Relationship ManagerAAA Global • bhopal, India

No longer accepting applications

Relationship Manager

AAA Global • bhopal, India

17 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 • bhopal, India

Related jobs

Team Leader Sales Closing - Real Estate

HnH Placement Pvt. Ltd. • bhopal, madhya pradesh, in

Urgent requirement for a Real Estate Division of the Most Reputed and Legacy Firm in India_.Designation : Team Leader Sales - Closing (Luxury Residential Sales). Budget : Upto 40 LPA (Basis Last Drawn...Show more

Last updated: 1 hour ago • Promoted • New!

Relationship Manager

Confidential • Gwalior, Jabalpur, Bhopal

A Relationship Manager is a professional responsible for building and maintaining strong relationships with clients or customers. They primarily work in the financial sector, such as banks, investme...Show more

Last updated: 30+ days ago • Promoted

Relationship Manager-Agri-Fin-Dealer Funding(DF) -Sales

Confidential • Bhopal, India

Relationship Manager-Tractors and Farm Equipments (TFE)-Retail Sales.Enhancement of Deposit pool from Customers.Establishing standards and delivery of service. Cross selling targets progressively.Sa...Show more

Last updated: 26 days ago • Promoted

Bharat Banking : Relationship Manager - Farmer Funding

Confidential • Bhopal, India

Bharat Banking is a new Department which has been set up to drive different business that the Bank does in Semi Urban and rural markets. The department is expected to drive business outcomes by focu...Show more

Last updated: 26 days ago • Promoted

Relationship Manger

STAFFIAA • Bhopal, Madhya Pradesh, India

Job Description – Relationship Manager (Gold Loan).Minimum 1 Year (Open Market Sourcing).Build and maintain strong relationships with clients to ensure repeat business.Achieve monthly sales &...Show more

Last updated: 25 days ago • Promoted

Credit Manager - Home Loans

Blank Financial • Bhopal, Madhya Pradesh, India

Company Description : Blank Financial is a Multi Award Winning Mortgage Broking Business that is dedicated to helping individuals achieve their homeownership and financial dreams.By offering smart ...Show more

Last updated: 2 days ago • Promoted

Junior Affiliate Manager

Fair Sky Partners • Bhopal, Madhya Pradesh, India

We're looking for a driven individual who will become the engine behind our affiliate operations.This is a learn-by-doing role where you'll be trained hands-on during your first month while contrib...Show more

Last updated: 2 days ago • Promoted

Manager Sales Enablement and Training- US

Interview Kickstart • Bhopal, Madhya Pradesh, India

Kindly note : This is a remote role that requires working during U.Please apply only if you're comfortable with the night shift. Who are we, you ask? Interviews can be hard, especially at top tech co...Show more

Last updated: 2 days ago • Promoted

Relationship Manager

SkillLabs • Bhopal, Madhya Pradesh, India

Exceeding branch level targets (NB renewal STP digitisation product mix etc).Interact with the branch teams and customers to explain the products and promote the brand. Sales and support to all bran...Show more

Last updated: 30+ days ago • Promoted

Relationship Manager - Commercial Vehicles-SCV - Small Commercial Vehicle-Retail Sales

Confidential • Bhopal, India

We are seeking a motivated and experienced Relationship Manager to lead sales and customer engagement in the Small Commercial Vehicle (SCV) segment. The role focuses on deposit mobilization, cross-s...Show more

Last updated: 16 days ago • Promoted

Client Relationship Manager

Confidential • Bhopal, India

We suggest you enter details here.This is a full-time, on-site role based in Bhopal for a Client Relationship Manager.The Client Relationship Manager will be responsible for managing client account...Show more

Last updated: 15 days ago • Promoted

Staffing Sales Manager

CareCone Group • bhopal, madhya pradesh, in

CareCone is dedicated to finding effective staffing solutions for your organization.For our clients, we act as an extension to their company. This enables us to locate candidates that meet the hirin...Show more

Last updated: 13 days ago • Promoted

Field Sales Counsellor

NIIT Limited • Bhopal, India

Market Understanding : Knowledge of Micro Market of the territory, prospect base, ecosystem (Employment exchanges, third party employers, non-organized sectors, tier-3 colleges, Alumni base, etc )....Show more

Last updated: 4 days ago • Promoted

Relationship Manager - Retail Sales - Mix Channel - Housing - EM - Bhopal - Alankar Plaza - JM

Confidential • Bhopal, India

Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships.Retain and expand the...Show more

Last updated: 12 days ago • Promoted

Cluster Business Manager - Madhya Pradesh - (Secured Business Loans)

Hiranandani Financial Services • Bhopal, India

Manage Secured Business Loans / LAP for given cluster by leading the Area Business Manager, Branch Sales Managers.To provide guidance and facilitation to the team to formulate and drive plans for the...Show more

Last updated: 10 days ago • Promoted

Equity Relationship Manager

Confidential • Gandhinagar, Bhopal

Equity sales to all clients of branch with special focus on HNI clients .Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets.Generating Net int...Show more

Last updated: 30+ days ago • Promoted

Relationship Executive

Confidential • Bhopal, India

Oyu Green is a leading climate finance platform in the Global South, dedicated to addressing climate change through innovative and sustainable solutions. We enable corporates to achieve carbon neutr...Show more

Last updated: 20 days ago • Promoted

Business Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales

Confidential • Bhopal, India

We are looking for a proactive and client-focused Relationship Manager to manage and grow an existing portfolio of Working Capital (WC) clients. The role involves deep engagement with clients to und...Show more

Last updated: 14 days ago • Promoted