Array ( [0] => finance-advisor [1] => kolkata ) Finance Advisor Fresher Jobs in Kolkata | Latest Vacancies
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Finance Advisor Fresher Jobs in Kolkata

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Hiring Fresher - Finance Advisor - Kolkata

Aditya Birla Capital Ltd

  • 0 - 6 yrs
  • Kolkata
Financial Planning Financial Services Business Finance BFSI Leadership Financial Consultancy Financial Reporting Infrastructure Finance
A Financial Advisor is responsible for helping clients manage their finances, achieve their financial goals, and secure their future.
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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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Finance Advisor (Freshers) Kolkata

Kotak Life

  • 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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Hiring Fresher - Finance Advisor - Kolkata

HDFC LIFE

  • 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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Jobs by Related Category

Fresher hiring for Business Development Consultant

Hdfc life

  • 0 - 6 yrs
  • Kolkata
Financial Consultancy Business Development Operations Corporate Business Development
We are Recruiting as Financial Consultant and Business Development Manager.
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Fresher hiring for Banking Advisor

Kotak life

  • 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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Insurance Advisor Jobs For 10th Pass Freshers

SBI Life

  • 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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Insurance Advisor || Freshers & Experienced

Bajaj life insurance

  • 0 - 1 yrs
  • New Town Kolkata
Positive Attitude General Insurance Team Building Financial Consultancy Team Motivation Life Insurance
- Provide consultation and advice to clients on various insurance products:- As an insurance consultant, you will be responsible for discussing and explaining different insurance options available to clients based on their needs and preferences.- Develop and maintain relationships with clients to ensure customer satisfaction:- Building a strong rapport with clients is essential to ensure they are satisfied with their insurance coverage and services provided.- Collaborate with team members to achieve sales targets and goals:- Working as part of a team is crucial in achieving sales targets and motivating each other to reach set goals.- Conduct financial consultations and assessments for clients:- Assessing clients' financial situations and providing suitable insurance solutions is a key aspect of this role.- Assist clients in obtaining and understanding life insurance policies:- Guiding clients through the process of obtaining and understanding life insurance policies is an important part of the job.Required Skills and Expectations:- Positive Attitude:- A positive attitude is crucial in providing excellent customer service and maintaining a good relationship with clients.- General Insurance Knowledge:- Understanding of various types of insurance products and their benefits is essential in this role.- Team Building Skills:- Ability to work effectively as part of a team to achieve common goals and targets.- Financial Consultancy Expertise:- Strong knowledge and expertise in providing financial advice and solutions to clients.- Team Motivation Skills:- Ability to motivate team members and maintain a positive work environment.- Life Insurance Understanding:- Familiarity with life insurance policies and their implications for clients.
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Sales Consultant Jobs For Freshers - Kolkata

Reliance Security

  • 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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Freshers & Experience || Full Time || Finance Advisor

Kotak Mahindra Life Insurance Ltd

  • 0 - 1 yrs
  • Kolkata
Marketing Sales Communication Investment Banking Leadership
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.
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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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Financial Planning Advisor Jobs For Higher Secondary Freshers

India First Life Insurance

  • 0 - 6 yrs
  • 12.0 Lac/Yr
  • Kaikhali Kolkata
Financial Planning Strategic Financial Planning Financial Reporting
Job Title: Financial Planner / Distribution Manager/Financial AdvisorJob Summary:We are looking for a highly motivated and results-driven individual for the Financial Planner/Distribution Manager in our team. The ideal candidate will be responsible for managing and growing our distribution network, developing and executing business strategies, and achieving sales targets.Key Responsibilities:- Manage and grow the distribution network- Develop and execute business strategies to achieve sales targets- Build and maintain relationships with channel partners and customers- Identify and capitalize on new business opportunities- Analyze market trends and competitor activity- Ensure compliance with regulatory requirements and company policiesDesired Skills and Qualifications:- Graduate/Postgraduate degree in any discipline- Open for Freshers & Experienced- Excellent communication, interpersonal, and leadership skills- Strong analytical and problem-solving skillsWhat We Offer:- Competitive compensation and benefits package- Oversee operations including Advisor Recruitment, Training and Development- Opportunities for career growth and development- Comprehensive training and support- Collaborative and dynamic work environmentHow to Apply:If you are a motivated and results-driven individual looking to start your career or looking for a change, please submit your resumeIRDA LICENCING EXAM HAS TO BE CLEARED BY CANDIDATES JOINING AS A FINANCIAL ADVISORIRDA EXAM FESS - 567 INR
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Freshers For Life Insurance Advisor - Kolkata/Howrah

Tata Aia Life Insurance Co Ltd

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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Higher Secondary Freshers For Finance Advisor

TATA AIA LIFE INSURANCE CO LTD

  • 0 - 1 yrs
  • 8.0 Lac/Yr
  • Kasba East Kolkata
Financial Planning Leadership Team Coordinator Analytical Skills Financial Services Financial Consultancy
I want a that type of candidate who want to earn unlimited through my guidance.
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Walkin Interview For Team Leader Jobs (Freshers)

