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Centricity WealthTech
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Senior Relationship Manager

Senior Relationship Manager

Centricity WealthTech

0 years

0 Lacs

ludhiana punjab india

Posted:7 hours ago| Platform:

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Skills Required

management portfolio monitoring strategies communication presentation finance certification

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

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Role Description

This full-time role for a Senior Relationship Manager will be based on-site in Chandigarh. The Senior Relationship Manager will be responsible for managing and growing the relationships with key clients, understanding their financial goals, and providing tailored wealth management advice. Daily tasks will include client portfolio management, monitoring market trends, developing personalized investment strategies, and ensuring client satisfaction. Additionally, the role requires preparing financial plans, conducting meetings with clients, and collaborating with the internal team to address any client needs or issues.

Qualifications

Client Management and Relationship Building skills
Knowledge of Financial Markets and Investment Strategies
Experience in Portfolio Management
Excellent Communication and Presentation skills
Problem Solving and Analytical skills
Bachelor's degree in Finance, Business Administration, or related field; a Master’s degree or CFA/CFP certification is a plus
Ability to work on-site in Chandigarh
Relevant experience in wealth management or financial advisory roles

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Senior Relationship Manager