Financial Planning Advisor Graduate Experience Jobs 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

Key responsibilities include identifying client needs, explaining policy options, processing applications, and providing ongoing customer support.

ADVISOR ( DEALER ) ON STOCK MARKET , MARKETING MANAGER OF WEALTH MANAGEMENT PRODUCT , DEAL WITH HNI / CORPORATE CLIENT

Candidate must be above 25yrs age. Must be regular & punctual . should be able to Work under a team culture. Must have basic knowledge regarding Insurance Sector for financial planning.

Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.

As a Financial Advisor, you will be responsible for providing financial guidance and advice to clients in order to help them achieve their financial goals. Your primary responsibilities will include assessing clients' financial situations, developing financial strategies, and recommending investment opportunities. You will also be responsible for monitoring clients' financial progress and adjusting strategies as needed.In order to be successful in this role, you must possess excellent leadership skills. You will need to be able to inspire and motivate clients to take action on their financial plans.