152

Advisor 10th Pass Jobs in Kolkata

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  • 0 - 5 yrs
  • North Kolkata
Financial Planning Financial Services Finance Financial Reporting Financial Consultancy Business Finance
Join our team as a Financial Advisor and help clients achieve their financial goals. This part-time position allows you to work from home while providing valuable financial guidance to individuals and families.**Key Responsibilities:**- **Client Consultation:** Meet with clients to understand their financial situation and goals. This involves asking questions to gather information about their income, expenses, and investment preferences.- **Financial Planning:** Create personalized financial plans that align with clients objectives. You will analyze their financial status and recommend suitable investments, savings strategies, and debt management options.- **Market Research:** Stay informed about market trends and economic conditions to provide clients with up-to-date advice. This includes analyzing financial products and understanding how changes in the market may affect client portfolios.- **Ongoing Support:** Offer continuous support and advice to clients as their financial needs change. This may involve regular check-ins and adjustments to their financial plans based on life events or market changes.- **Compliance Adherence:** Follow all relevant regulations and enhance trust with clients by ensuring that your advice follows ethical guidelines and legal standards.**Required Skills and Expectations:**Candidates should have strong communication and interpersonal skills to build relationships with clients. A keen analytical mindset will help in understanding financial data. Previous experience in finance is a plus, but not mandatory, as we welcome fresh talent. Candidates must also display a willingness to learn and adapt in a dynamic field.
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  • 0 - 2 yrs
  • Kolkata
Sales Fmcg Sales Direct Sales Direct Marketing Retail Sales
We are looking for a motivated Sales Advisor based in Kolkata who is eager to start a career in sales. This full-time position is ideal for individuals with 0 to 2 years of experience and a minimum education of 12th pass.Key Responsibilities:1. **Customer Engagement**: You will interact with customers to understand their needs and provide solutions that match their requirements. Building a rapport with clients is essential for successful sales.2. **Product Knowledge**: You will need to familiarize yourself with our products and services to answer questions and provide accurate information. Staying informed about product features and benefits will help you assist customers effectively.3. **Sales Targets**: You will be expected to meet sales targets set by the management. This involves actively promoting products, upselling, and cross-selling to maximize sales opportunities.4. **Follow-up**: Regular follow-ups with potential and existing customers will be part of your role to ensure satisfaction and to close sales. Maintaining a good relationship is crucial for repeat business.5. **Reporting**: You will be responsible for maintaining accurate records of sales and customer interactions. Reporting feedback from customers to management is also important for continuous improvement.Required Skills and Expectations:- Strong communication skills, both verbal and written, are essential for effectively conveying information.- A positive attitude and willingness to learn will help you thrive in a fast-paced environment.- Ability to work as part of a team while also being self-motivated is important.- Basic computer skills are necessary for using sales software and updating records.
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Telephonic For Wealth Advisor Jobs (Freshers)

