Job Description:

POSITION :BUSINESS MANAGER-WEALTH

OVERVIEW

We are seeking an experienced and client-focused Business Manager into wealth wing to join our growing team. As a Business Manager, you will be responsible for building solid relationships with high-net-worth individuals (HNIs) and affluent clients, understanding their financial goals, and offering customized investment solutions. This role demands a strategic mindset, sound financial acumen, and a deep understanding of financial products and market trends.

KEY RESPONSIBILITIES

Client Relationship Management:
- Acquire, build, and manage a portfolio of high-net-worth clients.
- Act as a trusted advisor by understanding clients’ financial needs and providing tailored investment strategies.
- Conduct regular portfolio reviews and updates to ensure alignment with client goals and market dynamics.

Financial Planning & Advisory:
- Develop comprehensive financial plans, including asset allocation, retirement planning, tax optimization, and estate planning.
- Recommend and sell financial products such as mutual funds, SIP,



insurance, PMS, bonds, NPS and alternate investment products.

Sales & Revenue Generation:
- Meet and exceed sales targets through proactive client engagement and cross-selling. Generate leads via referrals, networking, and events.
- Track revenue, AUM (Assets Under Management), and other performance metrics.

Compliance & Documentation:
- Ensure complete KYC and regulatory documentation for all client transactions.
- Adhere strictly to internal policies and SEBI/RBI/IRDA compliance standards.

BASIC QUALIFICATIONS
- Bachelor’s or master’s degree in Finance from an reputed institute or any equallent course certificate will preferred.
- Minimum 2-3 years into wealth, investment advisory, or financial planning.
- Exceptional interpersonal and communication skills (written and verbal )

MUST-HAVE QUALIFICATIONS:
- Ability to build trust and manage long-term client relationships.
- Goal-orien

📌 Business Manager_Wealth (Kolkata)
🏢 RECEX
📍 Kolkata