We're Hiring | Management Trainee – Client Relations & Operations
Location: Loudon Street, Kolkata
Are you a proactive individual looking to kick-start your career in the financial services industry If you're eager to learn, confident in communicating with people, and aspire to build a career in sales, relationship management, and operations, we'd love to meet you.
At Dhanvesttor, you'll gain hands-on exposure to Wealth Management, Portfolio Management Services (PMS), Mutual Fund Distribution, and client relationship management while working closely with experienced professionals.
Key Responsibilities
- Shadow Senior Relationship Managers to understand client relationship management and wealth advisory.
- Assist in client onboarding, documentation, and maintaining accurate client records.
- Coordinate meetings with HNI and UHNI clients and support pre- and post-meeting activities.
- Prepare presentations, Minutes of Meetings (MoMs), follow-up trackers, and client review materials.
- Maintain CRM records, client databases, MIS reports, and internal trackers.
- Coordinate with Operations, Compliance, Research, and other internal teams to ensure seamless client servicing.
- Learn the end-to-end investment servicing process, including documentation, transaction processing, and post-investment support.
- Follow up with clients for pending documents and internal action items.
- Gain practical exposure to sales processes, client servicing, and operational workflows.
- Maintain confidentiality of client information while adhering to company policies and compliance standards.
Must-Have Skills
- Excellent verbal and written communication skills.
- Confident, presentable, and professional personality.
- Strong willingness to learn and grow.
- Proactive mindset with a positive attitude.
- Good organisational and coordination skills.
- Basic proficiency in Microsoft Excel, Word, and PowerPoint.
- Ability to multitask and work effectively in a fast-paced environment.
- Strong interpersonal and relationship-building skills.
Who Can Apply
- Freshers are encouraged to apply.
- Graduates from any discipline.
- Candidates looking to build a long-term career in Sales, Wealth Management, Client Relations, or Financial Services.
- Prior work experience is not mandatory.
- Added Advantage
- Internship or project experience in Sales, Client Servicing, or Operations.
- Basic understanding of Mutual Funds, Investments, or Financial Markets.
- Experience in customer-facing roles, event coordination, or cold calling.
What You'll Gain
- Direct mentorship from experienced Relationship Managers.
- Practical exposure to Wealth Management and Financial Services.
- Opportunity to interact with HNI and UHNI clients.
- Continuous learning and career growth in one of India's fastest-growing financial sectors.
- A dynamic and collaborative work environment.
How to Apply
Interested candidates can send their resume to [Confidential Information].
If you know someone who would be a great fit, feel free to share this opportunity with them.
