West Bengal Wealth manager Jobs – 45 Open Jobs Today

Senior Relationship Manager – Wealth & Stock Broking
Anant Finserv —Kolkata, West Bengal
- ₹4,00,000 - ₹8,00,000 a year
- Full-time
- In-person
- Communication skills
- Health insurance
- Cell phone reimbursement
Quick apply
Sr. Relationship Manager - Wealth - Kolkata Park Plaza (Part 02) - MM*
TATA Capital —Kolkata, West Bengal
- Full-time
Sr.Relationship Manager - Wealth - Kolkata - Avani Signature - MM *RH*
TATA Capital —Kolkata, West Bengal
- Full-time
- Master's degree
- MBA
Relationship Manager - Wealth - Kolkata - Avani Signature - JM
TATA Capital —Kolkata, West Bengal
- Full-time
- Master's degree
- MBA
Relationship Manager - Wealth - Kolkata - Srijan Tech Park - JM
TATA Capital —Kolkata, West Bengal
- Full-time
- Master's degree
- MBA
Relationship Manager - Wealth - Wealth - Kolkata - Srijan Tech Park - JM
TATA Capital —Kolkata, West Bengal
- Full-time
- Bachelor's degree
Area Collection Manager - Digital Flows - Kolkata
Aditya Birla Group —West Bengal
- Management
Relationship Manager
Ashika Stock Services Limited —Asansol, West Bengal
- ₹18,450.56 - ₹30,000.00 a month
- Customer service
- Business development
- In-person
Quick apply
6d
Relationship Manager - Wealth - Kolkata - NPS
TATA Capital —Kolkata, West Bengal
- Full-time
- Master's degree
- MBA
Area Collection Manager-Recovery (Kolkata)
PhonePe —Kolkata, West Bengal
- Full-time
- Master's degree
- Analysis skills
- Bachelor's degree
- Health insurance
Relationship Manager - Wealth Management
g2p procircle india pvt ltd —Kolkata, West Bengal
- ₹2,40,000 - ₹3,00,000 a year
- Full-time
- Sales
- In-person
- Communication skills
- Cell phone reimbursement
Quick apply
ABHFL - Area Collections Manager - Front End - Kolkata
Aditya Birla Group —West Bengal
- Management
Area Collection Manager-Recovery
PhonePe —Kolkata, West Bengal
- Full-time
- Master's degree
- Analysis skills
- Bachelor's degree
- Health insurance
Rural Unit Head – Business Development (B2B Sales)
JRL Capital Pvt. Ltd. —Kolkata, West Bengal
- ₹50,000 - ₹70,000 a month
- Full-time
- Sales
- Business development
- Travel
Quick apply
Relationship Manager - Direct HNI
Aditya Birla Group —West Bengal
- Management
Area Head - Gold Loan - Kolkata
Aditya Birla Group —West Bengal
Senior Associate, Treasures Relationship Manager, Consumer Banking Group
DBS Bank —Kolkata, West Bengal
- Full-time
- Master's degree
- Bachelor's degree
- MBA
Associate, Treasures Relationship Manager, Consumer Banking Group
DBS Bank —Kolkata, West Bengal
- Full-time
- Master's degree
- Bachelor's degree
- MBA
Branch Manager
Franklin Templeton Investments —Shiliguri, West Bengal
- Email
- Finance
- Bachelor's degree
- Travel
- Health insurance
Associate Data Analyst
Financial Fabric —Kolkata, West Bengal
- ₹2,80,000 - ₹3,20,000 a year
- Overnight shift
- Microsoft Excel
- Azure
- Computer Science
Quick apply

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Senior Relationship Manager – Wealth & Stock Broking

Anant Finserv
Kolkata, West Bengal

Quick apply

Job details

Full-time
₹4,00,000 - ₹8,00,000 a year

Benefits

Health insurance
Cell phone reimbursement

Qualifications

Wealth management
Communication skills

Full job description

Senior Relationship Manager – Wealth & Stock Broking

About Us

We are a fast-growing wealth management firm with an AUM exceeding ₹700+ crores, offering differentiated domestic and international investment solutions.

