Relationship Manager – HNI Wealth Solutions (PMS & Mutual Funds)

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📍 Kolkata, West Bengal, India 💼 Permanent 🕒 Posted June 26, 2026

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Job Description

Job Title: Relationship Manager – HNI Wealth Solutions (PMS & Mutual Funds)
Location: Kolkata
CTC: Up to ₹12 LPA
Experience: 5+ Years
Job Summary
We are seeking an experienced Relationship Manager to acquire, manage, and grow relationships with HNI and affluent clients for PMS, Mutual Funds, and other wealth management solutions. The ideal candidate should have a strong track record in HNI wealth management, investment product sales, and portfolio advisory within the Kolkata market.
Key Responsibilities
Acquire and manage HNI and affluent clients for wealth management products.
Promote and sell PMS, Mutual Funds, Equity Investment Solutions, and related financial products.
Build long-term client relationships through regular portfolio reviews and proactive servicing.
Generate new business through networking, referrals, and sel...
            

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Job Details

Location Kolkata, West Bengal
Job Type Permanent
Category Advertising, Marketing, Promotions, Public Relations, and Sales Managers
Posted Date June 26, 2026
Application Deadline August 05, 2026