Banking Advisor Job Vacancies in Kolkata

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.

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 are looking for 51 Financial Advisor Posts in Kolkata,Kolkata South, Kolkata,Around Kolkata, with deep knowledge in Financial Services,Financial Planning,Investment Banking,Taxation,Finance,Infrastructure Finance,Financial Consultancy,Brand Awareness,Financial Reporting,Analytical Ability,Team Coordinator,Analytical Skills,Business Finance,Leadership,Corporate Finance,Voice Process and Required Educational Qualification is : Higher Secondary, Professional Degree, B.A, B.B.A, M.A, M.B.A/PGDM, Chartered Accountant

We hiring financial advisors for our company

#Hiring#SENIOR & jUNIOR ADVISOR- For L S B Isy.1. WEALTH MANAGEMENT.= TEAM LEADER & INDIVIDUAL..2. RM- EQUITY- = TEAM LEADER & INDIVIDUAL.#SALES_Cum_TRADING.#CTC: Up to 25 LACS.Location: KOLKATA, AHMEDABAD. MUMBAI, BANGALORE, HYDERABAD, DELHI, PUNE, DELHI, CHENNAI.1. Ensure timely advice to customers for Equity and Derivative markets2. Portfolio Review to be done monthly with clients for deepening the Client relationship.3. Ensure adherence to Compliance process for advice given5. Daily meetings to be done with existing clients and new prospects for business.Role Requirements;o Educational Qualifications: Graduation in any discipline/ MBA Finance, NCFM.o Experience: MINIMUM 3 Years in Equity / MF / PMS / Broking.- SALES & TRADING.o Domain Knowledge: Understanding of capital marketsInterested candidates can Share updated CV- on datalivetech@gmail.comwith your current CTC.

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.

VACANCIES OPENING FOR FRESHERS IN ICICI BANK -Banking Executive, FRESHERS CAN APPLY FOR THIS POST RELATIONSHIP MANAGER MALE & FEMALE BOTH CAN APPLY FOR THIS POST CRITERIA-Age- 18 to 32 years Qualification-HS Pass & Graduation Skills-Good Communication Skills JOB ROLE-Customer Service Officer SALARY-18000 to 28000 (Monthly) JOB LOCATION- All Over india (As Per Your Pin code Wise) Only Interested Candidate call HR RUHI Required Qualifications

Purpose of the Job: To plan and achieve business targets in the area of productivity, new premium, persistency, agent activation etc. Take responsibility for scanning the market for emerging opportunities. To devise and implement sales strategy to promote the productivity of the field force. To promote customer-centric culture among both staff and field force.Job Profile Key Responsibilities: Responsible for quality team development and playing an important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activation: To manage productivity and activation of the Advisors within the team. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. Recruitment of Advisors to ensure growth and productivity. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Candidate should have a minimum of 1 year of experience in any Field / Banking / Insurance/- Direct channel (Life Insurance) experience preferable

We are Looking for Sales Manager. 1. Meet and Pitch Rupeek Offering to Potential Customers.2. Build Trust By Handling Customer Objection.3. Co-ordinate with Central Team to Resolve Issues in On Going Transaction.

Job Description:Business Development Manager (Agency Sales)Roles and Responsibilities1. To build a robust and profitable distribution network PTE/IC/ Distributers.2. To plan and execute sales and marketing activities for meeting the assigned business target3. To ensure activation and desired productivity levels of the PTE/IC/ Distributers in the team.4. To establish a performance culture in the team, through regular performance evaluation / reviews and robust monitoring mechanisms5. To take initiative for teams development through productivity improvement drives and /or training programs to enable them to achieve / exceed their assigned business targets.6. To ensure compliance and implementation of desired business practice for quality business procurement.7. Training & Development Ensure the Product training to the part time employees and resolving the queries as when they need it.8. Helping with call demonstration to HNI clients with part time employees,9. Tracking the performance of part time sales force on regular basis.10. Responsible for quality team development and playing important role in expanding the market.Location: Kolkata, West Bengal****only candidates currently residing in West Bengal may apply

