Finance Advisor Job Vacancies in Kolkata

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

Person are good in convencing power and talk with confidence are required..

We are looking for a motivated and customer-focused Life Advisor to join our insurance team. The candidate will be responsible for advising clients on suitable life insurance products, building long-term relationships, and achieving sales targets.Key Responsibilities:Identify and approach potential clients through networking, referrals, and leadsUnderstand customer financial needs and recommend suitable insurance plansExplain policy features, benefits, and terms clearlyAssist clients with policy selection, documentation, and application processMaintain regular follow-up with existing clients for renewals and serviceBuild and maintain strong customer relationshipsAchieve monthly and yearly sales targetsStay updated with company products and market trends

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.

We are Recruiting as Financial Consultant and Business Development Manager.

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.

As a Banking Advisor, your key responsibility will be to assist customers in managing their financial needs and recommending suitable banking products and services. You will provide excellent customer service by addressing inquiries, resolving issues, and promoting financial literacy.Required skills include excellent communication and interpersonal skills to effectively engage with customers and build relationships. A strong understanding of banking products and services is essential, along with the ability to work collaboratively in a team environment. A high level of attention to detail and accuracy is also required to ensure all transactions are processed correctly. Expectations include maintaining a professional demeanor, adhering to banking regulations and policies, and continuously enhancing your knowledge of financial products and services to better serve customers.

Experienced in Insurance Industry for at least 2-3 years, know about the market. confident about lead generation and close the call positively. This is an freelancing Job, there is no fixed salary

- Identify and approach potential clients through referrals, cold calling and networking.Understand clients financial needs, risk profile and future goals.- Explain various life insurance product plans.- Recommend suitable insurance plans.- Assist Clients in completing proposal form and documentation.- Ensure compliance with IRDAI rules and company policies.- Maintain Long-term relationships and provide after sale service.- Help Client with policy renewals endorsements and claim procedures.

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.

- Provide consultation and advice to clients on various insurance products:- As an insurance consultant, you will be responsible for discussing and explaining different insurance options available to clients based on their needs and preferences.- Develop and maintain relationships with clients to ensure customer satisfaction:- Building a strong rapport with clients is essential to ensure they are satisfied with their insurance coverage and services provided.- Collaborate with team members to achieve sales targets and goals:- Working as part of a team is crucial in achieving sales targets and motivating each other to reach set goals.- Conduct financial consultations and assessments for clients:- Assessing clients' financial situations and providing suitable insurance solutions is a key aspect of this role.- Assist clients in obtaining and understanding life insurance policies:- Guiding clients through the process of obtaining and understanding life insurance policies is an important part of the job.Required Skills and Expectations:- Positive Attitude:- A positive attitude is crucial in providing excellent customer service and maintaining a good relationship with clients.- General Insurance Knowledge:- Understanding of various types of insurance products and their benefits is essential in this role.- Team Building Skills:- Ability to work effectively as part of a team to achieve common goals and targets.- Financial Consultancy Expertise:- Strong knowledge and expertise in providing financial advice and solutions to clients.- Team Motivation Skills:- Ability to motivate team members and maintain a positive work environment.- Life Insurance Understanding:- Familiarity with life insurance policies and their implications for clients.

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

We have vacant of 15 Sales Advisor Jobs in Tollygunge, Kolkata for Freshers Educational Qualification : 12th Pass Skill Direct Marketing, Retail Sales, Corporate Sales, Direct Sales, Channel Sales, Financial Services Sales etc.

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.

We are hiring Health Insurance Agents / Advisors to join Galaxy Health Insurance, one of the fastest-growing names in the health insurance industry.As an Advisor, you will help families and individuals choose the right health insurance plans, build your own client base, and earn unlimited income through commissions and incentives.This role is ideal for ambitious individuals who want flexible work hours, strong income potential, and long-term career growth.

Meet clients to understand their financial goals and risk appetite.Recommend suitable insurance and investment plans from HDFC Lifes product portfolio.Assist customers with policy applications, documentation, and premium payments.Maintain regular contact for renewals, policy servicing, and future needs.Promote and sell life insurance policies to individuals and families.Explain product benefits, features, and terms in a clear manner.Build strong relationships to generate referrals and repeat business.Keep updated with product knowledge and regulatory guidelines.Identify potential customers through networking, referrals, and cold calling.Conduct need-based sales to match client requirements with the right HDFC Life solutions.Follow up on leads and ensure customer satisfaction post-sale.Achieve monthly sales targets while maintaining service quality.Develop trust-based relationships with customers to ensure long-term engagement.Provide personalized after-sales support, including policy servicing and claims assistance.Educate clients on new products, offers, and financial planning tips.Uphold company values and maintain compliance with IRDAI norms.

Freelance jobFinancial planning as life Savings, Investment, pension, protection

Efficiency required in leadership, coordinating and financial planning

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

Urgently Required Male/female Insurance Professional (insurance Advisor/team Leader) and Tele Caller. Age 25 to 60+

We are looking for Financial Advisor and Associates in most trusted group TATA (TATA AIA) in South Kolkata with attractive payouts and facilities like fix payout, traveling allowance, highest incentives etc

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.