Financial Advisor
7 months ago
1. Handling Incoming and outbound calls.
2. Working towards converting the potential clients to our clients by providing them with detailed information & solving their queries.
3. Build Relationships with existing as well as future clients
4. Partake in strategizing new initiatives for growing business with a quantifiable end product.
5. For working on any non-working days (weekends or public holidays) as per the customer’s requirement, a compensatory off for the same will be provided.
Key Responsibility Areas (KRAs):
Reasonable Revenue Targets linked with very attractive Incentives.
Criteria for Applying
1. Have an interest in Financial Markets. Prior Knowledge of the same will act as an advantage
2. Open to learning new things
3. Good communication skills. Any other languages known will provide an edge.
4. Persuasive in nature with good negotiations skills
5. Ability to work in a fast-paced environment
6. Target Driven/Result Oriented
7. Experience: 0 to 3 years.
Upon consistent performance, an employee can earn upto 40-75% of their Salary as their monthly incentive. Since the targets are reasonable and achievable, an employee gets to enjoy Job Stability despite it being a target-oriented role.
2. Opportunity to earn Higher Income with the help of our lucrative incentive structure (Example Attached in Annexure)
3. Few of the major factors which differentiate this profile from any other jobs are:
- Mix of Desk Job & Customer visits
- Involves interaction with high networth individuals
- Bouquet of Financial Service products
4. Dress code - Formal casuals.
**Job Types**: Full-time, Regular / Permanent/Work from Home
If it is work from home then it is fully incentive based package.
**Experience**:
total work: 5+ years (required)
Pay: ₹8,096.10 - ₹34,315.68 per month
**Benefits**:
- Cell phone reimbursement
Schedule:
- Day shift
Supplemental pay types:
- Commission pay
- Performance bonus
Application Question(s):
- What is your current CTC?
- What is your Expected CTC?
- How soon can you join?
**Experience**:
- Investment management: 5 years (preferred)
Work Location: In person
-
Financial Investment Advisor
7 months ago
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...
-
Financial Advisor
2 months ago
Behala, Kolkata, West Bengal, India SROY GROUP Full timeLife Advisor - A Life Advisor promotes and sells life insurance policies, offering tailored financial solutions to clients. Key Responsibilities: 1. Identify and approach potential clients through leads and networking. 2. Understand client needs and recommend suitable insurance plans. 3. Assist with policy purchases, renewals, and claims. 4. Stay updated...
-
Financial Business Advisor
7 months ago
Kolkata, West Bengal, India MAX LIFE INSURANCE COMPANY Full timeWhy 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...
-
Independent Financial Advisor howrah
6 months ago
Kolkata, West Bengal, India Welcon Financials Pvt Ltd Full timeWelcon 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...
-
Independent Financial Advisor
6 months ago
Durganagar, Kolkata, West Bengal, India Welcon Financials Pvt Ltd Full timeWelcon 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...
-
Independent Financial Advisor baruipur
6 months ago
Baruipur, Kolkata, West Bengal, India Welcon Financials Pvt Ltd Full timeWelcon Financials Pvt Limited (Wealth Management Company) 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...
-
Financial Advisor
4 months ago
Kolkata, West Bengal, India Max life insurance Full timeJoin with Max life insurance as part timer Financial advisor and earn unlimited income. 2. This is commission based role there is no fixed pay. Company will giving upto 40% income as commission or incentive on each Business login under your business license. Max life office near Bally gunge station. **Job Type**: Part-time Pay: From ₹35,000.00 per...
-
Independent Financial Advisor
6 months ago
Howrah, West Bengal, India Welcon Financials Pvt Ltd Full timeWelcon Financials Pvt Limited (Wealth Management Company) is now hiring Independent Financial Advisors for various locations of Hooghly 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
6 months ago
Uluberia, Howrah, West Bengal, India Welcon Financials Pvt Ltd Full timeWelcon Financials Pvt Limited is now hiring Financial Advisors for various locations of Howrah & Hooghly. 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 (Earnings will depend on...
