Financial Consultant
Axis Max Life Insurance Company LimitedFixed
₹15,000 - ₹20,000
Average Incentives*
₹40,000
Earning Potential
₹60,000
Fixed
₹15,000 - ₹20,000
Average Incentives
₹40,000
Earning Potential
₹60,000
You can earn more incentive if you perform well
Part Time
Full Time
Any experience
No English RequiredJob highlights
Urgently hiring
23 applicants
Benefits include: Annual Bonus, Flexible Working Hours
Job Description
🔑 Key Responsibilities
💰 Analyze clients' financial situations, goals, and risk tolerance.
📊 Provide recommendations on investments, insurance, savings, loans, and wealth management solutions.
🤝 Build and maintain strong relationships with clients through regular consultations.
📈 Develop personalized financial plans and strategies.
🎯 Assist clients in achieving financial objectives such as retirement planning, wealth creation, and asset protection.
📋 Educate clients on financial products, market trends, and investment opportunities.
📞 Generate new business opportunities through networking, referrals, and lead generation activities.
📝 Prepare financial reports, proposals, and client documentation.
🔍 Monitor client portfolios and recommend adjustments when necessary.
⚖️ Ensure compliance with industry regulations and company policies.
Job role
Job requirements
About company
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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 No English Required skills and sound communication skills for this job.
Both Male and Female candidates can apply for this job.
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