Relationship Manager – Wealth Management (Fresher)
Job Description: Relationship Manager Wealth Management (Fresher)
Location: Kolkata (On-site)
Department: Wealth Management
Reporting To: Vice President Wealth Management
Compensation: INR 3- 4 LPA + performance-based incentives
Role Overview
We are hiring a Relationship Manager (Fresher) for our Kolkata office. This role is ideal for someone with basic knowledge of Mutual Funds, good communication skills, and a strong willingness to learn. You will support the Wealth team in client servicing, documentation, onboarding coordination, and day-to-day operational tasks, while learning core wealth management processes and products.
About JR Laddha
Established in 1984, JR Laddha is a pan-India diversified financial services group with offerings across Wealth Management (Mutual Funds, PMS, AIF, Unlisted Equity and alternate investments) and Investment Banking (M&A, Venture funding and IPO advisory). We combine institutional rigor with deep entrepreneurial networks to provide strategic financial solutions tailored to high-growth companies and investors.
Key Responsibilities
Client Servicing Support
- Assist in handling client queries via calls/WhatsApp/email and coordinate resolutions
- Support the team in maintaining regular communication with clients
- Ensure smooth client experience through timely follow-ups and updates
Documentation & Operations
- Support client onboarding and documentation (KYC, account opening, MF transactions, forms)
- Check documents for completeness and coordinate with internal teams for processing
- Maintain client records, trackers, and basic MIS reports (Excel/Sheets/CRM)
Team Coordination
- Work closely with Relationship Managers to support daily client and transaction requirements
- Assist in preparing client communication drafts, proposals, and basic product notes
- Coordinate with product/operations teams for closures and service requests
Product Learning
- Build working knowledge of Mutual Funds and basic investment concepts
- Stay updated on product/process changes shared internally
Candidate Requirements (Kolkata Fresher)
- Graduation in Commerce / Finance / Economics / Business (preferred)
- Basic understanding of Mutual Funds (types, SIP/lumpsum, NAVbasic level is enough)
- Comfortable with documentation and operational coordination
- Good communication skills in English + Bengali (Hindi is a plus)
- Basic proficiency in MS Excel / Google Sheets preferred
Soft Skills & Attributes
- Enthusiastic, eager to learn, and takes ownership of tasks
- Detail-oriented and careful with documents and data
- Strong client-handling attitude and polite communication
- Team player with a professional work ethic
