Finance Advisor 12th Pass Experience Jobs in Kolkata

Freelance jobFinancial planning as life Savings, Investment, pension, protection

Meet clients to understand their financial goals and risk appetite.Recommend suitable insurance and investment plans from HDFC Lifes product portfolio.Assist customers with policy applications, documentation, and premium payments.Maintain regular contact for renewals, policy servicing, and future needs.Promote and sell life insurance policies to individuals and families.Explain product benefits, features, and terms in a clear manner.Build strong relationships to generate referrals and repeat business.Keep updated with product knowledge and regulatory guidelines.Identify potential customers through networking, referrals, and cold calling.Conduct need-based sales to match client requirements with the right HDFC Life solutions.Follow up on leads and ensure customer satisfaction post-sale.Achieve monthly sales targets while maintaining service quality.Develop trust-based relationships with customers to ensure long-term engagement.Provide personalized after-sales support, including policy servicing and claims assistance.Educate clients on new products, offers, and financial planning tips.Uphold company values and maintain compliance with IRDAI norms.

Financial knowledge, experience

Efficiency required in leadership, coordinating and financial planning

We are looking for 58 Financial Advisor Posts in Kolkata, with deep knowledge in Sales, Financial Services, Finance, Financial Planning and Required Educational Qualification is: Higher Secondary

*JOB DESCRIPTION:* Recruiting Advisor And Leader For Your Team Create An Inspiring Team Environment With An Open Communication Culture. Set Clear Team Goals. Delegate Tasks And Set Deadlines. Oversee Day-To-Day Operation. Monitor Team Performance And Report On Metrics. Motivate Team Members. Understanding Clients Financial Needs. Determine Clients Expenses Level Of Income Insurance Coverage Financial Objectives And Goals Tax Status And Risk Tolerance And Answer Clients Questions And Address Concerns.

For more information about the Organization and the job please visit our site by typing on Google1). BASSU PLANTATION2). BLESS PLANTATIONTHANKS

We need Sales Managers with an active team of Field Sales Executives, already working in the Open Market for Loan Sales work in the banks and NBFCs by generating new leads from the open market. This position is open for anyone willing to work remotely. It's a performance-based pay job. The Sales Managers need to have a laptop.Responsibilities:> Manage the whole team of the Sales Executives working under your supervision> Ensure the Sales Executives achieve their monthly sales target> Help your team login loan files to the online lead generation portal> Increase the business sales of the companyBenefits:> Medicine bills and hospitalization cover up to Rs.5,000 daily for the employee and 3 of his family members.> Performance-based bonus> Employee Sales Incentive programs> Weekly contests

We are looking for Financial Advisor and Associates in most trusted group TATA (TATA AIA) in South Kolkata with attractive payouts and facilities like fix payout, traveling allowance, highest incentives etc