Company Description IIFL Capital Services Limited is a full-service financial institution that integrates Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform. With a long-standing legacy of trust and innovation, the company partners with high-net-worth families, entrepreneurs, and institutions to grow wealth and support long-term legacy planning. IIFL Capital operates across India and key global financial centers, offering portfolio management, alternative investments, structured strategies, lending, insurance, and succession planning through a network of trusted partners.

Its philosophy emphasizes long-term value creation, disciplined asset allocation, open-architecture access, and simplified risk management. Through a relationship-led model, IIFL Capital provides clients with clarity, foresight, and continuity across generations.

Role Description This full-time, on-site Manager role is based in the Kolkata metropolitan area. The Manager will oversee daily operational and business activities, including monitoring financial products and services, coordinating with internal teams, and ensuring compliance with regulatory and company standards.

Responsibilities include managing client relationships, supporting sales and advisory initiatives, preparing reports and performance analyses, and contributing to process improvements that enhance efficiency and client experience.



The role involves collaborating with senior leadership to implement strategic initiatives, managing targets and timelines, and maintaining accurate documentation in line with internal policies. The Manager will also support training and mentoring of team members to uphold service quality and professional conduct.

Qualifications

- Candidates should possess robust financial services knowledge, including understanding of wealth management, investment products, and capital markets.
- Candidates should possess skills in client relationship management, stakeholder communication, and collaborative teamwork.
- Candidates should possess abilities in data analysis, report preparation, and performance tracking to support decision-making.
- Candidates should possess competencies in process management, operational oversight, and adherence to regulatory and compliance requirements.
- Candidates should possess effective written and verbal communication skills, with attention to detail and professional presentation.
- Relevant academic qualifications such as a bachelor’s or master’s degree in finance, business, economics, or a related field are beneficial.
- Prior experience in financial services, banking, or wealth management in a managerial or supervisory capacity is preferred.
- Comfort with using financial software, CRM tools, and standard office applications, along with the ability to learn new systems quickly, is advantageous.

📌 Manager (Kolkata)
🏢 IIFL Capital Services
📍 Kolkata