Investment Advisory Jobs in Kolkata

Senior Manager / Manager Wealth Manager (Retail) Location: Kolkata Experience: 5 8 Years Functional Area: Wealth Management, HNI Handling, Corporate Client Handling Educational Qualification: Graduate / Postgraduate (Any discipline) Key Responsibilities Portfolio Analysis: Conduct comprehensive reviews of clients insurance portfolios to ensure optimal coverage and alignment with financial goals. Risk Inspection: Undertake detailed risk inspections and implement strategies to maximize insurance protection. Customized Policy Design: Develop tailored insurance policies based on assessments of needs, risk profiles, and current portfolios. Loss Mitigation: Recommend and implement proactive measures for loss minimization and risk mitigation. Negotiation & Procurement: Secure competitive rates and terms with insurers to provide the best possible solutions for clients. End-to-End Management: Provide seamless management of insurance portfolios, ensuring continuous optimization and service excellence. Client Advisory: Build strong relationships with High Net-Worth Individuals (HNI) and corporate clients, offering personalized advisory support. Qualification : Graduate / Postgraduate (Any discipline)

Job Title: Manager General Affairs & Legal Location: Kolkata Job Type: Full-Time Experience: 15 18 years Salary: INR 12 18 LPA Notice Period: 1 2 weeks / Immediate Job Summary: We are seeking an experienced, highly organized, and legally adept professional to take on the role of Manager General Affairs & Legal. This multifaceted position will oversee administrative operations, vendor management, legal compliance, physical risk and safety, and adherence to ISO standards (e.g., ISO 9001:2015, ISO 27001). The ideal candidate will possess a legal background with strong knowledge of corporate governance, regulatory requirements, and facility operations, combined with the ability to lead cross-functional teams and ensure compliance across departments. Key Responsibilities: Legal & Compliance Management: Ensure company compliance with applicable laws and corporate regulations (employment, contract, regulatory, and corporate governance) Manage and oversee all non-ICT vendor contracts, legal documentation, and agreements Conduct legal due diligence for all administrative and vendor contracts Liaise with external legal counsel for handling disputes and legal queries Ensure compliance with ISO certifications (ISO 9001:2015, ISO 27001) and manage internal/external audits Safety & Risk Management: Develop and enforce safety protocols including fire safety, emergency procedures, and workplace health compliance Conduct periodic risk assessments and inspections aligned with local laws and safety standards Facilities & Office Operations: Oversee daily facility management, security systems (CCTV, access control), and general office upkeep Manage third-party relationships for maintenance, infrastructure support, and utilities Vendor & Procurement Oversight: Manage end-to-end procurement and vendor lifecycle (non-ICT), including assessment, contract negotiation, and performance monitoring Ensure procurement activities align with legal and internal policy guidelines Asset Management: Collaborate with Accounts and IT to ensure physical asset tracking and reconciliation Maintain up-to-date documentation and compliance for all company assets Administrative Policies & Budgeting: Develop and maintain administrative policies that align with legal standards and internal governance Monitor and manage administrative budgets, track expenditures, and implement cost-control measures Events & Travel Coordination: Organize internal events, workshops, and business meetings Manage domestic and international travel logistics for staff and guests in compliance with company policy and legal obligations Team Collaboration: Work cross-functionally with ICT Vendor Management, Accounts, Legal, and senior leadership to ensure seamless operations and compliance Lead initiatives to continuously improve administrative workflows and governance mechanisms Qualifications & Requirements: Bachelor s degree in Law (LLB) mandatory 15 18 years of professional experience in general administration, legal compliance, corporate governance, vendor and facilities management Strong knowledge of ISO 9001:2015 and ISO 27001 standards In-depth understanding of risk management and safety practices Proven ability to manage contracts, regulatory requirements, and administrative functions effectively Excellent interpersonal, organizational, communication, and legal problem-solving skills Ability to lead cross-functional teams and manage multiple high-priority tasks simultaneously Competitive compensation Leadership position with strategic influence Cross-functional, impactful role in a reputed product-based organization Exposure to global standards and compliance frameworks Qualification : Bachelors degree in Law (LLB) mandatory

