Job Title: Financial Advisor Job Summary:

We are looking for a motivated and result-oriented Financial Advisor to guide clients in making informed financial decisions. The role involves understanding client needs, offering suitable financial solutions, and maintaining long-term client relationships.

Key Responsibilities:
Understand clients’ financial goals and current financial situation
Provide guidance on savings, investments, and financial planning options
Explain financial products and services in a simple and clear manner
Maintain regular follow-ups with clients for portfolio updates
Build and maintain robust client relationships
Achieve assigned business targets and performance goals
Maintain proper records of client interactions and updates
Ensure compliance with company policies and guidelines

Skills Required:
Valuable communication and convincing skills
Basic understanding of financial concepts (investment, savings, budgeting)




Solid interpersonal and relationship-building skills
Ability to explain complex topics in easy language
Confidence in client interaction and calling
Target-oriented and self-motivated

Eligibility:
Graduate in any discipline (Finance/Commerce preferred but not mandatory)
Freshers or candidates with 0–3 years experience can apply
Basic knowledge of MS Office is an added advantage

Work Type:
Client-facing / Advisory role
May involve calling, meetings, or virtual consultations depending on the company setup

Performance Indicators:
Client acquisition and retention
Quality of financial advice provided
Achievement of monthly/quarterly targets
Customer satisfaction and relationship strength

Pay: ₹25,000.00 - ₹49,940.99 per month

Benefits
Flexible schedule
Work from home

Work Location: In person

📌 Financial Advisor Kolkata
🏢 India First Life Insurance
📍 Kolkata