No longer accepting applications
Relationship Manager
360 ONE Wealthmohali, gujarat, in17 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 • mohali, gujarat, in
Related jobs
- Promoted
- New!
B2B& B2C Relationship Manager
Arham Share Private Limited.Surat, Gujarat, India Job Title : B2C Relationship Manager.Locations : Delhi| Ahmedabad | Rajkot | Mumbai |Kanpur.Arham Share Pvt Ltd is a one-stop solution for all financial needs, curated to meet diverse investment goal...Show moreLast updated: 19 hours ago
- Promoted
- New!
B2b& B2c Relationship Manager
Arham Share Private Limited.Sūrat, Republic Of India, IN Job Title : B2C Relationship Manager.Locations : Delhi| Ahmedabad | Rajkot | Mumbai |Kanpur.Arham Share Pvt Ltd is a one-stop solution for all financial needs, curated to meet diverse investment goal...Show moreLast updated: 16 hours ago
- Promoted
Relationship Managers
ConfidentialJaipur, Pune, Surat ARGFL is looking for high-performing Relationship Managers in our SME Business Vertical.The ideal candidate should meet the following criteria to apply for the position.
The Candidate Must be from N...Show moreLast updated: 30+ days ago
- Promoted
Assistant Relationship Manager
ConfidentialSurat, India Assistant Relationship Manager.At Niva Bupa, our purpose is 'to give every Indian the confidence to access the best healthcare' by empowering them with knowledge, guiding them with expertise, and p...Show moreLast updated: 4 days ago
- Promoted
- New!
Virtual Relationship Manager Lead
Anand Rathi Share and Stock Brokers Ltdmohali, gujarat, in You will be responsible to manage a team of Virtual Relationship Managers (VRMs).You will play a key role in scaling digital.
Lead, manage, and motivate a team of Virtual Relationship Managers to ac...Show moreLast updated: 17 hours ago
- Promoted
- New!
Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)
Mashreqmohali, gujarat, in Manage a set of existing Platform / Neobiz relationships through outbound calling channels.To achieve assigned financial and non-financial target by calling the customers.
Manage all customers focusin...Show moreLast updated: 17 hours ago
- Promoted
Platinum Relationship Manager-Household-BRANCH BANKING-Relationship Management
ConfidentialAnkleshwar, India We are looking for a highly driven and customer-centric Platinum Relationship Manager to manage and grow relationships with High Net Worth (HNW) households.
This role involves acquiring new clients,...Show moreLast updated: 4 days ago
- Promoted
- New!
Relationship Manager- (Institutional Sales) PMS & AIF
Nippon India Mutual FundSurat, IN The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors, focusing more upon Institutional sales....Show moreLast updated: 19 hours ago
Relationship Manager
Insurance DekhoSurat, Gujarat, IN We are seeking a dedicated Relationship Manager to join our dynamic team in Surat.This role is ideal for professionals with expertise in motor insurance products and a passion for customer relation...Show moreLast updated: 28 days ago
- Promoted
- New!
Relationship Manager- (Institutional Sales) Pms & Aif
Nippon India Mutual FundSūrat, Republic Of India, IN The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors, focusing more upon Institutional sales....Show moreLast updated: 12 hours ago
- Promoted
- New!
Client Relationship Lead
Arham Share Private Limited.Sūrat, Republic Of India, IN Job Title : B2C Relationship Manager.Locations : Delhi| Ahmedabad | Rajkot | Mumbai |Kanpur.Arham Share Pvt Ltd is a one-stop solution for all financial needs, curated to meet diverse investment goal...Show moreLast updated: 18 hours ago
- Promoted
Senior Associate, Treasurs Relationship Manager, Consumer Banking Group
ConfidentialSurat, India 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...Show moreLast updated: 4 days ago
- Promoted
- New!
Partner Relationship Manager
Parrot CTFsSurat, IN Parrot CTFs offers modern cybersecurity training and enterprise-grade consulting through a robust Capture the Flag (CTF) platform.
With over 150 real-world challenges and specialized tracks in areas...Show moreLast updated: 19 hours ago
- Promoted
Associate Relationship Manager
SmartQSurat, Gujarat, India About SmartQ : We go many miles beyond the F&B industry into capturing hearts and making a real difference by resolving the root cause of the business problem.
At the core we strive to understand our...Show moreLast updated: 30+ days ago
- Promoted
Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management
ConfidentialSurat, 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 moreLast updated: 4 days ago
- Promoted
Relationship Manager
ConfidentialSurat, India EquityPandit is seeking qualified.The ideal candidate will be a quick learner with strong negotiating skills and the ability to effectively showcase our offerings.
Often tasked with giving presentat...Show moreLast updated: 30+ days ago
- Promoted
Alpha Alternatives - Relationship Manager - Capital Raising - CA / CFA / IIM / ISB / MDI / FMS
Alpha AlternativesSurat, India The person shall be responsible : - To build and manage relationships with UHNI's in designated location including family offices and Corporates.To think strategi...Show moreLast updated: 30+ days ago
- Promoted
- New!
Private Wealth Manager
TekPillar®Surat, IN Bangalore / Chennai / Hyderabad.Years in Private Wealth Management.LPA – ₹60 LPA (Based on current CTC and interview).We are hiring experienced Relationship Managers for our Private Wealth Division...Show moreLast updated: 19 hours ago