Company Description Centricity WealthTech, founded in January 2022, empowers finance and investment professionals to establish their independent practices. Our comprehensive SAAS-based investment management platform includes digital transactional capabilities for a diversified product suite. We aim to offer a consistent family office experience to investors across emerging affluent, affluent, and high net worth categories. At Centricity, we prioritize our clients' interests and strive to provide stability while avoiding the constant push of institutional products. We are boutique by design and an institution by default. Role Description This is a full-time, on-site role for a Relationship Manager located in the Greater Kolkata Area. The Relationship Manager will manage client relationships, engage with clients to understand their financial needs, and provide tailored investment solutions. The role includes developing and maintaining strong client relationships, coordinating with internal teams to ensure client satisfaction, and staying current with financial market trends to provide relevant advice. Qualifications Client Relationship Management and Interpersonal skills Financial Planning and Investment Advisory skills Strong Analytical and Problem-Solving abilities Excellent Communication and Presentation skills Knowledge of Financial Market Trends and Investment Products Bachelor's degree in Finance, Economics, Business Administration, or a related field Prior experience in wealth management or a similar role is preferred Show more Show less
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
Company Description Founded in January 2022, Centricity WealthTech empowers finance and investment professionals to establish independent practices. Our SAAS-based investment management platform features digital transaction capabilities for a wide range of products. We provide a consistent family office experience for investors across emerging affluent, affluent, and high net worth categories. Our boutique approach offers the stability and focus that clients prefer, avoiding the ever-changing priorities of larger institutions. Centricity is designed to support both the advisor and the investor for long-term success. Role Description This is a full-time, on-site role for a Senior Relationship Manager located in Bhubaneswar. The Senior Relationship Manager will be responsible for managing and nurturing client relationships, identifying and addressing client needs, and ensuring client satisfaction. Day-to-day tasks include developing and executing strategic plans to meet client needs, maintaining regular communication with clients, providing investment advice, and conducting financial analyses. The role also involves collaborating with internal teams to ensure seamless service delivery and staying abreast of industry trends to provide clients with updated and relevant information. Qualifications Strong relationship management, client service, and communication skills Financial analysis, investment advisory, and strategic planning skills Proficiency in managing high net worth clients and providing tailored investment solutions Experience in wealth management or financial services industry Excellent organizational and time-management skills Ability to work independently and as part of a team Bachelor's degree in Finance, Business, Economics, or a related field Relevant certifications such as CFP or CFA are a plus Show more Show less
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
Were Hiring: Business Development Manager Centricity WealthTech Location: Bangalore| ???? Full-Time Centricity is Indias fastest-growing B2B2C WealthTech platform, trusted by 11,000+ financial professionals. We empower Mutual Fund Distributors (MFDs) and Investment Advisors with a powerful tech and product marketplace to manage their clients better and grow their business. ???? What Youll Do: ? Acquire and onboard Mutual Fund Distributors & Advisors ? Provide platform training and ongoing product support ? Drive wallet share and grow business across investment solutions (MFs, PMS, AIF, Insurance, Bonds & more) ? Build strong relationships to ensure partner success ???? What Were Looking For: ?? 15 years of experience in mutual fund distribution / wealth / financial service s?? Strong relationship-building & communication skil ls?? Passion for fintech, wealth tech, and helping advisors succ e ed Why Join Us???? Backed by Lightspeed, Burman Family Office & MS Dhonis Family Off ice???? Scale with a high-growth team, robust product suite & supportive cult u re ???? Apply now: [HIDDEN TEXT] .in???? Contact: 8250568 4 00 Show more Show less
Company Description Founded in January 2022, Centricity WealthTech empowers finance and investment professionals to establish their independent practices. Our SAAS-based investment management platform offers digital transactional capabilities for a diversified product suite. We aim to deliver a consistent family office experience for investors across various wealth categories, from emerging affluent to high net worth. Our clients benefit from a stability-focused approach that prioritizes their interests over institutional pressures. Centricity is designed as a boutique firm but operates with the strength of an institution. Role Description This is a full-time on-site role for a Manager based in Madurai. The Manager will be responsible for overseeing daily operations, managing client relationships, driving strategic initiatives, and ensuring that the team meets performance targets. The role involves coordinating with different departments to enhance service delivery and maintain high-quality standards. The Manager will also be responsible for training and developing staff, setting goals, and providing regular performance feedback. Qualifications Strong leadership and team management skills Excellent client relationship management and communication skills Ability to drive strategic initiatives and manage operations efficiently Experience in investment management or financial services Proficiency in using SAAS-based platforms and digital transactional tools Analytical and problem-solving skills Bachelor's degree in Finance, Business Administration, or a related field; advanced degree preferred Ability to work independently and collaboratively in a fast-paced environment Knowledge of wealth management practices and trends
