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Relationship Manager

Centricity WealthTech

0 years

0 Lacs

Greater Kolkata Area

Posted:2 weeks ago| Platform:

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finance saas management stability design planning communication presentation

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On-site

Job Type

Full Time

Job Description

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

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