https://www.techturmeric.in Vacancy Sat, 18 Apr 2026 20:52:47 +0530 en-us https://www.techturmeric.in https://www.techturmeric.in/job-openings-for-wealth-manager-kolkata-1423907.htm https://www.techturmeric.in/job-openings-for-wealth-manager-kolkata-1423907.htm Tue, 14 Apr 2026 00:00:00 +0530 Job Role: Wealth Management Department: Sales ; Location: Kolkata Years of Experience: 5-8 years of which min 3 years in Private Bank / Wealth Management Industry, preferably a female. Min Educational Requirement: Post Graduate/ CA/ CFA/ MBA from recognized Universities, Advanced degree preferred Individual Contributor/ Team Manager: Individual contributor or Team Manager Job Description / Key Responsibilities: ? Client Acquisition - Generating AUM by acquiring new clients and nurturing relationships with HNI and UHNI clients in high potential markets of eastern India. ? Primarily responsible to shape investment strategies, business growth and ensure exceptional service delivery to privileged clients in high potential markets of eastern India. ? Identify and acquire new privileged clients, thus expanding the client base, through Portfolio Management, Advisory, and Research Based AUM products (PMS, AIF, MF, Debt, Unlisted, Third Party Products). ? Contact prospective clients to present information and explain our products and anticipated returns. ? Provide a genuine advisory approach with highest level of customer service. ? Develop and maintain strong relationships with high net-worth clients, understand their investment goals and risk appetite, and provide tailored investment solutions. ? Implement strategies to enhance client satisfaction, address concerns and foster long-term relationships. ? Plan periodical meetings and touch-points with clients. ? Engage in periodical competitor mapping and suggest product and business team to track market developments. ? Monitor and assess performance regularly, suggest modifications taking into consideration client goals and market conditions. ? Responsible for completion of regulatory requirements like KYC, advisory and account opening related documentation, through his/her team. ? Stay up-to-date with market trends, economic indicators and relevant financial news. ? Ensure 100% adherence of Portfolio Management, to all relevant regulatory compliances. Key Result Area (KRA): Margin Acquisition Client Relationship Market Research Compliance Key Performance Indicators(KPI): Margin Acquisition - AUM in Crores Client Satisfaction Client Retention Competitor Mapping on best practices Adherence to Regulatory Compliance Risk Mitigation Organization-based Competencies: Data Driven Sense of Ownership Team Player Quality of Output Financial Acumen Technical Competencies: Financial Analysis / Quantitative Skills Strong understanding of Asset Management and Investment Strategies Asset Allocation Compliance & Risk Management Behaviour-based Competencies: Communication Skills Presentation Skills Leadership Skills Interpersonal Skills Strategic mindset Target-oriented