Financial Services Sales Job Vacancies in Kolkata

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.

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+

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

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.

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

Recruitment and development and procurement of sales through team

We are looking for 58 Financial Advisor Posts in Kolkata, with deep knowledge in Sales, Financial Services, Finance, Financial Planning and Required Educational Qualification is: Higher Secondary

Insurance Sales and Loan Process, No Target. Fixed Salary.

Hiring for 100 Sales Advisor Jobs in Park Street, Kolkata, for Freshers,Required Educational Qualification is : Higher Secondary, Advanced/Higher Diploma, Professional Degree with Good knowledge in Channel Sales,Cold Calling,Financial Services Sales etc.

#Hiring#SENIOR & jUNIOR ADVISOR- For L S B Isy.1. WEALTH MANAGEMENT.= TEAM LEADER & INDIVIDUAL..2. RM- EQUITY- = TEAM LEADER & INDIVIDUAL.#SALES_Cum_TRADING.#CTC: Up to 25 LACS.Location: KOLKATA, AHMEDABAD. MUMBAI, BANGALORE, HYDERABAD, DELHI, PUNE, DELHI, CHENNAI.1. Ensure timely advice to customers for Equity and Derivative markets2. Portfolio Review to be done monthly with clients for deepening the Client relationship.3. Ensure adherence to Compliance process for advice given5. Daily meetings to be done with existing clients and new prospects for business.Role Requirements;o Educational Qualifications: Graduation in any discipline/ MBA Finance, NCFM.o Experience: MINIMUM 3 Years in Equity / MF / PMS / Broking.- SALES & TRADING.o Domain Knowledge: Understanding of capital marketsInterested candidates can Share updated CV- on datalivetech@gmail.comwith your current CTC.

Candidates required for Team Leader and Sales Advisor for MNC. Fixed payout, incentives and performance bonus.

Position : Sales OfficerRole and Responsibility: To monitor closely the HL data and Sell Home Loan To source open market business too and achieve the targets assigned To be completely aware of the products being offered by the company and understand competition offering and handle customer objections To ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options Relationship building with the Home Loan Executives to which he is mapped and to ensure joint calls with the HLE to ensure maximum attachments of the files being disbursed To build a relationship with the customer so that he/ she is able to cross sell other product offering basis the need of the customer, thereby managing the entire account of customer. To ensure to source customers family details, other loan details etc To be in sync and work together with the partner representatives Understanding the joint ownership of the customer at the time of servicing etc To ensure timely renewal of the business sourced To ensure appropriate processes defined are being followed and undergo the training and certification for being compliant towards selling of various products (insurance, mutual funds etc) To always be well groomed and his sales kit should be organized and complete To maintain company first attitude and be respectful in attitude towards other fellow colleagues, seniors , partners etc

About Us:Altius Investech is India's leading platform for Unlisted and Pre-IPO investments. We are currently seeking a talented Financial Sales Manager to join our team.Job Title: Financial Sales ManagerPrimary Objective:Expand our client base and increase sales in the unlisted shares and pre-IPO investment sector.Key Responsibilities:1. Identify and acquire new clients2. Develop and deliver effective presentations on unlisted shares and pre-IPO investments3. Establish and maintain strong client relationships4. Stay informed of market trends and developments5. Collaborate with team members to develop sales strategies6. Meet and exceed sales targetsQualifications:- 2-3 years of experience in financial sales- Strong knowledge of the stock market, particularly unlisted shares- Excellent communication and presentation skills- Ability to perform well under pressure- Interest in long-term career growthRequired Skills:- In-depth financial knowledge and analytical abilities- Capacity to explain complex financial concepts clearly- Patience and high energy- Strong relationship-building skillsWe Offer:- Competitive salary and commission structure- Opportunity to play a key role in India's growing unlisted shares market- Collaborative team environment- Long-term career development opportunitiesApplication Process:Please submit your resume, a compelling cover letter, and a brief sales pitch (280 characters maximum) to contact@altiusinvestech.comEmail Subject: Financial Sales Manager Application - [Your Name]Join us in our mission to advance the unlisted shares market in India.

Sales Of MSME Loan Products/ ADIVISORY SERVICES/IPO SERVICES

Urgently Required Sales Advisor / Life Advisor for Life Insurance Company. Attractive Payout Structure for right candidates. Candidates have to sales life insurance policies. Freshers / Part time / Full Time may also apply. Age limit 20 -45Yts. Both Male/ Female candidates may apply. Language Bengali, Hindi and English.

Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredRESPONSIBILITIES & DUTIES Develop various sources of agent hiring & build a team of agent & agent pipe line Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring Development of agent prospecting habits, calling habits and work habits Work with agent on planning and reviewing of activities and goals Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Improve agent productivity & retention Maintain the quality vectors of business including persistency and surrender

Job Description: Maintaining the relationship with the customers. To cross-sell the investment party products. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company. Generate revenues and AUM for the company as per the expectation.Position: Sales Manager/ Relationship manager EquityLocation: Noida, Gurgaon, KolkataExperience: 5-15 yearSalary: upto 30 lakhs per annum

Target Achievement Drive sales and achieve targets through the bank branches Sales Support Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance. Ensure that all service Lead Generation Spearhead all lead generation initiative from the bank whether through walk-in, data mining, referrals, etc.

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.