Portfolio Manager

Salasar Services Insurance Brokers; Kolkata District; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Salasar Services Insurance Brokers in Kolkata seeks a finance professional to advise a growing base of individual and corporate clients on investments, portfolio management, and wealth planning. You will design portfolios across asset classes, monitor performance, rebalance allocations, and present periodic reviews with clear guidance.

Maintain high standards of client service and regulatory compliance while coordinating with product partners.

Qualifications

• Experience in investments and wealth management for individuals and corporates.
• Ability to perform goal-based financial planning and risk assessment.
• Strong knowledge of market trends and portfolio rebalancing.
• Experience presenting portfolio reviews to clients.

Responsibilities

• Design and manage investment portfolios across asset classes.
• Conduct goal-based financial planning and wealth preservation strategies.
• Monitor portfolio performance and rebalance allocations.
• Prepare and present periodic portfolio review reports and guidance to clients.
• Build and deepen client relationships and identify cross-sell opportunities.
• Ensure compliance with regulatory and KYC/AML requirements.
• Coordinate with product partners for due diligence and onboarding.

Skills

Portfolio management

Investment strategy

Client relationship management

Financial planning

Regulatory compliance (SEBI/IRDAI/KYC/

Job description

Role & responsibilities

Portfolio & Wealth Management

Design and manage investment portfolios for individual and corporate clients across asset classes mutual funds, equities, fixed income, PMS/AIF, and insurance-linked investment products. Conduct goal-based financial planning: retirement planning, children's education, tax planning, and wealth preservation strategies tailored to each client's risk profile. Monitor portfolio performance on an ongoing basis, rebalancing allocations in line with market conditions, client life-stage changes, and evolving risk appetite. Prepare and present periodic portfolio review reports, translating market and performance data into clear, actionable guidance for clients.

Client Relationship Management

Build and deepen relationships with HNI, corporate, and institutional clients, acting as their primary point of contact for investment and wealth matters. Identify cross-sell and upsell opportunities across Salasar's broader insurance and financial advisory offerings. Ensure a high standard of client servicing, responsiveness, and retention.

Research, Compliance & Reporting

Track market trends, economic indicators, and regulatory developments (SEBI, IRDAI, RBI) that impact client portfolios and advisory recommendations. Ensure all investment advice and documentation comply with applicable SEBI/IRDAI regulatory and KYC/AML requirements. Maintain accurate client records, transaction documentation, and portfolio reporting in line with internal and regulatory standards. Coordinate with product partners (AMCs, PMS providers, insurers) for product due diligence and client onboarding

Preferred candidate profile

We are looking for a finance professional with strong, hands-on experience in investments, portfolio management, and wealth management to advise a growing base of individual and corporate clients. The ideal candidate combines technical investment knowledge with the relationship skills to manage client portfolios end-to-end from goal-based financial planning through to ongoing portfolio monitoring and rebalancing. This is a client-facing role based out of our Kolkata office in the Dalhousie / BBD Bagh financial district.