Posted:3 weeks ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

Centricity WealthTech, founded in January 2022, provides a SAAS-based investment management platform for finance and investment professionals looking to establish independent practices. The platform offers digital transactional capabilities for a diversified product suite, aiming to bring consistency to investors across different wealth categories.

Role Description

This is a full-time on-site role located in Ludhiana for a Branch Manager at Centricity WealthTech. The Branch Manager will be responsible for overseeing the daily operations of the branch, managing staff, promoting business growth, and ensuring excellent customer service.

Qualifications

  • Leadership, Team Management, and Business Development skills
  • Financial Planning and Investment Management knowledge
  • Client Relationship Management and Sales skills
  • Strong Analytical and Problem-Solving skills
  • Excellent Communication and Interpersonal skills
  • Bachelor's degree in Finance, Business Administration, or related field
  • Relevant certifications such as CFA or CFP are a plus

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