Financial Planner
R.R. Associates
Financial Planner
R.R. Associates
Bow Barracks, Kolkata/Calcutta Region
₹23,500 - ₹95,000 monthly*
Fixed
₹23500 - ₹45000
Average Incentives*
₹50,000
Earning Potential
₹95,000
You can earn more incentive if you perform well
Work from Office
Part Time
Full Time
Any experience
Basic English
Job Details
Interview Details
Job highlights
Urgently hiring
24 applicants
Benefits include: Annual Bonus, PF, Travel Allowance (TA), Mobile Allowance, Internet Allowance, Flexible Working Hours, Health Insurance, 5 working days
Job Description
- Job Responsibilities:Meet clients to understand their financial goals, income, and risk profile
- Prepare customized financial plans covering savings, protection, retirement, and investments
- Recommend suitable products such as Mutual Funds, Insurance, Fixed Deposits, Bonds, etc.
- Review client portfolios regularly and suggest rebalancing when required
- Educate customers on financial planning, long-term wealth creation, and risk management
- Maintain strong client relationships and provide ongoing service and guidance
- Ensure all documentation, KYC, and compliance processes are followed correctly
- Work closely with internal teams to execute transactions smoothly
- Required Skills & Competencies:Good understanding of financial markets and investment products
- Strong communication and client-handling skills
- Analytical mindset with attention to detail
- Sales orientation with ethical, advisory approach
- Qualifications:Graduate / Postgraduate (Finance/Commerce preferred)
- NISM / AMFI / IRDA certifications will be an added advantage
- Prior experience in wealth management / financial advisory preferred
- Compensation:Salary + incentives (as per company policy)
- Growth and learning opportunities within the organization
Job role
Work location
Dalhousie kolkata West Bengal 700001 Bow Barracks, Kolkata/Calcutta Region
Department
Project & Program Management
Role / Category
Finance Project Management
Employment type
Full Time & Part Time
Shift
Day Shift
Job requirements
Experience
Any experience
Education
12th Pass
English level
Basic English
Age limit
27 - 60 years
Gender
Any gender
About company
Name
R.R. Associates
Address
Dalhousie kolkata West Bengal 700001 Bow Barracks, Kolkata/Calcutta Region
Job posted by R.R. Associates
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