▷ Urgent Search: Relationship Manager

4 weeks ago


Chennai India Centricity WealthTech Full time

Job Description Company Description Founded in January 2022, Centricity empowers finance and investment professionals to establish their independent practices. The platform delivers a comprehensive SAAS-based investment management solution, featuring digital transactional capabilities for a diversified product suite. Centricity aims to offer a consistent family office experience across a spectrum of investors, from emerging affluent to high net worth categories. The company is boutique by design, yet operates with institutional scale and stability. Role Description This is a full-time, on-site role located in Chennai for a Relationship Manager. The Relationship Manager will be responsible for managing client relationships, ensuring client satisfaction, and delivering personalized investment solutions. Daily tasks include client consultations, developing tailored investment strategies, and maintaining a robust client communication plan. The role also involves staying updated on market trends, investment products, and regulatory changes to provide informed advice to clients. Qualifications - Client relationship management and communication skills - Experience in developing investment strategies and providing personalized financial advice - Strong understanding of market trends, investment products, and regulatory changes - Ability to work independently and in a team environment - Excellent problem-solving and analytical skills - Bachelor's degree in Finance, Economics, Business, or related field - Professional certifications such as CFA or CFP are a plus - Experience in wealth management or financial services is beneficial



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