Financial Advisor
Tata Aia Life Insurance Company LimitedFixed
Not disclosed
Average Incentives*
₹65,000
Earning Potential
₹65,000
Fixed
Not disclosed
Average Incentives
₹65,000
Earning Potential
₹65,000
You can earn more incentive if you perform well
Part Time
Full Time
Any experience
Basic EnglishJob highlights
200+ applicants
Benefits include: Joining Bonus, Annual Bonus, Flexible Working Hours, 5 working days
Job Description
Job Description: Financial Advisor
Job Type: Full-time
Job Summary
We are looking for a knowledgeable and customer-focused Financial Advisor to help clients achieve their financial goals. The ideal candidate will assess clients' financial needs, recommend suitable investment and insurance products, and provide personalized financial planning solutions.
Key Responsibilities
Meet with clients to understand their financial goals and requirements.
Provide advice on investments, insurance, savings, retirement, and wealth management.
Recommend suitable financial products based on clients' needs and risk appetite.
Build and maintain long-term relationships with clients.
Generate new business through referrals, networking, and lead generation.
Monitor clients' portfolios and provide regular reviews and updates.
Stay updated on market trends, financial products, and regulatory changes.
Ensure compliance with company policies and financial regulations.
Job role
Job requirements
About company
Similar jobs you can apply for
Accounts / FinanceFinancial Consultant
Hdfc Life Insurance Company Limited
Work from OfficePart TimeFull TimeAny experienceNo English RequiredSales Team Leader
Tejaswinee Royal ConsultancyWork from OfficePart TimeFull TimeAny experienceBasic English
Development Manager
PNB Metlife India Insurance Company LimitedWork from OfficeFull TimeFreshers onlyNo English RequiredAccountant
Calcutta North Marketing P LtdWork from OfficeFull TimeAny experienceBasic EnglishDevelopment Manager
PNB Metlife India Insurance Company LimitedWork from OfficeFull TimeFreshers onlyNo English RequiredField Collection Executive
Hullect Services Private Limited
Field JobFull TimeAny experienceNo English RequiredYou can expect a minimum salary of 0 INR and can go up to 65,000 INR. The salary offered will depend on your skills, experience and performance in the interview.
The candidate should have studied 12th Pass and people who have 0 to 31 years are eligible to apply for this job. You can apply for more jobs in Kolkata to get hired quickly.
The candidate should have Basic English skills and sound communication skills for this job.
Both Male and Female candidates can apply for this job.
Yes, it's a work from home job and can be done online. You can explore and apply for other work from home jobs in Kolkata at apna.
No work-related deposit needs to be made during your employment with the company.
Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.
The last date to apply for this job is 2 Sept 2026. For more details, download apna app and find Work from Home jobs in Kolkata . Through apna, you can find jobs in 64 cities across India. Join NOW!