Investment Advisor
2 months ago
_**Understanding 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**_.
**Job Types**: Full-time, Fresher
**Salary**: ₹19,000.00 per month
**Benefits**:
- Paid sick time
- Provident Fund
Schedule:
- Day shift
- Fixed shift
- Monday to Friday
Supplemental pay types:
- Commission pay
- Performance bonus
- Yearly bonus
Ability to commute/relocate:
- Kolkata, West Bengal: Reliably commute or willing to relocate with an employer-provided relocation package (required)
**Education**:
- Higher Secondary(12th Pass) (required)
**Experience**:
- total work: 1 year (required)
- Tele sales: 1 year (preferred)
**Language**:
- English, Hindi, Bengali (required)
**Speak with the employer**
+91 9905660969
-
Financial Advisor
4 days ago
Kolkata, India Ankita Enterprises(consultancy) Full timeWe 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...
-
Migration Advisor
1 month ago
Kolkata, India B.S.B International Full time**Benefits**: - Salary: Upto 50,000 per month and Joining Bonus 25 Thousand - Yearly foreign tour - High Incentive & Extra Perks for top performers - Appreciation bonus twice in a year - Five Days Working (Monday-Friday) **JOB DESCRIPTION & ORGANIZATION DETAILS**: **About the Organization** **Company Name**:B.S.B. INTERNATIONAL CAREER PVT. LTD** **B.S.B...
-
Investment Insurance Agent
2 weeks ago
Ballygunge, Kolkata, West Bengal, India MAX LIFE INSURANCE COMPANY Full timeMAX LIFE INSURANCE CO LTD, 242, JITENDRA ENCLAVE RASH BEHARI 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 maintaining...
-
Investment Insurance Agent
1 week ago
Ballygunge, Kolkata, West Bengal, India MAX LIFE INSURANCE COMPANY Full timeMAX LIFE INSURANCE CO LTD, 242, JITENDRA ENCLAVE RASH BEHARI 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 maintaining...
-
Investment Advisor
1 month ago
Kolkata, India Bajaj Allianz Life insurance co Ltd Full time1. Providing insurance advice to clients by discussing available policies options and helping clients find the best policy for their needs. 3. Processing their insurance claims. 4. Maintaining clients file information. 5. liaising with key stakeholders such as brokers and underwriters 6. providing excellent customer service. **Job Types**: Full-time,...
-
Deputy Migration Advisor
1 month ago
Kolkata, India B.S.B International Full time**BENEFITS**: - Attractive Salary-Upto 1,75,000 per month (and Joining Bonus 25 Thousand) - Yearly foreign tour - High Incentive & Extra Perks for top performers - Appreciation bonus twice in a year - Five Days Working (Monday-Friday) **JOB DESCRIPTION & ORGANIZATION DETAILS**: **About the Organization** **Company Name**:B.S.B. INTERNATIONAL CAREER PVT....
-
Junior Migration Advisor
1 month ago
Kolkata, India B.S.B International Full time**BENEFITS**: - Salary:Upto 1,00,000 per month and Joining Bonus 25 Thousand - Yearly foreign tour - High Incentive & Extra Perks for top performers - Appreciation bonus twice in a year - Five Days Working (Monday-Friday) **JOB DESCRIPTION & ORGANIZATION DETAILS**: **About the Organization** **Company Name**:B.S.B. INTERNATIONAL CAREER PVT. LTD** **B.S.B...
-
Trainee Customer Service Support Advisor
7 days ago
Kolkata, India BT Full timeTrainee Customer Service Support Advisor **Job Req ID**:7587**Posting Date**:06-Jan-2023**Function**:Customer Service**Location**:PLOT NO II F/1, BLOCK II F, RA, Kolkata, India**Salary**:Competitive**About BT** - BT has a key role in British society, fostering change and leading technology innovation. From delivering the Olympics, to supporting the...
-
Advisor : Hospitality Internships
1 month ago
Kolkata, India B.S.B International Full time**BENEFITS**: - Attractive Salary: Upto 50,000 per month and Joining Bonus 25 Thousand - Yearly foreign tour - High Incentive & Extra Perks for top performers - Appreciation bonus twice in a year - Five Days Working (Monday-Friday) **JOB DESCRIPTION & ORGANIZATION DETAILS**: **About the Organization** **Company Name**:B.S.B. INTERNATIONAL CAREER PVT....