Mutual Fund Corporate Distribution House

  • 0 - 6 yrs
  • 10.0 Lac/Yr
  • Kolkata
Client Advisory Financial Planning Wealth Management
Person are good in convencing power and talk with confidence are required..
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  • Fresher
  • 3.3 Lac/Yr
  • Kolkata
Tours Travel Hotel Booking Travel Sales
We are seeking a motivated and friendly Travel Advisor to join our team in Kolkata. In this role, you will assist clients in planning their perfect vacations, providing expert advice and personalized travel options.Key Responsibilities:1. **Assist Clients**: Communicate with clients to understand their travel preferences and budgets, guiding them in selecting destinations, accommodations, and activities that suit their needs.2. **Conduct Research**: Explore various travel options and update yourself on the latest travel trends and deals to offer the best recommendations.3. **Create Itineraries**: Design detailed travel itineraries, including flight details, hotel bookings, and activities, ensuring a smooth travel experience for clients.4. **Handle Bookings**: Process travel bookings and reservations accurately, maintaining attention to detail to avoid errors and ensure client satisfaction.5. **Provide Customer Support**: Offer ongoing support to clients, addressing any inquiries or changes they may have regarding their travel plans.To succeed in this role, candidates must have excellent communication skills, a passion for travel, and strong attention to detail. Freshers who are eager to learn and grow in the travel industry are encouraged to apply. A positive attitude, the ability to work as part of a team, and a willingness to understand client needs will make you an ideal fit for our dynamic environment.
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  • Fresher
  • 3.5 Lac/Yr
  • Bhowanipore Kolkata
Written English Computer
We are looking for a motivated and enthusiastic Insurance Advisor to join our team in Bhowanipore. As an Insurance Advisor, your main role will be to help clients understand different insurance options, ensuring they choose the right plans for their needs.- **Assist Clients in Selecting Insurance Plans**: You will guide clients through various insurance products available to them, explaining the features and benefits of each option.- **Conduct Needs Assessments**: Understand the specific requirements and financial situations of clients to recommend suitable insurance solutions.- **Build and Maintain Client Relationships**: Establish trust and rapport with clients to foster long-term relationships, ensuring they feel comfortable returning for future services.- **Process Applications and Manage Documentation**: Handle the paperwork involved in setting up insurance policies, making sure all documents are accurate and completed properly.- **Stay Updated on Industry Trends**: Keep abreast of new insurance products and changes in regulations to provide informed advice to clients.We expect candidates to have excellent communication and interpersonal skills to interact effectively with clients. An understanding of basic financial concepts is a plus. As this is a full-time office role, you should be ready to work regular hours and collaborate closely with our team. A positive attitude and eagerness to learn about the insurance field will be highly beneficial for your success in this position. Freshers are welcome to apply.
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  • 0 - 2 yrs
  • Kolkata
Sales Insurance Advisor
We Need Insurance Advisor Any One of Any Age Can Apply for this Job
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  • 0 - 2 yrs
  • 4.0 Lac/Yr
  • Kolkata
Communication Skills Cognos Connection Financial Services Leadership
We are looking for a motivated and customer-focused Life Advisor to join our insurance team. The candidate will be responsible for advising clients on suitable life insurance products, building long-term relationships, and achieving sales targets.Key Responsibilities:Identify and approach potential clients through networking, referrals, and leadsUnderstand customer financial needs and recommend suitable insurance plansExplain policy features, benefits, and terms clearlyAssist clients with policy selection, documentation, and application processMaintain regular follow-up with existing clients for renewals and serviceBuild and maintain strong customer relationshipsAchieve monthly and yearly sales targetsStay updated with company products and market trends
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  • Fresher
  • Barrackpore Kolkata
Communication Customer Relationship Team Work Team Building Leadership Finance
We are looking for a motivated and friendly Financial Advisor to join our team in Barrackpore. This is a full-time position suitable for freshers who are eager to learn about the financial industry. You will work from the office and help clients manage their finances effectively.**Key Responsibilities:**- **Client Consultation:** Meet with clients to understand their financial goals and needs. This helps you provide personalized advice that meets their specific situations.- **Financial Planning:** Assist clients in creating financial plans that include budgeting, saving, and investing. Good planning ensures clients can achieve their long-term financial dreams.- **Product Knowledge:** Learn about different financial products like insurance, mutual funds, and investment plans. This knowledge allows you to recommend options that best fit your clients' needs.- **Relationship Building:** Build strong relationships with clients by maintaining regular communication. Trust is crucial in the financial sector, and good relationships lead to satisfied clients.- **Market Research:** Stay updated on market trends and economic conditions. This information helps you give clients the best advice based on current financial situations.**Required Skills and Expectations:**Candidates must have at least a 10th-grade education and should possess strong communication and interpersonal skills. A positive attitude, eagerness to learn, and the ability to handle client inquiries are essential. Attention to detail and a basic understanding of math will help you succeed in this role.
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Advisor (Freshers) Kolkata

icici prudential Life

  • 0 - 3 yrs
  • 3.8 Lac/Yr
  • Minto Park Kolkata
Good Communication Skills Business Growth Sales Process
We are looking for a dedicated Advisor to join our team in Minto Park, Kolkata. This full-time position is suitable for candidates with 0 to 3 years of experience and requires at least a 10th-grade education. As an Advisor, you will play a key role in assisting customers and providing effective solutions to their inquiries. Your primary responsibilities will include guiding clients through our services, addressing their questions and concerns, and ensuring they have a positive experience with our company. You will need to maintain up-to-date knowledge of our offerings to provide accurate information.Key Responsibilities:1. Customer Assistance: Engage with customers to understand their needs and provide appropriate assistance related to products or services.2. Information Management: Keep track of customer interactions and maintain accurate records to ensure follow-up on inquiries.3. Quality Assurance: Ensure customer satisfaction by delivering prompt, accurate, and professional service, contributing to overall team performance.The ideal candidate should possess strong communication skills, be personable, and have a problem-solving mindset. You should be able to work effectively in a team and demonstrate good time management skills. A positive attitude and eagerness to learn will help you succeed in this role. Familiarity with office software and a willingness to adapt to new processes are also essential for your success as an Advisor.
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Insurance Advisor Fresher