Position Title: IT Product Manager Location: Kolkata, India Category: PM & QA Employment Type: Full-Time Seniority Level: Senior Job Description We are looking for an experienced IT Product Manager with a minimum of 5 years in technical project management or related fields. The ideal candidate will have strong leadership skills, a strategic mindset, and a Bachelor s degree. This role involves managing products through their entire lifecycle while driving collaboration across teams and stakeholders. Roles & Responsibilities Define product strategy and roadmap aligned with company goals. Manage the product lifecycle from concept through End-of-Life (EOL). Gather and prioritize requirements from stakeholders across multiple product releases. Develop marketing plans, budget proposals, and ensure delivery against plans. Write compelling business cases for internal approvals and investments. Prepare product and market requirement documents. Build and maintain partnerships with internal teams and external clients. Conduct product demonstrations and foster relationships with B2B customers. Lead virtual product teams to meet project and business objectives. Conduct market research and set competitive product pricing. Implement Agile and Scrum methodologies; experience with CSM and/or PMP certifications preferred. Monitor and improve product performance continuously. Manage trials, Minimum Viable Products (MVPs), and product launches. Lead competitor analysis and market research efforts. Develop and deliver training materials for technical support teams. Collect and analyze feedback from customers and sales teams to enhance product offerings. Generate regular revenue and performance reports. Demonstrate exceptional problem-solving and troubleshooting skills. Exhibit strong time management, cooperation, and team motivation. Requirements Bachelor s degree in any discipline. Proven experience leading and implementing Agile development processes. Strong problem-solving and decision-making abilities. Expertise in web and web application development concepts. Familiarity with Scrum methodology and Agile best practices. Excellent leadership and meeting facilitation skills. Ability to support and mentor team members effectively. Flexible working arrangements. Competitive compensation package. Comprehensive insurance benefits. Training and mentoring programs. Frequent team celebrations and social events. Home office allowance. Paid leave and retirement benefits. Partial funding for continued education and courses. Team building activities. Qualification : Bachelors degree in any discipline.

Job Title: Product Manager Location: Kolkata Job Description: We have a Product Manager vacancy to fill! The ideal candidate would have at least 5 years of experience in technical project management-related fields and possess a Bachelor s Degree. Roles & Responsibilities: Excellent communication skills. Define our product strategy and roadmap. Manage a product throughout its lifecycle from concept to EOL. Manage all requirements from stakeholders across product releases. Propose marketing plans and budgets for products and deliver against these plans. Write a business case for product approval and investments. Create detailed product and market requirement documentation. Establish partnerships with internal and external stakeholders. Perform product demonstrations for customers and develop relationships with our B2B clients. Lead our virtual product team to meet objectives. Research and determine appropriate product pricing. Experience with Agile and Scrum methodologies, CSM and/or PMP certifications preferred. Monitor, report, and improve upon product performance. Run trials and MVPs, and develop launch plans. Commission market competitor research. Develop and provide training for technical product support. Collect and act upon feedback from customers and the sales team. Deliver regular revenue reports. Exceptional troubleshooting and problem-solving abilities. Self-motivated and energetic team player with a good work ethic, cooperative attitude, and time management skills. Requirements: Bachelor s Degree in a relevant field. Experience leading and implementing an agile development process. Strong problem-solving skills. Web and web application development expertise. Familiarity with Scrum methodology. Ability to lead meetings and ensure best practices are followed. Ability to support team members in their tasks. What We Offer You: Flexible Working Competitive Compensation Insurance Benefits Training & Mentoring Frequent Celebrations Home Office Allowance Paid Leave Benefits Retirement Benefits Partial Course Funding Team Building Activities Qualification : A Bachelor's degree.

Job Summary: The Assistant Branch Manager - Agency Channel will play a key role in building and managing the sales capabilities of newly hired Business Development Managers (BDMs). This position is responsible for driving the performance and effectiveness of the branch, including managing attrition, focusing on GSG program effectiveness, and meeting FLS spread targets. The role requires leadership and a strong understanding of life insurance products and industry trends. Key Responsibilities: 1. Sales Capability Building: Conduct joint calls and live demonstrations to support newly hired BDMs and build their sales skills. Collaborate with BDMs to ensure effective sales strategies and support for achieving targets. 2. Team Management: Lead and manage a team of advisors, ensuring alignment with branch goals. Provide continuous training and guidance to improve team performance and retention. 3. Branch Health Management: Focus on the effectiveness of the GSG program to boost branch performance. Work on controlling attrition and ensuring high retention levels within the team. 4. Sales & Target Achievement: Ensure sales targets, FLS spread targets, and performance goals are met consistently. Drive and monitor team performance to meet business objectives. Qualifications & Skills: Required: Minimum of 3 years of experience in sales within the insurance sector, with a track record of building and managing teams. In-depth knowledge of life insurance products, industry regulations, and market trends. Strong interpersonal and communication skills to build and maintain client relationships. Excellent negotiation and persuasion skills to close deals and overcome objections. Preferred: Experience in conducting training sessions and coaching new hires. Ability to adapt to changing market dynamics and implement innovative solutions. Why Join This Role? Competitive Salary: Attractive CTC up to 8.5 LPA. Growth Opportunity: Develop your leadership and managerial skills while driving sales excellence in a leading company. Impactful Role: Play a pivotal role in the growth and development of the agency channel, contributing to the success of the region. This is an exciting opportunity for an experienced professional looking to take the next step in their career in a dynamic and rewarding industry. Let me know if you need any more details!