Planning Skills Job Vacancies in Kolkata

As a Financial Advisor, you will play a vital role in managing and guiding clients on their financial journeys. This position is based in BBD Bag, Kolkata, and is ideal for individuals with 0 to 6 years of experience. Your primary responsibilities include team management, where you will collaborate effectively with colleagues to achieve common goals. You will also focus on insurance sales, actively promoting various financial products to clients. Continuous product learning will be essential to stay updated on market trends and financial solutions. Strong communication skills will enable you to build and maintain relationships with clients, ensuring their needs are met through excellent client management practices.Candidates are expected to have good interpersonal abilities and the willingness to learn and adapt in a dynamic environment. A background in pursuing a BBA or MBA is preferred, as it will provide you with a foundational understanding of financial concepts.This role requires you to work from the office, where you will engage with team members and clients directly. Flexibility in office hours may be offered to accommodate individual work styles. Additional perks include significant incentives based on performance, opportunities for foreign tours, and a supportive work culture that encourages personal growth and development. Join us to help individuals navigate their financial futures while growing your career in the finance industry.

As a Life Insurance Advisor, you will play a crucial role in helping clients understand and choose the best life insurance products. This is a part-time, work-from-home position based in Kolkata, India, suitable for individuals with 1 to 5 years of experience.In this role, your key responsibilities will include developing marketing strategies to promote various insurance products and advising clients on financial planning. You will need to effectively communicate the benefits and features of insurance policies to help clients make informed decisions. Additionally, you will maintain strong relationships with clients to provide ongoing support and assistance as needed.To excel in this position, you must possess strong financial and insurance knowledge, as well as excellent spoken communication skills. You should be adept at developing business strategies and have a solid understanding of marketing principles. Familiarity with insurance software and platforms will be advantageous, enabling you to navigate customer inquiries effectively. This position requires you to be responsible and self-motivated, with the ability to work independently while managing your time effectively. Additionally, strong organizational skills will be essential for maintaining client records and follow-up schedules. This is a fantastic opportunity to work from the comfort of your home while contributing to clients' financial well-being through informed insurance choices. Join us and make a difference in the lives of others.

We are looking for a dedicated Life Insurance Advisor to join our team in Salt Lake. This part-time position is suitable for individuals with a passion for helping others and a desire to grow in the insurance field.Key Responsibilities:- Client Interaction: Engage with potential clients to understand their insurance needs and provide tailored solutions. This involves building trust and maintaining a good relationship with clients.- Policy Presentation: Explain various life insurance policies to clients, detailing benefits and features. This ensures clients understand their options and can make informed decisions.- Sales Support: Assist in closing sales by addressing client queries and concerns promptly. Your support will be critical in converting leads into satisfied customers.- Market Research: Keep up-to-date with the latest market trends and insurance products. This knowledge will help you recommend the best options to clients.- Documentation Management: Help clients with the necessary paperwork for policy applications. Ensuring that all documentation is completed accurately is essential for a smooth process.Required Skills and Expectations:- Communication Skills: You should be able to communicate clearly, both verbally and in writing, to effectively explain policies and answer questions.- Customer Service Orientation: A strong focus on helping clients and understanding their needs is crucial for success.- Basic Computer Skills: Familiarity with basic software applications is needed to manage client information and documents.- Learning Mindset: Eagerness to learn about life insurance products and regulations is important, especially for those with less experience. - Time Management: As this is a part-time role, being able to manage your time effectively to meet client needs is essential.

We need Relationship Managers for a leading Bank. Candidate must have background of handling small commercial vehicle loans for minimum 2 years. Freshers & others backgrounds please don't apply for this job. Immediate Joiners are highly preferred. drop your updated CV urgently.

We are looking for a dedicated Flight Operator to join our team in Kolkata. This is an entry-level position suitable for freshers who have completed their 10th grade. As a Flight Operator, you will be responsible for assisting in the coordination and management of flight operations to ensure a smooth and efficient travel experience for passengers.Key Responsibilities:- Flight Scheduling: Help organize and schedule flights, ensuring they run on time and passengers are informed about updates or changes.- Passenger Management: Assist passengers with check-in procedures, provide boarding passes, and answer any questions or concerns they may have.- Communication: Maintain clear communication with pilots, crew members, and ground staff to guarantee that everyone is informed about flight plans and any operational issues.- Safety Procedures: Follow safety protocols and procedures, ensuring all operations comply with airline regulations.Required Skills and Expectations:Candidates should be detail-oriented and have excellent communication skills, as you will be interacting with passengers and team members regularly. Strong organizational abilities are essential for managing schedules and coordinating different aspects of flights. A positive attitude and a willingness to learn are important traits for success in this role. You should be comfortable working in a fast-paced environment and be ready to take on responsibilities as part of a team.

