Relationship Manager

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