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

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...