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Relationship Manager mutual fund

0 years

0 Lacs

dehradun uttarakhand india

Posted:4 days ago| Platform: Linkedin logo

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Skills Required

finance saas management stability design transactions strategies communication presentation software certifications

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. The platform offers a comprehensive SAAS-based investment management system with digital transactional capabilities for a diversified product suite. Centricity focuses on providing stability and consistent family office experiences for a wide range of investors, from emerging affluent to high net worth individuals. We are boutique by design and institution by default.

Role Description

This is a full-time on-site role for a Relationship Manager in mutual funds, located in Dehradun. The Relationship Manager will be responsible for managing client relationships, providing investment advice, facilitating mutual fund transactions, and helping clients achieve their financial goals. Daily tasks include conducting client meetings, developing investment strategies, and ensuring excellent client service.

Qualifications

  • Client Relationship Management and Investment Advisory skills
  • Experience in mutual fund transactions and financial planning
  • Excellent communication, interpersonal, and presentation skills
  • Strong analytical skills and attention to detail
  • Proficiency in using financial software and tools
  • Ability to work autonomously and in a team environment
  • Background in Finance, Economics, or related field
  • Relevant certifications such as AMFI or NISM are a plus

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