Relationship Manager

Company Description

Founded in January 2022, Centricity WealthTech empowers finance and investment professionals to establish independent practices by providing a robust SaaS-based investment management platform with digital transactional capabilities. Designed to support a wide range of investment products, the platform is tailored to meet the needs of emerging affluent, affluent, and high-net-worth individuals. Centricity champions the values of consistency, stability, and personalization while enabling wealth management professionals to prioritize their clients' interests over institutional demands. With a boutique approach and institutional-grade solutions, Centricity ensures a seamless family office experience for investors.

Role Description

The Relationship Manager role is a full-time, on-site position based in Chennai. The primary responsibilities include building and nurturing strong client relationships, understanding clients' financial goals, and offering tailored investment solutions. The role involves providing personalized guidance to investors, ensuring a seamless client experience, and actively collaborating with internal teams to address client needs. The Relationship Manager will also identify new business opportunities to contribute to the company's growth.

Qualifications

• Strong skills in client relationship management, communication, and interpersonal interactions to build and maintain trust with clients.
• Knowledge of financial markets, investment products, and wealth management practices to provide relevant solutions.
• Experience in business development and client acquisition to help drive revenue growth and scale opportunities.
• Organizational and multitasking abilities to manage and prioritize diverse client portfolios and partner with different internal teams effectively.
• Proficiency with investment management software tools and digital platforms, along with a comfort level navigating a technology-driven environment.
• Ability to work independently while collaborating within a team setting to meet and exceed client and company objectives.
• Bachelor's degree in Business, Finance, Economics, or a related field; additional certifications like CFP, CFA, or equivalent are advantageous.