Fresher Financial Consultancy Jobs

We are looking for a Team Coordinator to support our team in Kolkata. The ideal candidate will be able to manage tasks efficiently and communicate effectively with team members and supervisors. This is an entry-level position suitable for individuals with up to three years of experience.Key Responsibilities:1. **Communication Support**: Act as a bridge between team members and management, ensuring clear and timely communication regarding tasks, deadlines, and updates.2. **Task Management**: Assist in tracking team projects and deadlines, ensuring that all assignments are completed on time and to the expected standard.3. **Meeting Coordination**: Schedule and organize team meetings, prepare agendas, and take minutes to ensure that all important discussions are documented.4. **Documentation and Reporting**: Maintain records of team activities and generate reports on progress and outcomes, helping to keep everyone informed and aligned.5. **Team Support**: Provide administrative assistance to team members, helping them access resources and solve problems as they arise.Required Skills and Expectations:Candidates must have a high school diploma and exhibit strong organizational and time management skills. Effective verbal and written communication abilities are essential for this role. A strong team player with a positive attitude is expected, along with basic computer skills. The ability to adapt to various tasks and think critically is crucial for supporting a dynamic team environment.

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

We are Recruiting as Financial Consultant and Business Development Manager.

Basically job is issurance advisor where you need to aware about our issurance the insurance name is confidential I will say you after selection it is government backed and trusted issurance and the job is incentive based with high salary

- 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.

Financial Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, MF, FD, Govt. Bonds, Debentures, etc) and help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix. As per need, male candidate may have to visit client place for completion of documentation (any place, any day and any time). Qualification : Minimum Graduate from any stream.Experience : Freshers can apply.Remuneration : As per company normsWorking days : Monday to Saturday (first 6months)Post 6months alternate Saturday off.Contact: Email : hr.mumbai@moneyhoney.co.inMobile : 8655867034;

Hiring for 40 Insurance Advisor Jobs in Anand for Freshers,Required Educational Qualification is : 10th Pass with Good knowledge in Direct Marketing, Positive Attitude, Marketing, Life Insurance, Insurance Sales, Team Building, Financial Consultancy, Digital Marketing, Insurance, Marketing Communication, Sales, Good Communication etc.

A Financial Advisor Provides Clients with Expert Guidance On Financial Planning, Investments, Insurance, Retirement, and Wealth Management. the Role Involves Assessing Clients Financial Goals, Developing Customized Strategies, and Helping Them Make Informed Financial Decisions to Secure Their Future.

Job Description: Insurance AdvisorJob Title: Insurance Advisor / Insurance AgentRole Overview:An Insurance Advisor is responsible for providing clients with financial advice related to insurance policies. Their main role is to assess the needs of individuals or businesses and recommend suitable insurance products such as life, health, motor, or general insurance to protect against financial risks.Key Responsibilities:1. Client InteractionMeet and communicate with clients to understand their financial needs and goals.Build and maintain strong customer relationships.2. Policy RecommendationSuggest appropriate insurance plans (life, health, vehicle, property, etc.).Explain policy features, benefits, terms, and conditions clearly to clients.3. Sales & Business DevelopmentGenerate leads and convert them into sales.Meet sales targets set by the company.4. Customer SupportAssist clients with claim settlements and policy renewals.Provide after-sales service and policy updates.5. Market AwarenessStay updated with insurance products, new policies, and industry trends.Ensure compliance with legal and regulatory requirements.Skills & Qualities Required:Good communication and interpersonal skillsConvincing and negotiation abilityKnowledge of financial and insurance productsCustomer service orientationSelf-motivated and goal-orientedEducational Qualification:Minimum: 10+2 (Class 12) or equivalentPreferable: Graduate degree in commerce, finance, or related fieldCertification/License: Must complete IRDA (Insurance Regulatory and Development Authority of India) training and licensing In short: An Insurance Advisor helps people choose the right insurance plans, builds client relationships, sells policies, and ensures financial security for individuals and businesses.

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.

We have required financial advisors

We are looking for 100 Financial Advisor Posts in Navi Mumbai, Mumbai, with deep knowledge in Financial Services, Financial Planning, Corporate Finance, Investment Banking, BFSI, Finance, Voice Process, Leadership, Financial Reporting, Business Finance, Team Coordinator, Financial Consultancy, Brand Awareness, Analytical Ability, Analytical Skills, Infrastructure Finance, Taxation, SAAS and Required Educational Qualification is : Bachelor of Hotel Management

