Company Description InCred Premier is dedicated to helping affluent customers across India achieve financial freedom by offering a range of personalized financial products and services. Our team of skilled professionals is committed to providing the highest standard of customer service and building long-term relationships with our clients. We offer a wide variety of financial products, including Market Linked Debentures, Mutual Funds, Portfolio Management Services, and more, all accessible through our easy-to-use platform with real-time insights. Role Description This is a full-time on-site role for a Senior Relationship Manager located in Kolkata at InCred Premier. The Senior Relationship Manager will be responsible for managing client relationships, providing personalized financial product recommendations, conducting financial assessments, and guiding clients towards their financial goals. Qualifications Experience in relationship management, financial planning, and wealth management Strong communication and interpersonal skills Knowledge of financial products such as Market Linked Debentures, Mutual Funds, and Portfolio Management Services Ability to conduct financial assessments and provide tailored recommendations AMFI certification is a plus Bachelor's degree in Finance, Business, or related field
Company Description InCred Premier is dedicated to helping affluent customers across India achieve financial freedom. We offer a wide range of personalized financial products designed to grow and protect wealth, including Market Linked Debentures, Mutual Funds, Portfolio Management Services, Alternate Investment Funds, Bonds, and Health Insurance. Our platform features an open architecture, allowing customers to use existing accounts and access real-time insights. Our mission is to help customers achieve financial goals and secure a brighter future through unparalleled customer service and long-term relationships. Role Description This is a full-time, on-site role for a Relationship Manager located in Delhi, India. The Relationship Manager will be responsible for building and maintaining strong client relationships, providing tailored financial advice, and promoting a variety of financial products. Daily tasks include client meetings, product presentations, and portfolio management. The role also involves identifying client needs, developing financial strategies, and ensuring customer satisfaction. Qualifications Relationship Management and Client Service skills Financial Advice, Portfolio Management, and Investment Planning experience Knowledge of Financial Products including Mutual Funds, Bonds, and Insurance Excellent communication and interpersonal skills Ability to work independently and manage multiple client accounts Bachelor's degree in Finance, Business, or related field Relevant certifications in financial planning or investment management are a plus Experience in the financial services industry is preferred
Manage and service High Net-Worth Individual (HNI) clients by offering seamless support across investment products such as Mutual Funds (MF), Alternative Investment Funds (AIF), Portfolio Management Services (PMS), and Fixed Income instruments . Receive and process client requests related to investments, ensuring end-to-end handling within defined TATs and service standards. Coordinate closely with Relationship Managers to deliver prompt, accurate, and hassle-free services to clients. Act as a liaison between clients and internal departments (operations, compliance, investment teams) to fulfill investment requirements and resolve queries efficiently. Facilitate communication between centralized processing teams and clients, ensuring timely execution of investment transactions. Review and scrutinize investment-related documents received from clients for accuracy and completeness. Continuously strengthen client relationships by offering proactive service, portfolio-related assistance, and ensuring client satisfaction. Identify potential cross-sell or upsell opportunities based on clients' portfolio needs and work in collaboration with sales teams to tap into new business avenues.
Hiring for Incred Premier for below mentioned profiles: Regional Director Area Director & Relationship Managers Candidates with wealth management background with existing MF book will be preferred.
As a Senior Wealth Manager at InCred Premier, you will play a crucial role in assisting affluent clients across India in attaining financial freedom. Your primary responsibilities will include engaging in financial planning, investment management, and insurance activities to support clients in securing their financial future and realizing their unique goals. To excel in this role, you should possess a strong foundation in financial planning and investment management, along with hands-on experience in investments and finance. Knowledge of insurance products will be essential to provide comprehensive financial solutions to clients. Possessing certifications such as CFP, CFA, or an MBA in Finance will be advantageous. Your success in this position will be driven by your exceptional analytical and problem-solving abilities, coupled with excellent communication skills and a talent for building and maintaining client relationships. You should be comfortable working both independently and collaboratively as part of a team to deliver personalized financial solutions tailored to each client's needs.,
Company Description InCred Premier is dedicated to helping affluent customers across India achieve financial freedom through a range of tailored financial products and services. We understand the unique financial goals of each individual, providing personalized solutions for investment, wealth growth, and protection. Our offerings include Market Linked Debentures, Mutual Funds, Portfolio Management Services, Alternate Investment Funds, Bonds, Corporate Fixed Deposits, Sovereign Gold Bonds, and Health Insurance. Our platform is designed with open architecture, allowing customers to seamlessly use their existing accounts. We prioritize long-term relationships with clients by providing exceptional service and expertise. Role Description This is a full-time, on-site role located in Chennai and Bangalore for a Relationship Manager at InCred Premier. The Relationship Manager will be responsible for maintaining and managing client relationships, understanding clients’ financial goals, and offering suitable financial products. Day-to-day tasks include client acquisition, conducting financial analysis, providing investment advice, and ensuring client satisfaction and loyalty. Additionally, the Relationship Manager will handle client queries, portfolio management, and regular reporting to clients on their investment performance. Qualifications Strong relationship management and client servicing skills Expertise in financial analysis and investment advisory Knowledge of financial products including Mutual Funds, Bonds, PMS, AIF, MLDs Proficiency in portfolio management and analysis tools Excellent communication and interpersonal skills Ability to work independently and as part of a team Bachelor's degree in Finance, Business Administration, or related field Relevant certifications (e.g., PMS,NISM, AMFI and IRDA) are a must
