Financial Service Fresher Jobs in Kolkata

We are looking for a Financial Advisor to help clients manage their finances and achieve their financial goals. This part-time position allows you to work from home and is suitable for candidates with 0 to 5 years of experience. A minimum education level of 10th pass is required.Key Responsibilities:1. **Assess Client Needs**: Meet with clients to understand their financial situations and goals. This helps in providing tailored advice that fits their unique needs.2. **Provide Financial Advice**: Offer guidance on investment options, savings plans, and other financial products. Your role will be crucial in helping clients make informed decisions.3. **Create Financial Plans**: Develop detailed financial plans that outline strategies for clients to meet their goals. This includes budgeting and investment strategies.4. **Monitor Financial Progress**: Regularly check in with clients to assess their progress and adjust plans as necessary to keep them on track.5. **Build Client Relationships**: Cultivate strong relationships with clients to ensure ongoing trust and communication. Happy clients often lead to referrals.Required Skills and Expectations:The ideal candidate must have strong communication skills to explain financial concepts clearly. Being detail-oriented is essential for creating accurate financial plans. You should also be able to work independently and manage your time efficiently. A positive attitude and eagerness to learn about financial products will help you succeed in this role.

A Financial Advisor is responsible for helping clients manage their finances, achieve their financial goals, and secure their future.

We are looking for a motivated and customer-focused Life Advisor to join our insurance team. The candidate will be responsible for advising clients on suitable life insurance products, building long-term relationships, and achieving sales targets.Key Responsibilities:Identify and approach potential clients through networking, referrals, and leadsUnderstand customer financial needs and recommend suitable insurance plansExplain policy features, benefits, and terms clearlyAssist clients with policy selection, documentation, and application processMaintain regular follow-up with existing clients for renewals and serviceBuild and maintain strong customer relationshipsAchieve monthly and yearly sales targetsStay updated with company products and market trends

A customer Service Associate(CSA) or Customer Service Officer (CSO) in a bank acts as the primary link between customers and the financial institution,balancing operational tasks with customer service.Candidates are responsible for accurately processing transactions, opening accounts and addressing customer queries to ensure high satisfaction.

Required MF For Reputed company at Barasat Branch with Fixed Salary PF ESI . Interested candidates can Call 8250630200.Experience person get extra opportunity for this month.No consultancy No charges.

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.

We have vacant of 15 Sales Advisor Jobs in Tollygunge, Kolkata for Freshers Educational Qualification : 12th Pass Skill Direct Marketing, Retail Sales, Corporate Sales, Direct Sales, Channel Sales, Financial Services Sales etc.

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.

Designation Sales Executive (B2B & B2C )Locations Chandigarh, Mumbai, Kolkata, ChennaiExperience (0 -1 yrs)Salary - 30k to 35kNo. of opening 1 eachPreferred with Good comms

Urgently Required Male/female Insurance Professional (insurance Advisor/team Leader) and Tele Caller. Age 25 to 60+

Job Openings for 30 Team Leader Jobs for Freshers in Kolkata, Howrah, Hooghly, North 24 Parganas, South 24 Parganas, Park Street, Kolkata, BBD Bag, Kolkata, Gariahat, Kolkata, Chandannagar, Hooghly, Dharmatala, Kolkata, having Educational qualification of : Higher Secondary, I.T.I., B.A, B.C.A, B.Ed, Other Bachelor Degree, Post Graduate Diploma, M.A, Chartered Accountant, Any Master Degree with Good knowledge in Team Leader, Financial Consultancy, Leadership Skills, Advisor, Relationship Executive, Relationship Manager, Direct Sales, Banking Insurance, Insurance Sales, Service Marketing etc.

Urgent Opening for Tele caller Financial Services Company Name: MACSLocation: KolkataEmployment Type: Full-timeImmediate Joiners PreferredInterested Candidate can drop their CV at sneha.b@macsgroup.org or call at 6290738697We are looking for an enthusiastic Tele caller to join our team in the financial services sector. The ideal candidate will be responsible for making outbound calls to prospective clients, explaining our financial products, and assisting with customer inquiries.Key Responsibilities: Make outbound calls to potential customers, promoting financial services (loans, insurance, investments, etc.). Answer client queries and provide relevant product information. Maintain accurate records of customer interactions. Meet daily and monthly targets.Preferred Qualifications: Excellent communication skills (both verbal and written). Previous tele calling or customer service experience is a plus. Female candidates preferred. A positive attitude and strong interpersonal skills.Benefits: Competitive salary. Training on financial products and services. Opportunities for career growth and development within the company.

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

Team recruitment, Management and leadership job

I want a that type of candidate who want to earn unlimited through my guidance.

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

Recruitment and development and procurement of sales through team

Reputed life insurance company is hiring for financial consultant..

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.

Experience0 - 1 YearsNo. of Openings50EducationHigher SecondaryRoleBranch Relationships ExecutiveIndustry TypeBanking / Financial Services / Stock BrokingGender[ Male / Female ]Job CountryIndiaType of JobFull TimeWork Location TypeWork from Office

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.

REQUIRED SOME M/F FOR THE POST OF BUSINESS DEVELOPMENT EXE.(SALES) WITH FIXED SALARY P.F ESI