Banking Advisor Graduate Fresher Jobs in Kolkata

The Financial Advisor helps clients plan and achieve their financial goals by offering insurance and investment solutions. They assess clients needs, recommend suitable life, health, and investment insurance products, and build long-term relationships based on trust and financial guidance.

URGENT HIRING NOTICE FOR BACK OFFICE EXECUTIVE IN A X I S BANK DSA JOB PROFILE : 01. BACK OFFICE SEGMENT 02. KYC VERIFICATION OFFICER 3. 03. DOCUMENTS COLLECTION OFFICER 4. 04. PHONE BANKING. MONTHLY PAYOUT- 12000/- TO 24000/- JOB LOCATION - AS PER YOUR PIN CODE. JOB - FULL TIME PERMANENT JOB. AGE - 18 TO 32 YEARS. QUALIFICATION - MINIMUM HS PASS TO ANY GRADUATE. MALE AND FEMALE BOTH CAN APPLY. REQUIRED DOCUMENTS - CV, PASSPORT SIZE PHOTO, LAST QUALIFICATION XEROX, ID PROOF. INTERESTED CANDIDATE CAN DIRECT CALL OR SEND YOUR RESUME ON THIS NUMBER 6290664124 hr RAJ

We hiring financial advisors for our company

We have vacant of 74 Sales Distributor Jobs in jharkhand,chattisgarh,Bengaluru,Maharashtra Nagar, Mumbai,Delhi NCR,Jawaharnagar(GujaratRefinery) Rajkot,Kolkata,rajsthan,Thengana, Kottayam for Freshers Educational Qualification : Higher Secondary, Secondary School, Diploma, B.A, B.Com, B.Sc, B.Tech, M.Sc Skill Communication Advisor,Senior Teacher,Team Leader Quality,Service Advisor,Education Instructor,Business Banking Executive,Sales Executive etc.

About the Role:We are seeking a driven and results-oriented individual to join our team as a CASA Sales Officer. In this exciting role, you will play a crucial part in acquiring new customers and growing our Current Account (CA) and Savings Account (SA) deposits. You will be responsible for building relationships with potential and existing customers, understanding their financial needs, and recommending suitable products and services. This is a fantastic opportunity for a graduate with a passion for sales and building lasting relationships to launch their career in the dynamic banking industry.Responsibilities:Prospecting and Lead Generation: Identify and qualify potential customers through various channels, including market visits, referrals, and telemarketing.Sales and Relationship Management: Build rapport with customers, understand their financial needs, and recommend appropriate CA and SA products.Cross-Selling and Upselling: Identify opportunities to sell additional banking products and services to existing customers.Account Opening and Documentation: Assist customers with opening new accounts and completing necessary documentation.Target Achievement: Achieve assigned sales targets for both new accounts and deposit growth.Data Entry and Reporting: Maintain accurate records of customer interactions and sales activities in the CRM system.Compliance: Adhere to all bank regulations and compliance guidelines.Qualifications:Graduate in any discipline with a minimum of 50% marks.Excellent communication and interpersonal skills, with the ability to build rapport with diverse customers.Strong presentation and persuasion skills.Target-oriented and self-motivated, with a strong work ethic.Ability to work independently and as part of a team.Computer literate with proficiency in MS Office suite and CRM systems.Possession of a valid two-wheeler driving license and access to a personal bike or scooty is mandatory.Fluency in local language and English.