Company Centrum Group Title/Designation Middle Management cadre, commensurate with quality and depth of experience Qualifications LLB (CS would be and added qualification) Experience 5 years About the Company Flagship company is the listed company in the Group. It holds a Category-I Merchant Banking Licence. The activities are Debt syndication, equity capital markets IPO, Pre-IPO, QIPs etc. • Broking, both Institutional and Retail • Wealth: Distribution of MF and wealth products, Family Office biz (HNIs and UHNIs) both local and offshore jurisdictions. This company has also set up an offshore Fund. • Asset Management Biz: Two funds Credit Opportunities Fund and Green Shoots Fund. COF does large mature deals whilst Green Shoots does start-ups. • Corporate Agent: Insurance, Infra Advisory Biz, • Litigations recoveries before the NCLT, Arbitrations, S.138 matters, and Court matters, Dealing in Criminal, civil cases. Dealing with multiple law firms. Working knowledge of International Laws. Roles and Responsibilities 1. Candidate should be articulate, knowledge and experience in financial services would be an added advantage. 2. Drafting and vetting of NDA’s, Distribution Agreements, Service Agreements, Leave and License Agreements, NCD documentations, Loan Agreements, Lending Documents, Co-Lending agreements, debenture Trust deed, Pledge agreement, Real Estate laws etc; 3. Alternative Investment Management related/ Investments Agreements 4. Experience in Litigation matters and Non-Litigation matters; 5. Updating of litigation tracker, Contract Manager 6. Attending Court hearings or Registration office; 7. Liaison with Regulatory authorities. Job location Mumbai – Kalina (Work from Office) Requisites Good communication skills (Verbal & Written) Team Player & attention to detail Knowledge of regulators – SEBI, IRDA, RBI.
As a Senior or Mid-level Wealth Relationship Manager at Centrum India in Ahmedabad, your primary responsibility is to manage client portfolios, provide financial advice, create investment strategies, and nurture client relationships. Key Responsibilities: - Manage client portfolios effectively - Provide financial advice based on client needs - Develop customized investment strategies - Maintain strong and long-lasting client relationships Qualifications Required: - Strong understanding of Wealth Management, Investment Banking, relationship management, and Lending - Excellent interpersonal and communication abilities - Proficiency in analyzing financial data and trends - Sales and client relationship management expertise - Previous experience in the financial services sector - Possession of professional certifications like CFA, CFP, or similar would be advantageous - Post Graduate degree in Finance, Economics, or a related field is preferred,
Company Description Centrum India is a well-established financial services group with over two decades of experience. The company provides integrated solutions across various domains, including Investment Banking, Institutional Equities, and Wealth Management. Centrum India has also diversified into lending businesses such as SME, Affordable Housing, and Microfinance, offering growth opportunities in emerging markets. Recently, the organization has further expanded into Insurance Distribution and Alternative Investment Management, showcasing its dynamic and progressive environment. Role Description This is a full-time on-site role for a Relationship Manager specializing in Secured Loans, based in Chennai. The role involves acquiring new clients, managing existing customer relationships, and offering tailored financial solutions for secured loans. Responsibilities include assessing customer needs, structuring loan proposals, conducting market analysis, and ensuring target achievements. The Relationship Manager will also collaborate with internal teams to ensure a seamless client experience and compliance with regulatory and organizational standards. Qualifications Strong client relationship management and communication skills Proficiency in financial product knowledge, particularly secured loans Ability to assess customer financial requirements and develop tailored loan solutions Experience in market analysis and sales strategy implementation Proven ability to meet sales targets and manage multiple client portfolios Strong problem-solving and decision-making skills Bachelor’s degree in Finance, Business Administration, or a related field Prior experience in financial services or lending businesses is an advantage
Role Overview: As a Relationship Manager specializing in Secured Loans at Centrum India, your main responsibility will be to acquire new clients, manage existing customer relationships, and provide customized financial solutions for secured loans. You will need to assess customer needs, structure loan proposals, conduct market analysis, and ensure target achievements. Collaboration with internal teams is essential to guarantee a seamless client experience and compliance with regulatory and organizational standards. Key Responsibilities: - Acquire new clients and manage existing customer relationships - Offer tailored financial solutions for secured loans - Assess customer needs and structure loan proposals - Conduct market analysis and ensure target achievements - Collaborate with internal teams for a seamless client experience - Ensure compliance with regulatory and organizational standards Qualifications: - Strong client relationship management and communication skills - Proficiency in financial product knowledge, especially in secured loans - Ability to assess customer financial requirements and develop tailored loan solutions - Experience in market analysis and sales strategy implementation - Proven track record in meeting sales targets and managing multiple client portfolios - Strong problem-solving and decision-making skills - Bachelors degree in Finance, Business Administration, or a related field - Prior experience in financial services or lending businesses is an advantage,