Array ( [0] => advisor [1] => kolkata ) 300+ Advisor Jobs in Kolkata,Advisor Job Vacancies in Kolkata West Bengal
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Advisor Job Vacancies in Kolkata

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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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Life Insurance Advisor - Full Time - Freshers

Kotak Mahindra Life Insurance Company

  • 0 - 1 yrs
  • 6.5 Lac/Yr
  • Gariahat Kolkata
Life Insurance Insurance Sales Insurance Marketing Insurance
Job descriptionIt's an Insurance sales and service related job,We provide you with the best-in-class training systems, since that is what differentiates Insurance Agent from the rest. Even if you don't have previous experience in selling, we will train and supportWork from home/work from office Travel allowanceHealth insuranceLife insuranceAnnual bonusReferral bonusJob/Soft skill trainingRole: Insurance Agent / AdvisorIndustry Type: InsuranceDepartment: BFSI, Investments & TradingEmployment Type: Full Time, Part Time, PermanentRole Category: Life InsuranceEducationUG: Graduation Not RequiredIRDA exam fee-1250rs
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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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  • 1 - 2 yrs
  • 3.5 Lac/Yr
  • Kolkata
Cold Calling Direct Selling Educational Sales Communication Tele Counselor Telesales Executive Convincing Power Financial Services Sales
We are Hiring Sales Advisor EdTech : KolkataWalk-in Interviews Ongoing!Are you a sales enthusiast with strong communication and convincing skills? Do you enjoy interacting with people and closing deals? Then wed love to meet you!: Sales Advisor: EdTech (experience in EdTech/education sales is a plus point) : Passion for sales and target-driven mindset Excellent communication & interpersonal skills Ability to counsel and convert leads effectively Prior EdTech/education sales knowledge will be an added advantage : manjima.saha@stockedge.comIf youre looking to grow your career in the booming EdTech industry, this is your chance.
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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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  • 1 - 6 yrs
  • 5.5 Lac/Yr
  • Kolkata
Sales
HIRING NOW PROPERTY ADVISORReal Estate Dubai & India MarketExpand our global real estate operationsWork across Dubai + IndiaLead business growth, partnerships & client acquisitionKey Responsibilities: Develop expansion strategy for Dubai & India Build partnerships with channel partners & brokers Manage HNI / NRI clients & key accounts Lead sales growth across off-plan & secondary Identify new markets & opportunities Attend events, expos & drive brand presenceRequirements:57 years real estate BD experienceStrong knowledge of Dubai real estateIndian market/NRI experience preferredExcellent communication & leadershipRERA certificate is an advantageWe Offer: Competitive salary + incentives Visa + Medical (Dubai) Travel opportunities Growth to senior managementApply Now: paragnidhi277@gmail.comContact: 9471000935Location: Dubai / India
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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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Equity Advisor

Omega Wealth Management

  • 2 yrs
  • 9.5 Lac/Yr
  • Kolkata
Asset Allocation Industry Knowledge Performance Evaluation Risk Assessment Financial Modeling Financial Analysis Investment Strategies Communication Skills Equity Broking Equity Dealer Equity Trader Share Trading Share Broker Mutual Funds Sales Market Trends Analysis Stock Selection Risk Management Portfolio Management Client Relationship Management Regulatory Compliance
Key Responsibilities:Client Acquisition & Business Development:Identify and onboard new clients through various marketing and networking channels.Build and maintain strong relationships with existing and prospective investors.Achieve monthly and quarterly targets for client acquisition and revenue growth.Equity Advisory & Portfolio Management:Provide clients with timely investment advice on equities, derivatives, and other financial products.Conduct regular portfolio reviews and offer rebalancing recommendations based on market trends.Stay updated with stock market news, company performance, and global economic developments.Marketing & Brand Promotion:Execute marketing campaigns to promote the firms investment services.Conduct investor awareness programs, webinars, and seminars.Collaborate with the marketing team to generate leads through digital and offline channels.Revenue Generation:Drive revenue through brokerage, advisory fees, and cross-selling of financial products.Monitor client activity and ensure consistent engagement to maximize business potential.Required Skills & Qualifications:Bachelors degree in Finance, Commerce, Economics, or related field (MBA preferred).NISM Series VII / VIII certification (preferred or required as per SEBI guidelines).Strong understanding of stock markets, investment products, and trading platforms.Excellent communication, presentation, and negotiation skills.Proven track record in sales, revenue generation, or financial advisory.Key Competencies:Target-driven and self-motivated.Strong client relationship management.Analytical and result-oriented approach.Ability to work under pressure and achieve business goals.
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Hiring For B.A Freshers - Sales Consultant

