Designation : Relationship Manager / Wealth Manager
Job Description : Job Title: Relationship Manager/ Wealth Manager (PMS) (full-time, in-office job) Job Location: Loudon Street, Kolkata Salary: 4-10 LPA Probation Period: 3 months About Dhanvesttor: India's newest wealth management firm, Dhanvesttor is designed for women, by women. We promote women empowerment not only through financial returns but also via co-learning experiences and community building facilities. Our agenda is to make ‘finance simple and understandable for all’; here, no pre-required knowledge in the financial field is needed. Our team of trusted financial advisors have a deep understanding of the unique challenges and opportunities faced by women in the wealth management space. Hence, we create a safe and supportive environment where women can have free flowing conversations with our advisors. This way, we work together to develop perfectly aligned and personalised financial plans that deliver ef ective financial returns to these women. Moreover, at Dhanvesttor, alongside providing learning opportunities around the financial world, political events and pressing world news, we also focus on building a community of women where one can openly discuss their financial goals, concerns and challenges without being judged. As a result, we hope to foster women empowerment by not only making them financially stronger but also by helping them become more confident individuals. So, join us on this journey towards financial empowerment and success. Mission: Empowering women to take control of their financial futures by not only maximising their wealth opportunities but also holistically developing them into finance-comfortable and finance-confident individuals. Vision: To establish a women-inclusive financial ecosystem that encourages and empowers women to attain their financial dreams. · Dhanvesttor’s Instagram: https://www.instagram.com/dhanvesttor/ · Dhanvesttor’s LinkedIn: https://www.linkedin.com/company/dhanvesttor/ About Anooshka Soham Bathwal (CEO And Founder, Dhanvesttor): Academically, Anooshka’s (CEO and Founder, Dhanvesttor) stats are quite impressive as she not only completed her MSc. in Accounting and Finance (2019), but also MSc. in Global Management (2020) and MSc. in Strategy and International Business (2021) from the London School of Economics and Political Science (LSE). Given Anooshka has always been one to break gender stereotypes, addressing the social cause of women empowerment in patriarchal India comes to her organically. Her agentic yet communal leadership skills combined with a burning desire to be updated with global trends, economic changes and political news makes her a perfect ‘social entrepreneur’ in today’s dynamic business environment. Lastly, having personal expertise in the finance domain, Anooshka brings reliability to Dhanvesttor. LinkedIn of Anooshka Soham Bathwal (CEO & Founder, Dhanvesttor): linkedin.com/in/anooshka-soham-bathwal-080536149 Job Description of Relationship Manager at Dhanvesttor: As a Relationship Manager at Dhanvesttor you will be an integral part of our investment team, dedicated to building and nurturing robust client relationships. Your efforts will not only strengthen and grow our financial partnerships but also contribute to our overall success. The role will provide you the opportunities to enhance your relationship management skills and gain experience and build a rewarding career within the fast-paced financial wealth-management industry in which Dhanvesttor operates. Essential Duties and Responsibilities: ● Client Acquisition: Responsible for acquiring new clients and expanding Dhanvesttor's client base ● Client Education and Guidance: Educating clients about Dhanvesttor’s investment strategies, financial products, co-learning and community building facilities (CLCB) ● Client Relationship Manager: Should build and nurture strong and seamless relationships with assigned distributors/clients to drive Dhanvesttor’s business growth ● Client Retention: To focus on retaining existing clients for sustained success at Dhanvesttor ● Sales: Prospecting and selling Dhanvesttor’s PMS and CLCB services to Ultra-High-Net-Worth Individuals through direct sales efforts using consumer behaviour theories ● Target-Oriented Performance: Responsible for achieving Dhanvesttor’s targets effectively ● Stock Market and Industry Analysis: Analysing market and industry trends is key Job Requirements: 1. Minimum Graduate degree 2. 3-5 years of experience with a similar profile in a Portfolio Management Services (PMS) or Alternative Investment Fund (AIF) 3. Knowledge of Financial and Stock Market 4. Excellent sales and negotiation abilities to identify opportunities and drive business growth 5. Strong interpersonal and communication skills to effectively build and maintain client relationships 6. Problem-solving skills to address client needs and resolve issues 7. Professional discretion 8. Ability to work independently and as part of a team 9. Well-developed & Presentable Critical Skills and Attributes: 1. Good organisational skills and ability to prioritise even when muli-tasking 2. Excellent communication and listening skills 3. Team Building 4. Soft and outgoing nature (warm and welcoming) 5. Strong sense of decision-making (driven by wisdom and rationale and not by emotions and feelings) 6. Time management skills 7. Profound honesty and integrity 8. Ability to think out of the box and understand the causes of things 9. Resonation with the larger vision and mission of Dhanvesttor
Job Location : Kolkata
Role :
Relationship Manager , Wealth Manager
CTC : ₹400,000 P.A. - ₹900,000 P.A.