Meet with clients to understand their financial needs and goals.
Suggest suitable investment options including mutual funds, insurance, unlisted shares, AIF, and PMS.
Maintain regular contact with clients to build strong relationships.
Help clients manage and grow their investment portfolios.
Achieve monthly and yearly sales targets set by the company.
Identify current clients through networking, referrals, and other sources.

Job Requirements
Minimum 6 months of experience in the financial services industry.
Robust knowledge of mutual funds, investment management, stock, or insurance.
Excellent communication and interpersonal skills.
Ability to work closely with the internal team to meet client requests on time.




Prepare straightforward reports about client activities and sales progress.
Ensure all work is done according to company policies and government regulations.

About Company

A1 Human Wealth Management Private Limited is a leading financial services company committed to providing exceptional service to its clients.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Relationship Manager West Bengal
🏢 A1 Human Wealth Management
📍 West Bengal