Company Description InCred Premier is dedicated to helping affluent customers across India achieve financial freedom. Our organization provides a range of financial products and services designed to help our customers grow and protect their wealth. We strive to offer personalized financial products tailored to individual needs. Our skilled professionals deliver high standards of customer service, focusing on building long-term client relationships. Our platform offers an open architecture, enabling customers to use their existing accounts for transactions and access a wide variety of financial products. Role Description The Senior Relationship Manager will be responsible for managing and growing a portfolio of high-net-worth clients. This full-time role, based in Kolkata, involves understanding clients' financial goals, recommending suitable financial products, and providing continuous support to ensure client satisfaction. Tasks include meeting with clients, preparing financial plans, monitoring client portfolios, and staying updated on market trends. Additionally, the role requires coordinating with internal teams to facilitate the delivery of services and products. Qualifications Strong financial advisory skills, including knowledge of Portfolio Management Services (PMS) and Alternate Investment Funds (AIF) Excellent customer relationship management and interpersonal skills Expertise in investment products such as Bonds, Corporate Fixed Deposits (CFDs), and Mutual Funds (MF) Proficiency in sales and client acquisition strategies Ability to analyze financial markets and provide informed recommendations Excellent communication and presentation skills Bachelor's degree in Finance, Business Administration, or related field Experience in financial services or wealth management is a plus
Company Description InCred Premier is dedicated to helping affluent customers across India achieve financial freedom. We offer a range of financial products and services designed to grow and protect wealth, with a personalized approach to each individual's financial goals. Our offerings include Market Linked Debentures (MLDs), Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIF), Bonds, Corporate Fixed Deposits (CFDs), 54 EC Bonds, Sovereign Gold Bonds, and Health Insurance. Our platform, designed with open architecture, provides real-time insights, portfolio analysis, and asset allocation recommendations. We are committed to building long-term relationships with our clients, helping them achieve their financial goals and secure a brighter future. Role Description This is a full-time, on-site role for a Wealth Management Professional, based in Surat. The Wealth Management Professional will be responsible for financial planning, providing investment management services, managing client investments, and offering advice on finance and insurance. Day-to-day tasks will include creating and implementing financial strategies tailored to client needs, monitoring client portfolios, conducting financial reviews, and guiding clients through complex financial decisions. Qualifications Financial Planning and Investment Management skills Expertise in Investments and Finance Experience in Insurance Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to work independently and collaboratively in a team environment Bachelor's degree in Finance, Economics, or a related field Relevant certifications such as CFA, CFP, or equivalent are a plus
Company Description InCred Premier is dedicated to helping affluent customers across India achieve financial freedom through a range of financial products and services. We offer personalized financial solutions tailored to individual goals, including stock market investments, mutual funds, insurance plans, and retirement planning. Our team of skilled professionals is committed to providing exceptional customer service and building long-term relationships with clients. Utilizing an open architecture platform, we enable customers to make informed investment decisions with real-time insights and portfolio analysis. InCred Premier is an AMFI registered mutual fund distributor, and some services are offered through group companies and tie-ups. Role Description This is a full-time, on-site role for a Senior Relationship Manager located in Kolkata. The Senior Relationship Manager will be responsible for managing and cultivating relationships with affluent clients, providing financial advice, and recommending suitable financial products to achieve clients' financial goals. Daily tasks include conducting portfolio reviews, assessing financial needs, providing market updates, and ensuring a high standard of customer service. The role requires providing tailored financial solutions and maintaining long-term relationships with clients. Qualifications Excellent interpersonal skills and experience in managing client relationships Strong financial knowledge and experience in recommending investment products such as mutual funds, bonds, and insurance Proven ability to conduct portfolio reviews, financial assessments, and market analysis Exceptional communication and presentation skills Bachelor’s degree in Finance, Business, Economics, or related field Ability to work on-site in Kolkata Minimum of 5 years of experience in a similar role within the financial industry
