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InCred Premier
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Senior Relationship Manager

Senior Relationship Manager

Name: Jobpe
Address: T-Hub, Plot No 1/C, Sy No 83/1, Raidurgam panmaktha, Knowledge City Rd, Hyderabad, Telangana, 500081, IN
Telephone: +91-83339-09630
Price range: Free

InCred Premier

0 years

0 Lacs

Kolkata West Bengal India

Posted:2 days ago| Platform:

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Skills Required

service portfolio management planning communication certification finance

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

InCred Premier is dedicated to helping affluent customers across India achieve financial freedom by offering a range of personalized financial products and services. Our team of skilled professionals is committed to providing the highest standard of customer service and building long-term relationships with our clients. We offer a wide variety of financial products, including Market Linked Debentures, Mutual Funds, Portfolio Management Services, and more, all accessible through our easy-to-use platform with real-time insights.

Role Description

This is a full-time on-site role for a Senior Relationship Manager located in Kolkata at InCred Premier. The Senior Relationship Manager will be responsible for managing client relationships, providing personalized financial product recommendations, conducting financial assessments, and guiding clients towards their financial goals.

Qualifications

Experience in relationship management, financial planning, and wealth management
Strong communication and interpersonal skills
Knowledge of financial products such as Market Linked Debentures, Mutual Funds, and Portfolio Management Services
Ability to conduct financial assessments and provide tailored recommendations
AMFI certification is a plus
Bachelor's degree in Finance, Business, or related field

More Jobs at InCred Premier

Senior Relationship Manager

Kolkata, West Bengal, India

Experience: Not specified

Salary: Not disclosed

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Senior Relationship Manager