Manager – Investments, Portfolio & Wealth

Management

Building long-term wealth relationships for Salasar's HNI and corporate client base

LOCATION

Kolkata – Dalhousie / BBD

Bagh

EXPERIENCE

3 – 10 Years

FUNCTION

Investments & Wealth

Advisory

EMPLOYMENT TYPE

Full-Time, Permanent

About Salasar Services

Salasar Services (Insurance Brokers) Pvt. Ltd. is a Kolkata-based, IRDAI-regulated insurance broking firm serving corporate and

individual clients across India. As the firm deepens its presence in the financial services ecosystem, this role is central to

building out advisory capability for clients seeking guidance on investments, portfolio construction, and long-term wealth

planning alongside their risk and insurance needs.

Role Summary

We are looking for a finance qualified 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.

Key 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 clear, actionable

guidan

📌 Manager-Investments,Portfolio & Wealth (Kolkata)
🏢 Duas Knowledge Potli
📍 Kolkata