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
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