Kotak Mahindra Life Insurance Company

  • 0 - 6 yrs
  • 9.0 Lac/Yr
  • Kolkata
Positive Attitude Direct Marketing Marketing Marketing Communication Life Insurance Team Building Insurance Sales Team Motivation Insurance Good Communication
We are seeking an enthusiastic Insurance Advisor to join our team in Kolkata. This part-time role is perfect for individuals looking to build a career in the insurance industry, regardless of experience.Key responsibilities include:- **Client Consultation**: Engage with potential clients to understand their insurance needs and provide tailored recommendations. This involves listening to their concerns and answering any questions they may have.- **Product Knowledge**: Learn about various insurance products to accurately inform clients about the features, benefits, and potential risks. Staying updated on the latest industry trends will help you provide better service.- **Sales and Advisory**: Actively promote and sell insurance policies that best fit clients requirements. You will guide clients through the purchasing process to ensure they feel comfortable and well-informed.- **Customer Follow-up**: Maintain relationships with clients by following up on their satisfaction and addressing any issues they may encounter with their insurance policies.To be successful in this role, candidates should possess strong communication skills to effectively interact with clients. A proactive attitude and a willingness to learn about insurance products are essential. Basic computer skills and the ability to work from home independently are also required. A 12th-grade education is necessary, but prior experience in sales or customer service is a plus.
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  • 0 - 1 yrs
  • 3.5 Lac/Yr
  • Kolkata
General Insurance Life Insurance Insurance Sales Insurance Team Motivation
We hired Advisor and team leader for hdfc life insurance company we are a abp chanel opening for advisor and team leader position as aabp position in was a official job for hdfc life insurance company
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  • 0 - 1 yrs
  • 3.3 Lac/Yr
  • Kolkata
Sales Skills Banking Regulations Financial Planning
As a Banking Advisor, your key responsibility will be to assist customers in managing their financial needs and recommending suitable banking products and services. You will provide excellent customer service by addressing inquiries, resolving issues, and promoting financial literacy.Required skills include excellent communication and interpersonal skills to effectively engage with customers and build relationships. A strong understanding of banking products and services is essential, along with the ability to work collaboratively in a team environment. A high level of attention to detail and accuracy is also required to ensure all transactions are processed correctly. Expectations include maintaining a professional demeanor, adhering to banking regulations and policies, and continuously enhancing your knowledge of financial products and services to better serve customers.
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  • 0 - 6 yrs
  • Gariahat Kolkata
Communication
Join our team as a Life Insurance Advisor in Gariahat, Kolkata. As a part of our team, your main responsibilities will include providing clients with financial advice, selling life insurance policies, and maintaining positive client relationships. We are looking for individuals who are proactive, excellent communicators, and have a knack for sales. Prior experience in sales and a passion for helping others secure their financial future is a plus. If you have a 12th pass education and are looking for a rewarding career in the insurance industry, apply now!
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  • 2 - 8 yrs
  • 2.5 Lac/Yr
  • Kolkata
Direct Marketing General Insurance Life Insurance Positive Attitude Marketing Communication Insurance Sales Health Insurance Insurance Good Communication Financial Consultancy
Experienced in Insurance Industry for at least 2-3 years, know about the market. confident about lead generation and close the call positively. This is an freelancing Job, there is no fixed salary
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  • Fresher
  • Garia Kolkata
Team Leader Team Handling
-:WALK IN INTERVIEW ON GOING:-,*Designation* : Team leader, Development officer *Working hours* : Monday to Saturday (10.00am - 5:00pm)*Qualification* : HS & ABOVEMale/Female, fresher/experienced candidates can apply.*Job Description* :-1. Manage Company financial business and portfolio allocation.2. Assist financial service unit in business development and growth.3. Ensure quality recruitment, screening and employees business activity in regular basis.*Location: KOLKATA *YEARLY payout:- 3.6L to 7.8LESI+PF+TA*INTERVIEW* :Only walk in interview will be conducted in Kolkata BRANCH. Please don't ask for virtual interview process. Must have an appointment for the interview.*NO CONSULTANCY NO HIDDEN CHARGES* Interested person send your CV contact to WhatsApp 9875362019
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  • 0 - 1 yrs
  • Kalighat Kolkata
Communication Customer Relationship Financial Analysis Negotiation Skills Positive Attitude Insurance Sales
- Identify and approach potential clients through referrals, cold calling and networking.Understand clients financial needs, risk profile and future goals.- Explain various life insurance product plans.- Recommend suitable insurance plans.- Assist Clients in completing proposal form and documentation.- Ensure compliance with IRDAI rules and company policies.- Maintain Long-term relationships and provide after sale service.- Help Client with policy renewals endorsements and claim procedures.
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  • 0 - 1 yrs
  • 1.5 Lac/Yr
  • Tollygunge Kolkata
Direct Marketing Retail Sales Corporate Sales Direct Sales Channel Sales Financial Services Sales
We have vacant of 15 Sales Advisor Jobs in Tollygunge, Kolkata for Freshers Educational Qualification : 12th Pass Skill Direct Marketing, Retail Sales, Corporate Sales, Direct Sales, Channel Sales, Financial Services Sales etc.
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Insurance Advisor Fresher

Galaxy Health Insurance

  • Fresher
  • 6.0 Lac/Yr
  • Kolkata
Positive Attitude Insurance Sales Financial Consultancy Health Insurance Team Building
We are hiring Health Insurance Agents / Advisors to join Galaxy Health Insurance, one of the fastest-growing names in the health insurance industry.As an Advisor, you will help families and individuals choose the right health insurance plans, build your own client base, and earn unlimited income through commissions and incentives.This role is ideal for ambitious individuals who want flexible work hours, strong income potential, and long-term career growth.
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  • Fresher
  • Kolkata
Advisor Life Insurance Advisor
Life Advisor
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Financial Planning Skills Customer Service Life Insurance Insurance Sales Team Building
Urgently Required Male/female Insurance Professional (insurance Advisor/team Leader) and Tele Caller. Age 25 to 60+
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