- Location
- Kolkata, West Bengal, India ยท published
- Type
- Full-time
- Department
- IT
- Seniority
- Manager
- Source
- Workable
Description
๐ง๐ต๐ถ๐ ๐ฟ๐ผ๐น๐ฒ ๐ถ๐ ๐ณ๐ผ๐ฟ ๐ผ๐ป๐ฒ ๐ผ๐ณ ๐๐ต๐ฒ ๐ช๐ฒ๐ฒ๐ธ๐ฑ๐ฎ๐'๐ ๐ฐ๐น๐ถ๐ฒ๐ป๐๐
๐ฆ๐ฎ๐น๐ฎ๐ฟ๐ ๐ฟ๐ฎ๐ป๐ด๐ฒ: ๐ฅ๐ ๐ญ๐ฌ๐ฌ๐ฌ๐ฌ๐ฌ - ๐ฅ๐ ๐ญ๐ฌ๐ฌ๐ฌ๐ฌ๐ฌ๐ฌ (๐ถ๐ฒ ๐๐ก๐ฅ ๐ญ-๐ญ๐ฌ ๐๐ฃ๐)
Experience: 2+ yrs
Location: Kolkata, West Bengal, India
As a Wealth Manager, you will lead the endโtoโend relationship with high net worth individuals, designing and implementing customized financial plans that align with their longโterm goals while ensuring compliance with regulatory standards. You will leverage deep expertise in mutual funds, alternative investment funds, and portfolio management services to deliver superior returns and manage risk. Your role will involve actively acquiring and nurturing new HNI clients, building trust through transparent communication and valueโadded advisory services. You will collaborate with crossโfunctional teams to streamline product offerings and continually refine strategies based on evolving market dynamics. Your success will be measured by client satisfaction, portfolio performance, and growth of the client base within the Kolkata market.