In strategic partnership with India's Leading Broking Company we provide clients with a comprehensive platform across equities, wealth products, and advisory solutions, backed by strong research, execution, and product depth.

We focus on high-quality client engagement, premium seminars, and long-term wealth creation.

Role Overview

We are looking for a Senior Relationship Manager who can think like a business owner, build a strong client franchise, and drive consistent revenue in stock broking and wealth management.

This role is ideal for professionals, especially traders or revenue-focused individuals, who want to break the limitations of fixed salary and scale income based on performance.

Key Responsibilities1. Client Acquisition & Revenue Building

Acquire and onboard HNI, UHNI, and active trading clients
Build a strong personal book through references, networking, and market outreach
Drive broking revenue, margin funding, and trading activity

2. Wealth Product Cross-Selling

Identify opportunities and advise clients on:
Mutual Funds
PMS and AIFs
Structured Products and Bonds
Increase wallet share and client stickiness

3. Client Relationship & Retention

Build long-term relationships with high-value clients
Act as a trusted advisor, not just a transaction executor
Ensure consistent engagement through meetings, calls, and updates

4. Market & Advisory Engagement

Track markets actively and engage clients with actionable insights
Coordinate with research and dealing teams for execution
Convert market opportunities into revenue-generating ideas

5. Business Ownership Mindset

Build and manage your own client P&L
Focus on monthly revenue generation and long-term compounding of client base
Participate in seminars, investor meets, and business development initiatives

Candidate Profile

3–8 years of experience in stock broking, wealth management, or financial services
Strong inclination towards trading, markets, and client engagement
Existing client base is preferred but not mandatory
High ownership mindset and strong drive to grow income
Strong communication and relationship-building skills

Compensation Structure

Fixed salary plus highly performance-linked earnings
Opportunity to earn ₹1 lakh or more per month based on revenue generation
Fast-track growth for consistent performers
Clear path to higher fixed compensation and leadership roles

Why Join Anant Finserv?

Entrepreneurial platform to build your own client franchise
Performance-driven income structure without artificial limits
Access to a full suite of wealth and broking products
Strong backend support including research, dealing, and execution
Premium positioning through HNI-focused seminars and events
Opportunity to work on domestic and international wealth opportunities

Pay: ₹400,000.00 - ₹800,000.00 per year

Benefits:

Cell phone reimbursement
Health insurance

Application Question(s):

What is the average monthly revenue you have generated (personally) in your current or previous role? Please specify the breakup (broking, MF, PMS, etc.).
Do you currently have an active client base? If yes, approximately how many clients and what is the estimated AUM or trading volume you manage?
This role is performance-driven with high earning potential linked to revenue. Are you comfortable with a structure where a significant part of income is variable and performance-linked?
If given 90 days, what would be your plan to build revenue in this role?

Work Location: In person

Quick apply

Refine Your Search

wealth manager jobs in west bengal

Senior Relationship Manager – Wealth & Stock Broking

Sr. Relationship Manager - Wealth - Kolkata Park Plaza (Part 02) - MM*

Sr.Relationship Manager - Wealth - Kolkata - Avani Signature - MM RH

Relationship Manager - Wealth - Kolkata - Avani Signature - JM

Relationship Manager - Wealth - Kolkata - Srijan Tech Park - JM

Relationship Manager - Wealth - Wealth - Kolkata - Srijan Tech Park - JM

Area Collection Manager - Digital Flows - Kolkata

Relationship Manager

Relationship Manager - Wealth - Kolkata - NPS

Area Collection Manager-Recovery (Kolkata)

Relationship Manager - Wealth Management

ABHFL - Area Collections Manager - Front End - Kolkata

Area Collection Manager-Recovery

Rural Unit Head – Business Development (B2B Sales)

Relationship Manager - Direct HNI

Area Head - Gold Loan - Kolkata

Senior Associate, Treasures Relationship Manager, Consumer Banking Group

Associate, Treasures Relationship Manager, Consumer Banking Group

Branch Manager

Associate Data Analyst

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