Finance Advisor Job Vacancies in Burdwan

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

Acquiring of minimum 3 good retail/uhni/hni clients with their Funds/Portfolio(Min total Fund 3 lacs p.m). They will chase big clients to move their portfolio on LKPs platform. RM should be able to advice the correct product. Good knowledge on financial products Broking (Commodity ,Currency, Equity), MF , Insurance . They should have ability to book 4-5 quality accounts every month with margins of min (3-4) lacs from open market and justify 2 x CTC monthly. CTC plus attractive incentive (5-10)% is there in the package on achieving targets.

Huge income opportunity....with 0 Investment

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

Identify and understand clients' financial needs and goals.Recommend suitable life insurance and financial planning solutions.Generate new leads through networking, referrals, and prospecting.Meet clients to conduct need analysis and present appropriate financial products.Build and maintain long-term relationships with clients.Assist clients with documentation and policy processing.Provide after-sales service, policy reviews, and renewal support.Achieve assigned sales targets while following company policies and regulatory guidelines.Keep clients informed about products and help them make informed financial decisions.

Bank of Baroda India first life is hiring for financial consultant post. The work is basically on recruitment and team management and handling the financial part like fixed deposit, life insurance and short term long term investment part of the company.

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.

Good communication skill,Patient dedication, Time (Only serious person connect) After selection 600 charge for IRDA exam

We have vacant of 22 Financial Consultant Jobs in Ultadanga, Kolkata, for Freshers Educational Qualification : Higher Secondary Skill Leadership etc.

Here is your opportunity to become a part of one of the fastest growing financial organization in India. Our organization is looking for fresher and experienced financial adviser to assist our clients in managing their portfolios and investment strategies. The key responsibilities are as follows1.Provide financial planning support to clients2.Assist in development and growth of company3.Support in investment to cultivate client relationship. We will provide you all the necessary trainings.

Mentorship,leadership,Recruitment