Role & responsibilities

Portfolio & Wealth Management

Design and manage investment portfolios for individual and corporate clients across asset classes mutual funds, equities, fixed income, PMS/AIF, and insurance-linked investment products. Conduct goal-based financial planning: retirement planning, children's education, tax planning, and wealth preservation strategies tailored to each client's risk profile. Monitor portfolio performance on an ongoing basis, rebalancing allocations in line with market conditions, client life-stage changes, and evolving risk appetite. Prepare and present periodic portfolio review reports, translating market and performance data into explicit, actionable guidance for clients.

Client Relationship Management

Build and deepen relationships with HNI, corporate, and institutional clients, acting as their primary point of contact for investment and wealth matters. Identify cross-sell and upsell opportunities across Salasar's broader insurance and financial advisory offerings. Ensure a high standard of client servicing, responsiveness, and retention.

Research, Compliance & Reporting

Track market trends, economic indicators,



and regulatory developments (SEBI, IRDAI, RBI) that impact client portfolios and advisory recommendations. Ensure all investment advice and documentation comply with applicable SEBI/IRDAI regulatory and KYC/AML requirements. Maintain accurate client records, transaction documentation, and portfolio reporting in line with internal and regulatory standards. Coordinate with product partners (AMCs, PMS providers, insurers) for product due diligence and client onboarding

Preferred candidate profile

We are looking for a finance professional with strong, hands-on experience in investments, portfolio management, and wealth management to advise a growing base of individual and corporate clients. The ideal candidate combines technical investment knowledge with the relationship skills to manage client portfolios end-to-end from goal-based financial planning through to ongoing portfolio monitoring and rebalancing. This is a client-facing role based out of our Kolkata office in the Dalhousie / BBD Bagh financial district.

📌 Portfolio Manager (Kolkata)
🏢 Salasar Services (Insurance Brokers
📍 Kolkata