Handle procurement of iron & steel materials.Develop and implement purchasing strategies.Negotiate with suppliers for the best pricing and terms.Build and maintain strong relationships with vendors and transporters.Ensure timely procurement and delivery of materials.Monitor inventory and maintain optimum stock levels.Analyse market prices and prepare purchase reports.Coordinate with internal departments for procurement requirements.Ensure compliance with company policies and procurement procedures.

We are seeking a Dispatch Executive to join our team in Bhawanipur, Kolkata. This role is ideal for individuals who are detail-oriented and eager to start their career in logistics, with no prior experience required.Key Responsibilities:1. Order Processing: Assist in processing and preparing orders for delivery, ensuring accuracy in packaging and labeling.2. Coordination: Communicate with the warehouse and transport teams to ensure timely dispatch of goods and track shipment status.3. Documentation: Maintain accurate records of all dispatched items and ensure necessary documentation is completed and filed correctly.4. Inventory Management: Help monitor stock levels in the warehouse and report any discrepancies to the supervisor.5. Customer Service: Respond to inquiries from customers regarding their orders and provide timely updates.Required Skills and Expectations:Candidates should have a minimum of a 12th-grade education and be ready to work full-time in an office environment. Strong communication skills are essential for effective interaction with team members and customers. Attention to detail is important to ensure accuracy in order processing and documentation. Candidates should be able to work well under pressure and manage time effectively to meet deadlines. A positive attitude and willingness to learn are valuable traits for success in this role. Basic computer skills are preferred for managing records and communications.

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.

As a Financial Planner, you will play an essential role in helping clients manage their finances and plan for the future. Key Responsibilities:- Client Consultation: Meet with clients to understand their financial goals and needs, ensuring personalized advice and planning.- Financial Analysis: Review clients financial situations by evaluating their income, expenses, investments, and savings. This analysis helps in identifying strengths and areas for improvement.- Investment Planning: Recommend suitable investment options based on clients risk tolerance and goals, helping them to make informed decisions to grow their wealth.- Retirement Planning: Assist clients in developing effective retirement strategies to ensure they have adequate savings and investments for their future.- Budgeting Assistance: Guide clients in creating budgets that align with their financial priorities, facilitating better money management.- Regular Monitoring: Continuously track and review clients financial plans, making necessary adjustments based on changes in the market or clients' life situations.Required Skills and Expectations:Candidates should have strong communication skills to build trust and rapport with clients. A keen interest in finance and investment is crucial for success in this role. Attention to detail is essential when reviewing financial documents and creating plans. Basic analytical skills will help in evaluating clients financial conditions effectively. Candidates must be willing to engage in ongoing learning to stay updated on financial trends and regulations. Prior experience is not necessary, but a proactive attitude and a willingness to learn are highly valued.

We are looking for a Sales Marketing Manager to join our team in Kolkata. The ideal candidate will have 2 to 5 years of experience in sales and marketing, with a focus on driving revenue and enhancing brand presence. Key Responsibilities: - Develop Sales Strategies: Create effective sales plans and strategies to increase market share and achieve sales targets. - Market Research: Conduct market analysis to understand customer needs and industry trends, guiding future marketing efforts. - Team Leadership: Manage and motivate the sales and marketing team, providing support and guidance to ensure high performance. - Client Relationship Management: Build and maintain strong relationships with clients, ensuring high levels of customer satisfaction and loyalty. - Performance Tracking: Monitor sales metrics and marketing campaigns, providing detailed reports and insights to improve future efforts.Required Skills and Expectations: Candidates should possess strong communication and negotiation skills to effectively engage with clients and team members. A proven track record in sales and strategic planning is essential, along with a solid understanding of marketing principles. The ability to analyze data and market trends is important for making informed decisions. As a male candidate, you should be comfortable working in a fast-paced office environment, showcasing leadership qualities while driving team success. A graduate degree is mandatory, and prior experience in a similar role is preferred.

Job Responsibilities:Procure raw materials, packaging, and consumables for QSR operations.Identify and manage vendors, negotiate prices & terms.Ensure timely purchasing and delivery as per store & kitchen requirements.Maintain stock levels, avoid shortages and overstocking.Check quality, quantity, and compliance with food safety standards.Process purchase orders, GRN, bills, and maintain purchase records.Coordinate with stores, central kitchen, and accounts team.Monitor daily / weekly consumption and control food cost.