Burima Consultation

Team Leader Financial Consultancy Leadership Skills Advisor Relationship Executive Relationship Manager Direct Sales Banking Insurance Insurance Sales Service Marketing
Job Openings for 30 Team Leader Jobs for Freshers in Kolkata, Howrah, Hooghly, North 24 Parganas, South 24 Parganas, Park Street, Kolkata, BBD Bag, Kolkata, Gariahat, Kolkata, Chandannagar, Hooghly, Dharmatala, Kolkata, having Educational qualification of : Higher Secondary, I.T.I., B.A, B.C.A, B.Ed, Other Bachelor Degree, Post Graduate Diploma, M.A, Chartered Accountant, Any Master Degree with Good knowledge in Team Leader, Financial Consultancy, Leadership Skills, Advisor, Relationship Executive, Relationship Manager, Direct Sales, Banking Insurance, Insurance Sales, Service Marketing etc.
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Hiring For Higher Secondary Freshers - Finance Advisor

Tata Aia

  • 0 - 6 yrs
  • 3.5 Lac/Yr
  • Kolkata
NA Financial Services Financial Planning Leadership Financial Reporting Finance
This is a Part-time Hybrid role for an Financial Advisor located in the Greater Kolkata Area. The Financial Advisor will be responsible for offering advice on financial planning, retirement planning, and investment strategies. Day-to-day tasks include assessing client financial needs, recommending insurance and investment products, and maintaining strong client relationships. The role also involves staying updated with market trends and regulatory requirements to ensure the highest standard of service.Qualifications -1. Proficiency in Financial Planning and Retirement Planning2. Excellent interpersonal and communication skills3. Ability to work independently and as part of a team4. Freshers & Interns are welcome to apply5. Experience in the financial services industry is a plus
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Freshers For Insurance Advisor - Kolkata

Aditya Birla Sun Life Insurance

  • 0 - 6 yrs
  • Ultadanga Kolkata
Direct Sales Insurance Sales Financial Consultancy Life Insurance
We are seeking a knowledgeable and client-focused Freelance Insurance Advisor to provide personalized insurance solutions to individuals and businesses. As a freelance advisor, you will work independently to assess clients' needs, recommend suitable insurance policies, and assist with policy management and claims support.Key Responsibilities:1. Conduct virtual or in-person consultations to understand clients insurance needs2. Provide advice on a wide range of insurance products, including life, health, auto, property, and commercial coverage3. Compare policies from different insurers to offer the best value and coverage options4. Educate clients on policy details, terms, and conditions5. Assist clients with application processes, renewals, and claims6. Stay updated on industry regulations, trends, and new products7. Build and maintain long-term relationships with clients through ongoing supportQualifications:Proven experience as an Insurance Advisor, Agent, or Broker Fresher Also Strong understanding of various insurance products and regulatory requirementsExcellent communication and interpersonal skillsAbility to work independently and manage multiple clientsRelevant licenses or certifications (as required by your region or country)Preferred Skills:CRM or insurance management software experienceMultilingual capabilities (optional, but a plus)Strong organizational and time-management skillsWork Type:Remote / Freelance / Contract-basedFlexible hours based on client availabilityContact :- 8972518467 / sachin.giri@adityabirlacapital.com
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Life Insurance Advisor - Part Time - Freshers

Kotak Mahindra Life

  • Fresher
  • Around Kolkata
Corporate Recruitment Financial Planning Skills Customer Service
Team recruitment, Management and leadership job
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Life Advisor

Baba Lokenath Consultancy Tata Aia Service Provider

  • 0 - 3 yrs
  • Kankurgachi Kolkata
Finance Sales Executive Financial Planning Skills
Financial sales, savings and pension including mutual fund.
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Finance Advisor || Freshers & Experienced

HDFC life insurance

  • 0 - 1 yrs
  • 5.0 Lac/Yr
  • Kolkata
Leadership
We are seeking an experienced and skilled Financial Consultant to provide expert financial guidance to our clients. The successful candidate will work closely with clients to understand their financial goals and develop personalized financial plans to help them achieve those goals.
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Higher Secondary Freshers For Life Insurance Advisor

Aditya Birla Sun Life Insurance

  • 0 - 6 yrs
  • Ultadanga Kolkata
Insurance Sales Life Insurance Insurance Insurance Marketing Customer Service Financial Planning Skills
We are seeking a knowledgeable and client-focused Freelance Insurance Advisor to provide personalized insurance solutions to individuals and businesses. As a freelance advisor, you will work independently to assess clients' needs, recommend suitable insurance policies, and assist with policy management and claims support.Key Responsibilities:1. Conduct virtual or in-person consultations to understand clients insurance needs2. Provide advice on a wide range of insurance products, including life, health, auto, property, and commercial coverage3. Compare policies from different insurers to offer the best value and coverage options4. Educate clients on policy details, terms, and conditions5. Assist clients with application processes, renewals, and claims6. Stay updated on industry regulations, trends, and new products7. Build and maintain long-term relationships with clients through ongoing supportQualifications:Proven experience as an Insurance Advisor, Agent, or Broker Fresher Also Strong understanding of various insurance products and regulatory requirementsExcellent communication and interpersonal skillsAbility to work independently and manage multiple clientsRelevant licenses or certifications (as required by your region or country)Preferred Skills:CRM or insurance management software experienceMultilingual capabilities (optional, but a plus)Strong organizational and time-management skillsWork Type:Remote / Freelance / Contract-basedFlexible hours based on client availabilityContact :- 8972518467 / sachin.giri@adityabirlacapital.com
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