12

Investment Advisor Fresher Jobs in Kolkata

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  • 0 - 4 yrs
  • 2.5 Lac/Yr
  • Kolkata
Financial Services Financial Planning Investment Banking
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.
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  • 0 - 3 yrs
  • 4.5 Lac/Yr
  • Kolkata
Financial Services Financial Planning BFSI Finance Team Coordinator Investment Banking
Job Role - Financial Advisor Company - ICICI PRUDENTIAL LIFE INSURANCE Experience - Freshers or Experienced both can Apply Skills - Financial Planning, Financial Services,Team coordinator, Team Leading, Salary - Annual CTC upto 4.5 lakhs, Attractive Incentives, PF , GRATUITY..
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  • 0 - 1 yrs
  • Kolkata
Marketing Sales Communication Investment Banking Leadership
The Financial Advisor helps clients plan and achieve their financial goals by offering insurance and investment solutions. They assess clients needs, recommend suitable life, health, and investment insurance products, and build long-term relationships based on trust and financial guidance.
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Opening For Financial Advisor

Aditya Birla Capital Ltd

Financial Services Financial Planning Investment Banking Taxation Finance Infrastructure Finance Financial Consultancy Brand Awareness Financial Reporting Analytical Ability Team Coordinator Analytical Skills Business Finance Leadership Corporate Finance BFSI
We are looking for 51 Financial Advisor Posts in Kolkata,Kolkata South, Kolkata,Around Kolkata, with deep knowledge in Financial Services,Financial Planning,Investment Banking,Taxation,Finance,Infrastructure Finance,Financial Consultancy,Brand Awareness,Financial Reporting,Analytical Ability,Team Coordinator,Analytical Skills,Business Finance,Leadership,Corporate Finance,Voice Process and Required Educational Qualification is : Higher Secondary, Professional Degree, B.A, B.B.A, M.A, M.B.A/PGDM, Chartered Accountant
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Leadership Infrastructure Finance Investment Banking Financial Services Financial Planning Taxation Financial Consultancy Analytical Skills Brand Awareness Corporate Finance Analytical Ability Business Finance Voice Process SAAS Team Coordinator Finance Financial Reporting
We hiring financial advisors for our company
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Investment Advisor - New Town

Bajaj Allianz Life Insurance

  • 0 - 1 yrs
  • New Town Kolkata
Real Estate Laws Investment Advisor Investment Consultant
*JOB DESCRIPTION:* Recruiting Advisor And Leader For Your Team Create An Inspiring Team Environment With An Open Communication Culture. Set Clear Team Goals. Delegate Tasks And Set Deadlines. Oversee Day-To-Day Operation. Monitor Team Performance And Report On Metrics. Motivate Team Members. Understanding Clients Financial Needs. Determine Clients Expenses Level Of Income Insurance Coverage Financial Objectives And Goals Tax Status And Risk Tolerance And Answer Clients Questions And Address Concerns.
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Investment Advisor

Bajaj Allianz Life Insurance

  • 0 - 1 yrs
  • 3.0 Lac/Yr
  • New Town Kolkata
Communication Skill Investment Advisor Financial Advisor Financial Consultant
*JOB DESCRIPTION:* Recruiting Advisor And Leader For Your Team Create An Inspiring Team Environment With An Open Communication Culture. Set Clear Team Goals. Delegate Tasks And Set Deadlines. Oversee Day-To-Day Operation. Monitor Team Performance And Report On Metrics. Motivate Team Members. Understanding Clients Financial Needs. Determine Clients Expenses Level Of Income Insurance Coverage Financial Objectives And Goals Tax Status And Risk Tolerance And Answer Clients Questions And Address Concerns.
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Good Communication Financial Advisor Walk in
We want recruitment solutions as per below given details.Key Skill : good communication, Financial AdvisorExp : FresherIndustry : Banking / Financial Services / Stock BrokingFunctional Area : Financial Services / Banking, Investments / Insurance / stock market / LoanQualification : Higher Secondary, Diploma, Professional Degree, Other Bachelor Degree, B.Com, M.A, M.Com, M.Ed, M.Tech, Other Doctorate DegreeVacancy : 50Job Location : Kolkata
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Financial Advisor

Kotak Mahindra

  • 0 - 6 yrs
  • 3.8 Lac/Yr
  • Ultadanga Kolkata
Financial Planning Marketing Wealth Management Investment Advisory
Must have basic knowledge regarding Insurance Industry. Basic knowledge regarding Financial Planning & Should be able to Work Under Team
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  • 0 - 6 yrs
  • Shakespeare Sarani Kolkata
Financial Planning Marketing Investment Advisory Sales Accounting Treasury Wealth Management Financial Advisor
*Financial consultant* Full-time. 15000-20000/monthHello Everyone,Are you looking for a job..??Don't worry.Kotak Mahindra is hiring financial consultants.Age :18-45Qualification :10+2(minimum)Salary : 15k to 20k with handsome incentives.
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Financial Advisor

Kotak Mahindra Group

  • 0 - 1 yrs
  • Park Street Kolkata
Financial Planning Accounting Marketing Treasury Wealth Management Investment Advisory Financial Advisor Work From Home
Start your 2nd income. Just work 3-4 hrs/day and you can earn 40000-50000/month. Age limit -30 to 65 yrs. Currently we are hiring Retaired Person, VRS, Small Type Businessman, Housewife, Ex banker, Accountants.
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Financial Advisor

ICICI Prudential Life Insurance

  • 0 - 2 yrs
  • Kolkata
Financial Planning Marketing Investment Advisory Sales Accounting Treasury Wealth Management Financial Advisor Work From Home
We are Hiring..ICICI Prudential Life Insurance has a market cap of 90,000 Crores and our AUM of 2231.71 Billion makes us a leader.We came up with a plan to hire Financial Advisors who help us to reach out to the customers and As a Unit Manager I am looking for a Effective and Productive team.As our team consists of Doctors, Chartered Accountants, Housemakers, Retired Personals and many more.Do connect with us, If you are interested or wanna earn commissions on every policies sold.
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