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Centricity WealthTech
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Branch Manager

Branch Manager

Centricity WealthTech

0 years

0 Lacs

Ludhiana Punjab India

Posted:3 months ago| Platform:

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Skills Required

finance saas management stability compliance regulations leadership communication service analyze data drive software certifications

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description Founded in January 2022, Centricity is a platform that empowers finance and investment professionals to establish their independent practices. The platform offers a SAAS-based investment management platform with digital transactional capabilities for a diversified product suite. Centricity aims to provide stability and a family office experience for investors across various wealth categories. Role Description This is a full-time on-site Branch Manager role located in Ludhiana at Centricity WealthTech. The Branch Manager will be responsible for overseeing the operations of the branch, managing client relationships, driving business growth, and ensuring compliance with regulations and company policies. Qualifications Knowledge of financial markets, investment products, and wealth management Strong leadership, communication, and interpersonal skills Experience in branch management, sales, and customer service Ability to analyze data, make strategic decisions, and drive results Proficiency in financial software and tools Bachelor's degree in Finance, Business Administration, or related field Relevant certifications such as CFA or CFP are a plus Show more Show less

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Branch Manager