Company Description
InCred Premier is dedicated to helping affluent customers across India achieve financial freedom by providing a range of personalized financial products and services. The organization offers products such as Market Linked Debentures, Mutual Funds, Portfolio Management Services, and more. With a vision of providing all financial products within one easy-to-use application, InCred Premier aims to help customers secure a brighter financial future.
Role Description
This is a full-time on-site role for a Senior Wealth Manager at InCred Premier in Kolkata. The Senior Wealth Manager will be responsible for financial planning, investment management, investment strategies, finance, and insurance services for affluent clients. Day-to-day tasks include providing personalized financial advice, managing investment portfolios, and ensuring clients financial goals are met.
Qualifications
- Financial Planning and Investment Management skills
- Experience in Investments and Finance
- Knowledge of Insurance services
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Relevant certifications such as CFP, CFA, or equivalent
- Bachelor's or Master's degree in Finance, Economics, or related field
