Preferred Relationship Manager

Location: Kolkata
Compensation: ₹10-12 LPA

Role Overview:
The role involves acquiring, managing, and advising HNI and affluent clients while providing customized investment and wealth management solutions.

Key Responsibilities:

- Acquire, manage, and advise HNI clients across Equities, Mutual Funds, PMS, AIF, Bonds, NCDs, MLDs, Fixed Income, Alternate Assets, and Structured Products.
- Generate leads through personal networks, referrals, and existing relationships.
- Understand client investment objectives, risk appetite, and financial goals.
- Develop customized investment and asset allocation strategies.
- Manage and grow client portfolios through regular engagement and market insights.
- Identify opportunities to increase client wallet share, AUM, and revenue.
- Cross-sell relevant financial products and services.
- Build and maintain strong, long-term HNI client relationships.
- Achieve defined acquisition, revenue, and AUM targets.

Experience:





- 3+ years of relevant experience in Wealth Management, Relationship Management, Client Acquisition, Investment Advisory, or a similar role.
- Experience handling HNI/affluent clients and managing client portfolios.
- Strong understanding of Equities, Mutual Funds, PMS, AIF, Bonds, NCDs, MLDs, and Fixed Income.
- Solid client acquisition and revenue-generation track record.
- MBA / CA / CFA / NISM certification would be an added advantage.

Pay: ₹1,000,000.00 - ₹1,200,000.00 per year

Benefits:

- Health insurance
- Leave encashment
- Life insurance
- Paid sick time
- Paid time off
- Provident Fund

Application Question(s):

- Are you currently located in Kolkata?
- What is your current CTC?
- What is your expected CTC?
- What is your highest qualification?
- What is your notice period?
- Are you comfortable bringing your own HNI/Ultra HNI clients?

Work Location: In person

📌 Preferred Relationship Manager (India)
🏢 Ele1 Consultants
📍 India