Job Summary -We are looking for a dynamic and client-focused Wealth Manager to acquire, manage, and grow relationships with Retail and HNI (High Net-Worth Individual) clients. The role involves offering a wide range of investment and wealth management solutions, ensuring long-term portfolio growth and superior client satisfaction.
Key Result Areas (KRAs)
Acquire new Retail and HNI clients through active prospecting and referrals
Build and maintain long-term client relationships by understanding financial goals
Provide end-to-end wealth management solutions tailored to client needs
Achieve business targets across investment and insurance products
Ensure compliance with regulatory and internal guidelines
Identify potential clients and onboard them for wealth management services
Advise clients on suitable investment options based on risk profile and goals
Manage existing client portfolios and recommend rebalancing strategies
Cross-sell and up-sell financial products to maximize client value
Maintain regular engagement with clients through reviews and updates
Stay updated with market trends, products, and regulatory changes
Desired Candidate Profile
Experience in wealth management, banking, or financial services preferred
Strong understanding of investment and insurance products
Excellent communication, relationship management, and negotiation skills
Client-centric mindset with strong sales orientation
Female candidates preferred for diversity and client engagement (not mandatory)
Why Join Us?
Opportunity to work with diverse investment products
Exposure to Retail and HNI client portfolios
Performance-driven growth and earning potential
Qualified work environment with long-term career prospects
📌 Wealth Manager (Kolkata)
🏢 Finclock
📍 Kolkata
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