(15h Left) Financial Advisor

4 weeks ago


Hooghly Howrah Kolkata, India Anipal Home Appliances Full time

Job Description Description We are seeking a motivated Financial Advisor to join our team in Kolkata. The ideal candidate will assist clients in making informed financial decisions and developing personalized financial plans. This role requires strong analytical skills and the ability to communicate effectively with clients. Responsibilities - Develop and maintain client relationships to provide financial advice and investment solutions. - Conduct comprehensive financial assessments to understand client needs and goals. - Create and implement tailored financial plans and investment strategies for clients. - Stay updated on financial markets, investment products, and regulations to provide informed advice. - Monitor client portfolios and make necessary adjustments to align with their financial objectives. - Educate clients on financial products and services, helping them make informed decisions. - Collaborate with other financial professionals to ensure holistic service delivery to clients. Skills and Qualifications - Bachelor's degree in Finance, Economics, Business Administration, or a related field. - Strong analytical and numerical skills to assess financial situations and create strategies. - Excellent communication and interpersonal skills for building relationships with clients. - Proficiency in financial software and tools, such as Excel and financial modeling applications. - Knowledge of investment products, financial markets, and regulations in India. - Ability to work independently as well as in a team environment. - Strong organizational skills and attention to detail.


  • Financial Advisor

    5 days ago


    Kolkata, West Bengal, India Hdfc Life Insurance Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    A financial advisor at HDFC Life Insurance provides financial planning services, helps clients achieve goals like retirement and wealth creation, and sells HDFC Life's products. Key duties include assessing client needs, creating customized policies. Perks and benefitsPayment distribution will be done after the 45 day

  • Financial Advisor

    21 hours ago


    Bidhan Sarani, Kolkata, India Surenu Consultancy Full time ₹ 2,00,000 - ₹ 12,00,000 per year

    Urgent Hiring | Financial Advisor – High Income Opportunity Role Summary: Provide expert financial planning & investment advice Build strong client relationships & manage portfolios Promote life insurance & financial products Achieve sales targets with unlimited earning potential Location: Multiple Cities Qualification: Minimum 12th...

  • Financial Advisor

    23 hours ago


    Santoshpur, Kolkata, India Auris Finmart Private Limited Full time ₹ 5,00,000 - ₹ 25,00,000 per year

    Job Overview : We are seeking a skilled and proactive Financial Advisor/Manager to provide strategic financial guidance, support wealth management, and help clients make informed decisions. You will work closely with individuals or businesses to develop financial strategies tailored to their goals and risk profile. Key Responsibilities : Analyze...

  • Financial Advisor

    19 hours ago


    Barasat, Kolkata, India Peck Consultancy Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    A Financial Advisor is a professional who offers personalized financial guidance to individuals or businesses, helping them achieve their financial goals through strategic planning and investment advice. Key Responsibilities Client Financial Assessment: Evaluate clients' financial situations by analyzing income, expenses, investments, and goals. ...


  • 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

    22 hours ago


    Kolkata, West Bengal, India SBI Life Insurance Full time ₹ 2,40,000 - ₹ 6,00,000 per year

    Golden Career Opportunity with SBI Life Insurance Are you looking for a career with freedom, growth & unlimited income potential? Here's your chance to become an SBI Life Insurance Advisor and build a successful future with India's most trusted brand Why Join SBI Life as an Insurance Agent? . Work with India's most trusted Life Insurance company (Backed by...

  • Financial Advisor

    2 weeks ago


    New Town, Kolkata, West Bengal, India Bajaj Allianz Life Insurance Full time

    We are looking for an experienced financial advisor to join our team in Bajaj Allianz Life insurance company. We are hiring male and female for the job profile. Experienced and fresher, any one can apply. If you love finance and investments and enjoy helping people to make the right investment decisions, you will love this position! Job location -Eco...


  • 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...

  • Insurance Advisor

    2 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...

  • Sales Advisor

    1 day ago


    Rajdanga Gardens, Kolkata, India Dhanalakshmi Financial Full time ₹ 1,20,000 - ₹ 5,10,000 per year

    : Job Opportunity Alert Designation: Sales Advisor Salary: ₹15,000 - ₹85,000 (Based on performance incentives) Gender: Any (Male / Female / Others) Experience: Any (Freshers & Experienced both welcome) What We're Looking For: Excellent communication skills Passion for sales & customer interaction Positive attitude &...