Finance Advisor Job Vacancies in Barasat

Financial knowledge, experience

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

Vacancy for MALE & FEMALE bothTIME : 11am to 5pmIncome : 15000/- to 22000/-as per month.AGE. : 18 to 50 yearEdu Qual. : 12th and above Work. : Office WorkPost. : SALES ASSOCIATE, SUPERVISOR, TEAM LEADER, MANAGING PARTNERS, DEVELOPMENT OFFICER ETC.CONTACT - 8334048411(Submit your CV in WhatsApp)Location : KOLKATAFresher and Experience both can applyNO CONSULTANCY NO HIDDEN CHARGES

Insurance Advisor Job Responsibilities:Provides service to clients changing insurance needs by selling life, health, and disability insurance.Establishes productive working relationships with clients.Develops base for long-term sources of clients.Compiles lists of prospects.Determines clients particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.Ascertains clients long-term goals.Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.Communicates with adjusters.Obtains underwriting approval by completing application for coverage.Completes coverage by delivering policy, planning future follow-up visits, and evaluations of needs.Provides continuing service by providing direct deposit forms, processing changes in beneficiary, and analyzing policy loan applications.Provides death benefits by delivering policy proceeds and reassessing client needs.Updates job knowledge by participating in educational opportunities, maintaining personal networks, and participating in professional organizations.Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests and exploring opportunities to add value to job accomplishments.

LICI is recruiting Financial Advisor as Part-Time / Full-Time with high income & rewarding career.

Join our team as a Financial Advisor and help clients achieve their financial goals. This part-time position allows you to work from home while providing valuable financial guidance to individuals and families.**Key Responsibilities:**- **Client Consultation:** Meet with clients to understand their financial situation and goals. This involves asking questions to gather information about their income, expenses, and investment preferences.- **Financial Planning:** Create personalized financial plans that align with clients objectives. You will analyze their financial status and recommend suitable investments, savings strategies, and debt management options.- **Market Research:** Stay informed about market trends and economic conditions to provide clients with up-to-date advice. This includes analyzing financial products and understanding how changes in the market may affect client portfolios.- **Ongoing Support:** Offer continuous support and advice to clients as their financial needs change. This may involve regular check-ins and adjustments to their financial plans based on life events or market changes.- **Compliance Adherence:** Follow all relevant regulations and enhance trust with clients by ensuring that your advice follows ethical guidelines and legal standards.**Required Skills and Expectations:**Candidates should have strong communication and interpersonal skills to build relationships with clients. A keen analytical mindset will help in understanding financial data. Previous experience in finance is a plus, but not mandatory, as we welcome fresh talent. Candidates must also display a willingness to learn and adapt in a dynamic field.

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.

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

Key Responsibilities:1. Provide financial guidance: Assist clients in understanding their financial goals and develop tailored strategies to achieve them.2. Conduct financial analysis: Analyze clients' financial situations, including income, expenses, assets, and liabilities, to offer personalized recommendations.3. Offer investment advice: Recommend suitable investment options, such as stocks, bonds, mutual funds, and retirement accounts, based on clients' risk tolerance and financial objectives.4. Monitor client portfolios: Regularly review and adjust investment portfolios to ensure they align with clients' changing financial circumstances and market conditions.5. Educate clients: Keep clients informed about market trends, economic developments, and changes in financial regulations to help them make informed decisions.6. Build relationships: Develop long-term relationships with clients through regular communication, trust-building, and addressing their financial needs and concerns.Required Skills and Expectations:1. Strong communication skills: Ability to explain complex financial concepts in simple terms and build rapport with clients.2. Analytical mindset: Proficiency in analyzing financial data and making sound recommendations based on facts and figures.3. Customer service orientation: Dedication to providing exceptional service and meeting clients' needs promptly and effectively.4. Knowledge of financial products: Understanding of various investment vehicles, insurance products, and retirement planning options.5. Attention to detail: Thoroughness in reviewing financial documents, conducting research, and preparing reports accurately.6. Compliance knowledge: Familiarity with financial regulations and commitment to adhering to ethical standards and industry best practices.

Huge income opportunity....with 0 Investment

Job Openings for 15 Financial Consultant Jobs for Freshers in Serampore, having Educational qualification of : Higher Secondary, Secondary School, B.A, B.Arch, B.C.A, B.B.A, B.Com, B.Sc, B.Tech, MBBS, Post Graduate Diploma, M.A, M.Arch, M.C.A, M.B.A/PGDM, M.Com with Good knowledge in Financial Planning, Financial Services etc.

Financial Advisor Need in Open Market, working manager report everyday , manager supported everyday

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.