Website:
centricity.co.in
Job details:
Company Description
Centricity WealthTech, founded in January 2022, specializes in empowering finance and investment professionals to build their independent practices. The company offers a comprehensive SaaS-based investment management platform with digital transactional capabilities and a diversified product suite. Designed to prioritize client interests over institutional agendas, Centricity seeks to deliver a consistent family office experience for a wide range of investors, including emerging affluent, affluent, and high-net-worth individuals. By being boutique in approach and institutional in structure, the company sets itself apart in the wealth management industry.
Role Description
This is a full-time, on-site role located in Mumbai for a Client Acquisition Executive. The role involves identifying and generating leads, acquiring new clients, and maintaining strong client relationships. Responsibilities include understanding client needs, presenting tailored investment solutions, and achieving sales targets while ensuring customer satisfaction in the wealth management domain.
Qualifications
- Strong Analytical Skills for assessing client needs and market trends
- Excellent Communication skills to build and maintain client relationships
- Proven expertise in Lead Generation and Customer Acquisition
- Sales experience, preferably in the financial or investment management sector
- Ability to work in a fast-paced, client-focused environment
- Bachelor's degree in Business, Finance, Marketing, or a related field
- Knowledge of investment management or wealth tech platforms is a plus
- Strong problem-solving and negotiation skills
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