Financial Advisor

2 weeks ago

Kolkata, India Bajaj Allianz Life Insurance Full time

Job location -Eco space Newtown 3(b) building 3rd floor
**Responsibilities**
Understand clients’ financial needs
Determine clients’ financial objectives
Answer clients’ questions and address concerns
Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
Manage and regularly update clients’ portfolios.
Continuous communication with clients’ to stay up to date with their financial status
Building and maintaining your client base.

Education requirement Minimum graduate
**Soft skills required**
Proficiency in MS Office
Experience in managing and growing sales teams
Excellent multitasking skills
Ability to prioritize tasks
Excellent verbal and written communication skills
Salary
15000 -40,000 +Incentives
Working days
Monday to Friday ,
Saturday Sunday fixed off
Working Hours
11AM -5:30 PM
Work from office job

**Job Types**: Full-time, Fresher

**Salary**: ₹15,000.00 - ₹50,000.00 per month

**Benefits**:

- Health insurance

Schedule:

- Morning shift

Supplemental pay types:

- Commission pay

Ability to commute/relocate:

- Newtown, Sech Bhavan - 700091, West Bengal: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**
+91 9123756669

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