Finance Coordinator Job Vacancies in Kolkata

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

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.

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

Hiring for client in Kolkata for accountant positions with minimum 2 years exp.Opening for senior position ( CA / CMA Qualified ) and semi qualified / graduate levels.

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.

Job Openings for 5 Senior Accounting Analyst Jobs with minimum 1 Year Experience in Kolkata having Educational qualification of : Professional Degree, B.Com, CA, ICWA with Good knowledge in Accountant,Senior Accountant,Accounts Head etc.

Hiring for 1 Senior Accountant Job in Kolkata South Kolkata with minimum 5 Years Experience,Required Educational Qualification is : B.Com with Good knowledge in Service Tax,TDS,Financial Accounting etc.

Preparation of MIS reports in Finance & accountsBasic Accounting principles, Export import documents , Return Filing , TDS & GSTGood Knowledge of Accounting and Financial ProcedureCorporate Planning, Consulting, Risk ManagementGood in MS Office & ExcelHaving knowledge on preparation of MIS report as per the business requirementHaving bandwidth of handling multiple Sites in preparation of the above MIS reports

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

Accounts Executive:Knowledge of Tally ERP 9 / Prime and good knowledge in Excel is mandatoryHaving experience of Minimum 3-5 yearsHaving exposure in handling accounts related to spare parts of MachineriesHaving excellent coordination, communication skills, vendor negotiationTo coordinate with vendors, prepare Purchase Order, entry of purchase bills in Tally, prepare payment voucher, ledger reconciliationCoordination with Purchase Department and Site representatives for Procurement and Dispatch of MaterialsOnly right candidate will be entertained as abovePlease treat this as most important and your early response in this regard is highly appreciated.

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.

We are hiring experienced candidates for Accounts Profile with knowledge of Statutory and Banking work.1. BRS 2..TDS 3. Stock Transfer 4. GST 5. NEFT / RTGS 6. MIS Reporting 7. Bank Visit and co-ordinate with Bank officials regarding statutory matters. 7. Work on company software

ACCOUNTS, TAXATION AND AUDIT , EXPERIENCE IN TALLY, GST,

KNOWLEDGE OF TALLY , BASIC KNOWLEDGE OF COMPUTERS ,

We have vacant of 1 Account Executive Job in Kolkata,Around Kolkata Experience Required : 2 Years Educational Qualification : B.Com Skill Accountant Executive,GST AND TDS,Gst Return etc.

Hiring for client in Kolkata for accountant positions with minimum 2 years exp

Hiring for client in Kolkata for accountant positionsFreshers to 5 years experience in accounting can apply