Senior Relationship Manager

Company Description

InCred Premier is dedicated to helping affluent customers across India achieve financial freedom through a range of financial products and services. We offer personalized financial solutions tailored to individual goals, including stock market investments, mutual funds, insurance plans, and retirement planning. Our team of skilled professionals is committed to providing exceptional customer service and building long-term relationships with clients. Utilizing an open architecture platform, we enable customers to make informed investment decisions with real-time insights and portfolio analysis. InCred Premier is an AMFI registered mutual fund distributor, and some services are offered through group companies and tie-ups.

Role Description

This is a full-time, on-site role for a Senior Relationship Manager located in Kolkata. The Senior Relationship Manager will be responsible for managing and cultivating relationships with affluent clients, providing financial advice, and recommending suitable financial products to achieve clients' financial goals. Daily tasks include conducting portfolio reviews, assessing financial needs, providing market updates, and ensuring a high standard of customer service. The role requires providing tailored financial solutions and maintaining long-term relationships with clients.

Qualifications

• Excellent interpersonal skills and experience in managing client relationships
• Strong financial knowledge and experience in recommending investment products such as mutual funds, bonds, and insurance
• Proven ability to conduct portfolio reviews, financial assessments, and market analysis
• Exceptional communication and presentation skills
• Bachelor’s degree in Finance, Business, Economics, or related field
• Ability to work on-site in Kolkata
• Minimum of 5 years of experience in a similar role within the financial industry