Branch Manager

Key Requirements:

Graduates in 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 5 Years’ experience in handling MFD / IFA / any Financial Products and team handling in the previous role is an added advantage.

Primary Role: Recruitment:

1) Generating Leads for Financial Product Distributor

2) Conducting Business Opportunity 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 relationship with Partners, IFA in the assigned geography and providing right communication on Products, Solutions, and services, which helps on their business growth.

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

About us:

Centricity wealth tech, a B2B2C wealth tech platform for independent investment professionals has been launched by a team of experienced private wealth managers and technology experts. the team aims to build a comprehensive tech solution for a largely unorganized IFA community and private wealth professionals who wish to become wealth management solopreneurs.

In September 2022, Centricity wealth tech raised capital from marquee investors such as the Dabur group, Polaris software group & Intellect design arena group and LNJ Bhilwara group. It plans to raise funds for the second round of seed investments from VC investors in the coming months to strengthen teams, ramp up technology and the product build-up.

Centricity’s flexible and modular platform allows independent investment professionals and external asset managers to digitally partner with us and leverage technology to manage their clients’ investments efficiently. Single family offices and corporate treasures can also subscribe to the platform on a DIY basis to manage their investment portfolios.