Job Description – Wealth Advisor

Company: Arham Wealth Management Pvt. Ltd.
Location: Kolkata, West Bengal

Role Overview

We are hiring Wealth Advisors to acquire new clients, understand their financial needs, and recommend suitable financial products to help them achieve their goals.

Key Responsibilities

• Prospect and onboard new clients
• Understand customer financial requirements and objectives
• Recommend appropriate investment and insurance products
• Explain product features, benefits, and risks clearly to clients
• Achieve assigned sales and revenue targets
• Maintain proper documentation and client records
• Coordinate with internal teams for smooth client servicing
• Build trust and maintain long-term client relationships
  
  Eligibility Criteria

Qualification: Graduation
Experience: 2–3 years in financial advisory, sales, or banking
Good presentation, negotiation, and persuasion skills
Client-focused and target-oriented approach