Greetings from Reliance Nippon Life Insurance!!Here is an opportunity to get associated with Reliance Nippon Life Insurance. India's leading private sector financial services companies, which ranks among the top private sector financial services and non-banking companies, in terms of net worth. The company is one of the largest non-bank supported private life insurers with over 10 million policyholders, a strong distribution network of over 700 branches.Designation: Agency Recruitment Development Manager (ARDM)Compensation/CTC Package:1.8L to 4.5L CTC per annum + Heavy Incentives based on sales performance + Opportunity to Travels to exciting locations Nationally and Internationally + Fast Track promotions 3 promotion cycle in a year.Roles & Responsibilities: Agency sales managerwill be responsible for finding people interested in becoming Insurance Agents and getting them qualified to sell insurance policies. Training will be provided on sales and insurance To grow advisor base gradually over a period of time Agency sales manager will also be expected to help them in selling policies by joint field working and operations support. For this purpose, agency sales manager will be trained intensely by the company. To make visits to generate leads for sales on daily basis To follow up on already generated leads to close them successfully To work as a coach for the team of advisors To regularly hold the meetings with Branch Manager for training advisors on various frontsPre-requisites: A Graduate degree within the age group of 24 to 40 years, who has been a local resident for some time At least 1 years experience of field sales jobs in Life Insurance or banking filed sales. Should have good market network Team handling experience of more than 6 months would be desirable. 2-Wheeler a must. Android based smart-phone with an active connection.

We are looking for 50 Life Insurance Advisor Posts in Park Street Kolkata with deep knowledge in Direct Marketing,Sales,Communication Skills,Life Insurance,Agency Management and Required Educational Qualification is : Higher Secondary, Other Bachelor Degree

Join us to add value in peoples lives by providing financial awareness and enabling them to meet their life goals. Educate people about benefits of our life insurance plans and smart ways to invest money. In the process, fulfil your own aspirations of creating long lasting wealth. Enjoy being part of a trusted brand and earn lucrative commission, rewards and recognition.Benefits :1) Earning opportunity2) Time flexibility3) Career opportunity with BAJAJ ALLIANZ LIFE INSURANCE CO.4) Rewards & Recognition Programs5) Club Member Benefits6) Personal Development7) Unlimited Earning Potential8) Convention Foreign Trips & Lots more.Responsibilities and Duties:1) Understand clients Life Goals and investment needs.2) Recommend products best suitable to their goals and needs.3) Complete the sales journey with the help of our digital tools.4) Introduce customers to our range of products and services.5) Help customers with their policy servicing requests.6) Facilitate claims requests to help customers in their hour of need.Who can become a life insurance consultant?1) Housewife2) Retired Professionals3) Professionals4) College Students5) Financial ConsultantsEducational requirements :1) Age 18 above2) Passed 10th standard or equivalent from a recognised board or institution.Join with FOUR easy steps :1) Documentation : Our team will connect with you to collect on boarding documents.2) Training : Appear online training sessions at your convenience.3) Exam : Appear for examination at a centre in your city itself.4) AppointmentFOR FURTHER DETAILS CONTACT UNDERSIGNED :With Regards,SONAL AGARWALASSISTANT SALES MANAGERBAJAJ AALIANZ LIFE INSURANCE CO. LTD.

Waned a AM SM BDM for agency channel Bank insurance . salary no bar foe right person

Purpose of the Job: To plan and achieve business targets in the area of productivity, new premium, persistency, agent activation etc. Take responsibility for scanning the market for emerging opportunities. To devise and implement sales strategy to promote the productivity of the field force. To promote customer-centric culture among both staff and field force. Job ProfileKey Responsibilities: Responsible for quality team development and playing an important role in expanding the market Building Distribution Network: Build a robust and profitable distribution network of Advisors & FLS. Productivity & Activation: To manage productivity and activation of the Advisors within the team. To promote productivity of the field force. Establish good working habits for the force, undertake productivity improvement drives, organize specialized training programs. Recruitment of Advisors to ensure growth and productivity. Responsible for increasing share of business by offering entire range of products by achieving Monthly, Quarterly and Annual target. Managing product mix, persistency, Lead Conversion% etc Managing accurate maintenance & updating database. Achieving goal sheet & contest achievement on weekly basis. Candidate should have a minimum of 1 year of experience in any Field / Banking / Insurance/ Education or Any other sales.

Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.