Financial Planner
4 days ago
Shree Rama International
We are hiring a Paraplanner/ Financial Planner who can assist the sales team in making financial plans for clients.
work to be done
- assist the sales team in making financial plans for our clients
- doing analysis
- have good knowledge of mutual funds, stocks and other financial products
- have a background in finance
- know MS Office & google sheets
- be good with english
- good analytical skills
salary - 15000 - 25000 per month
Pay: ₹10,000.00 - ₹22,000.00 per month
Work Location: In person
-
Financial Planner
4 days ago
Kolkata, West Bengal, India Bank of Baroda Full timeBank of Baroda, Park Street Branch, Kolkata is looking to recruit Financial Planners in and around the city of Kolkata. Freshers are welcome. There are also opportunities for retired persons and house wives. Very cordial working environment, internal training facilities and growth opportunities. **Job Types**: Full-time, Part-time, Fresher, Internship,...
-
Financial Planner
1 week ago
Bhawanipore, Kolkata, West Bengal, India Cubic HR Full time**Greetings**! Post**:The Financial Planning Consultant** 1)The Financial Planning Consultant will be responsible for helping clients achieve their financial goals through comprehensive financial planning investment management, and strategic advice. **Responsibilities**: 1) **Financial Consultation**: Conduct thorough financial assessments for clients to...
-
Financial Planner
18 hours ago
Kolkata, India Antra IMF Full timeCompany Description Antra IMF Pvt Ltd is dedicated to simplifying finance for individuals, families, and businesses with expert financial solutions. Committed to integrity, transparency, and a client-first approach, our team of licensed professionals delivers trusted advice without hidden fees. With decades of experience, we provide tailored financial...
-
Financial Advisor-PNBMETLIFE
3 weeks ago
Kolkata, India Freelancer Milan Kumar Paul Full timeJob Description Description We are seeking a motivated and passionate Financial Advisor to join our team at PNBMETLIFE. This role is ideal for freshers/entry-level candidates who are eager to start their career in financial services and help clients achieve their financial goals. Responsibilities - Provide financial planning and advisory services to clients....
-
Graphic Designer
1 week ago
Kolkata, West Bengal, India ROYS VENTURES LLP Full time**Job Title** Freelance Graphics Designer & Video Editor **Job Summary** We are seeking a creative graphic designer who can conceptualize and create digital and printable designs based on our requirements. The individual should also have basic video editing skills for our YouTube videos. **Requirements**: - Good experience in the field of graphics...
-
Insurance Advisor
2 weeks ago
Kolkata, West Bengal, India Duas Knowledge Potli Full time**DKP Recruiter team is hiring for the Job Title**: Insurance and Mutual Fund Advisor **Location**:City center 2, Newtown,Kolkata **Job Summary**: We are looking for experienced professionals in Insurance and Mutual Funds with strong domain knowledge and client-handling skills. The role involves advising clients on financial products, managing...
-
Sales Exec
2 days ago
Rajarhat, Kolkata, West Bengal, India UPTALENT Full timeInsurance and Mutual Fund Advisor *Job Summary:* We are looking for experienced professionals in Insurance and Mutual Funds with strong domain knowledge and client-handling skills. The role involves advising clients on financial products, managing relationships, and achieving business targets. *Key Responsibilities:* - Advise clients on Life Insurance,...
-
Project Coordinator
1 week ago
Kolkata, West Bengal, India Mayabious Art Full timeWe are looking for a responsible Project Coordinator to administer and organize all types of projects, from simple activities to more complex plans. You will perform various coordinating tasks, like schedule and risk management, along with administrative duties, like maintaining project documentation and handling financial queries. To succeed in this role,...
-
Wealth Management Advisor
1 week ago
Kolkata metropolitan area, West Bengal, India SMIFS LIMITED Full timeCompany DescriptionSMIFS Limited, established in 1993, offers a wide range of financial services including Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, and more. With a pan-India presence, the company specializes in Research & Advisory Services, catering primarily to institutional and ultra-high-net-worth clients. Under...
-
Ce Content Management Analyst
3 weeks ago
Kalyani, West Bengal, India Wolters Kluwer Full timeBasic Function The CE or CME Content Analyst is responsible for contributing to the development accreditation and publishing of accredited learning programs Responsibilities include online content publishing and quality assurance review CE-CME record-keeping according to accreditation requirements responding to customer service escalations generating reports...