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

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Telephonic For Wealth Advisor Jobs (Freshers)

Mutual Fund Corporate Distribution House

  • 0 - 6 yrs
  • 10.0 Lac/Yr
  • Kolkata
Client Advisory Financial Planning Wealth Management
Person are good in convencing power and talk with confidence are required..
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Hiring Fresher - Finance Advisor - Kolkata

Aditya Birla Capital Ltd

  • 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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Fresher hiring for Banking Advisor

Kotak life

  • 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.
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12th Pass Freshers For Warehouse Supervisor

Axis Services

  • 0 - 1 yrs
  • 3.8 Lac/Yr
  • Park Street Kolkata
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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Looking For Accountant – Australia Tax & Compliance

Adwalnut Technologies Pvt.ltd

  • 2 - 3 yrs
  • 4.0 Lac/Yr
  • Kolkata
Financial Analysis IRS Regulations Tax Planning Tax Deductions Tax Compliance
We are seeking an experienced and detail-oriented Accountant with strong expertise in Australian taxation and financial compliance. The ideal candidate will have 2+ years of hands-on experience in BAS, IAS, Payroll, FBT, ITR, and annual tax reporting. This role involves managing end-to-end tax obligations, preparing accurate financial reports, and supporting strategic decision-making with reliable financial insights.Key ResponsibilitiesPrepare and lodge BAS, IAS, ITR and all statutory compliance reports within deadlines.Oversee payroll processing, superannuation and employer obligations as per Fair Work and ATO guidelines.Manage FBT preparation, reconciliation, and annual reporting.Lead annual tax compliance including tax planning and audit support.Maintain accurate general ledger accounts and financial reporting.Analyse variances and identify cost-saving opportunities.Ensure full compliance with federal and state taxation laws.Support budgeting and forecasting activities.Advise leadership/clients on tax updates, compliance and financial performance.Improve internal controls and accounting processes.Required Skills & QualificationsBachelors degree in Accounting, Finance, or related field.Minimum 2 years of Australian accounting and taxation experience.Strong knowledge of BAS, IAS, Payroll, FBT, ITR and Annual Tax Compliance.Proficiency in Xero, MYOB, QuickBooks, or similar accounting systems.Strong understanding of Australian tax laws and accounting standards.High accuracy, analytical skills and attention to detail.Excellent communication and stakeholder management skills.Ability to work independently and meet deadlines.Core CompetenciesTaxation & CompliancePayroll & SuperannuationFinancial Reporting & ReconciliationCost & Financial AnalysisBudgeting & Forecasting SupportInternal Controls & Risk ManagementProblem Solving & Decision-makingWhat We OfferCompetitive salary based on experienceOpportunities for professional growth and learningSupportive work culture and collaborative team
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Field Marketing Executive (Freshers) Kolkata

