About the Role Dhanvesttor is looking for an experienced Sr.

Relationship

Manager with strong exposure to Mutual Funds, PMS and wealth management. The ideal candidate should have a proven track record of HNI/UHNI client acquisition, Mutual Fund business generation, AUM management and client relationship management. The candidate will be responsible for acquiring and managing high-value clients, understanding their financial goals, recommending suitable investment solutions and building long-term relationships.

Key Responsibilities:

Client Acquisition & Business Development:

- Acquire new HNI/UHNI/affluent clients through direct sales, referrals, networking and existing relationships.
- Generate business through Mutual Funds, PMS and other investment products.
- Develop and maintain a robust client/distributor network.
- Identify opportunities for increasing AUM and revenue.
- Consistently achieve assigned business and revenue targets.

Mutual Fund Business:

- Drive Mutual Fund acquisition and AUM growth through new and existing clients.
- Handle both SIP and lump-sum investments and identify suitable opportunities based on client requirements.
- Have strong understanding of Equity, Debt, Hybrid, ELSS, Index and other Mutual Fund categories.
- Understand fund selection, asset allocation, risk-return profile, investment horizon and portfolio diversification.
- Conduct regular Mutual Fund portfolio reviews and recommend appropriate changes wherever required.
- Track and analyse MF portfolio performance against relevant benchmarks.
- Understand and explain NAV, CAGR, XIRR, expense ratio, exit load, taxation and risk factors to clients.
- Build long-term relationships with clients and ensure retention and additional investments.
- Experience in generating sizeable monthly/annual Mutual Fund business will be strongly preferred.

PMS & Wealth Management:

- Acquire and manage PMS clients and develop the PMS book.
- Understand different investment strategies, risk profiles and portfolio objectives.




- Coordinate with investment/research teams for portfolio recommendations and client requirements.
- Conduct regular portfolio reviews and communicate performance, returns and benchmark comparisons effectively.
- Identify cross-selling opportunities across PMS, Mutual Funds and other wealth-management products.

Client Relationship Management:

- Build and nurture strong relationships with HNI/UHNI clients, distributors and key stakeholders.
- Understand client financial objectives, risk appetite and investment requirements.
- Provide personalised investment guidance and regular portfolio updates.
- Address client queries and resolve issues professionally and promptly.
- Focus strongly on client retention, satisfaction and relationship deepening. Market & Investment Knowledge:
- Stay updated on Indian financial markets, equity markets, debt markets, Mutual Funds, PMS and economic developments.
- Conduct basic market and industry analysis to support client conversations.
- Understand market cycles and communicate investment opportunities and risks appropriately.
- Maintain awareness of relevant SEBI regulations, AMFI guidelines and investment compliance requirements.

Candidate Requirements:

- Minimum Graduate degree; finance/commerce/economics background preferred.
- 5+ years of relevant experience in Wealth Management, Mutual Funds, PMS, AIF, Private Banking or Investment Advisory.
- Strong and demonstrable experience in Mutual Fund sales/business generation and AUM management.
- Hands-on experience handling HNI/UHNI/affluent clients.
- Proven track record of new client acquisition and revenue generation.




- Experience managing a measurable MF/PMS AUM book.
- Strong knowledge of Mutual Funds, PMS and financial markets.
- Good understanding of SIP, lump-sum investments, asset allocation, portfolio diversification and risk profiling.
- Ability to analyse and explain portfolio returns, XIRR/CAGR and benchmark performance.
- Strong sales, negotiation and business-development skills.
- Excellent communication, presentation and interpersonal skills.
- Professional, well-groomed and confident while interacting with HNI/UHNI clients.
- Strong relationship-building and client-retention abilities.
- High level of integrity, confidentiality and professional discretion.
- Ability to work independently as well as collaboratively with investment/research teams.

Preferred Certifications:

- NISM Series V-A Mutual Fund Distributors Certification
- NISM Series XXI-A Portfolio Management Services (PMS) Basic
- AMFI Certification
- NISM certifications relevant to Wealth Management
- IRDA / BQP certification will be an added advantage.

Key Performance Indicators:

- New Client Acquisition
- Mutual Fund AUM & Business Generation
- PMS AUM & Client Acquisition
- SIP & Lump-Sum Business
- Revenue/Business Target Achievement
- Client Retention
- AUM Growth
- Distributor/Referral Network Development
- Cross-selling & Relationship Deepening Critical

Skills & Attributes:

- Excellent communication and listening skills
- Strong sales and negotiation ability
- Client-centric approach
- Strong financial product knowledge
- Target-oriented and performance-driven
- Good organisational and time-management skills
- Strong decision-making and problem-solving ability
- Professional, presentable and confident personality
- Proactive and outgoing nature
- High level of honesty and integrity
- Ability to build long-term HNI/UHNI relationships
- Ability to work under pressure and manage multiple clients
- Strong alignment with Dhanvesttor's vision of financial empowerment and financial inclusion

📌 Walk-in || Senior Relationship Manager (Kolkata)
🏢 Penguin Trading
📍 Kolkata