Senior Relationship Manager

Company Description

InCred Premier is dedicated to helping affluent customers across India achieve financial freedom. Our organization provides a range of financial products and services designed to help our customers grow and protect their wealth. We strive to offer personalized financial products tailored to individual needs. Our skilled professionals deliver high standards of customer service, focusing on building long-term client relationships. Our platform offers an open architecture, enabling customers to use their existing accounts for transactions and access a wide variety of financial products.

Role Description

The Senior Relationship Manager will be responsible for managing and growing a portfolio of high-net-worth clients. This full-time role, based in Kolkata, involves understanding clients' financial goals, recommending suitable financial products, and providing continuous support to ensure client satisfaction. Tasks include meeting with clients, preparing financial plans, monitoring client portfolios, and staying updated on market trends. Additionally, the role requires coordinating with internal teams to facilitate the delivery of services and products.

Qualifications

• Strong financial advisory skills, including knowledge of Portfolio Management Services (PMS) and Alternate Investment Funds (AIF)
• Excellent customer relationship management and interpersonal skills
• Expertise in investment products such as Bonds, Corporate Fixed Deposits (CFDs), and Mutual Funds (MF)
• Proficiency in sales and client acquisition strategies
• Ability to analyze financial markets and provide informed recommendations
• Excellent communication and presentation skills
• Bachelor's degree in Finance, Business Administration, or related field
• Experience in financial services or wealth management is a plus