Array ( [0] => financial-planning-advisor [1] => kolkata ) Financial Planning Advisor Graduate Jobs in Kolkata
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Financial Planning Advisor Graduate Jobs in Kolkata

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  • 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.
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Financial Advisor (1-3 Years)

Axis Max Life Insurance Limited

Financial Services Financial Planning Finance Financial Consultancy Team Coordinator
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
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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.
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  • 1 - 7 yrs
  • Kolkata
Good Communication Skills Team Building Customer Handling Financial Services Financial Planning Leadership Financial Consultancy Business Finance
Key responsibilities include identifying client needs, explaining policy options, processing applications, and providing ongoing customer support.
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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.
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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
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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
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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
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FINANCIAL ADVISOR

ANAND RATHI SHARE & STOCK BROKER LTD

  • 3 - 8 yrs
  • 15.0 Lac/Yr
  • Park Street Kolkata
Financial Planning Marketing Wealth Management Investment Advisory
ADVISOR ( DEALER ) ON STOCK MARKET , MARKETING MANAGER OF WEALTH MANAGEMENT PRODUCT , DEAL WITH HNI / CORPORATE CLIENT
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Financial Advisor

ICICI Prudential Life Insurance

  • 0 - 2 yrs
  • Kolkata
Financial Planning Marketing Investment Advisory Sales Accounting Treasury Wealth Management Financial Advisor Work From Home
We are Hiring..ICICI Prudential Life Insurance has a market cap of 90,000 Crores and our AUM of 2231.71 Billion makes us a leader.We came up with a plan to hire Financial Advisors who help us to reach out to the customers and As a Unit Manager I am looking for a Effective and Productive team.As our team consists of Doctors, Chartered Accountants, Housemakers, Retired Personals and many more.Do connect with us, If you are interested or wanna earn commissions on every policies sold.
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Financial Advisor

Axis Max Life Insurance Limited

  • 1 - 5 yrs
  • 3.0 Lac/Yr
  • Kolkata
Leadership Financial Services Financial Planning
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.
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  • 1 - 6 yrs
  • Kolkata
Finance Advisor
Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.
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Financial Advisor

Kotak Mahindra

Financial Planning Marketing Wealth Management Investment Advisory
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.
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