22

Financial Planning Advisor Fresher Jobs in Kolkata

filter
  • Location
  • Role
  • Functional Area
  • Qualification
  • Experience
  • Employer Type
  • 0 - 6 yrs
  • Kolkata
Financial Planning Financial Services Business Finance BFSI Leadership Financial Consultancy Financial Reporting Infrastructure Finance
A Financial Advisor is responsible for helping clients manage their finances, achieve their financial goals, and secure their future.
View all details
  • 0 - 1 yrs
  • 3.3 Lac/Yr
  • Kolkata
Sales Skills Banking Regulations Financial Planning
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.
View all details
  • 0 - 6 yrs
  • 12.0 Lac/Yr
  • Kaikhali Kolkata
Financial Planning Strategic Financial Planning Financial Reporting
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
View all details
Financial Planning Skills Customer Service Life Insurance Insurance Sales Team Building
Urgently Required Male/female Insurance Professional (insurance Advisor/team Leader) and Tele Caller. Age 25 to 60+
View all details

Get Personalized Job Matches

Based on your experience, skills, interests, and career goals to help you find the most relevant opportunities faster. Register Now!
  • 0 - 6 yrs
  • Ultadanga Kolkata
Insurance Sales Life Insurance Insurance Insurance Marketing Customer Service Financial Planning Skills
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
View all details
  • Fresher
  • Around Kolkata
Corporate Recruitment Financial Planning Skills Customer Service
Team recruitment, Management and leadership job
View all details

Life Advisor

Baba Lokenath Consultancy Tata Aia Service Provider

  • 0 - 3 yrs
  • Kankurgachi Kolkata
Finance Sales Executive Financial Planning Skills
Financial sales, savings and pension including mutual fund.
View all details

Higher Secondary Freshers For Finance Advisor

TATA AIA LIFE INSURANCE CO LTD

  • 0 - 1 yrs
  • 8.0 Lac/Yr
  • Kasba East Kolkata
Financial Planning Leadership Team Coordinator Analytical Skills Financial Services Financial Consultancy
I want a that type of candidate who want to earn unlimited through my guidance.
View all details
  • 0 - 6 yrs
  • 3.5 Lac/Yr
  • Kolkata
NA Financial Services Financial Planning Leadership Financial Reporting Finance
This is a Part-time Hybrid role for an Financial Advisor located in the Greater Kolkata Area. The Financial Advisor will be responsible for offering advice on financial planning, retirement planning, and investment strategies. Day-to-day tasks include assessing client financial needs, recommending insurance and investment products, and maintaining strong client relationships. The role also involves staying updated with market trends and regulatory requirements to ensure the highest standard of service.Qualifications -1. Proficiency in Financial Planning and Retirement Planning2. Excellent interpersonal and communication skills3. Ability to work independently and as part of a team4. Freshers & Interns are welcome to apply5. Experience in the financial services industry is a plus
View all details
  • 0 - 5 yrs
  • 10.0 Lac/Yr
  • Kolkata
Corporate Selling Financial Planning Skills Life Insurance Insurance Sales
Selling insurance and FD and many financial products.
View all details
Financial Planning Skills General Insurance Life Insurance Insurance Sales Insurance Marketing Insurance
We have vacant of 40 Life Insurance Advisor Jobs in Garia, Kolkata, Park Street, Kolkata, Hazra, Kolkata, South 24 Parganas, Howrah, North 24 Parganas, Tollygunge, Kolkata, Bhowanipore, Kolkata, Behala, Kolkata, Kolkata, for Freshers Educational Qualification : Higher Secondary, Diploma, Advanced/Higher Diploma, B.A, B.Com, B.Ed, B.Sc, B.Tech, Post Graduate Diploma, M.A, M.B.A/PGDM, M.Com, M.Sc, Company Secretary, Diplomate of National Board, Integrated PG, Any Master Degree Skill Financial Planning Skills, General Insurance, Life Insurance, Insurance Sales, Insurance Marketing, Insurance etc.
View all details
  • 0 - 6 yrs
  • Kolkata
Financial Planning Financial Services Insurance Life Insurance Advisor
Reputed life insurance company is hiring for financial consultant..
View all details
Financial Planning Financial Services Leadership Financial Consultancy Team Coordinator Finance
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.
View all details

