Finance Coordinator Fresher 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.

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 are looking for 51 Financial Advisor Posts in Kolkata,Kolkata South, Kolkata,Around Kolkata, with deep knowledge in Financial Services,Financial Planning,Investment Banking,Taxation,Finance,Infrastructure Finance,Financial Consultancy,Brand Awareness,Financial Reporting,Analytical Ability,Team Coordinator,Analytical Skills,Business Finance,Leadership,Corporate Finance,Voice Process and Required Educational Qualification is : Higher Secondary, Professional Degree, B.A, B.B.A, M.A, M.B.A/PGDM, Chartered Accountant

We hiring financial advisors for our company

We are looking for a competitive Insurance consultant to generate new business by contacting potential customers. You will sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers portfolio. The goal is to build up strong positive relationships, to ensure growth attainment and increase our Company reputation.ResponsibilitiesDevelop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing onesBreed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etcEvaluate business or individual customers needs and financial status and propose protection plans that meet their criteriaWork with clients to deliver risk management strategies that fit their risk profilesReport the progress of monthly/quarterly initiatives to stakeholdersMaintain bookkeeping systems, database and recordsMonitor insurance claims to ensure mutual satisfactionAchieve customer acquisition and revenue growth objectivesConstantly update job knowledge and learn about new products and services

We are looking for a qualified team leader to manage our team and provide effective guidance. You will be responsible for supervising, managing and motivating team members on a daily basis. As a team leader, you will be the contact point for all team members, so your communication skills should be excellent. You should also be able to act proactively to ensure smooth team operations and effective collaboration. Ultimately, you should lead by setting a good example and engage the team to achieve goals.RESPONSIBILITY Create an inspiring team environment with an open communication culture Set clear team goals Delegate tasks and set deadlines Oversee day-to-day operation Monitor team performance and report on metrics Motivate team members Discover training needs and provide coaching Listen to team members feedback and resolve any issues or conflicts Recognize high performance and reward accomplishments Encourage creativity and risk-taking Suggest and organize team building activities

Our growing company is looking to fill the role of Senior Team Leader. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.Responsibilities for Senior Team Leader Represents sales in assigned projects, and provides support in the execution of risk, compliance and regulatory initiatives to the sales force Provides support for regulatory supervision of newly licensed advisors Assign new business and retention goals, quality standards, and quality reporting objectives to Sales Manager(s), Sales Reps and Service personnel Develop the business plan objectives for assigned Division Business development responsibility Obtains pertinent underwriting information from prospects Developing the team in terms of product & sales knowledge so that they are able to push insurance sales in branches Developing Digital sales strategies and tactics for insurance and delivering on digital sales targets in collaboration with Digital, Marketing, TDI and other partners, leveraging capabilities such as a/b testing, page and funnel optimizations, targeting Analyzing and understanding the digital insurance sales funnels to ensure all opportunities, challenges and levers have been identified Developing targets and reporting on TDI's Digital sales results, including detailed funnel analysis and forecasting based on previous resultsQualifications for Senior Team Leader Excellent communication skills, impact and Influence, sense of urgency, concern for order and quality University/College Degree/Diploma 0-5years sales management or sales mentoring experience preferred Home or auto insurance sales or agency experience is preferred Previous field sales experience is a plus Should demonstrate time management skills and a logical problem solver

Job Responsibilities Maintaining Daily Accounts Reporting to Seniors. Coordination with client and team mates. Timely and effective reporting Must have a strong holdover TDS,GST,Ms ExcelRequirements. Excellent negotiating skills. Strong listening and questioning skills Disciplined time management and ability to work under pressure.

Tally & GST known experienced Female Accountant needed in a Pvt. Ltd. office near Park Street, Kolkata.

Responsible for day-to-day financial accounting functionsManage full set of hotel accountsPrepare revenue report sales reportsPreparation and submission of quarterly GST returnsResponsible to collect requisitions and place orders to the vendorsSalary, wages and payment disbursements to the employees and vendorsPayment collection from the clientsOther ad-hoc duties assigned by the Management

Initiates the sales process by scheduling appointments, creating presentations, and understanding account requirements. Closes sales by building rapport with potential accounts. Creates and distributes bills and invoices and records all transactions relating to client purchases.

Preparing Trial Balance, PL, Balance Sheet & Accounts Finalization,Income/ TDS, VAT.Prepare daily income/sales and prepare daily journal entryPrepare daily deposits of ticket sales receiptsComplete all the accounts related worksJob Type: Full-time

1.prepare journal entriescomplete general ledger operations2.Monthly closings and preparation of monthly financial statements3.Reconcile and maintain balance sheet accountsdraw up monthly financial reports. etc.