Junior Relationship Manager

🚨 We're Hiring: 𝐉𝐫. 𝐑𝐞𝐥𝐚𝐭𝐢𝐨𝐧𝐬𝐡𝐢𝐩 𝐌𝐚𝐧𝐚𝐠𝐞𝐫

📍 Kolkata | In-office | Full-time

💰 Hike on last CTC

Join Us – Dhanvesttor is India's newest boutique wealth management firm, designed for women, by women. The company promotes women empowerment through financial returns and community building. It aims to simplify finance for all, requiring no prior knowledge in the financial field. Trusted financial advisors understand the unique challenges faced by women in wealth management. Dhanvesttor creates a safe environment for women to discuss financial goals and concerns. The firm focuses on personalized financial plans that deliver effective returns. Alongside financial learning, it fosters a community for open discussions, aiming to empower women to become financially stronger and more confident.

𝐑𝐨𝐥𝐞 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

🔹 New client acquisition.

🔹 Manage and acquire HNI and UHNI clients.

🔹 Build and manage client relationships.

🔹 Drive acquisitions, portfolio reviews, and client retention.

🔹 Share market insights and investment guidance.

𝐘𝐨𝐮 𝐁𝐫𝐢𝐧𝐠:

✔ 3–5 yrs experience in financial/banking services.

✔ Knowledge of mutual funds, insurance, PMS.

✔ Strong communication + client-first mindset

✔ Certification (NISM Series V) is mandatory and (NISM Series XXI A) is a plus.

Interested candidates please DM

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