Senior wealth manager
Location
Kolkata, West Bengal
Job Type
Full-time
Category
Financial Specialists
Posted
June 16, 2026
Job Title: Senior Wealth Manager : Role Purpose: The Senior Wealth Manager will be responsible for acquiring and managing High Net-worth and Ultra HNI clients, driving AUM growth, and delivering comprehensive wealth management solutions across investment and protection products.
Key Responsibilities:
- Develop, manage, and expand a portfolio of HNI and Ultra-HNI clients.
- Drive business development initiatives to grow AUM and expand client base in line with firm targets.
- Achieve business targets across Equity Trading (NSE/BSE), Demat accounts, and overall wealth revenue
- Drive sales of Fixed Income products including Corporate FDs, Bonds, and NCDs
- Promote and distribute Mutual Funds, PMS, AIF, Life Insurance, and Health Insurance solutions
- Design and implement strategic wealth plans aligned to clients’ financial goals, risk appetite, and lifecycle needs
- Conduct periodic portfolio reviews and rebalance strategies based on market conditions
- Ensure a...
Key Responsibilities:
- Develop, manage, and expand a portfolio of HNI and Ultra-HNI clients.
- Drive business development initiatives to grow AUM and expand client base in line with firm targets.
- Achieve business targets across Equity Trading (NSE/BSE), Demat accounts, and overall wealth revenue
- Drive sales of Fixed Income products including Corporate FDs, Bonds, and NCDs
- Promote and distribute Mutual Funds, PMS, AIF, Life Insurance, and Health Insurance solutions
- Design and implement strategic wealth plans aligned to clients’ financial goals, risk appetite, and lifecycle needs
- Conduct periodic portfolio reviews and rebalance strategies based on market conditions
- Ensure a...