Good communication skills , positive attitude

About UsCephas Consultancy Services Private Limited is a Karnataka-based Business Consultancy Services company.https://cephasconsult.biz/https://www.linkedin.com/company/cephasconsultFounded in 2008Position Title: Finance and Marketing FreelancerDepartment: Finance and MarketingReports to: [Director]Type: Work from HomeWork timing: FlexiblePerformance Based Pay:Pay will be performance based. Competitive performance based pay. Fixed monthly salary amount would not be paid.Job Summary:We are seeking a highly motivated and detail-oriented Finance and Marketing Freelancer to join our team. This unique dual-role internship offers a comprehensive experience, allowing the intern to contribute to both the financial and marketing operations of our company. The ideal candidate is a proactive learner with strong analytical skills, excellent communication abilities, and a keen interest in understanding the intersection of finance and marketing strategy.Key ResponsibilitiesFinance Responsibilities (approx. 50% of time):Launch legally saving taxes (GST, Income, Capital Gains, Stamp Duty, Registration,etc.)Generate additional income from AssetsUse existing bank to create own banking systemGet Returns on ExpensesProvide benefits of a Private Limited Company without having to start one!Create a Platform for Products and ServicesMarketing Responsibilities (approx. 50% of time):Assist in the development and execution of marketing campaigns.Conduct market research to analyze consumer behavior and competitor activities.Help manage and update the companys social media channels and website content.Support the creation of marketing materials, such as presentations, flyers, and digital assets.Track and analyze marketing campaign performance data to generate reports and insights.Assist with event planning and coordination for marketing events or trade shows.Qualifications:Currently pursuing a Bachelors or Masters degree in Finance, Marketing, Economics, Business Administration, or a related field.Strong academic record.Proficiency in Microsoft Excel (e.g., VLOOKUP, pivot tables) and PowerPoint.Familiarity with marketing platforms (e.g., social media management tools, email marketing software like Mailchimp, or content management systems like WordPress) is a plus.Excellent analytical, problem-solving, and critical-thinking skills.Strong verbal and written communication skills.Ability to work independently and as part of a team in a fast-paced environment.High level of integrity and professionalism, with a strong attention to detail.What We Offer:Hands-on experience in a dynamic and fast-growing company.Exposure to both the financial and marketing aspects of a business.Mentorship and guidance from experienced professionals.Opportunity to contribute to real-world projects and make a tangible impact.A collaborative and supportive work environment.Flexible hours, possibility of full-time offer.To Apply:Interested candidates are invited to submit their resume and a cover letter detailing their interest in this opportunity.

Interested candidate share your resume and call on this number 9340367208

As a Financial Advisor, your primary responsibility will be to provide financial advice and guidance to clients in order to help them achieve their financial goals. This will involve analyzing their financial situation, providing recommendations on investment strategies, and assisting with estate planning and retirement planning. Key skills for this role include a strong understanding of financial services and products, knowledge of financial planning principles, expertise in corporate finance and taxation, experience in investment banking, and proficiency in financial reporting.

Job Openings for 30 Team Leader Jobs for Freshers in Kolkata, Howrah, Hooghly, North 24 Parganas, South 24 Parganas, Park Street, Kolkata, BBD Bag, Kolkata, Gariahat, Kolkata, Chandannagar, Hooghly, Dharmatala, Kolkata, having Educational qualification of : Higher Secondary, I.T.I., B.A, B.C.A, B.Ed, Other Bachelor Degree, Post Graduate Diploma, M.A, Chartered Accountant, Any Master Degree with Good knowledge in Team Leader, Financial Consultancy, Leadership Skills, Advisor, Relationship Executive, Relationship Manager, Direct Sales, Banking Insurance, Insurance Sales, Service Marketing etc.

WE ARE LOOKING FOR FINANCIAL CONSULTANT AND TEAM LEADERS FOR TOP LEADING PRIVATE BANK EARN UPTO 1L AND WORK ONLY 1-2 HOURS WORK FROM HOME, QUALIFICATION 10TH AND ABOVE AND AGE ABOVE 35, MALE AND FEMALE BOTH ,

We are seeking a knowledgeable and client-focused Freelance Insurance Advisor to provide personalized insurance solutions to individuals and businesses. As a freelance advisor, you will work independently to assess clients' needs, recommend suitable insurance policies, and assist with policy management and claims support.Key Responsibilities:1. Conduct virtual or in-person consultations to understand clients insurance needs2. Provide advice on a wide range of insurance products, including life, health, auto, property, and commercial coverage3. Compare policies from different insurers to offer the best value and coverage options4. Educate clients on policy details, terms, and conditions5. Assist clients with application processes, renewals, and claims6. Stay updated on industry regulations, trends, and new products7. Build and maintain long-term relationships with clients through ongoing supportQualifications:Proven experience as an Insurance Advisor, Agent, or Broker Fresher Also Strong understanding of various insurance products and regulatory requirementsExcellent communication and interpersonal skillsAbility to work independently and manage multiple clientsRelevant licenses or certifications (as required by your region or country)Preferred Skills:CRM or insurance management software experienceMultilingual capabilities (optional, but a plus)Strong organizational and time-management skillsWork Type:Remote / Freelance / Contract-basedFlexible hours based on client availabilityContact :- 8972518467 / sachin.giri@adityabirlacapital.com

1- Advising clients on their financial goals, including investment strategies, insurance needs, and retirement planning.2- Meeting with clients to understand their financial goals, risk tolerance, current financial situation (assets, debts, income), and investment knowledge. 3- Recommending suitable investment products, insurance solutions, and other financial services based on client needs and goals.