Financial Service Fresher Jobs in Kolkata

As a Financial Advisor, you will be responsible for guiding clients in managing their finances effectively. Your role will involve providing tailored financial advice and building strong relationships with clients to help them achieve their financial goals.**Key Responsibilities:**- **Client Consultation:** Engage with clients to understand their financial needs, goals, and current financial situations, allowing you to provide personalized advice.- **Financial Planning:** Develop comprehensive financial plans that suit individual client requirements, including budgeting, savings, and investment strategies.- **Investment Guidance:** Recommend suitable investment options based on client profiles, market trends, and risk tolerance to help them grow their wealth.- **Market Research:** Stay updated on financial products, market trends, and economic news to provide informed advice and improve client portfolios.- **Relationship Management:** Foster long-term relationships with clients by maintaining regular contact and providing ongoing support and guidance.To be successful in this role, you should possess strong communication skills to explain complex financial concepts clearly. An understanding of financial products and the ability to analyze client needs are critical. A proactive attitude and a willingness to learn will help you thrive in this fast-paced environment. You should be detail-oriented and have strong analytical skills to assess various financial situations accurately. A good level of confidence is also necessary, as you will be interacting directly with clients to build their trust.

Identify and understand clients' financial needs and goals.Recommend suitable life insurance and financial planning solutions.Generate new leads through networking, referrals, and prospecting.Meet clients to conduct need analysis and present appropriate financial products.Build and maintain long-term relationships with clients.Assist clients with documentation and policy processing.Provide after-sales service, policy reviews, and renewal support.Achieve assigned sales targets while following company policies and regulatory guidelines.Keep clients informed about products and help them make informed financial decisions.

Bank of Baroda India first life is hiring for financial consultant post. The work is basically on recruitment and team management and handling the financial part like fixed deposit, life insurance and short term long term investment part of the company.

Job SummaryDIGIT INSURANCE is looking for a motivated and customer-focused Financial Advisor to help clients understand their financial protection needs and recommend suitable insurance solutions. The ideal candidate will build long-term customer relationships, provide professional financial guidance, and contribute to the company's business growth through ethical sales practices.Key Responsibilities1.Identify and approach potential customers through referrals, networking, and lead generation.2.Assess clients' financial goals, income, and insurance requirements.3.Recommend appropriate life, health, motor, travel, and other insurance products.4.Explain policy features, benefits, exclusions, and premium options clearly.5.Assist customers with policy issuance, renewals, endorsements, and claims guidance.6.Build and maintain long-term relationships with existing clients.7.Achieve monthly and annual sales targets.8.Maintain accurate customer records and ensure compliance with company policies and regulatory guidelines.9.Stay updated on new insurance products and market trends.Required Qualifications1.Bachelor's degree in any discipline .2.Freshers with strong communication and sales aptitude are preferred.(prior experience is required to join only as a team lead directly)Required Skills1.Strong communication and interpersonal skills.2.Customer relationship management.3.Sales and negotiation skills.4.Financial planning and advisory abilities.5.Problem-solving and analytical thinking.6.Basic computer proficiency (MS Office and CRM systems).7.Time management and organizational skills.8.High ethical standards and professionalism.9.Preferred Attributes10.Self-motivated and target-oriented.11.Ability to work independently and as part of a team.12.Positive attitude with a customer-first approach.13.Willingness to travel locally for client meetings.14.Compensation & Benefits15.Competitive salary with attractive performance incentives.16.Health insurance and employee benefits.17.Professional training and career development opportunities.18.Performance recognition and growth opportunities.19.leave and other company benefits as per policy.Work LocationAs assigned by DIGIT INSURANCE.PARK STREET,KOLKATA.Employment TypeFull-time/Part-timeReporting ToBranch Manager / Sales ManagerEqual Opportunity Statement:DIGIT INSURANCE is committed to providing equal employment opportunities to all qualified candidates and fostering a diverse and inclusive workplace.

Join our team as a Financial Advisor and help clients achieve their financial goals. This part-time position allows you to work from home while providing valuable financial guidance to individuals and families.**Key Responsibilities:**- **Client Consultation:** Meet with clients to understand their financial situation and goals. This involves asking questions to gather information about their income, expenses, and investment preferences.- **Financial Planning:** Create personalized financial plans that align with clients objectives. You will analyze their financial status and recommend suitable investments, savings strategies, and debt management options.- **Market Research:** Stay informed about market trends and economic conditions to provide clients with up-to-date advice. This includes analyzing financial products and understanding how changes in the market may affect client portfolios.- **Ongoing Support:** Offer continuous support and advice to clients as their financial needs change. This may involve regular check-ins and adjustments to their financial plans based on life events or market changes.- **Compliance Adherence:** Follow all relevant regulations and enhance trust with clients by ensuring that your advice follows ethical guidelines and legal standards.**Required Skills and Expectations:**Candidates should have strong communication and interpersonal skills to build relationships with clients. A keen analytical mindset will help in understanding financial data. Previous experience in finance is a plus, but not mandatory, as we welcome fresh talent. Candidates must also display a willingness to learn and adapt in a dynamic field.

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+

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.

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

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.