Client Relationship Management
Build and maintain long-term relationships with clients.
Act as the primary point of contact for all investment and insurance-related queries.
Ensure high levels of client satisfaction and retention.
Financial Advisory & Needs Analysis
Understand clients’ financial goals, risk appetite, and investment horizon.
Recommend suitable mutual fund schemes and insurance products accordingly.
Provide personalized financial planning support.
Sales & Business Development
Achieve monthly/quarterly sales targets for mutual funds and insurance products.
Generate leads through references, cold calling, and networking.
Cross-sell and up-sell financial products to existing clients.
Portfolio Management & Review
Monitor client portfolios and provide periodic performance updates.




Suggest rebalancing strategies based on market conditions and client goals.
Keep clients informed about recent investment prospects.
Product Knowledge & Compliance
Stay updated on mutual fund schemes, insurance plans, and regulatory changes (SEBI/IRDAI guidelines).
Ensure all sales and advisory activities comply with company policies and regulations.
Documentation & Process Handling
Assist clients with KYC, application forms, and documentation.
Ensure smooth onboarding and transaction processing.
Maintain accurate records in CRM systems.

Pay: ₹15,000.00 - ₹25,000.00 per month

Work Location: In person

📌 Relationship Manager In Mutual Fund / Insurance Kolkata
🏢 Bijoy Capital Institute of Professional Learning
📍 Kolkata