Relationship Manager
2 days ago
Company Description
Founded in January 2022, Centricity empowers finance and investment professionals to establish their independent practices through a comprehensive SAAS-based investment management platform. Our platform offers digital transactional capabilities for a diversified product suite. We aim to provide a consistent family office experience for investors across emerging affluent, affluent, and high-net-worth categories. Centricity is boutique by design and an institution by default, focusing on stability and client interests.
Role Description
This is a full-time, on-site role for a Relationship Manager based in Kolkata. The Relationship Manager will be responsible for managing client relationships, advising on wealth management strategies, and ensuring client satisfaction. Responsibilities include understanding clients' financial needs, maintaining and growing client portfolios, and providing tailored investment solutions. The role also involves collaborating with internal teams to deliver a seamless client experience.
Qualifications
- Wealth Management and Client Relationship Management skills
- Financial Advisory and Investment Strategy skills
- Strong communication and interpersonal skills
- Ability to analyze financial data and market trends
- Bachelor's degree in Finance, Business, or related field
- Experience in a similar role within the wealth management or financial services industry is an advantage
- Proficiency with financial software and tools is a plus
- Ability to work on-site in Kolkata
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