Nirmal bang securities pvt Ltd

  • 0 - 6 yrs
  • 12.0 Lac/Yr
  • Lal Bazar Kolkata
Direct Marketing Retail Sales Corporate Sales Direct Sales Cold Calling
- **Developing and maintaining relationships with customers**: As a Sales Advisor, you will be responsible for building strong relationships with customers to understand their needs and preferences in order to provide them with suitable products or services.- **Achieving sales targets**: You will be expected to meet or exceed sales targets set by the company by actively seeking out new customers and persuading them to purchase products or services.- **Providing excellent customer service**: Ensuring that customers receive exceptional service before and after the sale is crucial. As a Sales Advisor, you will need to address any customer concerns or questions promptly and efficiently.- **Identifying and pursuing sales opportunities**: You will be required to identify potential sales opportunities by researching and analyzing market trends and consumer behavior to effectively promote products or services.- **Conducting market research**: Keeping up-to-date with industry trends, competitors, and market conditions is essential. You will need to gather and analyze data to make informed sales decisions.Skills and Expectations:- Strong communication and interpersonal skills to effectively interact with customers.- Proven track record in sales and achieving targets.- Ability to work independently and as part of a team.- Knowledge of sales techniques and strategies.- Familiarity with CRM software and other sales tools.- Willingness to learn and adapt to changing market trends.
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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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  • 5 yrs
  • 4.5 Lac/Yr
  • Kolkata
Educational Sales Convincing Power
We have vacant of 20 Career Advisor Jobs in Kolkata Experience Required : 5 Years Educational Qualification : B.A, B.Com, B.Sc Skill Educational Sales, Convincing Power etc.
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Financial Advisor (1-3 Years)

Axis Max Life Insurance Limited

Financial Services Financial Planning Finance Financial Consultancy Team Coordinator
50 Nos. FINANCIAL ADVISORS required for New Branch of AXIS MAX LIFE INSURANCE LIMITED, Beside Kankurgachi Pantaloons.Interview Date 1 & 3 November 2025, Time 3pmBring original KYC & last educational marksheet.Interview Venue Axis Max Life, 2nd floor, P-118, CIT Road, Scheme 6M, Phoolbagan, Kolkata 700054, Top of Suraksha Diagnostics Building
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Financial Advisor

Axis Max Life Insurance Limited

  • 1 - 2 yrs
  • 3.0 Lac/Yr
  • Kolkata
Financial Services Financial Advisor
As a Financial Advisor, your primary responsibility will be to help clients manage their finances by providing expert advice on investment options, retirement planning, estate planning, and overall wealth management. You will be responsible for analyzing financial information, assessing clients' goals and risk tolerance, and developing personalized financial strategies.Key responsibilities include:1. Conducting comprehensive financial assessments for clients to determine their current financial situation and future goals.2. Recommending suitable investment products and strategies based on clients' risk tolerance and investment preferences.
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Financial Advisor

Axis Max Life Insurance Limited

  • 1 - 5 yrs
  • 3.0 Lac/Yr
  • Kolkata
Leadership Financial Services Financial Planning
As a Financial Advisor, you will be responsible for providing financial guidance and advice to clients in order to help them achieve their financial goals. Your primary responsibilities will include assessing clients' financial situations, developing financial strategies, and recommending investment opportunities. You will also be responsible for monitoring clients' financial progress and adjusting strategies as needed.In order to be successful in this role, you must possess excellent leadership skills. You will need to be able to inspire and motivate clients to take action on their financial plans.
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  • 1 - 2 yrs
  • 3.5 Lac/Yr
  • Kolkata
Life Advisor Marketing Team Leader
Team Leader/ life advisors
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