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, NAV—basic 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