acquiring leads of family Offices, Wealth Managers, Private Equity and I...Show more
    Last updated: 4 hours ago • Promoted • New!
    Relationship Manager

    Relationship Manager

    Petpooja • Rajkot, Gujarat, India
    Summary : We are seeking a dynamic and field-oriented Sales Executive to promote and sell the Petpooja Restaurant Billing Platform and Value-Added Services (VAS). The role involves lead generation t...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager Corporate Banking

    Relationship Manager Corporate Banking

    Careerfit • Rajkot, Gujarat, India
    Experience – 4-6 years of experience working in Corporate Banking Job base location – Ahmedabad Working from – Ahmedabad Education – MBA in Finance, Marketing, or equivalent field Title – Relat...Show more
    Last updated: 23 days ago • Promoted
    Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management

    Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management

    Confidential • Rajkot, India
    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, deepeni...Show more
    Last updated: 28 days ago • Promoted
    Relationship Manager-Loan Against Property

    Relationship Manager-Loan Against Property

    Confidential • Rajkot, India
    Creating sales opportunities for self and team members.Focus on lending to new customers, championing the purpose of building a large LAP book with high yield | Book Maintaining portfolio quality |...Show more
    Last updated: 28 days ago • Promoted
    CBG : SBB Relationship Manager - Working Capital

    CBG : SBB Relationship Manager - Working Capital

    Confidential • Rajkot, India
    Relationship Managers (RM) are a part of the Bank's sales force whose primary responsibility is to get.RMs manage a team of executives responsible. NTB acquisition as well ETB portfolio They will en...Show more
    Last updated: 17 days ago • Promoted
    Relationship Manager -Lead Based / BFSI

    Relationship Manager -Lead Based / BFSI

    Confidential • Gandhidham, Junagadh, Rajkot
    Convert provided leads into confirmed sales.Understand customer needs and suggest suitable solutions.Maintain accurate CRM records of interactions and follow-ups. Coordinate with field teams for smo...Show more
    Last updated: 28 days ago • Promoted
    Branch Relationship Manager - Business Development-BRANCH BANKING-Relationship Management

    Branch Relationship Manager - Business Development-BRANCH BANKING-Relationship Management

    Confidential • Rajkot, India
    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 relat...Show more
    Last updated: 28 days ago • Promoted
    Platinum Relationship Manager-Household-BRANCH BANKING-Relationship Management

    Platinum Relationship Manager-Household-BRANCH BANKING-Relationship Management

    Confidential • Rajkot, India
    Have good awareness of Corporates with entry point links in those corporates.Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking.Cross...Show more
    Last updated: 28 days ago • Promoted