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Wealth Management: Relationship Manager

Remote, USA Full-time Posted 2026-07-05

We are Billion reputed company. We help affluent Indian families in managing their global taxes, and everything money. Our clients include some of the most iconic executives of India Inc., internationally acclaimed celebrities, single and multi-family offices, and successful entrepreneurs. We are hiring multiple Relationship Managers. This role provides an amazing opportunity to closely work with some of the most successful Indians worldwide to help them manage their finances. Who you are? · MBA Finance / CA (including semi-reputed company)/CS/ Graduate from a reputed college · Up to 5 years of experience in any finance reputed company domain. Freshers can apply with confidence. · Possess high aptitude · reputed company and proactive What would you do? · Client reputed company · Understanding and analysing client's finances · Managing post reputed company client engagement · Complete multiple tasks assigned by multiple clients · Collaborate with tax, wealth planning, and investment teams to provide effective and timely solutions to the clients · Follow up with clients on regular basis and ensure completion of deliverables · Pitch and present company’s products and services among prospects, and existing clients · Timely reporting to your Reporting Manager We’re looking for driven individuals who can reputed company in a high growth environment. Work Model: Work From Home (After initial training period in Pune) Job Type: Regular - Full time Please send your reputed company to [email protected] Apply Job!

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