Financial Consultant

4 days ago


B B D Bagh Kolkata, India kotak life insurarnce Full time ₹ 4,00,000 - ₹ 12,00,000 per year

1. Primary Role:

A Financial Consultant helps individuals and families plan their finances by suggesting suitable life insurance and investment products. Their main goal is to protect the client's financial future through risk management and long-term planning.

2. Key Responsibilities:

Client Prospecting & Relationship Building

Financial Need Analysis

Policy Recommendation & Selling

Documentation & Policy Servicing

After-Sales Service

Business Development

Continuous Learning & Skill Development



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