Job Type: Full-time

Work Mode: Hybrid

Interview: In-person

Location: Kolkata

Experience: Freshers and experienced candidates can apply

About the Role

We are looking for a Relationship Advisor to join our client advisory team. The role involves connecting with working professionals, understanding their financial protection needs, providing suitable guidance, and maintaining long-term client relationships.

This is a client-facing opportunity with flexibility in how you manage your daily activities, along with a structured support system and training.

Key Responsibilities

- Connect with prospective clients through calls, referrals, and digital leads.
- Understand clients' financial responsibilities, family needs, existing protection, and future goals.
- Conduct basic financial protection assessments.
- Explain suitable life insurance and financial protection solutions based on client requirements.
- Follow up with interested prospects and assist them throughout the application process.
- Maintain strong relationships with existing and prospective clients.
- Achieve monthly conversion and business targets.
- Keep accurate records of leads, follow-ups, and client interactions.
- Participate in regular training and team discussions.

What We’re Looking For
- Good communication and interpersonal skills.
- Comfortable speaking with customers over phone or in person.




- Basic understanding of financial products is an advantage, but not mandatory.
- Sales-oriented and target-driven mindset.
- Ability to build trust and maintain client relationships.
- Freshers with good communication skills are welcome.
- Prior experience in sales, banking, financial services, customer relationship management, or insurance will be an advantage.

What You Get
- Performance-based payout for every successful conversion
- Additional incentives based on performance and applicable business slabs.
- Hybrid working arrangement.
- Flexible approach to managing client meetings and follow-ups.
- Structured product and sales training.
- Lead-generation and sales support.
- Opportunity to develop skills in financial advisory and client relationship management.
- Career growth opportunities based on performance.

Significant This is a target-oriented client advisory and sales role involving life insurance and financial protection products. Payouts are linked to successful business conversions and applicable company policies.

Interview Process: In-person interview

Work Mode: Hybrid

Employment Type: Full-time

Pay: Up to ₹35,000.00 per month

Advantages

- Commuter assistance
- Flexible schedule
- Life insurance
- Provident Fund

Work Location: Hybrid remote in Kolkata, West Bengal

📌 Relationship Advisor (Kolkata)
🏢 Digit Life Insurance
📍 Kolkata