Finance Advisor Graduate Jobs in Kolkata

A Financial Advisor is responsible for helping clients manage their finances, achieve their financial goals, and secure their future.

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

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.

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.

Financial sales, savings and pension including mutual fund.

Identify and acquire potential clients through networking and referrals.Understand clients' financial needs and provide customized insurance and investment solutions.Explain various HDFC Life insurance products, including term plans, ULIPs, retirement plans, and savings plans.Build and maintain long-term relationships with clients to ensure financial security and policy renewals.Achieve sales targets and contribute to business growth.Stay updated on industry trends, financial regulations, and HDFC Life product offerings.

We hiring financial advisors for our company

REQUIRED SOME M/F FOR THE POST OF BUSINESS DEVELOPMENT EXE.(SALES) WITH FIXED SALARY P.F ESI

Hiring for 100 Sales Advisor Jobs in Park Street, Kolkata, for Freshers,Required Educational Qualification is : Higher Secondary, Advanced/Higher Diploma, Professional Degree with Good knowledge in Channel Sales,Cold Calling,Financial Services Sales etc.

Urgent hiring in reputed company, PF TA/DA Pension can be avail, interested candidates can reach for registration into the given number, 7278656522

Job Title:_ Financial Consultant - Empowering Financial Freedom for All_Company:_ a trusted brand provider of expert financial guidance_Location:_ Kolkata_Job Type:_ Part-time or Full-time, Flexible Scheduling_About Us:_At [Company Name], we believe that everyone deserves financial peace of mind, regardless of age or background. We're seeking a compassionate and experienced Financial Consultant to join our team, with a focus on serving housewives and senior citizens._Job Summary:_As a Financial Consultant, you will play a vital role in helping our clients navigate complex financial landscapes, creating customized plans to achieve their objectives. Your empathy and expertise will empower our clients to make informed decisions and secure their financial futures._Responsibilities:_- Conduct comprehensive financial analyses to identify opportunities and challenges- Develop and implement tailored financial plans, including investment and wealth management strategies- Build and maintain strong client relationships through exceptional service and expertise- Stay up-to-date on industry trends, regulations, and product offerings_Requirements:_- Professional certification (CFP, CFA, or equivalent) or willingness to obtain- 2+ years of industry experience (or equivalent), or relevant life experience- Excellent communication, interpersonal, and empathy skills- Ability to work with clients from diverse backgrounds and age groups_What We Offer:_- Competitive salary and bonus structure- Flexible scheduling to accommodate your needs- Ongoing training and professional development- Collaborative work environment with a team of experts- Recognition and rewards for outstanding performance_Join Our Team:_If you're a motivated and client-focused individual looking for a fulfilling career, we'd love to h

Handling Customer and grow with 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.

the financial needs of individuals and help them with decisions on investments (such as stocks and bonds), tax laws, and insurance. Advisors help clients plan for short- and long-term goals, such as budgeting for education expenses and saving for retirement through investments.

Candidates required for Team Leader and Sales Advisor for MNC. Fixed payout, incentives and performance bonus.

We are hiring marketing research executive for a prestigious financial institution. Candidates have to reach out customers, ( telephonic) fix appointments and explain them about a wide variety of financial investment products including IPO, Mutual Funds, Shares, Option & Futures, Annuity, Bonds etc..Huge incentives offered guaranteed..!! Earn unlimited..!!Free training provided for Share market and Mutual Funds..NO TARGETNO FIXED CALLSChance to earn unlimited and live your dreams..!!

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.

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

Here's a job posting idea for a Financial Consultant position that's more inclusive and welcoming to housewives and senior citizens:_Job Title:_ Financial Consultant - Empowering Financial Freedom for All_Company:_ INSURANCE COMPANY _Location:_ KOLKATA _Job Type:_ Part-time or Full-time, Flexible Scheduling_About Us:_At [Company Name], we believe that everyone deserves financial peace of mind, regardless of age or background. We're seeking a compassionate and experienced Financial Consultant to join our team, with a focus on serving housewives and senior citizens._Job Summary:_As a Financial Consultant, you will play a vital role in helping our clients navigate complex financial landscapes, creating customized plans to achieve their objectives. Your empathy and expertise will empower our clients to make informed decisions and secure their financial futures._Responsibilities:_.THERE IS NOT SUCH ANY RESPONSIBILITIES .NO TARGET.SET YOUR OWN GOAL WITH FLEXIBLE TIMINGS _Requirements:_MINIMUM QUALIFICATION:10th -Any Graduate WORK IN YOUR OWN WAY- _What We Offer:_- Competitive INCENTIVE and bonus structure- Flexible scheduling to accommodate your needs- Ongoing training and professional development- Collaborative work environment with a team of experts- Recognition and rewards for outstanding performance_Join Our Team:_If you're a motivated and client-focused individual looking for a fulfilling career, we'd love to hear from you! Apply now to become a part of our innovative and supportive team.Note: I've added the following modifications to make the job posting more inclusive:- Flexible scheduling to accommodate housewives and senior citizens with non-traditional availability- Emphasis on empathy and ability to work with diverse age groups and backgrounds- Willingness to consider relevant life experience in addition to traditional industry experience- Part-time or full-time options to accommodate different needs and prefe