Finance Advisor Graduate Jobs in Kolkata

Job SummaryDIGIT INSURANCE is looking for a motivated and customer-focused Financial Advisor to help clients understand their financial protection needs and recommend suitable insurance solutions. The ideal candidate will build long-term customer relationships, provide professional financial guidance, and contribute to the company's business growth through ethical sales practices.Key Responsibilities1.Identify and approach potential customers through referrals, networking, and lead generation.2.Assess clients' financial goals, income, and insurance requirements.3.Recommend appropriate life, health, motor, travel, and other insurance products.4.Explain policy features, benefits, exclusions, and premium options clearly.5.Assist customers with policy issuance, renewals, endorsements, and claims guidance.6.Build and maintain long-term relationships with existing clients.7.Achieve monthly and annual sales targets.8.Maintain accurate customer records and ensure compliance with company policies and regulatory guidelines.9.Stay updated on new insurance products and market trends.Required Qualifications1.Bachelor's degree in any discipline .2.Freshers with strong communication and sales aptitude are preferred.(prior experience is required to join only as a team lead directly)Required Skills1.Strong communication and interpersonal skills.2.Customer relationship management.3.Sales and negotiation skills.4.Financial planning and advisory abilities.5.Problem-solving and analytical thinking.6.Basic computer proficiency (MS Office and CRM systems).7.Time management and organizational skills.8.High ethical standards and professionalism.9.Preferred Attributes10.Self-motivated and target-oriented.11.Ability to work independently and as part of a team.12.Positive attitude with a customer-first approach.13.Willingness to travel locally for client meetings.14.Compensation & Benefits15.Competitive salary with attractive performance incentives.16.Health insurance and employee benefits.17.Professional training and career development opportunities.18.Performance recognition and growth opportunities.19.leave and other company benefits as per policy.Work LocationAs assigned by DIGIT INSURANCE.PARK STREET,KOLKATA.Employment TypeFull-time/Part-timeReporting ToBranch Manager / Sales ManagerEqual Opportunity Statement:DIGIT INSURANCE is committed to providing equal employment opportunities to all qualified candidates and fostering a diverse and inclusive workplace.

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.

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.

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

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

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.

Key Responsibilities:1. Provide training and support to newly onboarded franchisees to help them achieve their quick start targets and integrate smoothly into the Motilal Oswal network.2. Collaborate with department managers to understand specific training needs for their respective teams and tailor training programs accordingly.3. Lead training sessions for the internal sales and advisory teams, including teachback sessions to reinforce learning and retention.4. Organize and facilitate various franchisee engagement activities, such as Value-Added Training (VAT) sessions and Motilal Oswal Seminars (MOS), to enhance franchisee satisfaction and loyalty.5. Design and conduct focused franchisee training programs to address specific needs and challenges, ensuring maximum impact and effectiveness.6. Conduct monthly meetings with department heads to identify training needs for franchisees and develop training plans accordingly.7. Continuously invest in self-development to stay updated on industry trends, product knowledge, and training methodologies.Skills:- Proven experience in training delivery, particularly in the financial services industry or franchise management.- Strong understanding of Equity and training methodologies, adult learning principles, and instructional design.- Excellent communication, presentation, and interpersonal skills.- Ability to collaborate effectively with department heads, managers, and franchisees.- Experience in organizing and facilitating engagement activities and events.- Demonstrated ability to design and deliver focused training programs to address specific needs and challenges.- Commitment to ongoing self-development and learning to stay updated on industry trends and best practices.

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.

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

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.