Job Title: Senior Wealth Manager

Job Location: Kolkata

Experience: 15+ Years

Gender: Male/ Female

Job Details:

Salary range : 20 LPA + Performance Incentives 

Key Responsibilities:

 Oversee daily operations of mutual fund, AIF, and Gift City fund distribution, and compliance with SEBI/AMFI regulations.
 Develop and execute business growth strategies, including client acquisition for corporates, HNIs, SMEs & retail via partner networks.
 Lead client portfolio management, providing financial advice on asset allocation, risk management, and investment reviews.
 Build and maintain high-net-worth relationships, coordinating with internal teams for wealth planning and cross-selling opportunities.
 Monitor performance metrics, manage team operations, and ensure adherence to risk policies while
expanding AUM.

Salary Per Year: 20LPA