Senior Relationship Manager

You will be working as a Senior Relationship Manager at Centricity WealthTech located in Bhubaneswar. Your primary responsibility will be to manage client relationships, understand their needs, and ensure their satisfaction. Your tasks will include developing strategic plans, maintaining regular communication, providing investment advice, and conducting financial analyses. Additionally, you will collaborate with internal teams to deliver seamless service and stay updated on industry trends to provide clients with relevant information. Key Responsibilities: - Manage and nurture client relationships - Identify and address client needs - Develop and execute strategic plans - Maintain regular communication with clients - Provide investment advice - Conduct financial analyses - Collaborate with internal teams for service delivery - Stay abreast of industry trends Qualifications: - Strong relationship management, client service, and communication skills - Financial analysis, investment advisory, and strategic planning skills - Proficiency in managing high net worth clients and providing tailored investment solutions - Experience in wealth management or financial services industry - Excellent organizational and time-management skills - Ability to work independently and as part of a team - Bachelor's degree in Finance, Business, Economics, or a related field - Relevant certifications such as CFP or CFA are a plus,