Job Description - Centricity

Job title:

Relationship Manager

Terms:

Permanent

Requirements:

Graduates of any background or higher degree should have very good demographic understanding and strong relationship with IFAs / CAs and knowledge about Finance Industry in the assigned geography and grab the opportunity to develop business. He / She should have Min 2 Years experience in handling MFD / IFA / any Financial Products.

Freshers who are willing to learn & grow in financial industry and having Passion on Sales & Business Development may also apply.

About us:

Established in early 2022, Centricity offers a simple, cost effective and transparent technology enabled platform that helps investment professionals to manage their client portfolios better. Single family offices and corporate treasuries can also subscribe to the platform on a "DIY" basis to manage their investment portfolios. As private wealth management professionals with decades of experience behind us, we have deep insights into the challenges faced by wealth managers, their clients and asset managers. It is our endeavor to empower these three stakeholders using technology in order for them to achieve better outcomes.

About the role:

1. The candidate will be responsible for client acquisition and managing the overall client relationship.

2. Responsible for achieving target.

3. Engaging with customers to enrich the relationships and garner higher wallet share of the client.

4. Ensure coverage of all relationships through customer engagements and risk profiling

5. Identify potential customers who can be sold tailored products to enhance product penetration.

6.



Acquire new customers through converting referral leads.

7. Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure the best services are provided to them.

8. Having relevant experience in the financial services industry.

9. Proven people, business, and client relationship handling skills.

10. Having a pleasing personality and effective communication skills

11. Ability to engage sizable clients.

12. Strong persuasion skills

13. Deal closure ability.

14. Ability to understand, anticipate and react to competitive market requirements, industry opportunities and constraints.

Primary Role:

Recruitment:

1) Generating Leads for Financial Product Distributor

2) Coordinating / Conducting Business Chance Session to upcoming / Existing FPDs

3) Assisting new FPDs to clear NISM Exams

Business Development:

1) Providing Trainings to Partners on Product availability

2) Preparing Business Development Plans for partners and training them to achieve via Joint Calls, Conducting Client Meeting, Asset Allocation with Product Diversifications

3) Establishing Strong relationships with Partners, IFA in the assigned geography and providing right communication on Products, Solutions, and services, which helps on their business growth.

4) Providing the right information and Coordinating / Conducting regular Partner Meetings to enable their knowledge.

Candidate requirement

- Self-motivated, Responsible, With convincing power. Team handling and motivation skills. Good Communication skills.
- MBA. CFP or equivalent will be a positive.
- 2 plus years of experience.

Contact us to apply!

[email protected]

📌 Sales-Relationship ManagerB (IFA Channel) (Hyderabad)
🏢 Centricity Wealth Tech
📍 Hyderabad