Role & responsibilities

- Identify and develop new business opportunities in financial products and investment solutions.

- Acquire and manage relationships with HNIs, affluent investors and prospective clients.

- Promote and facilitate investments in AIFs, Bonds, Mutual Funds and other financial products.

- Build and maintain robust relationships with existing clients.

- Generate business leads through networking, referrals and market development.

- Understand client investment requirements and coordinate with relevant product providers.

- Achieve business development and revenue targets.

- Stay updated on financial markets, investment products and industry developments.

Preferred candidate profile

- Graduate / Postgraduate in Commerce, Finance, Business Administration or related fields.

- Prior experience in wealth management, financial services, investment distribution, stockbroking or banking.





- Practical knowledge of Mutual Funds, Bonds, AIFs and other investment products.

- Strong networking, communication and client relationship management skills.

- Ability to independently generate business and develop a client base.

- Result-oriented approach with a strong focus on business growth.

Perks and benefits

- Attractive Salary Package

- Lucrative Business Development Incentives

- Growth opportunities & Leadership Opportunities

- Exposure to AIFs, Bonds, Mutual Funds and Diverse Investment Products

- Opportunity to Work with HNI and Affluent Clients

- Qualified Learning and Development

- Dynamic and Entrepreneurial Work Environment

- Recognition and Rewards for Performance

- Long-Term Career Growth Opportunities

📌 Senior Relationship Manager (Kolkata)
🏢 MyNivesh Financial Services
📍 Kolkata