Financial Consultant

kotak life insurarnce

Bow Bazaar, Kolkata/Calcutta

โ‚น20,000 - โ‚น45,000 monthly*

Fixed

โ‚น20000 - โ‚น30000

Average Incentives*

โ‚น15,000

Earning Potential

โ‚น45,000

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

Fast HR reply

14 applicants

Benefits include: Flexible Working Hours

Job Description

1. Primary Role:

A Financial Consultant helps individuals and families plan their finances by suggesting suitable life insurance and investment products. Their main goal is to protect the clientโ€™s financial future through risk management and long-term planning.


2. Key Responsibilities:


๐Ÿ’ฌ Client Prospecting & Relationship Building

๐Ÿ“Š Financial Need Analysis

๐Ÿ“ Policy Recommendation & Selling

๐Ÿ“‘ Documentation & Policy Servicing

๐Ÿ’ผ After-Sales Service

๐Ÿ“ˆ Business Development

๐ŸŽ“ Continuous Learning & Skill Development

Job role

Work location

Chandni Market, Esplanade, Chandni Chawk, Bowbazar, Kolkata, West Bengal, India

Department

Sales & BD

Role / Category

Enterprise & B2B Sales

Employment type

Full Time & Part Time

Shift

Day Shift

Job requirements

Experience

Any experience

Education

12th Pass

English level

Basic English

Age limit

30 - 60 years

Gender

Any gender

About company

Name

kotak life insurarnce

Address

Chandni Market, Esplanade, Chandni Chawk, Bowbazar, Kolkata, West Bengal, India

Job posted by kotak life insurarnce

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