Financial Service Job Vacancies 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.

We are Hiring Sales Advisor EdTech : KolkataWalk-in Interviews Ongoing!Are you a sales enthusiast with strong communication and convincing skills? Do you enjoy interacting with people and closing deals? Then wed love to meet you!: Sales Advisor: EdTech (experience in EdTech/education sales is a plus point) : Passion for sales and target-driven mindset Excellent communication & interpersonal skills Ability to counsel and convert leads effectively Prior EdTech/education sales knowledge will be an added advantage : manjima.saha@stockedge.comIf youre looking to grow your career in the booming EdTech industry, this is your chance.

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.

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

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+

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.

Freelance jobFinancial planning as life Savings, Investment, pension, protection

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.

As a Financial Advisor, your primary responsibility will be to help clients manage their finances by providing expert advice on investment options, retirement planning, estate planning, and overall wealth management. You will be responsible for analyzing financial information, assessing clients' goals and risk tolerance, and developing personalized financial strategies.Key responsibilities include:1. Conducting comprehensive financial assessments for clients to determine their current financial situation and future goals.2. Recommending suitable investment products and strategies based on clients' risk tolerance and investment preferences.

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.

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

Job Role: Branch Banking Officer - Axis BankKey Responsibilities:Welcome customers and understand their banking requirements.Open Savings Accounts, Current Accounts, Salary Accounts, and Fixed/Recurring Deposits.Process routine banking transactions such as cash deposits, withdrawals, cheque clearing, fund transfers, and account servicing.Ensure KYC, AML, and RBI compliance while processing customer requests.Cross-sell banking products such as:Debit & Credit CardsPersonal LoansHome LoansInsuranceMutual FundsFixed Deposits and other investment productsResolve customer queries and complaints promptly while maintaining high service standards.Generate leads and acquire new customers through referrals and branch walk-ins.Maintain accurate documentation and branch records.Coordinate with other branch departments to ensure smooth banking operations.Achieve monthly business and sales targets assigned by the branch manager.EligibilityGraduation in any discipline (B.Com, BBA, BA, B.Sc., etc.).Freshers and candidates with banking or sales experience may be eligible depending on the vacancy.Good communication and customer-handling skills.Basic computer knowledge and understanding of banking operations.