Financial Associate
Kotak Life Insurance
Financial Associate
Kotak Life Insurance
Bhawanipur, Kolkata/Calcutta
₹15,000 - ₹50,000 monthly*
Fixed
₹15000 - ₹35000
Average Incentives*
₹15,000
Earning Potential
₹50,000
You can earn more incentive if you perform well
Job Details
Interview Details
Job highlights
Urgently hiring
Fast HR reply
99 applicants
Benefits include: Flexible Working Hours
₹1250 fee charged by company HR
WHY? - IRDA Exam
Job Description
A financial consultant provides expert advice on investments, taxes, estate planning, and financial strategies to help clients achieve their financial goals.
Key Responsibilities:
- Assess clients' financial situations and develop personalized strategies.
- Offer investment advice and portfolio management.
- Assist with retirement planning and estate planning.
- Analyze market trends and economic data to inform decisions.
- Prepare detailed financial reports and presentations for clients.
- Stay updated on financial regulations and products.
Job role
Work location
7C, Bakul Bagan, Kalighat, Kolkata, West Bengal 700025, India
Department
Banking / Insurance / Financial Services
Role / Category
Banking Operations
Employment type
Full Time & Part Time
Shift
Day Shift
Job requirements
Experience
Any experience
Education
12th Pass
Past role/category experience
Banking/Loan Sales, Data Entry/Computer Operator, Lending Operations, Banking Operations, Back Office
English level
No English Required
Gender
Any gender
About company
Name
Kotak Life Insurance
Address
7C, Bakul Bagan, Kalighat, Kolkata, West Bengal 700025, India
Job posted by Kotak Life Insurance
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