Financial Advisor

11 hours ago

Kolkata, West Bengal, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,00,00,000

Private Banking Opportunities

We are seeking an experienced professional to join our team as a Private Banker.

In this role, you will be responsible for managing day-to-day financial planning, investment management, and asset allocation tasks. You will work closely with clients to understand their financial goals and provide tailored advice.

This is a unique opportunity to leverage your expertise in private banking and contribute to the success of our organization.

  • Familiarity with financial planning and finance skills is essential.
  • Experience in investments and asset allocation is highly desirable.
  • Expertise in private banking is required.
  • Strong analytical and problem-solving skills are necessary.
  • Excellent communication and interpersonal skills are required.
  • Ability to build and maintain long-term client relationships is essential.
  • Bachelor's degree in finance, economics, business, or related field; relevant certifications such as CFA or CFP are a plus.

  • Financial Advisor

    5 days ago

    Kolkata, West Bengal, India Aditya Birla Sun Life Insurance Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionEstablished in 2000, Aditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the globally renowned Aditya Birla Group and Sun Life Financial Inc., a leading financial services organization from Canada. ABSLI is recognized for its innovation and industry benchmarks, such as the introduction of the "Free Look...

  • Financial Solutions Advisor

    7 days ago

    Kolkata, West Bengal, India beBeeCareer Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Financial Solutions AdvisorJob Overview:A Financial Solutions Advisor plays a vital role in collaborating with Relationship Managers to maintain and develop their wealth management business.The key responsibilities of a Financial Solutions Advisor include:Wealth Management Strategy:Support Relationship Managers in creating comprehensive financial plans for...

  • Experienced Financial Advisor

    1 day ago

    Kolkata, West Bengal, India beBeeFinancial Full time ₹ 40,00,000 - ₹ 60,00,000

    Job Title: Experienced Financial AdvisorWe are seeking a skilled Certified Financial Planner (CFP) to serve as a trusted advisor. This role requires an in-depth understanding of the financial market and regulatory environment.Key Responsibilities:Assess clients' financial needs and develop personalized strategiesAnalyze financial data to identify trends and...

  • Senior Financial Advisor

    1 week ago

    Kolkata, West Bengal, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Senior Financial Advisor RoleThe primary objective of this role is to acquire and activate new relationships with key distributors, focusing on driving sales volume growth.To achieve this goal, the successful candidate will be responsible for identifying potential business opportunities, engaging regularly with distributors, and ensuring timely dissemination...

  • Sales Advisor

    4 days ago

    Kolkata, West Bengal, India Panora Global Venture LLP Full time ₹ 25,000 - ₹ 3,00,000 per year

    We are seeking a motivated Financial Services Sales Advisor to join our team. The ideal candidate will have experience in financial products, including Mutual Funds, AIFs, Bonds, and Insurance. You will be responsible for building and maintaining client relationships, understanding client financial needs, and guiding them suitable investment solutions to...

  • Life Insurance Advisor

    2 weeks ago

    Kolkata, West Bengal, India Aditya Birla Capital Full time

    Company 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...

  • Life Insurance Advisor

    4 weeks ago

    Kolkata, West Bengal, India Aditya Birla Capital Full time

    Company 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...

  • Life Insurance Advisor

    3 weeks ago

    Kolkata, West Bengal, India Aditya Birla Capital Full time

    Company 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...

  • Life Insurance Advisor

    3 weeks ago

    Kolkata, West Bengal, India Aditya Birla Capital Full time

    Company 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...

  • Master Financial Specialist

    5 days ago

    Kolkata, West Bengal, India beBeeWealth Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Job DescriptionWe are seeking an experienced and skilled Financial Advisor to join our team. As a key member of our wealth management team, you will have the opportunity to work with high net worth clients, providing personalized financial advice and guidance.As a Financial Advisor, you will be responsible for managing client relationships, developing...