Company Description Encompass Financial Services Private Limited is a client-focused financial consulting firm dedicated to improving financial awareness and helping individuals achieve their long-term financial goals. Founded by experienced and professionally qualified leaders, the firm addresses gaps in financial education and the prevalence of non-professional advisory services. Encompass focuses on educating clients so that their money works for them, supporting sustainable cash flow and lifestyle continuity.

The company emphasizes disciplined, patient wealth creation using bespoke investment strategies tailored to each client’s risk profile and objectives. Only proven, time-tested investment options are recommended, with the sole aim of growing clients’ wealth responsibly.

Role Description The Relationship Manager is a full-time, hybrid role accross India, with flexibility for some / full work-from-home arrangements. This role involves managing and deepening client relationships, understanding individual financial goals, and recommending suitable investment solutions aligned with Encompass’s advisory philosophy.

The Relationship

Manager will conduct regular client meetings, review portfolios, and provide clear, transparent guidance on financial products and strategies. Daily responsibilities include responding to client queries, preparing proposals and reports, coordinating with internal teams for seamless service delivery,



and maintaining accurate records in CRM or related systems. The role also includes prospecting and onboarding new clients through ethical, consultative engagement, while ensuring regulatory compliance and adherence to firm policies.

Qualifications

- Strong relationship management and client service skills, with the ability to build trust and long-term partnerships.
- Solid knowledge of financial products, personal finance, and investment planning; experience in wealth management or financial advisory is an advantage.
- Excellent communication and presentation skills, including the ability to explain complex financial concepts in simple, explicit language.
- Proficiency in using office productivity tools and basic CRM or client management systems to track interactions and portfolio details.
- Demonstrated ability to work both independently and collaboratively in a hybrid work setup, managing time and priorities effectively.
- Bachelor’s degree in stream Engineering, Science, Finance, Economics, Business, or a related field; relevant certifications (e.g., CFP, NISM, IRDA) are preferred.
- High ethical standards, attention to detail, and a disciplined approach to wealth creation aligned with Encompass’s advisory principles.
- Comfort engaging with clients in person within the Greater Kolkata Area and via digital channels as needed.

📌 Relationship Manager (West Bengal)
🏢 Encompass Financial Services Private
📍 West Bengal