Financial Planning Advisor Jobs For Higher Secondary Freshers

  • icon job experience 0 - 6 Years
  • icon job opening 10 Openings
  • icon salary 8.5 - 12.0 Lac/Yr
  • icon job posting Posted 2 days ago
  • walk in interview Walk in interview
  • icon job location Kaikhali, Kolkata
Key Skills

Financial Planning Strategic Financial Planning Financial Reporting

Job Description

job title: financial planner / distribution manager/financial advisor

job summary:

we are looking for a highly motivated and results-driven individual for the financial planner/distribution manager in our team. the ideal candidate will be responsible for managing and growing our distribution network, developing and executing business strategies, and achieving sales targets.

key responsibilities:

- manage and grow the distribution network

- develop and execute business strategies to achieve sales targets

- build and maintain relationships with channel partners and customers

- identify and capitalize on new business opportunities

- analyze market trends and competitor activity

- ensure compliance with regulatory requirements and company policies

desired skills and qualifications:

- graduate/postgraduate degree in any discipline

- open for freshers & experienced

- excellent communication, interpersonal, and leadership skills

- strong analytical and problem-solving skills

what we offer:

- competitive compensation and benefits package

- oversee operations including advisor recruitment, training and development

- opportunities for career growth and development

- comprehensive training and support

- collaborative and dynamic work environment

how to apply:

if you are a motivated and results-driven individual looking to start your career or looking for a change, please submit your resume

irda licencing exam has to be cleared by candidates joining as a financial advisor

irda exam fess - 567 inr
  • Experience

    0 - 6 Years

  • No. of Openings

    10

  • Education

    Higher Secondary, B.A, B.C.A, B.Com, B.Sc, M.A, M.C.A, M.Com, M.Sc, Any Master Degree

  • Role

    Financial Planning Advisor

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

  • Walk-in interview location

    3rd floor, Satyam Tower, VIP Rd, Mali Bagan, Kaikhali, Kolkata, West Bengal 700052

About India First Life Insurance

Headquartered in Mumbai with a paid-up share capital of INR 754.37 crore, IndiaFirst Life Insurance Company Limited (IndiaFirst Life) is one of the fastest-growing private life insurers in India. Our key differentiators are our simple and easy-to-understand products that are optimally priced.

IndiaFirst Life Insurance Company Ltd, a domestic subsidiary of Bank of Baroda. IndiaFirst Life Insurance came into existence in November 2009, as the 22nd entrant in the private Life Insurance Industry. As on 31 March 2025, its New Business Individual Retail Premium stood at INR 1,425 Crores & Total Premium stood at INR 7,218 Crores. Today, IndiaFirst Life Insurance services over 16 Mn customers spread across 90%+ of Indias pin codes. IndiaFirst has diverse workforce of 4,600 PAN India. It also has robust network of 22,000 Partner branches along with 115 Third party distributors & Corporate agents covering every nook and corner of India.
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