Relationship Manager

A1 Human Wealth Management Private Limited

0 years

0 Lacs

Greater Kolkata Area

Posted:4 hours ago| Platform:

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Skills Required

management portfolios networking resolve reports

Work Mode

On-site

Job Type

Full Time

Job Description

Job Location :- Kolkata (Dalhousie)Job Title :- Relationship MaangerIndustry Preferance :- Mutual Fund, Investment Management,Stock, InsuranceExperiance :- Minimum 6 month Experiance in the related fieldCTC :- ₹18,000 – ₹20,000 per month + Attractive incentives based on sales performance.

Job Responsibilities

Meet and talk to clients to understand their financial needs and goals.
Suggest suitable investment options like mutual funds, insurance, unlisted shares, AIF, and PMS.
Maintain regular contact with clients and build strong, long-term relationships.
Help clients manage and grow their investment portfolios.
Achieve monthly and yearly sales targets set by the company.
Find new clients through networking, referrals, and other sources.
Keep track of market trends and share updates with clients.
Handle client queries and resolve issues quickly.
Prepare simple reports about client activities and sales progress.
Work closely with the internal team to make sure all client requests are completed on time.
Ensure all work is done as per company policies and government regulations.

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