Company Description Founded in January 2022, Centricity WealthTech empowers finance and investment professionals aspiring to establish their independent practices. The platform delivers a comprehensive SAAS-based investment management solution, including digital transactional capabilities for a diversified product suite. We aim to provide consistency in the family office experience for a range of investors, from emerging affluent to high net worth categories. Our approach ensures that wealth management professionals can focus on their clients’ interests, providing stability and avoiding employer-driven priorities. We combine boutique design with institutional capabilities to serve our clients effectively. Role Description This is a full-time, on-site role for a Senior Relationship Manager located in Bhubaneswar. The Senior Relationship Manager will be responsible for building and maintaining strong relationships with clients, providing personalized financial advice, and managing client portfolios. The role includes identifying new business opportunities, ensuring client satisfaction, and adhering to compliance guidelines. The individual will work closely with various teams to deliver comprehensive wealth management solutions and achieve business objectives. Qualifications Strong interpersonal and communication skills to build and maintain client relationships Experience in financial advice, portfolio management, and investment planning Ability to identify new business opportunities and understand client needs Knowledge of compliance and regulatory guidelines related to wealth management Proficiency in using financial tools and software for managing client portfolios Excellent organizational and time-management abilities Bachelor’s degree in Finance, Economics, Business Administration, or a related field Relevant certifications such as CFP, CFA, or similar are advantageous Previous experience in a similar role within the wealth management industry is preferred
Company Description Founded in January 2022, Centricity empowers finance and investment professionals aspiring to establish their independent practices. The platform offers a comprehensive SAAS-based investment management system with digital transactional capabilities for a diversified product suite. Wealth management professionals can focus on clients' interests rather than employers' changing priorities. Centricity provides a consistent family office experience across emerging affluent, affluent, and high net worth investors. As a boutique by design and an institution by default, we prioritize stability and client-centric services. Role Description This is a full-time on-site role for a Private Wealth Management Specialist, located in Bengaluru. The specialist will be responsible for providing personalized financial planning, managing investments, and conducting thorough financial analysis. Day-to-day tasks include developing and implementing investment strategies, creating financial plans, communicating effectively with clients, and staying updated on market trends and financial products. Qualifications Strong Financial Planning and Investment Management skills Excellent Analytical Skills and Finance knowledge Effective Communication skills for client interactions Relevant industry certifications (e.g., CFP, CFA) are a plus Bachelor's degree in Finance, Economics, or related field Ability to work independently and as part of a team Proficiency in financial software and tools Experience in wealth management or related field is preferred
Join Us in Mumbai & Hyderabad & Mangalore – Be Part of the Growth Story! Centricity is hiring Relationship Managers / Senior Relationship Managers for our B2B Sales Channel. If you have the drive to build strong client networks, deliver value, and grow with a company that has a clear vision for the future, this is the opportunity for you! 💼 Role: Relationship Manager / SRM 📍 Location: Mumbai /Hyderabad What’s in it for you? Work with a dynamic, growth-driven team Be part of a company shaping the financial distribution space Unlock opportunities for learning, growth & leadership 📧 Share your resume at shafali@centricity.co.in Come, join a company with a vision—and make it yours!
Company Description Founded in January 2022, Centricity empowers finance and investment professionals to establish their independent practices. The platform offers a comprehensive SAAS-based investment management system with digital transactional capabilities for a diversified product suite. Centricity focuses on providing stability and consistent family office experiences for a wide range of investors, from emerging affluent to high net worth individuals. We are boutique by design and institution by default. Role Description This is a full-time on-site role for a Relationship Manager in mutual funds, located in Dehradun. The Relationship Manager will be responsible for managing client relationships, providing investment advice, facilitating mutual fund transactions, and helping clients achieve their financial goals. Daily tasks include conducting client meetings, developing investment strategies, and ensuring excellent client service. Qualifications Client Relationship Management and Investment Advisory skills Experience in mutual fund transactions and financial planning Excellent communication, interpersonal, and presentation skills Strong analytical skills and attention to detail Proficiency in using financial software and tools Ability to work autonomously and in a team environment Background in Finance, Economics, or related field Relevant certifications such as AMFI or NISM are a plus
Company Description Founded in January 2022, Centricity WealthTech empowers finance and investment professionals aspiring to establish their independent practices. Our platform offers a comprehensive SaaS-based investment management solution, including digital transactional capabilities for a diversified product suite. We aim to deliver a consistent family office experience to a wide range of investors, from emerging affluent to high net worth categories. At Centricity WealthTech, we prioritize stability and client interests over institutional product pushes, providing a boutique experience backed by institutional strengths. Role Description This is a full-time, on-site role located in Dehradun. Relationship Manager will be responsible for managing client portfolios, fostering client relationships, providing tailored financial advice, and ensuring client satisfaction. Daily tasks include coordinating with investment teams, handling client queries, developing strategies for each client's financial goals, and staying informed about market trends. Qualifications Strong client relationship skills, including client engagement and retention Experience in financial planning, portfolio management, and investment advisory Excellent communication and interpersonal skills Analytical abilities and market trend analysis skills Relevant certifications such as NISM. Proficiency with investment management software and tools Bachelor's degree in Finance, Economics, Business, or related field Ability to work independently and as part of a team Experience in wealth management is a plus