Company Description InCred Premier is dedicated to helping affluent customers across India achieve financial freedom. We offer a range of financial products and services tailored to individual needs, including investments, insurance, and retirement planning. Our team of skilled professionals provides personalized customer service and aims to build long-term relationships with clients. With a platform featuring real-time insights and portfolio analysis, we help customers make informed investment decisions. InCred Premier is an AMFI registered mutual fund distributor, offering a variety of financial products within one easy-to-use application. Role Description This is a full-time, on-site role for an Area Director located in Chennai and Bangalore.The Area Director will oversee the daily operations of their designated region, develop and implement business strategies, manage and mentor a team of professionals, and ensure the achievement of sales targets and growth objectives. They will be responsible for building and maintaining relationships with high-net-worth clients, providing personalized financial solutions, and ensuring high standards of customer service. Qualifications Strong leadership and team management skills Experience in strategic planning and business development Proficiency in financial products and services such as MLDs, Mutual Funds, PMS, AIF, Bonds, and Insurance Excellent communication, negotiation, and relationship-building skills Bachelor's degree in Finance, Business, or a related field; advanced degree or certification is a plus Proven track record in achieving sales targets and meeting financial goals Strong analytical skills and the ability to make data-driven decisions Experience in the financial services industry, preferably in wealth management or investment services Ability to work effectively in a fast-paced, dynamic environment
Company Description InCred Premier is committed to empowering affluent customers across India to achieve financial freedom through personalized financial solutions. The organization offers a broad spectrum of financial products and services, including Market Linked Debentures, Mutual Funds, Portfolio Management Services, Alternate Investment Funds, Bonds, Corporate Fixed Deposits, and Health Insurance. With a highly skilled team and an open-architecture platform, InCred Premier provides real-time insights, portfolio analysis, and tailored asset allocation recommendations. Focused on delivering exceptional customer service, the company builds long-term client relationships while guiding customers towards their financial goals. InCred Premier is an AMFI-registered mutual fund distributor, offering various services through group companies and partners. Role Description This is a full-time, on-site Wealth Manager role located in New Delhi. The Wealth Manager will be responsible for providing customized financial planning and investment advice to clients, assisting them in achieving their long-term financial goals. Daily responsibilities will include managing client portfolios, recommending investment products and solutions, conducting financial assessments, and building long-term relationships with clients. The role involves providing expert guidance on a wide range of financial products, including mutual funds, insurance, bonds, and alternative investments. The Wealth Manager will prioritize exceptional customer service and strategic financial planning tailored to each client's unique needs. Qualifications Strong skills in Financial Planning, Finance, and Investment Management Experience in Investments, including mutual funds, bonds, and alternate investment products Knowledge and expertise in Insurance to guide clients in risk management and protection plans Proficient interpersonal and communication skills to build and maintain client relationships Ability to analyze portfolios and recommend asset allocation strategies Bachelor’s degree in Finance, Business Administration, Economics, or a related field (Master’s degree preferred) Proficiency in financial analysis tools and software Relevant certifications such as CFP or CFA are an added advantage
looking for candidates with strong client connects and AUMs. we have one of the best incentive structure and other benefits.
Job Description: As a candidate for this role, you should have strong client connects and AUMs in your portfolio. Our company offers one of the best incentive structures and additional benefits to reward your performance. Key Responsibilities: - Build and maintain strong relationships with clients - Manage assets under management effectively - Achieve sales targets and drive business growth - Provide excellent customer service and financial advice Qualifications Required: - Previous experience in financial services industry - Strong network of client contacts - Knowledge of investment products and financial markets - Excellent communication and negotiation skills,
Company Description InCred Premier is committed to empowering affluent customers across India by providing a wide range of financial products and services that help grow and protect their wealth. We focus on delivering personalized solutions tailored to the unique financial goals of our clients, including investments in Market Linked Debentures (MLDs), Mutual Funds (MF), Portfolio Management Services (PMS), Bonds, and more. Our open architecture platform allows clients to seamlessly manage their finances while accessing real-time insights, portfolio analysis, and asset allocation recommendations. With a strong commitment to customer service, we prioritize building long-term relationships and guiding clients through every stage of their financial journey. InCred Premier is an AMFI-registered mutual fund distributor dedicated to delivering comprehensive and innovative financial solutions under one platform. Role Description This is a full-time, on-site role located in Kolkata for a Senior Relationship Manager. The role involves building and maintaining strong relationships with clients, offering tailored financial solutions, and providing investment advice in line with clients' financial goals. You will be responsible for cross-selling a range of financial products, conducting regular portfolio reviews, and staying updated on market trends to deliver value-added insights. The role also includes prospecting and acquiring new clients, ensuring customer satisfaction, and achieving business growth targets. Qualifications Strong client relationship management and interpersonal skills Proven experience in financial services, investment products, and wealth management Expertise in Portfolio Management, Mutual Funds, Bonds, and other financial products Proficient understanding of market trends, asset allocation, and wealth advisory Effective communication, negotiation, and problem-solving skills Ability to meet business targets and work in a fast-paced, goal-oriented environment Bachelor’s degree in Finance, Business, or related field is required; relevant certifications such as AMFI and NISM will be an advantage Familiarity with financial advisory tools and platforms is a plus A proactive, client-centric approach and commitment to providing exceptional service
FIND ON MAP