Management Trainee – Client Relations & Operations

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 activit...