Financial Planner
3 weeks ago
As a Financial Advisor you are expected to: Achieving the own sales target through assigned leads, which may be self generated or may be generated through other sources. Meeting prospective customers in assigned geography to understand their financial need and sell insurance solutions that cater to their needs Providing pre and post sales support (e.g. claim settlement) Ensuring quality of business and persist-ency (renewals of premium )
Education : 12th/Graduate/Masters
Experience : Sales experience of 12 months+
Age : Between 25 to 60 years with a pleasant personality, good communication skills and a go gutter attitude Role Financial planner / Financial Advisor
Industry Type : Life Insurance
Functional Area: Investments (Savings Solution)& Financial Protection Solution.
Employment Type: Full Time/Part Time Role Category: Life Insurance
Location: KOLKATA (WEST BENGAL)
**Job Types**: Full-time, Regular / Permanent, Fresher, Part-time
Part-time hours: 35 per week
**Salary**: ₹25,000.00 - ₹30,000.00 per month
**Benefits**:
- Flexible schedule
- Health insurance
- Life insurance
- Work from home
Schedule:
- Day shift
- Flexible shift
- Monday to Friday
Supplemental pay types:
- Commission pay
- Performance bonus
- Quarterly bonus
- Yearly bonus
Ability to commute/relocate:
- Kolkata, West Bengal: Reliably commute or planning to relocate before starting work (required)
Application Question(s):
**Education**:
- Higher Secondary(12th Pass) (preferred)
**Experience**:
- total work: 1 year (preferred)
- Sales: 1 year (preferred)
**Language**:
- Bengali (preferred)
- Hindi (preferred)
- English (preferred)
**Speak with the employer**
+91 8420088557
Application Deadline: 10/03/2023
-
Financial Planner
1 month ago
Bhawanipore, Kolkata, West Bengal, India Cubic HR Full time**Greetings**! Post**:The Financial Planning Consultant** 1)The Financial Planning Consultant will be responsible for helping clients achieve their financial goals through comprehensive financial planning investment management, and strategic advice. **Responsibilities**: 1) **Financial Consultation**: Conduct thorough financial assessments for clients to...
-
Chief Financial Officer
1 month ago
Kolkata, India The Neotia University, Diamond Harbour Full time**CFO Responsibilities AND Duties**: - Execute the financial strategy of the company. - Manage financial controls and accounting procedures. - Ensure full transparency over the financial performance of the company. - Provide advice on how to increase revenue and reduce costs. - Effectively and clearly communicate potential risks in a timely manner. -...
-
Customer Investment Planner
4 weeks ago
Kolkata, India Bajaj Life Allianz insurance company Ltd. Full timeUnderstanding 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. Office Time:11 am - 5pm. **Salary**: From ₹250,000.00 per year **Benefits**: - Provident Fund Schedule: - Day shift Supplemental pay...
-
IT Based Mis Expert
1 month ago
Kolkata, India RAMINFO LIMITED Full timeCross Departmental communication with the Financial Management Expert and Project Planner and Management specialist to prepare IT-based systems in PMU, including means and methods to conduct cost accounting and tracking expenditure, track Project Implementation including reports, scheduling at district level. - Ability to develop an appropriate MIS for...
-
Mis Officer
1 month ago
Kolkata, India RAMINFO LIMITED Full timeCross Departmental communication with the Financial Management Expert and Project Planner and Management specialist to prepare IT-based systems in PMU, including means and methods to conduct cost accounting and tracking expenditure, track Project Implementation including reports, scheduling at district level. - Ability to develop an appropriate MIS for...
-
Graphic Designer
1 month ago
Kolkata, West Bengal, India ROYS VENTURES LLP Full time**Job Title** Freelance Graphics Designer & Video Editor **Job Summary** We are seeking a creative graphic designer who can conceptualize and create digital and printable designs based on our requirements. The individual should also have basic video editing skills for our YouTube videos. **Requirements**: - Good experience in the field of graphics...
-
Area Sales Manager
4 days ago
Kolkata, India William Grant & Sons Full timeJob Introduction The role is responsible to generate lead, negotiate contracts and achieve sales targets within the assigned off trade channel. Main Responsibility Implement sales strategies and formulate business plan for all customers to deliver on Budgeted Sales for the territory Ensure execution of Annual Marketing/Promotion Calendar,...