Opening For Financial Advisor

Aditya Birla Capital Ltd

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 BFSI
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
View all details
Leadership Infrastructure Finance Investment Banking Financial Services Financial Planning Taxation Financial Consultancy Analytical Skills Brand Awareness Corporate Finance Analytical Ability Business Finance Voice Process SAAS Team Coordinator Finance Financial Reporting
We hiring financial advisors for our company
View all details

Financial Consultant

Indiafirst Life

  • 0 - 6 yrs
  • Barasat Kolkata
Team Building Financial Services Financial Planning Leadership
REQUIRED SOME M/F FOR THE POST OF BUSINESS DEVELOPMENT EXE.(SALES) WITH FIXED SALARY P.F ESI
View all details
  • 0 - 6 yrs
  • 3.0 Lac/Yr
  • Kolkata
Direct Marketing Financial Planning Financial Planner Financial Management
**Job Opportunity: Financial Advisor****Company:** Finance Division of Tata Group**Job Description:**We are looking for dynamic and driven individuals to join our team as Financial Advisors. As a Financial Advisor, you will be responsible for providing expert financial advice and consultancy to prospective consumers, helping them achieve higher returns on their investments. You will play a crucial role in guiding clients towards sound financial decisions, ensuring their financial security and growth.**Candidate Eligibility:**- Age Bar: 25 to 65- Gender: Male/Female- Area: Kolkata (Candidates residing in or willing to work in Kolkata)- Occupation: We welcome candidates from various professional backgrounds, including:- Housewives- Retired individuals- Businesspersons- Servicemen and women**Job Timing:**You have the flexibility to choose between full-time and part-time work options, enabling you to balance your professional and personal commitments effectively.**Qualification:**To be considered for the position of Financial Advisor, you should meet the following educational requirements:- Minimum Higher Secondary qualification for candidates with relevant experience and a strong interest in finance.- Graduates from any discipline are encouraged to apply.**Key Responsibilities:**- Assessing clients' financial situations and goals.- Providing personalized financial advice and investment strategies.- Educating clients on various investment opportunities and risks.- Monitoring and managing clients' investment portfolios.- Staying up-to-date with financial market trends and regulations.- Building long-term relationships with clients based on trust and integrity.**Skills and Attributes:**- Strong communication and interpersonal skills.- Analytical mindset and a passion for finance.- Ability to understand clients' needs and tailor financial solutions accordingly.- Ethical and trustworthy approach towards financial planning.
View all details

Financial Advisor

Kotak Mahindra

  • 0 - 6 yrs
  • 3.8 Lac/Yr
  • Ultadanga Kolkata
Financial Planning Marketing Wealth Management Investment Advisory
Must have basic knowledge regarding Insurance Industry. Basic knowledge regarding Financial Planning & Should be able to Work Under Team
View all details
  • 0 - 6 yrs
  • Shakespeare Sarani Kolkata
Financial Planning Marketing Investment Advisory Sales Accounting Treasury Wealth Management Financial Advisor
*Financial consultant* Full-time. 15000-20000/monthHello Everyone,Are you looking for a job..??Don't worry.Kotak Mahindra is hiring financial consultants.Age :18-45Qualification :10+2(minimum)Salary : 15k to 20k with handsome incentives.
View all details

Financial Advisor

Kotak Mahindra Group

  • 0 - 1 yrs
  • Park Street Kolkata
Financial Planning Accounting Marketing Treasury Wealth Management Investment Advisory Financial Advisor Work From Home
Start your 2nd income. Just work 3-4 hrs/day and you can earn 40000-50000/month. Age limit -30 to 65 yrs. Currently we are hiring Retaired Person, VRS, Small Type Businessman, Housewife, Ex banker, Accountants.
View all details
View More Jobs

Apply to 22 Financial Planning Advisor Fresher Jobs in Kolkata

  • Kolkata Jobs
  • Hyderabad Jobs
  • Ahmedabad Jobs
  • Bangalore Jobs
  • Mumbai Jobs
  • Pune Jobs
  • Chennai Jobs
  • Delhi Jobs