Senior Relationship Manager

17 hours ago


Ludhiana, Punjab, India Centricity WealthTech Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Company Description

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Role Description

This full-time role for a Senior Relationship Manager will be based on-site in Chandigarh. The Senior Relationship Manager will be responsible for managing and growing the relationships with key clients, understanding their financial goals, and providing tailored wealth management advice. Daily tasks will include client portfolio management, monitoring market trends, developing personalized investment strategies, and ensuring client satisfaction. Additionally, the role requires preparing financial plans, conducting meetings with clients, and collaborating with the internal team to address any client needs or issues.

Qualifications

  • Client Management and Relationship Building skills
  • Knowledge of Financial Markets and Investment Strategies
  • Experience in Portfolio Management
  • Excellent Communication and Presentation skills
  • Problem Solving and Analytical skills
  • Bachelor's degree in Finance, Business Administration, or related field; a Master's degree or CFA/CFP certification is a plus
  • Ability to work on-site in Chandigarh
  • Relevant experience in wealth management or financial advisory roles

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