Job Role Summary — HNI Relationship Manager / Wealth Manager

This role is primarily focused on acquiring and managing High-Net-Worth (HNI) clients for Kredent Wealth, while growing their assets under management (AUM) through suitable investment solutions.

Key Responsibilities

- Client Acquisition: Identify and acquire HNI and affluent clients through personal networks, referrals, qualified connections, partnerships, and other channels.
- Relationship Management: Build long-term relationships with entrepreneurs, business owners, professionals, senior executives, and business families.
- Investment Advisory: Understand clients’ financial goals, risk appetite, liquidity needs, and existing portfolios, then discuss suitable investment solutions such as Mutual Funds, SIFs, PMS, AIFs, and REITs.
- Portfolio Growth: Identify gaps in clients’ portfolios and increase the client’s share of wallet by offering appropriate investment solutions rather than simply selling products.
- Market & Product Knowledge:



Stay updated on financial markets, investment products, fund managers, and emerging investment themes, and communicate relevant ideas effectively to clients.
- Onboarding & Execution: Coordinate KYC, documentation, account opening, investment execution, and other operational requirements while remaining accountable for the client experience.
- Client Retention: Maintain regular communication, conduct portfolio reviews, resolve concerns, and develop relationships that can generate referrals and potentially extend across generations.
- Business & Revenue Ownership: Deliver targets related to new client acquisition, AUM, revenue, pipeline conversion, and relationship profitability, while maintaining disciplined CRM and pipeline management.

Pay: ₹60,000.00 - ₹70,000.00 per year

Work Location: In person

📌 Senior Relationship Manager – Wealth Management (Kolkata)
🏢 Kredent trading
📍 Kolkata