Financial Advisor

2 days ago

New Town Kolkata West Bengal, India Bajaj Allianz Life Insurance Full time

We are looking for an experienced financial advisor to join our team in Bajaj Allianz Life insurance company.

We are hiring male and female for the job profile.

Experienced and fresher, any one can apply.

If you love finance and investments and enjoy helping people to make the right investment decisions, you will love this position

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, Regular / Permanent, Fresher

**Salary**: ₹15,000.00 - ₹42,000.00 per month

**Benefits**:

- Health insurance
- Leave encashment
- Paid sick time
- Paid time off
- Provident Fund

Schedule:

- Day shift
- Fixed shift
- Monday to Friday
- Weekend availability

Supplemental pay types:

- Commission pay
- Performance bonus
- Yearly bonus

**Speak with the employer**

+91-XXXXXXXXXX

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