Financial Advisor Internship

5 hours ago


Gariahat Kolkata West Bengal, India MAX LIFE INSURANCE COMPANY Full time

**Max Life Insurance Company Limited** is an Indian life insurance company headquartered at New Delhi, and the largest non-bank private-sector life insurer in India. It is a joint venture between Max Financial Services and Axis Bank. The company is a subsidiary of the publicly-listed Max Financial Services. It was founded in 2000 after the liberalization of the insurance sector in India and its operations began in 2001.

Product and Service

Max Life sells policies on both online and offline channels. Its distribution channels include banks, individual agents, brokers, and corporate agents, among others. It provides linked, participating and non-participating products. Apart from life coverage, it also covers health, pension, and annuity. It offers child protection, retirement, savings, and growth plans to individuals and to groups.

**Qualifications**:
Insurance and Financial expertise

Consulting experience with customer centric focus

Excellent communication skills to understand customer needs and propose suitable policies.

Proven relationship building experience with ability to handle and manage customer base.

Prior experience in customer service would be beneficial.

Prior experience in the financial industry would be beneficial.

**Job Types**: Part-time, Internship

Expected hours: 25 per week

Supplemental pay types:

- Commission pay
- Performance bonus
- Quarterly bonus
- Yearly bonus

Application Question(s):

- Are you graduate?
- How many year of work experience do you have?
- Are you from west bengal ?
- Do you have knowledge about Income Tax and fund management system?
- Do you have any knowledge about insurance?

Work Location: In person


  • Financial Advisor

    6 days ago


    Gariahat Road, Kolkata, West Bengal, India Guru Kripa Financial & Management Services Full time ₹ 3,60,000 - ₹ 5,40,000 per year

    Role Summary:A financial advisor helps individuals and businesses manage their finances and achieve short- and long-term financial goals. They provide expert guidance on investments, savings, insurance, taxes, retirement planning, and more.Key Responsibilities:Financial Planning: Assess clients' financial health and create personalized plans.Investment...

  • Financial Advisor

    1 week ago


    Kolkata, West Bengal, India Panora Global Venture LLP Full time

    We are seeking a motivated and client-focused Financial Advisor to join our team. Your role will involve understanding client needs, offering personalized financial solutions, and helping them achieve their financial goals through investments such as Mutual Funds, Bonds, Insurance, and more. **Key Responsibilities**: - Assess client financial goals and...


  • 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...


  • Rash Behari Avenue, Kolkata, West Bengal, India MAX LIFE INSURANCE COMPANY Full time

    MAX LIFE INSURANCE CO LTD, 242, JITENDRA ENCLAVE RASH BEHARI Gariahat KOLKATA 700019. Role Description: INTERNSHIP FOR ADVISOR ROLE. 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...


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

    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 relationships with existing clients. The Insurance Advisor will also be responsible for providing excellent customer service and...

  • Financial Advisor

    2 weeks 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

    5 hours ago


    Gariahat, Kolkata, West Bengal, India Max life insurance Full time

    Role: Finacial Adivsor role on commission based job role. Please walkin our office for more detials. Max life insurance 242, Jitendra enlave rash behari kolkata 700019 **Job Type**: Part-time **Salary**: From ₹40,000.00 per month Expected hours: 40 per week **Benefits**: - Provident Fund Schedule: - Day shift Supplemental pay types: - Commission...

  • Financial Advisor

    1 week 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...


  • Chowringhee, Kolkata, West Bengal, India Talant Cubicle Hr Solution Full time

    **Job Title**: Life Advisor / Insurance Coordinator / Financial Advisor / Management Trainee / RDM (Recruitment & Development Manager). **Job Type**: Full-Time / Part-Time (Flexible Shifts Available). **Salary**: ₹10,000 - ₹15,000 (Fixed) + Attractive Incentives (₹10,000 - ₹20,000 or more, based on performance) **About the Role**: **Key...

  • Financial Advisor

    4 days ago


    Kolkata, West Bengal, India Freelancer Sudipto Basu Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    50 nos. FINANCIAL ADVISOR for Axis Max Life InsuranceAge: 30+Gender: Open to allInterview Time 2-4PMP-118 CIT Road, 2nd FloorPhoolbaganKolkata 700054Carry Aadhaar PAN Cancelled cheque, Graduation marksheet.Exam fees applicable.