Manager – Investments, Portfolio & Wealth
Management
Building long-term wealth relationships for Salasar's HNI and corporate client base
LOCATION
Kolkata – Dalhousie / BBD
Bagh
EXPERIENCE
3 – 10 Years
FUNCTION
Investments & Wealth
Advisory
EMPLOYMENT TYPE
Full-Time, Permanent
About Salasar Services
Salasar Services (Insurance Brokers) Pvt. Ltd. is a Kolkata-based, IRDAI-regulated insurance broking firm serving corporate and
individual clients across India. As the firm deepens its presence in the financial services ecosystem, this role is central to
building out advisory capability for clients seeking guidance on investments, portfolio construction, and long-term wealth
planning alongside their risk and insurance needs.
Role Summary
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.
Key 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.
Onboard new clients through structured risk-profiling and financial needs analysis.
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.
Candidate Requirements
Experience & Qualifications
3–10 years of experience in investments, portfolio
management, or wealth management, with a proven
client-servicing track record.
Bachelor's degree in Finance, Commerce, Economics, or
a related field; MBA (Finance) preferred.
Demonstrated experience managing individual or
corporate client portfolios end-to-end.
Preferred Certifications
NISM Series V-A CFP CFA (any level) AMFI / ARN
Skills & Attributes
Strong working knowledge of mutual funds, equities,
fixed income, and structured/insurance-linked
investment products.
Sound understanding of portfolio construction, asset
allocation, and risk-return principles.
Excellent client relationship and consultative selling
skills; comfortable advising HNI and corporate clients
directly.
Strong analytical ability with comfort in financial
modelling and portfolio reporting tools.
High integrity and attention to regulatory/compliance
detail.
Clear, confident communicator, both written and verbal.
Pay: Up to ₹1,200,000.00 per year
Work Location: In person
