Array ( [0] => service-advisor [1] => kolkata ) Service Advisor Jobs in Kolkata,Service Advisor Job Vacancies in Kolkata West Bengal
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Service Advisor Job Vacancies in Kolkata

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Interview For Finance Advisor || B.A - Freshers

Digit Insurance

  • Fresher
  • Park Street Kolkata
Financial Services Leadership Finance Team Coordinator Brand Awareness Financial Consultancy Insurance IRDAI
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.
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Finance Advisor || Freshers & Experienced

Bank of Baroda

  • 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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Finance Advisor Jobs For Freshers - Kolkata

HDFC Life

  • 0 - 5 yrs
  • North Kolkata
Financial Planning Financial Services Finance Financial Reporting Financial Consultancy Business Finance
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.
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Interview For Tax Consultant || 10th Pass - Freshers

Ayatrio

  • Fresher
  • 1.0 Lac/Yr
  • Kolkata
Tax Audit Tax Controller Service Tax Advance Tax GST GST Return
Key Responsibilities:Generate quality leads for tax and accounting consultancy services.Explain services such as Income Tax Return Filing, GST Registration & Return, Company Registration, Accounting, Audit, TDS, ROC Compliance etc.Identify client requirements and schedule appointments with consultants.Maintain lead database, follow-up records, and daily call reports.Build strong client relationships through professional communication.Convert inquiries into meetings and paid clients.Achieve monthly targets for lead generation and conversions.Coordinate with tax consultants and internal team for smooth onboarding.
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Hiring Fresher - Finance Advisor - Kolkata

Aditya Birla Capital Ltd

  • 0 - 6 yrs
  • Kolkata
Financial Planning Financial Services Business Finance BFSI Leadership Financial Consultancy Financial Reporting Infrastructure Finance
A Financial Advisor is responsible for helping clients manage their finances, achieve their financial goals, and secure their future.
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Finance Advisor (Freshers) Kolkata

Kotak Life

  • 0 - 2 yrs
  • 4.0 Lac/Yr
  • Kolkata
Communication Skills Cognos Connection Financial Services Leadership
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
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Opening For Sales Advisor

StockEdge

  • 1 - 2 yrs
  • 3.5 Lac/Yr
  • Kolkata
Cold Calling Direct Selling Educational Sales Communication Tele Counselor Telesales Executive Convincing Power Financial Services Sales
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.
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Sales Consultant Jobs For Freshers - Kolkata

Reliance Security

  • 0 - 1 yrs
  • 1.5 Lac/Yr
  • Tollygunge Kolkata
Direct Marketing Retail Sales Corporate Sales Direct Sales Channel Sales Financial Services Sales
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.
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Financial Advisor (1-3 Years)

Axis Max Life Insurance Limited

Financial Services Financial Planning Finance Financial Consultancy Team Coordinator
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
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Freshers For Travel Consultant - Kolkata

Global Travel Xperts Private Limited

  • 0 - 6 yrs
  • 3.3 Lac/Yr
  • Salt Lake Kolkata
English Speaking Strong Customer Service Basic Computer Knowledge Positive Attitude Team Environment Convincing Power
At Global Travel Xperts Private Limited, we specialize in providing seamless international travel solutions for our customers. With a strong focus on delivering high-quality travel experiences, we aim to make international journeys convenient, cost-effective, and hassle-free. We are expanding our team and inviting enthusiastic individuals to join us as Travel Advisors.
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Freshers For Life Insurance Advisor - Kolkata/Howrah

Tata Aia Life Insurance Co Ltd

Financial Planning Skills Customer Service Life Insurance Insurance Sales Team Building
Urgently Required Male/female Insurance Professional (insurance Advisor/team Leader) and Tele Caller. Age 25 to 60+
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Relationship Manager

Choice Equity Broking

  • 1 - 5 yrs
  • 5.0 Lac/Yr
  • Kolkata
Wealth Advisor Customer Relationship Customer Service
As a relationship Manager..primary job is to client acquisition..Aum generation..should have a knowledge regarding stock market
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Financial Advisor

HDFC Life Insurance Company Limited

  • 2 - 8 yrs
  • 4.8 Lac/Yr
  • Kolkata
Financial Services Financial Planning Corporate Finance Taxation Finance BFSI Financial Consultancy Team Coordinator Financial Reporting Analytical Skills Analytical Ability Brand Awareness Business Finance Leadership Voice Process SAAS
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.
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Walk-in | Opening For Finance Advisor

Hdfc Life

  • 1 - 5 yrs
  • Kolkata
Insurance Sales Financial Services
Freelance jobFinancial planning as life Savings, Investment, pension, protection
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Direct Walk-In Interview For Life Advisor

Bharti Axa Life Insurance

  • 1 - 3 yrs
  • 6.0 Lac/Yr
  • Kankurgachi Kolkata
Customer Service Insurance Marketing Life Insurance Insurance Sales Insurance
A Bharti AXA Life Insurance Team Leader typically manages and motivates a team of insurance professionals to achieve sales targets and provide excellent customer service. This role involves developing and implementing sales strategies, monitoring team performance, providing training, and collaborating with other departments to ensure smooth operations. Strong leadership, communication, and problem-solving skills are essential for success in this position.
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Higher Secondary Freshers For Life Insurance Advisor

Aditya Birla Sun Life Insurance

  • 0 - 6 yrs
  • Ultadanga Kolkata
Insurance Sales Life Insurance Insurance Insurance Marketing Customer Service Financial Planning Skills
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
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Life Insurance Advisor - Part Time - Freshers

Kotak Mahindra Life

  • Fresher
  • Around Kolkata
Corporate Recruitment Financial Planning Skills Customer Service
Team recruitment, Management and leadership job
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Higher Secondary Freshers For Finance Advisor

TATA AIA LIFE INSURANCE CO LTD

  • 0 - 1 yrs
  • 8.0 Lac/Yr
  • Kasba East Kolkata
Financial Planning Leadership Team Coordinator Analytical Skills Financial Services Financial Consultancy
I want a that type of candidate who want to earn unlimited through my guidance.
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Opening For Financial Consultant

Future Generali

  • 1 - 7 yrs
  • Kolkata
Good Communication Skills Team Building Customer Handling Financial Services Financial Planning Leadership Financial Consultancy Business Finance
Key responsibilities include identifying client needs, explaining policy options, processing applications, and providing ongoing customer support.
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Hiring For Higher Secondary Freshers - Finance Advisor

Tata Aia

  • 0 - 6 yrs
  • 3.5 Lac/Yr
  • Kolkata
NA Financial Services Financial Planning Leadership Financial Reporting Finance
This is a Part-time Hybrid role for an Financial Advisor located in the Greater Kolkata Area. The Financial Advisor will be responsible for offering advice on financial planning, retirement planning, and investment strategies. Day-to-day tasks include assessing client financial needs, recommending insurance and investment products, and maintaining strong client relationships. The role also involves staying updated with market trends and regulatory requirements to ensure the highest standard of service.Qualifications -1. Proficiency in Financial Planning and Retirement Planning2. Excellent interpersonal and communication skills3. Ability to work independently and as part of a team4. Freshers & Interns are welcome to apply5. Experience in the financial services industry is a plus
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Financial Advisor

Axis Max Life Insurance Limited

  • 1 - 2 yrs
  • 3.0 Lac/Yr
  • Kolkata
Financial Services Financial Advisor
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.
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Financial Advisor

Axis Max Life Insurance Limited

  • 1 - 5 yrs
  • 3.0 Lac/Yr
  • Kolkata
Leadership Financial Services Financial Planning
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.
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