Job Description – Relationship Manager (Wealth Management)

Company: Swansh Group – Wealth Management Division
Position: Relationship Manager – Wealth Management
Location: Kolkata
Experience: 2–4 years
Compensation: Negotiable

Role Overview

Swansh Group is seeking a driven and client-focused Relationship Manager to join its wealth management team. The role will be responsible for client acquisition, relationship management, and distribution of financial products including mutual funds, PMS, AIFs, insurance, bonds, and other investment solutions.

The RM will act as the primary point of contact for clients, understanding their financial requirements and providing suitable investment solutions while contributing directly to the company’s AUM and revenue growth.

Key Responsibilities

- Client Acquisition: Identify and onboard new clients across HNI, affluent, retail, and other client segments.
- Relationship Management: Build and maintain long-term relationships with existing and prospective clients.
- Investment Solutions: Understand client requirements and recommend suitable products across mutual funds, PMS, AIFs, bonds, insurance, and other financial products.
- Business Development: Generate leads through personal networks, referrals, market outreach, and other business development initiatives.
- Revenue & AUM Growth: Drive assets under management and revenue by increasing client investments and cross-selling relevant products.
- Client Servicing: Handle client queries, transaction-related requirements, portfolio reviews, and ongoing service needs.
- Portfolio Engagement:



Conduct regular portfolio discussions and keep clients informed about relevant market developments and investment opportunities.
- Market Knowledge: Stay updated on financial markets, investment products, industry developments, and regulatory changes.
- Compliance: Ensure all client interactions, recommendations, and transactions adhere to SEBI and applicable regulatory guidelines.
- Reporting: Maintain accurate client records, sales pipelines, follow-ups, and business performance reports.

✅ Candidate Requirements

- 2–4 years of experience in wealth management, financial product distribution, broking, banking, or related financial services.
- Proven ability in client acquisition and business development.
- Strong understanding of mutual funds and investment products; knowledge of PMS, AIFs, bonds, and insurance will be an advantage.
- Existing network of HNI, affluent, retail, or corporate clients is preferred.
- Strong communication, relationship-building, and negotiation skills.
- Ability to independently manage client relationships and sales targets.
- Target-oriented and entrepreneurial mindset with a strong focus on revenue and AUM growth.
- Relevant certifications such as NISM/AMFI will be an advantage.

What We Offer

- Opportunity to work with a quick-growing wealth management business.
- Competitive and negotiable salary package.
- Performance-linked incentives.
- Exposure to a wide range of wealth management and investment products.
- Opportunity to build and manage a strong HNI and affluent client portfolio.
- Career growth opportunities within the wealth management division.

Pay: ₹600,000.00 - ₹800,000.00 per year

Benefits:

- Commuter assistance

Work Location: In person

📌 Relationship Manager - Wealth Management (Kolkata)
🏢 Royal Vincom (P
📍 Kolkata