Walk-in | Senior Relationship Manager

Penguin Trading; Kolkata District; Presencial; INR 1.500.000 - 2.500.000; Tempo integral

Resumo da vaga

Penguin Trading in Kolkata seeks an experienced Sr. Relationship Manager with strong exposure to Mutual Funds, PMS and wealth management. You will acquire and manage high-value HNI/UHNI clients, understand financial goals, and tailor investment solutions to build lasting relationships.

The role emphasizes growing MF and PMS business, portfolio reviews, navigating market dynamics, and ensuring retention. You will collaborate with investment teams and discribe targets; a proven sales track record

Qualificações

• Minimum graduate degree in finance, commerce, or economics.
• 5+ years in Wealth Management or Mutual Funds.
• Proven track record in acquiring HNI/UHNI clients.
• Strong knowledge of MF, PMS, and other investment products.
• Excellent communication and client relationship skills.

Responsabilidades

• Acquire high-value clients through direct sales and referrals.
• Drive MF, PMS and wealth management business growth.
• Manage AUM and conduct regular portfolio reviews.
• Build long-term client relationships and retention.
• Coordinate with investment teams for portfolio recommendations.

Conhecimentos

HNI client acquisition

Mutual Funds

Wealth management

AUM management

Sales expertise

Formação

Graduate degree in finance or commerce

Descrição da vaga

About the Role Dhanvesttor

is looking for an experienced Sr. Relationship Manager with strong exposure to Mutual Funds, PMS and wealth management. The ideal candidate should have a proven track record of HNI/UHNI client acquisition, Mutual Fund business generation, AUM management and client relationship management. The candidate will be responsible for acquiring and managing high-value clients, understanding their financial goals, recommending suitable investment solutions and building long-term relationships.

Key Responsibilities

Client Acquisition & Business Development

• Acquire new HNI/UHNI/affluent clients through direct sales, referrals, networking and existing relationships.


• Generate business through Mutual Funds, PMS and other investment products.


• Develop and maintain a strong client/distributor network.


• Identify opportunities for increasing AUM and revenue.


• Consistently achieve assigned business and revenue targets.

Mutual Fund Business

• Drive Mutual Fund acquisition and AUM growth through new and existing clients.


• Handle both SIP and lump-sum investments and identify suitable opportunities based on client requirements.


• Have strong understanding of Equity, Debt, Hybrid, ELSS, Index and other Mutual Fund categories.


• Understand fund selection, asset allocation, risk-return profile, investment horizon and portfolio diversification.


• Conduct regular Mutual Fund portfolio reviews and recommend appropriate changes wherever required.


• Track and analyse MF portfolio performance against relevant benchmarks.


• Understand and explain NAV, CAGR, XIRR, expense ratio, exit load, taxation and risk factors to clients.


• Build long-term relationships with clients and ensure retention and additional investments.


• Experience in generating sizeable monthly/annual Mutual Fund business will be strongly preferred.

PMS & Wealth Management

• Acquire and manage PMS clients and develop the PMS book.


• Understand different investment strategies, risk profiles and portfolio objectives.


• Coordinate with investment/research teams for portfolio recommendations and client requirements.


• Conduct regular portfolio reviews and communicate performance, returns and benchmark comparisons effectively.


• Identify cross-selling opportunities across PMS, Mutual Funds and other wealth-management products.

Client Relationship Management

• Build and nurture strong relationships with HNI/UHNI clients, distributors and key stakeholders.


• Understand client financial objectives, risk appetite and investment requirements.


• Provide personalised investment guidance and regular portfolio updates.


• Address client queries and resolve issues professionally and promptly.


• Focus strongly on client retention, satisfaction and relationship deepening.

Market & Investment Knowledge

• Stay updated on Indian financial markets, equity markets, debt markets, Mutual Funds, PMS and economic developments.


• Conduct basic market and industry analysis to support client conversations.


• Understand market cycles and communicate investment opportunities and risks appropriately.


• Maintain awareness of relevant SEBI regulations, AMFI guidelines and investment compliance requirements.

Candidate Requirements

• Minimum Graduate degree; finance/commerce/economics background preferred.


• 5+ years of relevant experience in Wealth Management, Mutual Funds, PMS, AIF, Private Banking or Investment Advisory.


• Strong and demonstrable experience in Mutual Fund sales/business generation and AUM management.


• Hands‑on experience handling HNI/UHNI/affluent clients.


• Proven track record of new client acquisition and revenue generation.


• Experience managing a measurable MF/PMS AUM book.


• Strong knowledge of Mutual Funds, PMS and financial markets.


• Good understanding of SIP, lump‑sum investments, asset allocation, portfolio diversification and risk profiling.


• Ability to analyse and explain portfolio returns, XIRR/CAGR and benchmark performance.


• Strong sales, negotiation and business‑development skills.


• Excellent communication, presentation and interpersonal skills.


• Professional, well‑groomed and confident while interacting with HNI/UHNI clients.


• Strong relationship‑building and client‑retention abilities.


• High level of integrity, confidentiality and professional discretion.


• Ability to work independently as well as collaboratively with investment/research teams.

Preferred Certifications

• NISM Series V-A Mutual Fund Distributors Certification


• NISM Series XXI-A Portfolio Management Services (PMS) Basic


• AMFI Certification


• NISM certifications relevant to Wealth Management


• IRDA / BQP certification will be an added advantage.

Key Performance Indicators

• New Client Acquisition


• Mutual Fund AUM & Business Generation


• PMS AUM & Client Acquisition


• SIP & Lump-Sum Business


• Revenue/Business Target Achievement


• Client Retention


• AUM Growth


• Distributor/Referral Network Development


• Cross-selling & Relationship Deepening Critical

Skills & Attributes

• Excellent communication and listening skills


• Strong sales and negotiation ability


• Client-centric approach


• Strong financial product knowledge


• Target-oriented and performance-driven


• Good organisational and time-management skills


• Strong decision-making and problem-solving ability


• Professional, presentable and confident personality


• Proactive and outgoing nature


• High level of honesty and integrity


• Ability to build long‑term HNI/UHNI relationships


• Ability to work under pressure and manage multiple clients


• Strong alignment with Dhanvesttor's vision of financial empowerment and financial inclusion