As a Senior Relationship Manager at Centricity WealthTech, your primary role will involve managing and nurturing client relationships, identifying client needs, and ensuring client satisfaction. You will be responsible for developing and executing strategic plans to meet client needs, providing investment advice, and conducting financial analyses. Your day-to-day tasks will also include maintaining regular communication with clients, collaborating with internal teams for seamless service delivery, and staying updated on industry trends to provide clients with relevant information. Key Responsibilities: - Manage and nurture client relationships effectively - Identify and address client needs to ensure client satisfaction - Develop and execute strategic plans to meet client requirements - Maintain regular communication with clients and provide investment advice - Conduct financial analyses to support client investment decisions - Collaborate with internal teams for seamless service delivery - Stay abreast of industry trends to provide clients with updated information Qualifications Required: - Strong relationship management, client service, and communication skills - Financial analysis, investment advisory, and strategic planning skills - Proficiency in managing high net worth clients and providing tailored investment solutions - Experience in wealth management or financial services industry - Excellent organizational and time-management skills - Ability to work independently and as part of a team - Bachelor's degree in Finance, Business, Economics, or a related field - Relevant certifications such as CFP or CFA are a plus,
Company Description We suggest you enter details here. Role Description This full-time role for a Senior Relationship Manager will be based on-site in Chandigarh. The Senior Relationship Manager will be responsible for managing and growing the relationships with key clients, understanding their financial goals, and providing tailored wealth management advice. Daily tasks will include client portfolio management, monitoring market trends, developing personalized investment strategies, and ensuring client satisfaction. Additionally, the role requires preparing financial plans, conducting meetings with clients, and collaborating with the internal team to address any client needs or issues. Qualifications Client Management and Relationship Building skills Knowledge of Financial Markets and Investment Strategies Experience in Portfolio Management Excellent Communication and Presentation skills Problem Solving and Analytical skills Bachelor's degree in Finance, Business Administration, or related field; a Master’s degree or CFA/CFP certification is a plus Ability to work on-site in Chandigarh Relevant experience in wealth management or financial advisory roles
Company Description Founded in January 2022, Centricity empowers finance and investment professionals to establish their independent practices through a comprehensive SAAS-based investment management platform. Our platform offers digital transactional capabilities for a diversified product suite. We aim to provide a consistent family office experience for investors across emerging affluent, affluent, and high-net-worth categories. Centricity is boutique by design and an institution by default, focusing on stability and client interests. Role Description This is a full-time, on-site role for a Relationship Manager based in Kolkata. The Relationship Manager will be responsible for managing client relationships, advising on wealth management strategies, and ensuring client satisfaction. Responsibilities include understanding clients' financial needs, maintaining and growing client portfolios, and providing tailored investment solutions. The role also involves collaborating with internal teams to deliver a seamless client experience. Qualifications Wealth Management and Client Relationship Management skills Financial Advisory and Investment Strategy skills Strong communication and interpersonal skills Ability to analyze financial data and market trends Bachelor's degree in Finance, Business, or related field Experience in a similar role within the wealth management or financial services industry is an advantage Proficiency with financial software and tools is a plus Ability to work on-site in Kolkata
AI is reshaping wealth management — and Centricity is leading that transformation. We’re building India’s most advanced, AI-powered wealth platform that unifies investments, advice, and intelligence into one seamless experience for high-net-worth individuals, family offices, and relationship managers. We’re now looking for a Principal Engineer to be the architectural backbone of our platform — someone who thrives on designing large-scale distributed systems, loves clean code, and obsesses over performance, reliability, and modularity. What You’ll Do • Lead the architecture and development of microservices-based wealth modules — from onboarding to transactions and analytics. • Build secure, high-performance APIs that connect investment products like MF, PMS, AIF, and Bonds into one unified ecosystem. • Drive engineering excellence across observability, scalability, and automation. • Collaborate with AI and data teams to bring LLM-powered intelligence into client workflows. • Mentor and guide engineers to push the limits of platform performance and design clarity. What You Bring • 10–15 years of experience in modern backend engineering, with deep expertise in Go, Node.js, or Rust. • Strong foundation in microservices, event-driven architecture, and distributed systems. • Hands-on experience with PostgreSQL, Kafka, Redis, and cloud-native infrastructure (AWS / Azure / GCP). • Exposure to AI / Data / RAG architectures or a strong interest in learning them. • Pragmatic, product-first mindset — someone who ships with purpose and builds for scale.
We are looking for an experienced Compliance professional with at least 5 years of hands-on experience in managing IRDAI compliance for an Insurance Broking entity . The ideal candidate should have a strong understanding of regulatory reporting, governance frameworks, and compliance monitoring as per IRDAI (Insurance Brokers) Regulations, 2018 and related guidelines. If you have the right experience and passion for regulatory excellence, we’d love to hear from you. 📩 Interested candidates can share their resume at kashish@centricity.co.in Responsibilities In-depth understanding of IRDAI regulations and other allied compliance framework including , internal audit systems, and regulatory filings relevant to insurance brokers. Qualifications CS qualification with 5+ years of post-qualification experience. Strong analytical skills, regulatory reporting expertise, and the ability to draft compliance documentation independently are essential.