Sales · Kolkata · Full-time
Relationship Manager
Own a book of 25–30 client relationships across PMS and mutual funds. Depth over volume.
About the position
You will be the first voice many of our clients hear. You listen before you pitch, you explain before you sell, and you follow up when you said you would.
What you will do
- Run discovery conversations and build goal-based plans.
- Coordinate onboarding with Compliance and the custodian.
- Hold quarterly reviews and keep clients informed through market cycles.
What we look for
- 3+ years in wealth, banking or financial distribution.
- NISM Series V-A; Series XXI-A is a plus.
- Fluent Bengali, Hindi and English.
Posted 05 November 2026 · Ref: relationship-manager-kolkata
Questions? Write directly to ho@dhanvesttor.com
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