-
Migration Advisor Executive
1 month ago
Kolkata, India B.S.B International Full time**BENEFITS**: - Attractive Salary:Upto 75,000 per month and Joining Bonus 25 Thousand - Yearly foreign tour - High Incentive & Extra Perks for top performers - Appreciation bonus twice in a year - Five Days Working (Monday-Friday) **JOB DESCRIPTION & ORGANIZATION DETAILS**: **About the Organization** **Company Name**:B.S.B. INTERNATIONAL CAREER PVT....
-
Advisor Executive
1 month ago
Kolkata, India B.S.B International Full time**BENEFITS**: - Attractive Salary: Upto 75,000 per month and Joining Bonus 25 Thousand - Yearly foreign tour - High Incentive & Extra Perks for top performers - Appreciation bonus twice in a year - Five Days Working (Monday-Friday) **JOB DESCRIPTION & ORGANIZATION DETAILS**: **About the Organization** **Company Name**:B.S.B. INTERNATIONAL CAREER PVT....
-
Deputy Advisor
1 month ago
Kolkata, India B.S.B International Full time**BENEFITS**: - Attractive Salary:Upto 1, 50,000 per month and Joining Bonus 25 Thousand) - Yearly foreign tour - High Incentive & Extra Perks for top performers - Appreciation bonus twice in a year - Five Days Working (Monday-Friday) **JOB DESCRIPTION & ORGANIZATION DETAILS**: **About the Organization** **Company Name**:B.S.B. INTERNATIONAL CAREER PVT....
-
Junior Advisor
1 month ago
Kolkata, India B.S.B International Full time**Benefits**: - Attractive Salary: Upto 1, 00000 per month and Joining Bonus 25 Thousand - Yearly foreign tour - High Incentive & Extra Perks for top performers - Appreciation bonus twice in a year - Five Days Working (Monday-Friday) **JOB DESCRIPTION & ORGANIZATION DETAILS**: **About the Organization** **Company Name**:B.S.B. INTERNATIONAL CAREER PVT....
-
Financial Advisor
2 months ago
Kolkata, India Punjab National Bank MetLife Full timePunjab National Bank MetLifeTime : 10.00am - 6.00pmAGE. : 18 to 30 yearsEdu Qual. : 12 to any degreeWork. : 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...
-
Financial Advisor
1 month ago
kolkata, India Punjab National Bank MetLife Full timePunjab 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...
-
Share market excutive
3 weeks ago
Kolkata, India Naukripay Full timeseveral job opportunities inthe stock market such as that of a broker advisor portfolio managerresearch analyst investment banker relationship managerprofessional investor andtrader. meeting with clientsvirtually or during sales visits. demonstrating and presentingproducts. establishing new business. maintaining accurate records.attending trade exhibitions,...
-
Partner/advisor
1 month ago
Kolkata, India Bajaj Allianz Life Insurance Full timeWe require a dynamic and smart professional to join our Sales team. The person will be responsible for: 1) sales of Life Insurance policies and investment Products. 2) lead generation through cold calls. 3) meeting and fixing appointments with new clients. Earning Potential upto Rs.2L/- per month. **Job Types**: Part-time, Regular / Permanent,...
-
Equity Dealer
4 weeks ago
Kolkata, India Workipolar Full timeJob description - Customer relationship manager ( Brokerage industry) Location - kolkata Experience - minimum 1 year Salary - as per company norms Roles and Responsibilities: 2. Promote Focus Product of the month Structure Products 5. AUM of Privilege Clients 6. Suggesting the scrip to the client for trading and ensuring maximum profit to client...
-
Equity Advisor
7 days ago
Kolkata, India Motilal Oswal Financial Services Ltd Full timeJob Purpose:Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.New client acquisition for Broking , Investment products – PMS/MF/Fixed Income and Insurance on as per assigned targetsKey Deliverables:Ensure timely advice to customers for Equity and Derivative markets Portfolio Review to be done...
-
Equity Advisor
1 week ago
Kolkata, India Motilal Oswal Financial Services Ltd Full timeJob Purpose:Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.New client acquisition for Broking , Investment products – PMS/MF/Fixed Income and Insurance on as per assigned targetsKey Deliverables:Ensure timely advice to customers for Equity and Derivative markets Portfolio Review to be done...