Relationship Manager

Company Description

InCred Premier is dedicated to helping affluent customers across India achieve financial freedom. The organization distributes a range of financial products and services tailored to each individual's unique financial goals and needs. With expertise in stock market investments, mutual funds, insurance, retirement planning, and more, InCred Premier guides clients every step of the way. The team prides itself on providing personalized services and building long-term relationships with clients.

Role Description

This is a full-time on-site role for a Relationship Manager located in Chandigarh at InCred Premier. The Relationship Manager will be responsible for understanding clients financial objectives, recommending suitable products and services, and maintaining strong client relationships. They will also provide guidance on financial planning, investments, and wealth management to help clients achieve their financial goals.

Qualifications

• Strong understanding of financial products such as Market Linked Debentures, Mutual Funds, and Portfolio Management Services
• Excellent communication and interpersonal skills to build and maintain client relationships
• Knowledge of investment strategies, portfolio analysis, and wealth management
• Ability to tailor financial solutions to meet individual client needs
• Experience in financial advisory or wealth management roles
• Relevant certifications such as AMFI registration or CFP designation are a plus
• Bachelor's or Master's degree in Finance, Business, Economics, or related field