Investment Advisor

2 months ago


Kolkata, India Bajaj Allianz Life insurance co Ltd. Full time

_**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 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...

  • 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...


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

    MAX 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...


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

    MAX 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 time

    1. 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,...


  • 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....


  • 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...


  • Kolkata, India BT Full time

    Trainee 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...


  • 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....


  • 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 time

    Punjab 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 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...

  • Share market excutive

    3 weeks ago


    Kolkata, India Naukripay Full time

    several 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 time

    We 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 time

    Job 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 time

    Job 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 time

    Job 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...