
Financial Protection Advisor
2 weeks ago
- Provide in-depth advice on life insurance products and conduct detailed financial evaluations
- Consult with clients to develop customized insurance plans that cater to their requirements
- Maintain excellent customer service skills to handle inquiries and build strong client relationships
- Ensure effective communication throughout the sales process to achieve desired outcomes
- Demonstrated expertise in insurance and finance
- Proven consulting and customer service skills
- Excellent verbal and written communication skills
- Strong analytical and problem-solving abilities
- Able to work independently and as part of a cohesive team
- Bachelor's degree in Finance, Business Administration, or related field
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Life Insurance Advisor
2 days ago
Kolkata, West Bengal, India Aditya Birla Capital Full timeCompany DescriptionAditya Birla Capital Ltd, based in Mumbai, India, is a leading financial services company. The company is dedicated to providing equal employment opportunities and prohibits discrimination or harassment based on race, color, religion, ethnicity, age, gender, disability, or any other characteristic protected by law. With a strong commitment...
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Life Insurance Advisor
3 weeks ago
Kolkata, West Bengal, India Aditya Birla Capital Full timeCompany DescriptionAditya Birla Capital Ltd, based in Mumbai, India, is a leading financial services company. The company is dedicated to providing equal employment opportunities and prohibits discrimination or harassment based on race, color, religion, ethnicity, age, gender, disability, or any other characteristic protected by law. With a strong commitment...
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Life Insurance Advisor
1 week ago
Kolkata, West Bengal, India Aditya Birla Capital Full timeCompany Description Aditya Birla Capital Ltd, based in Mumbai, India, is a leading financial services company. The company is dedicated to providing equal employment opportunities and prohibits discrimination or harassment based on race, color, religion, ethnicity, age, gender, disability, or any other characteristic protected by law. With a strong...
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Life Insurance Advisor
1 week ago
Kolkata, West Bengal, India Aditya Birla Capital Full timeCompany DescriptionAditya Birla Capital Ltd, based in Mumbai, India, is a leading financial services company. The company is dedicated to providing equal employment opportunities and prohibits discrimination or harassment based on race, color, religion, ethnicity, age, gender, disability, or any other characteristic protected by law. With a strong commitment...
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Chief Financial Strategist
2 days ago
Kolkata, West Bengal, India beBeeFinancial Full time ₹ 16,00,000 - ₹ 18,00,000Senior Finance Manager Job DescriptionWe are seeking a highly skilled and experienced Senior Finance Manager to join our leadership team. This role requires strong expertise in financial planning, compliance, risk management, and stakeholder engagement.Our organization is a trusted Business Consulting & Services firm specializing in financial consulting,...
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Kolkata, West Bengal, India Cognitud Advisory Services Private Limited Full time- We are seeking a results-driven and analytical FP&A Manager with at least 3 years of experience in financial planning, budgeting, forecasting, and strategic business analysis.- The candidate will work closely with senior leadership to support decision-making by delivering insights through data-driven analysis, financial modeling, and performance tracking.-...
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Private Banking Advisor, Associate
10 hours ago
Kolkata, West Bengal, India Deutsche Bank Full time ₹ 15,00,000 - ₹ 20,00,000 per yearJob Description:Job Title: Private Banking Advisor, AssociateLocation: Calcutta, IndiaRole DescriptionBranch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking.The primary objective is...
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Financial Sales Manager
3 hours ago
Kolkata, West Bengal, India Max Life Insurance Full timeJob DescriptionTakes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business.- KEY RESPONSIBILITIESLead generation at the time of account opening/service call being made to the customer- Establishing & strengthening relationship with Cluster head & staff to gain mindshare from...
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Relationship Manager-wealth/idfc Bank/kolkata
3 weeks ago
Kolkata, West Bengal, India Acura solutions Full timeKey Responsibilities Client Relationship Management Develop and maintain strong relationships with HNWIs Act as the primary point of contact for clients addressing their financial needs and concerns Conduct regular reviews of client portfolios to ensure alignment with their financial goals Financial Planning and Advisory Provide comprehensive...
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Kolkata, West Bengal, India Linkstrat Business Solutions Pvt. Ltd. Full timeRoles & Respnsibilities:- Prepare comprehensive income statements, balance sheets, management accounts, and other essential financial documents on a quarterly and annual basis.- Monitor the company's financial performance, identifying trends and areas for improvement.- Prepare and present the detailed annual budget, incorporating revenue, operational...