Finance Fresher Jobs in Kolkata

St. R. S. School invites applications from qualified and dedicated candidates for the position of Economics Teacher for immediate appointment. Eligibility Criteria:Postgraduate in Economics (M.A / M.Com)B.Ed qualification preferredMinimum 1 year of teaching experience (Freshers with strong subject knowledge may also apply) Key Skills:Excellent communication and classroom management skillsStrong conceptual understanding of EconomicsPassion for teaching and student development Workplace: St. R. S. School Contact: 9330431772 / 9331470097 Email: schoolstrs@gmail.com

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.

assist customers with basic banking services and queries handle account opening documentation and kyc verification maintain and update customer records in the system support daily branch operations and administrative tasks guide customers regarding banking products and services ensure proper documentation and compliance with banking procedures

A customer Service Associate(CSA) or Customer Service Officer (CSO) in a bank acts as the primary link between customers and the financial institution,balancing operational tasks with customer service.Candidates are responsible for accurately processing transactions, opening accounts and addressing customer queries to ensure high satisfaction.

As a Banking KYC Executive, you will play a critical role in enhancing the bank's adherence to Know Your Customer (KYC) regulations and customer verification processes.**Key Responsibilities:**- **Customer Verification:** You will be responsible for collecting and verifying personal information and documents from customers to ensure they meet regulatory requirements.- **Data Entry and Management:** Accurately enter and update customer information into the bank's database, ensuring all records are complete and organized for easy retrieval.- **Compliance Monitoring:** Monitor and review customer accounts for compliance with KYC regulations to identify any discrepancies or red flags that require further investigation.- **Customer Interaction:** Engage with customers in a professional manner to clarify any missing documentation and provide guidance on the KYC process.- **Reporting Issues:** Report any suspicious activities or concerns to the senior management team, contributing to the security and integrity of banking operations.**Required Skills and Expectations:**- **Attention to Detail:** You must pay close attention to details to ensure accuracy in customer data verification and compliance checks.- **Communication Skills:** Strong verbal and written communication skills are essential for effectively interacting with customers and collaborating with team members.- **Analytical Thinking:** You should possess good analytical skills to assess customer information and identify potential issues.- **Team Player:** The ability to work well within a team environment is important, as you will collaborate with various departments to enhance service quality.- **Basic Computer Skills:** Proficiency in using computers and office software is required for data entry and record management.

Required MF For Reputed company at Barasat Branch with Fixed Salary PF ESI . Interested candidates can Call 8250630200.Experience person get extra opportunity for this month.No consultancy No charges.

We are Recruiting as Financial Consultant and Business Development Manager.

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.

Key Responsibilities:Supervise warehouse staff and ensure efficient operations.Oversee inventory management, storage, and dispatch process.Maintain safety standards, cleanliness, and organization within the warehouse.Coordinate shipments, track orders, and perform regular stock audits.

- 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.

- 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.

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.

A field sales job in two-wheeler finance involves meeting sales targets by generating leads, acquiring new customers through field visits and networking, and closing deals for two-wheeler loans. Key responsibilities include building relationships with dealerships and customers, collaborating with internal teams to process loans, and ensuring timely loan disbursement. Qualifications often include sales experience and the ability to meet quotas. Key responsibilities : --Sales target achievement: Meet or exceed monthly and quarterly sales targets for two-wheeler loans.Lead generation: Generate new leads through field visits, cold calls, and by following up on existing leads.Customer acquisition: Acquire new customers by meeting potential customers to understand their needs and offer financing solutions.Relationship management: Build and maintain relationships with customers, dealers, and other key stakeholders.Process management: Collaborate with internal credit and processing teams to ensure the timely and compliant disbursement of loans.Market penetration: Work to increase sales and market penetration by promoting special schemes, conducting loan melas, and increasing insurance penetration.Record keeping: Maintain accurate sales records and reports. Required qualifications and skillsExperience: 0-3 years of sales experience is often required, with prior experience in retail sales or the two-wheeler industry being a plus.Education: A bachelor's degree may required, also a strong understanding of the sales process is essential.Skills: Strong communication, negotiation, and interpersonal skills are crucial.Attributes: A self-motivated, results-oriented individual with a strong bias for action is often sought after.***After applying, if you are shortlisted then we call you for next round which we called telephonic discussion about yourself like your self explanatory, talking or speak capabilities, your own confidence level,your motivational spech,your creativity and many others things if u selected after this round we fixed a date and tell you to come to our office which we send our u office address throughout mail and then complete documentational process for your employment I'd Creation. If u have any query about this job feel free to contact me in my mail I'd with your cv .if u want to grow then apply fast seats are limited ..fresher's also welcome..Send me your resume with ur queries to my gmail I'd which is-rjratul1997@gmail.com

Hiring for 20 Team Manager Jobs in Kolkata for Freshers,Required Educational Qualification is : 12th Pass, 10th Pass, B.A, B.Com, B.Sc, M.B.A/PGDM, M.Com with Good knowledge in Financial Services, Financial Planning, BFSI, Investment Banking, Finance, Team Building, Team Leader, Team Management Skills etc.

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.

Designation Sales Executive (B2B & B2C )Locations Chandigarh, Mumbai, Kolkata, ChennaiExperience (0 -1 yrs)Salary - 30k to 35kNo. of opening 1 eachPreferred with Good comms

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

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

Key Responsibilities:Supervise warehouse staff and ensure efficient operations.Oversee inventory management, storage, and dispatch process.Maintain safety standards, cleanliness, and organization within the warehouse.Coordinate shipments, track orders, and perform regular stock audits.