Financial Advisor

25,000 - 30,000 /month

Pnb Metlife India Limited

Park Street, Kolkata

1 - 5 years Experience in Sales / Business Development

20 Openings

Full Time

Skills Required

Convincing Skills

Job Highlights

Graduate and above

All genders

10:00 AM - 06:00 PM | 6 days working

Job Description

We are looking for a Financial Advisor to join our team in Kolkata. The ideal candidate will have1 to 5 years of experience in financial services and will work full-time from the office. ••Key Responsibilities:•• - ••Client Consultation:•• Engage with clients to understand their financial goals and needs, providing personalized guidance to help them achieve their objectives. - ••Financial Planning:•• Create comprehensive financial plans that include investment, insurance, retirement, and tax strategies based on client assessments. - ••Investment Portfolio Management:•• Monitor and manage client investment portfolios, ensuring alignment with their financial goals and market conditions. - ••Market Research:•• Stay updated on market trends, economic news, and regulatory changes to provide informed advice to clients and adjust financial plans accordingly. - ••Client Education:•• Conduct seminars and workshops to educate clients about financial products and strategies, enhancing their understanding and engagement in their financial plans. - ••Relationship Management:•• Build and maintain strong relationships with clients, ensuring high levels of customer satisfaction and retention. ••Required Skills and Expectations:•• The successful candidate should have strong analytical skills to assess financial data and trends. Excellent communication skills are important for clearly explaining complex financial concepts to clients. A solid understanding of financial products and investment strategies is expected, along with a client-centered approach to service. The candidate should possess relevant financial certifications and have a track record of achieving sales targets to demonstrate their effectiveness in the role. Passion for helping clients and a proactive attitude towards continuous learning are essential for success in this position. Experience 3 - 7 Years No. of Openings 10 Education Graduate Role Financial Advisor Industry Type Insurance / Claims Gender [ Male / Female ] Job Country India Type of Job Full Time Work Location Type Work from Office Face interview location Park Street, Kolkata

Other Details

It is a Full Time Sales / Business Development job for candidates with 1 - 5 years of experience.

More about this Financial Advisor job

What qualifications and experience are required for this Financial Advisor position?
Ans : Candidates should have a Graduate and above qualification with 1-5 years of experience and skills like Convincing Skills.
What is the salary and job type for this role?
Ans : The salary for this Financial Advisor job ranges between ₹25,000-₹30,000 per month. This is a Full Time job.
What is the work schedule for this Financial Advisor job?
Ans : This Financial Advisor job has 6 days working days and timings from 10:00 AM - 06:00 PM.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Park Street, Kolkata.
How many vacancies are there for this Financial Advisor job?
Ans : There are 20 vacancies for this Financial Advisor role.
Is this job open for all genders?
Ans : Yes, this Financial Advisor job is open for both male and female candidates.
What are the key responsibilities of this Financial Advisor job?
Ans : As a Financial Advisor, key responsibilities include skills like Convincing Skills. This role is part of Sales / Business Development category.
What is the job location for this position?
Ans : The job location for this Financial Advisor position is Park Street, Kolkata.
Who is the right fit for this Financial Advisor job?
Ans : A candidate having skills like Convincing Skills with 1-5 years of experience is the right fit for this Financial Advisor job.
What makes this Financial Advisor job a good opportunity?
Ans : This Financial Advisor job is a good opportunity as it offers a salary between ₹25,000-₹30,000 per month. This is a Full Time job and has 20 openings.