Finance Advisor Graduate Experience Jobs in Kolkata

We are looking for a Financial Advisor to join our team in Kolkata. The ideal candidate will have 3 to 7 years of experience in financial services and will work full-time from the office. **Key Responsibilities:**- **Client Consultation:** Engage with clients to understand their financial goals and needs, providing personalized guidance to help them achieve their objectives.- **Financial Planning:** Create comprehensive financial plans that include investment, insurance, retirement, and tax strategies based on client assessments.- **Investment Portfolio Management:** Monitor and manage client investment portfolios, ensuring alignment with their financial goals and market conditions.- **Market Research:** Stay updated on market trends, economic news, and regulatory changes to provide informed advice to clients and adjust financial plans accordingly.- **Client Education:** Conduct seminars and workshops to educate clients about financial products and strategies, enhancing their understanding and engagement in their financial plans.- **Relationship Management:** Build and maintain strong relationships with clients, ensuring high levels of customer satisfaction and retention.**Required Skills and Expectations:**The successful candidate should have strong analytical skills to assess financial data and trends. Excellent communication skills are important for clearly explaining complex financial concepts to clients. A solid understanding of financial products and investment strategies is expected, along with a client-centered approach to service. The candidate should possess relevant financial certifications and have a track record of achieving sales targets to demonstrate their effectiveness in the role. Passion for helping clients and a proactive attitude towards continuous learning are essential for success in this position.

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.

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.

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

Key Responsibilities:Identify and empanel Individual Financial Advisors (IFAs), Mutual Fund Distributors (MFDs), Ex-Bankers, and Finance Professionals.Educate and onboard partners on companies digital platforms and mobile app.Promote and enable sales of financial products such as Mutual Funds, Bonds, IPOs, NCDs, and Insurance.Regularly engage with distributors to drive business growth and achieve sales targets.Ensure compliance with regulatory guidelines and maintain documentation.

Key responsibilities include identifying client needs, explaining policy options, processing applications, and providing ongoing customer support.

#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.

Job Openings for 300 Financial Advisor Jobs with minimum 1 Year Experience in kolkata,Finance Advisor, having Educational qualification of : Higher Secondary, Vocational Course, B.A, B.Com, B.Sc with Good knowledge in Finance Advisor etc.

Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredRESPONSIBILITIES & DUTIES Develop various sources of agent hiring & build a team of agent & agent pipe line Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Development of agent prospecting habits, calling habits and work habits Work with agent on planning and reviewing of activities and goals Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Improve agent productivity & retention Maintain the quality vectors of business including persistency and surrender

We have vacant of 20 Financial sales executive Jobs in Kolkata, Experience Required : 1 Year Educational Qualification : Higher Secondary,Diploma,Advanced/Higher Diploma,Professional Degree,Other Bachelor Degree,B.Sc,B.Tech/B.E,BVSC Skill sales, Insurance Advisor, distribution etc.

Attend all inbound calls & Maintain Call Abandon Rate. Placing orders without errors and trade confirmation for all orders placed instantly. Making outbound calls post market for campaigns for client meeting, new acquisition, collect fresh cheque, reactivation. Call all new A/Cs mapped after account opening (Direct / AP Client) for handholding, Now Installation Guidance, Dealing Desk Support, Self introduction - within 48 hours of account mapping. Quarterly attrition should not be > 10% i.e. clients not trading for 90 days should not be > 10% Monthly Active Ratio (over 2 trades in a month) of clients mapped to each dealer should be min 70% Resolving issues and providing correct information to clients / Coordination with Back office and internal departments. Pass / Timely Renew NCFM Certifications on time before sitting in dealing terminal. Viability should be 12 times of CTC To meet and manage top 50 Customer personally if in Kolkata or else over phone. Along with tracking and growing revenues, profitability of these clients. Accounts per month from client reference > 2 Responsible for cross selling products like Insurance, Mutual funds, SIPs, IPO & Inline-MF etc to the existing set of customers

ADVISOR ( DEALER ) ON STOCK MARKET , MARKETING MANAGER OF WEALTH MANAGEMENT PRODUCT , DEAL WITH HNI / CORPORATE CLIENT

Candidate must be above 25yrs age. Must be regular & punctual . should be able to Work under a team culture. Must have basic knowledge regarding Insurance Sector for financial planning.

We have Urgently Requirement for the Post of Tax Accountant. Finalisation Accounts, Tax, Statutory Audit, Internal Audit.

Acquisition of new clients and formulating strategies to increase the client base. Dealing and servicing of existing clients. Preparation and execution of Financial assessments. Conducting Regular portfolio review of the clients. Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP. Approaching need based product to the clients through Financial assessment. Generating the revenue primarily through core products.

Key Responsibilities.1.Profiling Clients suggesting financial products (Equity) to meet customer needs as per their risk appetite.2.Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market.3.Placing orders on behalf of clients based on Client s request. Update client for order and trade on recorded line after or during market hours.4.Achieving the business target assigned in terms of generating revenue, acquiring minimum 2 new accounts, enhancing upgrading the client relationship. Maintain 0% dealing error.5.Maintain daily client s activity6.Ensuring the highest level of service to the clients.7.Ensure resolution of client queries within TAT.8.Activate dormant clients.9.Ensure regular client meetings.10.Responsible for cross selling products like Mutual Fund, SIPs, IPOs, and other Sharekhan products to the existing set of customers.11.Follow guidelines of Compliance and Risk managementRequired Qualification.1.Graduate or Post Graduate or NISM Certification required2.2 to 8 years of experience in handling retail or HNI clients3.Background from broking industry possessing equity as one of their core products4.Knowledge of technical charts

Role: Wealth Manager / Sr Wealth ManagerJob Description:Refer job description. Conduct daily sales calling with prospective new clients and identify their needs. Provide and developsolutions and suggest schemes to clients basis their requirements and goalConduct timely and regular follow ups with the leads and tag them on broadcasts and new articlesIncrease client database by meeting new clients and taking references from the existing ones andhence build AUM and AUA for the branchReview and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lineUpdate and cross sell products to existing clients and update them about the primary and secondarymarket trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of theorganizationConduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leadsKnowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, generalinsurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and rewardappetite and assist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as wellknowledge of competitors, must provide sound and reliable advice to clients

Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.

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.

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.