InCred Premier
Website:
incredpremier.com
Job details:
Company Description
InCred Premier is dedicated to empowering affluent customers across India to achieve financial freedom by offering a diverse range of tailored financial products and services. These include Market Linked Debentures (MLDs), Mutual Funds, Portfolio Management Services (PMS), Alternate Investment Funds (AIF), Bonds, Corporate Fixed Deposits (CFDs), Life Insurance and Health Insurance. With a focus on personalization, InCred Premier uses advanced tools that provide real-time insights, portfolio analysis, and asset allocation recommendations through an open-architecture platform. The organization is committed to delivering top-notch customer service and building long-term relationships with its clients. InCred Premier operates as an AMFI-registered mutual fund distributor and works through group companies and tie-ups for select services.
Role Description
This is a full-time, on-site role in Mumbai for a Relationship Manager. The Relationship Manager will be responsible for building and maintaining strong client relationships, identifying client financial needs, and providing suitable financial product recommendations. The individual will actively engage with high-net-worth clients, manage investment portfolios, analyze client goals, and deliver insights and updates on market trends. The role also includes ensuring consistent client satisfaction, coordinating with internal teams for seamless execution, and adhering to regulatory guidelines.
Qualifications
- Proficiency in financial product offerings such as Mutual Funds, Market Linked Debentures, PMS, and Bonds
- Strong client relationship management and communication skills
- Ability to analyze financial goals and provide tailored investment solutions
- Knowledge of financial markets, asset allocation strategies, and regulatory guidelines
- Experience in portfolio management and investment advisory
- Bachelor’s degree in Finance, Business Administration, or a related field; certifications like CFP or CFA preferred
- Strong problem-solving skills and a results-driven attitude
- Prior experience in financial services or wealth management is an advantage
- Proficiency in tools for financial planning and portfolio analytics is beneficial
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