Relationship Manager
360 ONE WealthPathankot, Punjab, India23 hours ago
Job description5+ years of experience in private banking or wealth management Strong product knowledge and understanding of HNW client needs Excellent communication, relationship management, and advisory skills
Role Overview :
An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey.
Key Responsibilities :
- Identify and onboard HNW clients through market research, referrals, and collaboration with internal teams
- Provide tailored investment solutions across investment products like MF, PMS, AIF, Bonds, Equities, LAS, etc.
- Facilitate digital onboarding and guide clients through their digital investment journey
- Deepen client relationships to increase wallet share and long-term engagement
Requirements :
Create a job alert for this search
Relationship Manager • Pathankot, Punjab, India
Related jobs
We’re Hiring – Freelancer Bidder (Remote / Mohali) HR Digital Company is expanding our digital network! We’re looking for a Freelancer Bidder / Business Development Executive who can bring in ...Show moreLast updated: 11 days ago
- Promoted
Front Desk Manager
The HostellerChamba, Himachal Pradesh, India Job role : General manger / Assistant general manager Location : North India Department : Hotel operations Job experience : 5+ years Job brief A general manager / assistant general manager shall be re...Show moreLast updated: 30+ days ago
- Promoted
Freelancer Bidder (Remote / Mohali)
HR Digital CompanyUnchi Bassi, Punjab, IndiaRemote
- Promoted
Business Development Executive
ConfidentialDinanagar, India Upwork Business Development / Project Manager.Upwork or freelancing platform handling.We are looking for a motivated professional to manage and grow our presence on Upwork.You will be responsible f...Show moreLast updated: 5 days ago
- Promoted
Branch : Branch Relationship Officer
ConfidentialBungal, India The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy.
Branches play a major role in deposit mobilization from New-To-Bank...Show moreLast updated: 1 day ago
- Promoted
Senior Executive - CSD Sales
ConfidentialPathankot, India Our Sales team love building relationships, connecting with customers to sell our much-loved brands in new and vibrant markets where they can thrive.
They help sell our iconic brands across 180 coun...Show moreLast updated: 30+ days ago
- Promoted
Sales Manager - Travel - All Vertical
ConfidentialNurpur, India Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc.Conduct trainings at the branch for all banking partners around regulatory guidelines and pr...Show moreLast updated: 5 days ago
- Promoted
Partner veer
ConfidentialPathankot, India Bajaj Allianz Life Insurance, a joint venture between Bajaj Finserv Limited and Allianz SE, is one of the fastest-growing life insurers in India.
With a 29% 5-Year CAGR and 1,23,734 Crore INR Assets...Show moreLast updated: 5 days ago
- Promoted
Skin Therapist
ConfidentialMukerian, India Welcome to VLCC, where beauty and wellness are redefined.With over three decades of excellence, VLCC offers innovative solutions and expert care to empower individuals in unlocking their true beaut...Show moreLast updated: 2 days ago
- Promoted
Marriage Counselor
Jeena Sikho Lifecare LimitedUnchi Bassi, Punjab, India Company Description Founded in 2002, Jeena Sikho Lifecare Limited is dedicated to building a healthy India through innovation and efficiency.
The company is renowned for its brands Shuddhi Ayurve...Show moreLast updated: 23 hours ago
- Promoted
RB-LS : Sales Manager-SA
ConfidentialBungal, India The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank.The department drives business from 2700+ branches and is responsible for sourcing...Show moreLast updated: 5 days ago
- Promoted
Expert Sales Executive
ConfidentialPathankot Ensure favorable recommendation in form of prescriptions by scientific promotion for Expert detailed brands for relevant specialty.
Demonstrate effective Pre and Post Call Planning customized to spe...Show moreLast updated: 30+ days ago
- Promoted
Sales Manager-Consumer Durable Loan Open Market
ConfidentialPathankot, India Territory Manager- Consumer Durable Loan.The role entails scaling up the business for the Consumer Durable Loan lending for a designated area by delivering banking needs to the customers in the mos...Show moreLast updated: 5 days ago
- Promoted
- New!
Premier Acquisition Manager-Sales-Sales
ConfidentialGurdaspur, India The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products.
The role focuses on building a strong CASA (C...Show moreLast updated: 13 hours ago
- Promoted
RB-LS : Business Development Associate
ConfidentialPathankot, India The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the.The department drives business from branches across India and is responsible for sourci...Show moreLast updated: 5 days ago
- Promoted
Career Counsellor - PAN India in Dhenkanal, Pathankot, Hoshiarpur, Gurdaspur, Panipat, Rampur
ConfidentialPathankot, India Conduct individual counseling sessions with students to evaluate their career aspirations, interests, skills, and strengths.
Offer tailored career guidance, resources, and tactics to assist individu...Show moreLast updated: 5 days ago
- Promoted
Deputy Manager- Stores
ConfidentialPathankot, India Plant level Purchaser and store in charge.Ensure smooth flow of Purchase Orders (POs), Indents, and GRNs (Goods Receipt Notes).
Share timely updates to the central team regarding material requiremen...Show moreLast updated: 5 days ago