Relationship Manager

2 days ago

Greater Kolkata Area, India Novus Wealth Full time

About Novus Wealth

Novus Wealth is a modern wealth management firm dedicated to helping individuals and families build, manage, and grow their wealth through expert-led investment strategies. We combine insightful financial planning with access to top-performing mutual funds and investment products—ensuring every client enjoys a seamless and transparent wealth journey.

Our team brings together experience from leading financial institutions and a deep understanding of market dynamics. With a client-first philosophy, we focus on delivering long-term value, trust, and measurable financial growth.

About the Role

We are seeking a dynamic and client-centric
Relationship Manager
to join our team. The role involves managing existing client relationships, driving mutual fund investments, and expanding client portfolios through proactive engagement and strategic advisory.

Key Responsibilities

  • Manage and nurture relationships with a portfolio of existing and prospective clients.
  • Drive mutual fund sales and help clients align their investments with long-term financial goals.
  • Conduct periodic portfolio reviews to communicate performance insights and recommendations.
  • Increase client wallet share by identifying opportunities for additional investments and SIPs.
  • Stay updated on market trends, fund performance, and new investment opportunities.
  • Deliver a high-quality client experience through personalized advisory and timely support.

What We're Looking For

  • 3–6 years of experience in wealth management, mutual fund distribution, or financial advisory.
  • Strong knowledge of mutual funds and personal finance.
  • Excellent communication and relationship management skills.
  • Proven track record in sales, client retention, and AUM growth.
  • AMFI/NISM certification preferred.
  • Self-motivated, goal-oriented, and passionate about helping clients grow their wealth.

Why Join Novus Wealth

At Novus Wealth, we believe in empowering both our clients and our people. You'll work alongside experienced wealth professionals, gain access to industry-leading platforms, and be rewarded for performance through growth opportunities and attractive incentives.

Join us in shaping the future of wealth management and helping clients make smarter investment decisions.

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