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Centricity WealthTech
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Relationship Manager

Relationship Manager

Centricity WealthTech

0 years

0 Lacs

kolkata west bengal india

Posted:7 hours ago| Platform:

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Skills Required

finance saas management design stability strategies portfolios strategy communication analyze data software

Work Mode

On-site

Job Type

Full Time

Job Description

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

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Relationship Manager