Senior Relationship Manager

Company Description

InCred Premier is committed to empowering affluent customers across India by providing a wide range of financial products and services that help grow and protect their wealth. We focus on delivering personalized solutions tailored to the unique financial goals of our clients, including investments in Market Linked Debentures (MLDs), Mutual Funds (MF), Portfolio Management Services (PMS), Bonds, and more. Our open architecture platform allows clients to seamlessly manage their finances while accessing real-time insights, portfolio analysis, and asset allocation recommendations. With a strong commitment to customer service, we prioritize building long-term relationships and guiding clients through every stage of their financial journey. InCred Premier is an AMFI-registered mutual fund distributor dedicated to delivering comprehensive and innovative financial solutions under one platform.

Role Description

This is a full-time, on-site role located in Kolkata for a Senior Relationship Manager. The role involves building and maintaining strong relationships with clients, offering tailored financial solutions, and providing investment advice in line with clients' financial goals. You will be responsible for cross-selling a range of financial products, conducting regular portfolio reviews, and staying updated on market trends to deliver value-added insights. The role also includes prospecting and acquiring new clients, ensuring customer satisfaction, and achieving business growth targets.

Qualifications

• Strong client relationship management and interpersonal skills
• Proven experience in financial services, investment products, and wealth management
• Expertise in Portfolio Management, Mutual Funds, Bonds, and other financial products
• Proficient understanding of market trends, asset allocation, and wealth advisory
• Effective communication, negotiation, and problem-solving skills
• Ability to meet business targets and work in a fast-paced, goal-oriented environment
• Bachelor’s degree in Finance, Business, or related field is required; relevant certifications such as AMFI and NISM will be an advantage
• Familiarity with financial advisory tools and platforms is a plus
• A proactive, client-centric approach and commitment to providing exceptional service