Relationship Manager – HNI Wealth Solutions (PMS & Mutual Funds)
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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.
- 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 self-sourced leads.
- Understand client investment objectives and risk profiles to recommend suitable solutions.
- Coordinate with research and investment teams to provide investment recommendations.
- Conduct client meetings presentations and investment reviews.
- Achieve monthly and annual revenue targets.
- Ensure compliance with regulatory and ethical sales practices.
- Stay updated on market trends economic developments and investment opportunities.
- 5 years of experience in HNI Wealth Management.
- Proven experience in PMS Sales Mutual Fund Sales and Equity Investment Solutions.
- Strong experience in portfolio management and advisory for HNI clients.
- Must have an established network and market knowledge of Kolkatas HNI segment.
- Candidates must currently reside in Kolkata.
- Must be available for Face-to-Face interviews in Kolkata.
- Notice Period: Immediate to 30 Days only.
- Strong client acquisition and relationship management skills.
- Excellent communication presentation and negotiation abilities.
Required Skills:
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 self-sourced leads. Understand client investment objectives and risk profiles to recommend suitable solutions. Coordinate with research and investment teams to provide investment recommendations. Conduct client meetings presentations and investment reviews. Achieve monthly and annual revenue targets. Ensure compliance with regulatory and ethical sales practices. Stay updated on market trends economic developments and investment opportunities. Requirements 5 years of experience in HNI Wealth Management. Proven experience in PMS Sales Mutual Fund Sales and Equity Investment Solutions. Strong experience in portfolio management and advisory for HNI clients. Must have an established network and market knowledge of Kolkatas HNI segment. Candidates must currently reside in Kolkata. Must be available for Face-to-Face interviews in Kolkata. Notice Period: Immediate to 30 Days only. Strong client acquisition and relationship management skills. Excellent communication presentation and negotiation abilities.
