kolkata west bengal wealth manager Jobs – 46 Open Jobs Today

Partnership Development Manager
Anant Finserv —Kolkata, West Bengal
- ₹2,00,000 - ₹3,00,000 a year
- Full-time
- Data entry
- Communication skills
- Health insurance
Quick apply
Relationship Manager
Franklin Templeton Investments —Kolkata, West Bengal
- Email
- Microsoft Powerpoint
- Microsoft Office
- Master's degree
- Health insurance
Director & Cluster Head - Distribution Network
Standard Chartered —Kolkata, West Bengal
- Management
- Master's degree
- Banking
- Health insurance
- Paid sick time
1d
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
Priority Sales Manager - Vadodara
Videojet —Kolkata, West Bengal
- Full-time
- Sales
- Analysis skills
- Communication skills
Idfc - NRI RM - Kolkata - Binay mal - May
Bharti Consultants —Kolkata, West Bengal
Relationship Manager- Life Insurance
AUM Capital Market Pvt. Ltd. —Kolkata, West Bengal
- ₹30,000 - ₹40,000 a month
- Full-time
- Master's degree
- Business development
- Bachelor's degree
- Cell phone reimbursement
Quick apply
7d
Area Collection Manager-Recovery
PhonePe —Kolkata, West Bengal
- Full-time
- Master's degree
- Analysis skills
- Bachelor's degree
- Health insurance
9d
Indusind bank - private rm - parul mahajan - Kolkata
Bharti Consultants —Kolkata, West Bengal
Area Collection Manager- Manager-Field Collections
Paytm —Kolkata, West Bengal
- Management
- Computer skills
- Leadership
Project Sales Executive
A1 human wealth management private limited —Kolkata, West Bengal
- ₹20,000 - ₹25,000 a month
- Full-time
- Business development
- Presentation skills
- Bachelor's degree
- Cell phone reimbursement
Quick apply
Sales Executive
Anant Finserv —Kolkata, West Bengal
- ₹10,000 - ₹20,000 a month
- Full-time
- CRM software
- Sales
- English
- Health insurance
- Cell phone reimbursement
Quick apply
IDFC - Private RM - Kolkata- Sampada - May
Bharti Consultants —Kolkata, West Bengal
14d
Company Secretary
Lakshmi Realty Projects Pvt. Ltd. —Salt Lake, Kolkata, West Bengal
- Up to ₹10,00,000 a year
- Full-time
- Master's degree
- In-person
- Cell phone reimbursement
- Paid sick time
Quick apply
Business Development Manager – Finance
Charters Union —Circus Avenue, Kolkata, West Bengal
- ₹10,000 - ₹15,000 a month
- Full-time
- Finance
- Master's degree
- Business development
Quick apply
Motilal - HNI Sales - Kolkata - Maneesh - May
Bharti Consultants —Kolkata, West Bengal
14d
Associate, Treasures Relationship Manager, Consumer Banking Group
DBS Bank —Kolkata, West Bengal
- Full-time
- Master's degree
- Bachelor's degree
- MBA
Senior Associate, Treasures Relationship Manager, Consumer Banking Group
DBS Bank —Kolkata, West Bengal
- Full-time
- Master's degree
- Bachelor's degree
- MBA
Data science Developer (Python & R with Azure)
Financial Fabric —Kolkata, West Bengal
- ₹2,80,000 - ₹3,20,000 a year
- Full-time
- Microsoft Excel
- Azure
- DevOps
- Work from home
Quick apply

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Partnership Development Manager

Anant Finserv
Kolkata, West Bengal

Quick apply

Job details

Full-time
₹2,00,000 - ₹3,00,000 a year

Benefits

Internet reimbursement
Leave encashment
Health insurance

Qualifications

Data entry
Communication skills

Full job description

Job Overview

We are seeking a proactive and results-oriented Partnership Development Manager to spearhead the growth of our referral network. Your primary mission is to identify, onboard, and manage a high-quality network of Referral Associates—specifically Bankers, Chartered Accountants (CAs), and Tax Consultants.

Unlike a traditional sales role, you will act as a "Recruiter for Partners," building a community of financial professionals who can leverage our brand to provide value to their clients while generating a significant, long-term side income for themselves.

Key Responsibilities

Partner Acquisition: Identify and recruit professional "Connectors" (Bankers, CAs, and Financial Consultants) through job portals, LinkedIn, and cold outreach.
Ad Campaign Management: Draft and post high-converting advertisements on job sites (Naukri, LinkedIn, Indeed) to attract candidates looking for professional side-income opportunities.
Pitching the Vision: Conduct introductory calls and meetings to explain the "Referral Partner Model," emphasizing the long-term revenue sharing and the "zero-conflict" nature of the partnership.
Onboarding & Support: Guide new partners through the digital onboarding process and provide them with the necessary marketing tools to refer leads effectively.
Relationship Management: Act as the primary point of contact for your recruited partners, ensuring they are motivated and informed about our latest product offerings.

Who You Are Looking For (Candidate Profile)

Experience: 2–5 years in Franchise Acquisition, Agency Management, or B2B Sales (preferably in Insurance, Broking, or Banking).
Communication: Exceptional verbal communication skills. You must be able to speak the "language" of a CA or a Banker with authority and professionalism.
Persuasion: Ability to sell a concept rather than just a product—convincing professionals that this is the best passive income model for their practice.
Tech Savvy: Comfortable using LinkedIn , job portals, and CRM tools to track lead generation.

Why Join Us?

Represent one of India’s most respected financial brands:
High-impact role with the opportunity to build a massive, scalable revenue-generating network.
Attractive incentive structure based on the quality and performance of the partners you onboard.

Job Type: Full-time

Pay: ₹200,000.00 - ₹300,000.00 per year

Benefits:

Health insurance
Internet reimbursement
Leave encashment

Application Question(s):

If you are tasked with onboarding 10 new Chartered Accountants as referral partners this month, what is your primary approach?

A) Research and reach out via LinkedIn/Professional directories to offer a "Value-Add Partnership" for their existing client base.
B) Post a generic "Earn Money" status on Facebook groups and wait for people to message me.
C) Cold call random retail individuals to see if they know any CAs.

Question: Which of these previous roles best prepares you for this specific job of appointing referral agents?

A) Channel Sales, Agency Management (Insurance/AMC), or Franchise Acquisition.
B) Retail Counter Sales or Data Entry Operations.
C) Customer Support or Tele-collection.

Question: A Senior Banker says, "I cannot join because my bank has a strict conflict of interest policy." What is your response?

A) Tell them to do it anyway and keep it a secret from their manager.
B) Explain our "Referral Associate" framework, focusing on how they can ethically introduce clients to a premium brand through a compliant, advisory-led model.
C) Apologize and immediately end the conversation; there is no way to work with bankers.

Question: What is the most effective "Hook" when trying to appoint a high-net-worth Tax Consultant as a partner?

A) "Do you want a job ? We are hiring."
B) "We have the highest commissions in the market; join us to get rich quick."
C) "Your clients already trust you for tax advice; by partnering with us, you can offer them institutional-grade wealth management while building a long-term revenue trail for yourself."

Work Location: In person

Quick apply

Refine Your Search

wealth manager jobs in kolkata west bengal

Partnership Development Manager

Relationship Manager

Director & Cluster Head - Distribution Network

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Indusind bank - private rm - parul mahajan - Kolkata

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Sales Executive

IDFC - Private RM - Kolkata- Sampada - May

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Associate, Treasures Relationship Manager, Consumer Banking Group

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Data science Developer (Python & R with Azure)

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