Employment Type: Full-Time
Location: Kolkata

Job Summary

We are seeking a client-focused Wealth Manager to acquire, manage, and grow relationships with Retail and High Net-Worth Individual (HNI) clients. The role involves delivering tailored investment solutions, driving portfolio growth, and ensuring a high-quality client experience.

Key Responsibilities:

• Acquire new clients through prospecting, referrals, and networking
• Understand client financial goals and risk profiles to offer customized investment strategies
• Manage and monitor client portfolios, recommending timely rebalancing
• Cross-sell and up-sell investment and insurance products
• Maintain regular client engagement through reviews and market updates
• Ensure compliance with regulatory and internal policies

Products & Services:

• Demat & Trading Accounts
• Mutual Funds, PMS, AIFs, Structured Products
• Fixed Income Instruments (Bonds, NCDs)

Requirements:

• 1–2 years of experience in wealth management, banking, or financial services
• Strong knowledge of investment products and financial markets
• Excellent communication and relationship management skills
• Target-driven with a consultative sales approach

Compensation & Benefits:

• ₹2–3 LPA + performance-based incentives
• Exposure to diverse investment products and HNI clients
• Strong career growth and learning opportunities
• Supportive and professional work environment