Job Description

Job Title: Relationship Manager – HNI Wealth Solutions (PMS & Mutual Funds)

Location: Kolkata
CTC: Up to ₹12 LPA
Experience: 5+ Years

Job Summary

We are seeking an experienced Relationship Manager to acquire, manage, and grow relationships with HNI and affluent clients for PMS, Mutual Funds, and other wealth management solutions. The ideal candidate should have a strong track record in HNI wealth management, investment product sales, and portfolio advisory within the Kolkata market.

Key Responsibilities

  • Acquire and manage HNI and affluent clients for wealth management products.
  • Promote and sell PMS, Mutual Funds, Equity Investment Solutions, and related financial products.
  • Build long-term client relationships through regular portfolio reviews and proactive servicing.
  • Generate new business through networking, referrals, and sel...

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