Key Responsibilities:1. Manage and organize the professional and personal schedule of the employer.- Keep track of appointments, meetings, and important events to ensure smooth functioning of the day-to-day activities.2. Handle travel arrangements, including booking flights, accommodation, and transportation.- Ensure all travel details are organized and communicated effectively to the employer, making necessary adjustments as needed.3. Screen and respond to emails, calls, and messages on behalf of the employer.- Filter and prioritize communications, drafting responses or escalating urgent matters to the employer.4. Assist in preparing presentations, reports, and documents as required.- Support in creating and editing documents to meet the standards and expectations of the employer.5. Maintain confidentiality and discretion in handling sensitive information and matters.- Handle all information with care, ensuring privacy and confidentiality are maintained at all times.Required Skills and Expectations:- Excellent organizational skills and attention to detail.- Strong communication skills, both written and verbal.- Ability to multitask and manage time effectively.- Proficient in using Microsoft Office and other relevant software.- Demonstrated ability to work independently and take initiative.- Professional demeanor and pleasant personality.- Ability to adapt to changing priorities and work in a fast-paced environment.

As a Banking Advisor, your key responsibility will be to assist customers in managing their financial needs and recommending suitable banking products and services. You will provide excellent customer service by addressing inquiries, resolving issues, and promoting financial literacy.Required skills include excellent communication and interpersonal skills to effectively engage with customers and build relationships. A strong understanding of banking products and services is essential, along with the ability to work collaboratively in a team environment. A high level of attention to detail and accuracy is also required to ensure all transactions are processed correctly. Expectations include maintaining a professional demeanor, adhering to banking regulations and policies, and continuously enhancing your knowledge of financial products and services to better serve customers.

* Shape the Future of Digital Marketing! Operations & Delivery Manager Wanted! *Interview Date: 8-12 January, 2026 Apply Now: careerillumination@gmail.comKolkata's top Digital Marketing agency is looking for a game-changer! Are you the master of flow, the king of coordination, and the lord of delivery? *Your Role:*Operations & Delivery Manager to own the show! You'll be the control tower ensuring seamless execution, timely delivery, and client satisfaction.*Key Responsibilities:*- Own the flow of work from sales closure client servicing execution teams- Ensure smooth coordination between teams- Track project health, dependencies, and risks- Bring clarity, accountability, and predictability to operations- Create simple systems and dashboards for leadership visibility*Who You Are:*- 3-5 years of experience in multi-team operations or project delivery in Digital Marketing- Organized, process-oriented, and a dot-connector- Comfortable with creative, marketing, and performance teams- Clear, confident communicator with stakeholders*Perks:*- Work with a fast-growing, innovation-driven team- Exposure to real-world digital marketing execution- Collaborative, growth-focused environment- High ownership and shape operations scaling*Apply Now:* careerillumination@gmail.com*Interview Date:* 8-12 January, 2026Let's make magic happen!

A Recruitment Administrator supports the end-to-end recruitment process by ensuring smooth coordination, accurate documentation, and effective communication between candidates, recruiters, and hiring managers. The role involves managing job postings, screening resumes, scheduling interviews, maintaining recruitment records, and assisting with onboarding activities. The Recruitment Administrator ensures compliance with company policies, maintains data confidentiality, and provides timely updates to stakeholders. Strong organizational skills, attention to detail, and the ability to handle multiple hiring requirements efficiently are essential for success in this role

Join our team as a Life Insurance Advisor in Kolkata, where you can work from home and help individuals secure their financial futures. This part-time role is ideal for candidates with 1 to 5 years of experience and a minimum education of 12th pass.nnKey Responsibilities:nn1. Client Consultation: Engage with clients to understand their life insurance needs and financial goals, providing tailored solutions to meet those needs.n n2. Policy Recommendations: Analyze various life insurance products and recommend the most suitable policies to clients, ensuring they are informed about coverage options and benefits.nn3. Sales Management: Contribute to achieving sales targets by actively promoting insurance services and following up with potential clients to close deals.nn4. Customer Service: Provide excellent service to clients, addressing inquiries, resolving issues, and maintaining ongoing relationships to build trust and retention.nn5. Market Research: Stay updated on industry trends and competitor offerings to effectively position our products and services in the market.nnRequired Skills and Expectations:nnCandidates should possess strong communication skills to effectively explain insurance policies and foster relationships with clients. Self-motivation and the ability to work independently are crucial, as is a basic understanding of sales techniques. You should be organized, detail-oriented, and able to manage your time effectively to maximize productivity in a part-time setting. A proactive attitude towards learning and adapting in a dynamic environment will also be essential.