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

Work from Office

Part Time

Full Time

Any experience

No English Required

Job Details

Interview Details

Job highlights

Urgently hiring

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 Operations, Back Office, Banking/Loan Sales, Data Entry/Computer Operator, Lending Operations

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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