Array ( [0] => financial-planning [1] => hooghly ) Financial Planning Jobs in Hooghly,Financial Planning Job Vacancies in Hooghly West Bengal
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Financial Planning Job Vacancies in Hooghly

Hiring Fresher - Finance Advisor - Hooghly

Axismax

  • Fresher
  • Uttarpara Kotrung Hooghly
BFSI Finance Advisor Financial Advisor Financial Consultant Financial Advisory Financial Planning
Key Responsibilities:1. Provide financial guidance: Assist clients in understanding their financial goals and develop tailored strategies to achieve them.2. Conduct financial analysis: Analyze clients' financial situations, including income, expenses, assets, and liabilities, to offer personalized recommendations.3. Offer investment advice: Recommend suitable investment options, such as stocks, bonds, mutual funds, and retirement accounts, based on clients' risk tolerance and financial objectives.4. Monitor client portfolios: Regularly review and adjust investment portfolios to ensure they align with clients' changing financial circumstances and market conditions.5. Educate clients: Keep clients informed about market trends, economic developments, and changes in financial regulations to help them make informed decisions.6. Build relationships: Develop long-term relationships with clients through regular communication, trust-building, and addressing their financial needs and concerns.Required Skills and Expectations:1. Strong communication skills: Ability to explain complex financial concepts in simple terms and build rapport with clients.2. Analytical mindset: Proficiency in analyzing financial data and making sound recommendations based on facts and figures.3. Customer service orientation: Dedication to providing exceptional service and meeting clients' needs promptly and effectively.4. Knowledge of financial products: Understanding of various investment vehicles, insurance products, and retirement planning options.5. Attention to detail: Thoroughness in reviewing financial documents, conducting research, and preparing reports accurately.6. Compliance knowledge: Familiarity with financial regulations and commitment to adhering to ethical standards and industry best practices.
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Freshers & Experience || Full Time || Warehouse Supervisor

Axis Services

  • 0 - 1 yrs
  • 3.8 Lac/Yr
  • Serampore
Decision-making Financial Acumen Management Performance Evaluation Problem-solving Sales Management Networking Strategic Planning Risk Management Time Management Customer Service Leadership Team Building Budgeting Negotiation Skills Analytical Skills Conflict Resolution Communication Adaptability Organizational Skills Packaging Loding
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.
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Hiring For 12th Pass Freshers - Life Insurance Advisor

Tata AIA Life

  • 0 - 3 yrs
  • Serampore
Insurance Sales Life Insurance Financial Planning Skills Customer Service Insurance Marketing Good Communication Skills General Insurance Insurance Direct Sales Tele Marketing Financial Service Consultant Life Insurance Advisor
URGENT REQUIREMENTUrgent Requirement!Tata AIA Life Insurance is hiring Insurance Advisors for part-time or full-time work. Earn extra income, enjoy flexible working hours, and get free training + full support. Motivated candidates are requested to apply immediately.
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Hiring Freshers || Finance Advisor

Hdfc Life

  • 0 - 3 yrs
  • Serampore
Financial Planning Financial Services
Job Openings for 15 Financial Consultant Jobs for Freshers in Serampore, having Educational qualification of : Higher Secondary, Secondary School, B.A, B.Arch, B.C.A, B.B.A, B.Com, B.Sc, B.Tech, MBBS, Post Graduate Diploma, M.A, M.Arch, M.C.A, M.B.A/PGDM, M.Com with Good knowledge in Financial Planning, Financial Services etc.
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Financial Planning Advisor Jobs For Higher Secondary Freshers

India First Life Insurance

  • 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
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Urgent Requirement For Financial Planning Advisor

Future Generali

  • 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 Planning Advisor

Tata Group

  • 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.
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Apply to 4 Financial Planning Job Vacancies in Hooghly

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