Reputed Two Wheeler Finance Ltd

  • 0 - 4 yrs
  • 3.3 Lac/Yr
  • Kolkata
Financial Reporting Financial Planning Corporate Finance Finance Direct Marketing Marketing Motivating Skill B2c Marketing Outbound Calling Field Marketing Field Sales Lead Generation Conveyancing Marketing Communication Sales Target Sales Creativity
A field sales job in two-wheeler finance involves meeting sales targets by generating leads, acquiring new customers through field visits and networking, and closing deals for two-wheeler loans. Key responsibilities include building relationships with dealerships and customers, collaborating with internal teams to process loans, and ensuring timely loan disbursement. Qualifications often include sales experience and the ability to meet quotas. Key responsibilities : --Sales target achievement: Meet or exceed monthly and quarterly sales targets for two-wheeler loans.Lead generation: Generate new leads through field visits, cold calls, and by following up on existing leads.Customer acquisition: Acquire new customers by meeting potential customers to understand their needs and offer financing solutions.Relationship management: Build and maintain relationships with customers, dealers, and other key stakeholders.Process management: Collaborate with internal credit and processing teams to ensure the timely and compliant disbursement of loans.Market penetration: Work to increase sales and market penetration by promoting special schemes, conducting loan melas, and increasing insurance penetration.Record keeping: Maintain accurate sales records and reports. Required qualifications and skillsExperience: 0-3 years of sales experience is often required, with prior experience in retail sales or the two-wheeler industry being a plus.Education: A bachelor's degree may required, also a strong understanding of the sales process is essential.Skills: Strong communication, negotiation, and interpersonal skills are crucial.Attributes: A self-motivated, results-oriented individual with a strong bias for action is often sought after.***After applying, if you are shortlisted then we call you for next round which we called telephonic discussion about yourself like your self explanatory, talking or speak capabilities, your own confidence level,your motivational spech,your creativity and many others things if u selected after this round we fixed a date and tell you to come to our office which we send our u office address throughout mail and then complete documentational process for your employment I'd Creation. If u have any query about this job feel free to contact me in my mail I'd with your cv .if u want to grow then apply fast seats are limited ..fresher's also welcome..Send me your resume with ur queries to my gmail I'd which is-rjratul1997@gmail.com
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Freshers For Team Manager - Kolkata

Kotak Life Insurance.Co

  • Fresher
  • 6.5 Lac/Yr
  • Kolkata
Financial Services Financial Planning BFSI Investment Banking Finance Team Building Team Leader Team Management Skills
Hiring for 20 Team Manager Jobs in Kolkata for Freshers,Required Educational Qualification is : 12th Pass, 10th Pass, B.A, B.Com, B.Sc, M.B.A/PGDM, M.Com with Good knowledge in Financial Services, Financial Planning, BFSI, Investment Banking, Finance, Team Building, Team Leader, Team Management Skills etc.
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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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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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Opening For Finance Head

Samk & Co.

  • 1 - 7 yrs
  • 3.0 Lac/Yr
  • Kolkata
CA Financial Planning Financial Reporting Tally Accounting Nbfc TDS Return
We are seeking a detail-oriented and proactive Accountant who has strong expertise in Tally ERP, Tax Deducted at Source (TDS) compliance, Stock Market transactions, and NBFC (Non-Banking Financial Companies) accounting. The ideal candidate should have hands-on experience in financial reporting, statutory compliance, and capital market-related accounting activities.Key ResponsibilitiesTally & General AccountingMaintain accurate books of accounts in Tally ERP.Handle day-to-day accounting, journal entries, ledgers, and reconciliations.Preparation of Balance Sheet, Profit & Loss Account, and Cash Flow.TDS & TaxationComputation, deduction, and filing of TDS returns (24Q, 26Q, 27Q, etc.).Ensure compliance with Income Tax provisions relating to TDS, Advance Tax, and 26AS reconciliation.Liaise with auditors and consultants for tax-related queries.Stock Market & Investments AccountingMaintain accounting of equity shares, mutual funds, derivatives, bonds, and other securities.Record off-market transactions, corporate actions (bonus, split, dividend, buybacks).Capital Gains computation (Short Term & Long Term) for Income Tax.Reconciliation of demat accounts, broker ledgers, and investment portfolios.NBFC AccountingHandle accounting specific to NBFC operations loan disbursement, EMIs, interest accrual, provisioning for NPAs.Ensure compliance with RBI reporting norms, statutory filings, and company law requirements.Assist in financial planning, MIS, and regulatory returns.Skills & QualificationsGraduate/Postgraduate in Commerce/Finance (CA Inter/CA preferred but not mandatory).Minimum 2 - 4 years of experience in accounting and finance.Proficiency in Tally ERP, MS Excel, GST & TDS compliance.Knowledge of Capital Market operations (trading, settlement, corporate actions).Experience in NBFC accounting and RBI compliance will be an added advantage.Strong analytical skills and attention to detail.Other RequirementsAbility to manage multiple tasks with deadlines.Good communication skills for coordination with auditors, consultants, and management.Up-to-date knowledge of Indian accounting standards, taxation laws, and RBI guidelines.
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Freshers For Life Insurance Advisor - Kolkata/Howrah

