Posted:6 days ago|
Platform:
On-site
Full Time
Centricity WealthTech, established in January 2022, empowers finance and investment professionals to build independent practices through a robust SaaS-based investment management platform. The platform offers comprehensive digital transactional capabilities and a diverse product suite, tailored to meet client needs. Centricity focuses on delivering a stable and consistent family office experience for investors across emerging affluent, affluent, and high-net-worth categories. With a boutique approach and institutional expertise, Centricity is dedicated to client-focused solutions and innovation in wealth management.
This full-time on-site role, based in Chennai, requires a Relationship Manager to build and maintain strong client relationships in the wealth management domain. Day-to-day responsibilities include identifying client needs, providing tailored financial solutions, ensuring high client satisfaction, and managing a diverse portfolio of clients. The role also involves collaborating with internal teams to offer top-notch services and achieving growth targets through strategic client engagement.
Centricity WealthTech
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