-
Business Insurance Advisor
6 months ago
Kolkata, West Bengal, India Max life insurance company limited Full timeMAX LIFE INSURANCE CO LTD, 242, JITENDRA ENCLAVE RASH BEHARI Gariahat KOLKATA 700019. Role Description: MAXLIFE INSURANCE INTERNSHIP 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 policies, and...
-
Pcg- Advisor
6 months ago
Kolkata, West Bengal, India Veena Placement Services Full timeCompany: NBFC Profile: PCG- Advisor Job Responsibilities: - Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. - Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients. - To improve Market...
-
Life Insurance Advisor
7 months ago
Kolkata, West Bengal, India MAX LIFE INSURANCE COMPANY Full timeRole of a Life Advisor As a Life Advisor, your day-to-day responsibilities also includes marketing. Good marketing strategies and initiatives help you promote new and existing insurance plans, besides being effective in attracting new clients to your firm. Your role also entails providing insurance advice, analysing policy details, processing policy...
-
Business Advisor Maxlife Co
7 months ago
Kolkata, West Bengal, India MAX LIFE INSURANCE COMPANY Full timeMAX LIFE INSURANCE CO LTD, 242, JITENDRA ENCLAVE RASH BEHARI Gariahat KOLKATA 700019. Role Description: INVESTMENT INSURANCE AGENTS 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 policies, and...
-
Customer Services Advisor
7 months ago
Kolkata, West Bengal, India MAX LIFE INSURANCE COMPANY Full timeThis 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 policies, and maintaining relationships with existing clients. The Insurance Advisor will also be responsible for providing excellent customer service and...
-
Investment Advisor
7 months ago
Ballygunge, Kolkata, West Bengal, India MAX LIFE INSURANCE COMPANY Full timeRole Description: INVESTMENT INSURANCE Advisor 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 policies, and maintaining relationships with existing clients. The Insurance Advisor will also be...
-
Financial Advisor
6 months ago
Andheri West, Mumbai, Maharashtra, India City Credit Management LLP Full time**Post : Financial Sales Advisor** **- Age : 25-55** **- Experience: 4 + years** **- Salary budget : 30k to 40k** **- Job Location : Andheri (W)** **Roles**: - Provide personalized financial counseling and debt management advice to clients, understanding their unique financial situations and goals. - Analyze clients' debt profiles, including credit...
-
Mutual Fund Advisor
3 months ago
Kolkata, West Bengal, India Wealthcrop Securities Private Limited Full timeAre you passionate about helping people grow their wealth? Join us as a **Mutual Fund Advisor** and be part of a dynamic team at Wealthcrop Securities Private Limited! **Salary**: ₹15,000 - ₹25,000/month + **Lucrative Incentives** **Monthly Target**: Achievable goals with rewarding incentives **Key Responsibilities**: - Provide expert financial...
-
Chief Financial Officer
7 months ago
Kolkata, West Bengal, India Hirex Full timeJOB DESCRIPTIONS - Driving the company’s financial planning - Plan and perform risk management duties - Analyze and manage the organization’s liabilities and investments - Plan, implement and manage investment strategies by considering cash and liquidity risks - Manage fundraising plans and capital structure - Overseeing and supervising statutory...
-
Life Insurance Advisor
7 months ago
Kolkata, West Bengal, India Vital Link Consultancy Full time**Position Overview**: We are actively seeking dynamic and passionate individuals to join our team as Life Insurance Advisors. As a pivotal part of our organization, you will play a crucial role in helping individuals and families secure their financial future through our market-leading life insurance products. **Responsibilities**: - **Client...
-
Life Insurance Advisor
7 months ago
Kolkata, West Bengal, India Vital Link Consultancy Full time**Position Overview**: We are actively seeking dynamic and passionate individuals to join our team as Life Insurance Advisors. As a pivotal part of our organization, you will play a crucial role in helping individuals and families secure their financial future through our market-leading life insurance products. **Responsibilities**: - **Client...