Tata Aia Life Insurance Co Ltd

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+
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Financial Advisor

HDFC Life Insurance Company Limited

  • 2 - 8 yrs
  • 4.8 Lac/Yr
  • Kolkata
Financial Services Financial Planning Corporate Finance Taxation Finance BFSI Financial Consultancy Team Coordinator Financial Reporting Analytical Skills Analytical Ability Brand Awareness Business Finance Leadership Voice Process SAAS
Meet clients to understand their financial goals and risk appetite.Recommend suitable insurance and investment plans from HDFC Lifes product portfolio.Assist customers with policy applications, documentation, and premium payments.Maintain regular contact for renewals, policy servicing, and future needs.Promote and sell life insurance policies to individuals and families.Explain product benefits, features, and terms in a clear manner.Build strong relationships to generate referrals and repeat business.Keep updated with product knowledge and regulatory guidelines.Identify potential customers through networking, referrals, and cold calling.Conduct need-based sales to match client requirements with the right HDFC Life solutions.Follow up on leads and ensure customer satisfaction post-sale.Achieve monthly sales targets while maintaining service quality.Develop trust-based relationships with customers to ensure long-term engagement.Provide personalized after-sales support, including policy servicing and claims assistance.Educate clients on new products, offers, and financial planning tips.Uphold company values and maintain compliance with IRDAI norms.
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Walk-In For Financial Advisor (2-8 Years)

Kanak Consultant

  • 2 - 8 yrs
  • 5.0 Lac/Yr
  • Kolkata
Leadership Financial Planning Team Coordinator
Efficiency required in leadership, coordinating and financial planning
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Finance Advisor

Ghosh Consultancy

  • 1 - 1 yrs
  • 2.3 Lac/Yr
  • Barasat Kolkata
Financial Planning
Financial knowledge, experience
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Higher Secondary Freshers For Life Insurance Advisor

Aditya Birla Sun Life Insurance

  • 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
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Life Insurance Advisor - Part Time - Freshers

Kotak Mahindra Life

  • Fresher
  • Around Kolkata
Corporate Recruitment Financial Planning Skills Customer Service
Team recruitment, Management and leadership job
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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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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.
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Group Chief Financial Officer (Male)

Bengal Shelter Housing Development Limited

  • 10 - 15 yrs
  • 18.0 Lac/Yr
  • Salt Lake Kolkata
Financial Reporting & Analysis Financial Planning and Budgeting Taxation and Regulatory Compliance Strategic Thinking Risk Management Communication & Presentation Leadership & Team Management Collaboration and Influencing Time Management Adaptability & Flexibility Integrity& Proffesionalism Emotional Intellegence.
A joint Sector Company in collaboration with West Bengal Housing Board located in Salt Lake, Sector-V, involved in various infrastructural and real estate activities seek candidates for the position of GROUP CHIEF FINANCIAL OFFICER. The incumbent must be a qualified Chartered Accountant from ICAI with minimum 10 years experience in finance, accounting and leadership having in depth knowledge of financial statements, accounting standards and financial analysis techniques, ability to develop and manage financial plans, budgets and forecasts, knowledge of tax laws, regulations and compliance requirements. Should have the ability to develop and implement business strategies aligning with the organizations goals. Understanding of business operations, market trends and industry dynamics, ability to identify, assess and mitigate financial and operational risks, effective communication and presentation skills to engage with stakeholders, including board members, investors, etc. Prioritize tasks, manage time effectively. His duties will include handling the cash flows and financial planning as well as analyzing the company's financial health; Oversee the organization's financial activities, including being responsible for the finance and accounting professionals who perform operational functions.
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Opening For Financial Consultant

Future Generali

  • 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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Branch Executive Jobs For 12th Pass Freshers

Axis Services

  • 0 - 1 yrs
  • 3.8 Lac/Yr
  • Baguihati Kolkata
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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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 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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