Financial Advisor

3 weeks ago


Kolkata, India Punjab National Bank MetLife Full time

Punjab National Bank MetLife


Time   : 10.00am - 6.00pm

AGE.     : 18 to 30 years

Edu Qual. : 12 to any degree

Work.     : Work From Office

*Fresher and Experience both can apply.

*NO CONSULTANCY, NO HIDDEN CHARGES

  • ?Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  • Answering client questions about financial plans and strategies and giving financial advice.
  • Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
  • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
  • Implementing financial plans or referring clients to professionals who can help them.
  • Managing and updating client portfolios.



  • Financial Advisor

    1 hour ago


    Kolkata, India Individual Part time

    Are you looking for a part-time job as a Financial Advisor? Join Individual as a Financial Advisor and help individuals with their financial needs. The role involves advising clients based on their financial requirements. The salary ranges from Rs. 10,000 to Rs. 25,000 per month. Don't miss this opportunity to showcase your financial expertise and earn a...

  • Financial Advisor

    3 days ago


    Kolkata, India Ankita Enterprises(consultancy) Full time

    We are looking for a Finance Advisor / Consultant. Who knows or has idea regarding Mutual Funds, Equity, and Investment. Financial Advisor **Key Responsibilities**: 1.Client Relationship Development: 2. Financial Analysis and Planning: 3. Investment Advice and Portfolio Management: 4. Retirement Planning and Risk Management: 5. Compliance and Professional...

  • Financial Advisor

    7 days ago


    Kolkata, West Bengal, India Ankita Enterprises(consultancy) Full time

    We are looking for a Finance Advisor / Consultant. Who knows or has idea regarding Mutual Funds, Equity, and Investment.Financial AdvisorKey Responsibilities:Client Relationship Development:Financial Analysis and Planning:Investment Advice and Portfolio Management:Retirement Planning and Risk Management:Compliance and Professional Development:Qualifications...

  • Financial Advisor

    2 months ago


    Kolkata, India People Power India Full time

    **Financial Advisor Roles and Responsibilities**: Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling Queries & complains of client's & solving...

  • Financial Advisor

    2 weeks ago


    Kolkata, India PEOPLE POWER INDIA Full time

    Urgently needed a Financial Advisor (PCG) Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling Queries & complains of client's & solving it within...

  • Financial Advisor

    7 days ago


    Kolkata, West Bengal, India People Power India Full time

    Financial Advisor Roles and Responsibilities:Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries & complains of client's & solving it within TAT....


  • Kolkata, West Bengal, India MAX LIFE INSURANCE COMPANY Full time

    **Full job description** Role Description: INVESTMENT INSURANCE Advisor **NOTE: PLEASE ANSWER ALL BELOW QUESTION ASKED BY COMPANY BEFORE APPLY** This is a part-time remote role for an Insurance Advisor. The Insurance Advisor will be responsible for providing insurance and financial advice to clients, identifying their needs and proposing suitable...


  • Kolkata, India Acme Services Full time

    The role involves identifying & amp; empaneling CAs, Ex - Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors with JM Financial. - Training new empaneled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFO’s,...

  • Financial Advisor

    2 months ago


    Taratala Road, Kolkata, West Bengal, India Nexgen BPS PVT LTD Full time

    Financial Advisor For UK & US process, Freshers & SCCE for Australian Energy Process. Pay: ₹10,000.00 - ₹250,000.00 per month Schedule: - Night shift - UK shift - US shift Supplemental pay types: - Performance bonus **Experience**: - total work: 1 year (preferred) Work Location: In person **Speak with the employer** +91 8910306512 Expected...


  • Kolkata, India People Power India Full time

    Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling Queries & complains of client's & solving it within TAT. - Acquiring new clients & retaining...

  • advisor

    7 days ago


    Kolkata, West Bengal, India PNB MetLife India Insurance Full time

    Business Advisors are responsible for planning and executing business strategies to improve efficiency in the operational and financial management of businesses. They prepare budgets, advise on projects and marketing, and perform risk analysis. They may work at businesses or as independent business advisors. Business Advisor Responsibilities Previous...


  • Kolkata, West Bengal, India MAX LIFE INSURANCE COMPANY Full time

    Why become a Max Life financial advisor Become financially independent by contributing to family income Build One's own network by interacting with like minded individuals. Get handsomely rewarded with foreign training programs, rewards, incentives and international recognition as a high performer. Earn respect by working with a reputed brand name...


  • Durganagar, Kolkata, West Bengal, India Welcon Financials Pvt Ltd Full time

    Welcon Financials Pvt Limited is now hiring Independent Financial Advisors for various locations of Kolkata 24 pgs North & South Minimum education qualification - Class XII pass Experience - Freshers with good communication skills can apply Age - 18 years and above Gender - Male & Female both can apply Timing - Flexible time of work Salary - No Bar...


  • Kolkata, India RiverForest Connections Private Limited Full time

    Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. **Desired Skill Set**: - Ability to inspire trust and confidence in clients. - Ability to engage clients in meaningful conversations about their finances and take active interest in their financial...


  • Kolkata, West Bengal, India Welcon Financials Pvt Ltd Full time

    Welcon Financials Pvt Limited (Wealth Management Company) is now hiring Independent Financial Advisors for various locations of Howrah district. Minimum education qualification - Class XII pass Experience - Freshers with good communication skills can apply Age - 18 years and above Gender - Male & Female both can apply Timing - Flexible time of...


  • Kolkata, West Bengal, India Welcon Financials Pvt Ltd Full time

    Welcon Financials Pvt Limited (Wealth Management Company) is now hiring Independent Financial Advisors for various locations of Howrah district. Minimum education qualification - Class XII pass Experience - Freshers with good communication skills can apply Age - 18 years and above Gender - Male & Female both can apply Timing - Flexible time of...

  • Financial Advisor

    7 days ago


    Kolkata, West Bengal, India Punjab National Bank MetLife Full time

    Punjab National Bank MetLife Time : 10.00am - 6.00pm AGE. : 18 to 30 years Edu Qual. : 12 to any degree Work. : Work From Office *Fresher and Experience both can apply. *NO CONSULTANCY, NO HIDDEN CHARGES ?Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information...

  • Financial Advisor

    2 months ago


    kolkata, India Punjab National Bank MetLife Full time

    Punjab National Bank MetLife Time   : 10.00am - 6.00pm AGE.     : 18 to 30 years Edu Qual. : 12 to any degree Work.     : Work From Office *Fresher and Experience both can apply. *NO CONSULTANCY, NO HIDDEN CHARGES ?Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or...

  • Financial Advisor

    2 weeks ago


    kolkata, India Punjab National Bank MetLife Full time

    Punjab National Bank MetLife Time   : 10.00am - 6.00pm AGE.     : 18 to 30 years Edu Qual. : 12 to any degree Work.     : Work From Office *Fresher and Experience both can apply. *NO CONSULTANCY, NO HIDDEN CHARGES ?Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or...

  • Insurance Advisor

    3 weeks ago


    Kolkata, India CARE FINBIZ FINANCIAL SERVICES Full time

    Bajaj Allianz Life insurance Insurance Advisor Commission + bonus + career advancement No fixed but earn huge Location: Kolkata IRDA exm fees 585 rs This is part time and extra earning Retaired person also apply Business man also apply **Job Types**: Full-time, Part-time Part-time hours: 5 per week **Salary**: ₹10,225.25 - ₹36,700.02 per...