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College Square

Baheri

M/s Jyoti Plywood and Hardware Store

Account Assistant

Kankurgachi

Kotak Life Insurance

Team Leader

Chandni Chowk

💼 Job Title: Financial Advisor – Kotak Life Insurance

Location: [Chadhni Chowk]
Company: Kotak Life Insurance Co. Ltd.
Employment Type: Full-time / Part-time / Commission-based (as applicable)



About the Role

Kotak Life Insurance is looking for passionate, ambitious, and self-motivated individuals to join our growing team as Financial Advisors.
As a Financial Advisor, you will play a vital role in helping clients plan and secure their financial future through Kotak’s wide range of life insurance and investment products.




Key Responsibilities

Identify potential clients and understand their financial goals and needs.

Offer personalized financial solutions through Kotak Life Insurance’s products and services.

Build and maintain strong, long-term client relationships.

Guide clients on risk management, savings, protection, and wealth creation plans.

Achieve monthly and quarterly business targets.

Participate in regular training sessions and team meetings for continuous professional growth.




Qualifications

Minimum qualification: 12th pass (Graduates preferred).

Age: 25 years and above (no upper limit).

Excellent communication and interpersonal skills.

Ability to build trust and rapport with clients.

Entrepreneurial mindset with a drive to achieve financial independence.



Why Join Kotak Life Insurance?

Unlimited Income Potential – The more you perform, the more you earn.

Attractive Incentives & Rewards – Lucrative incentive structure with recognition programs.

Career Growth Opportunities – Chance to become a team leader, sales manager, or branch manager based on performance.

Training & Support – Comprehensive training programs to help you become a successful financial professional.

Flexible Working Hours – Perfect for individuals seeking financial freedom with work-life balance.



Perks & Benefits

Performance-based incentives and bonuses.

Recognition through awards, foreign trips, and promotions.

Opportunity to build a long-term career in the financial services industry.

Work with one of India’s most trusted and reputed financial brands – Kotak Life Insurance.




📞 Call to Action:
Change Life with Kotak!
Join us to lead, inspire, and grow.
📲 Apply Now or Call Today to schedule your urgent interview and take the first step toward a successful career with Kotak Life Insurance.


Financial Advisor

Kalighat

Pnb Metlife India Insurance Company Limited

Hindustan Park

The Manager will be responsible for leading and managing a team to achieve operational goals, improve efficiency, and contribute to the organization's success. This role involves overseeing daily activities, supervising staff, implementing strategies, and reporting to senior management.
Key Responsibilities: Team Management:


Lead, mentor, and develop a team of employees.
Set clear performance goals and provide ongoing feedback and support.
Conduct regular team meetings to monitor progress and address concerns.
Manage staffing levels, including hiring, training, and scheduling.

Operations Management:


Oversee daily operations to ensure tasks are completed efficiently.
Establish and maintain processes and procedures to ensure consistency and quality.
Identify areas for improvement and implement solutions to optimize workflows.

Project Oversight:


Lead and coordinate projects, ensuring they are completed on time and within budget.
Develop project plans, allocate resources, and manage timelines.
Monitor and report on project progress, addressing any issues that arise.

Strategic Planning:


Collaborate with senior management to develop departmental goals and strategies.
Help implement company-wide initiatives and ensure they align with departmental objectives.
Analyze performance data and trends to inform decision-making and improve processes.

Budget and Resource Management:


Monitor and manage budgets, ensuring financial goals are met.
Oversee resource allocation, including equipment, materials, and personnel.
Identify cost-saving opportunities without compromising quality.

Customer/Client Relations:


Ensure customer satisfaction by overseeing service delivery or product quality.
Address customer complaints or concerns in a timely and professional manner.
Build and maintain strong relationships with key clients or stakeholders.

Reporting & Communication:


Provide regular updates to senior management on departmental performance.
Maintain clear and open communication with staff and other departments.
Prepare reports and presentations on key performance indicators (KPIs) and outcomes.

Compliance & Risk Management:


Ensure compliance with company policies, industry regulations, and safety standards.
Identify and address risks related to operations, staffing, or financial matters.
Required Skills and Qualifications :Bachelor’s degree in a relevant field (e.g., Business Administration, Management, etc.).
Proven experience in a managerial or supervisory role.
Strong leadership and interpersonal skills.
Excellent communication skills (written and verbal).
Ability to problem-solve and make decisions under pressure.
Familiarity with project management and budgeting.
Ability to motivate and develop a team.
Proficient in office software (e.g., Microsoft Office Suite, Google Workspace, etc.).
Preferred Qualifications :Master’s degree or MBA.
Experience with [specific software/tools relevant to the industry].
Knowledge of industry-specific standards and regulations.
Work Environment: Full-time, [office-based/remote/hybrid] position.
Occasional travel may be required.
Standard office hours, with flexibility for meetings or deadlines.




Manager

Tentulkuli

Sharma Screen Corporation

Accountant

Rash Behari

*Job Summary:*
Provide expert advice and guidance to customers, helping them make informed purchasing decisions and driving sales growth.

*Key Responsibilities:*
1. *Customer Consultations*: Conduct in-depth consultations with customers to understand their needs and preferences.
2. *Product Knowledge*: Develop and maintain in-depth knowledge of products and services, including features, benefits, and applications.
3. *Sales and Promotions*: Promote products and services, highlighting value propositions and negotiating sales agreements.
4. *Customer Relationship Management*: Build and maintain strong relationships with customers, ensuring satisfaction and loyalty.

*Requirements:*
1. *Excellent Communication Skills*: Ability to communicate effectively with customers, colleagues, and managers.
2. *Product Knowledge*: In-depth knowledge of products and services.
3. *Sales and Negotiation Skills*: Ability to promote products and services, negotiate sales agreements, and close deals.


Hdfc Life Insurance Company Limited

Team Leader/Advisor

Dharmatala

About the Role:
Kotak Life is looking for dynamic and motivated individuals to join as Team Associates. We invite candidates from diverse industry backgrounds who are passionate about team building, leadership, and driving business growth in the financial sector.
If you believe in transforming lives and want to build a rewarding career in insurance and financial services — this is your opportunity to “Change Life with Kotak”!

🔑 Key Responsibilities:


Recruit, train, and lead a team of Life Advisors/Agents.


Drive overall sales development and ensure business targets are achieved.


Guide and motivate team members to perform effectively and achieve success.


Monitor performance and implement strategies for continuous growth.


Build strong customer relationships through ethical and customer-focused practices.


Represent Kotak Life’s values and contribute to the company’s mission of financial empowerment.



🎓 Qualification & Requirements:


Minimum Education: Higher Secondary (HS) and above.


Experience: Candidates from any industry background (Banking, Sales, Education, FMCG, Insurance, etc.) are welcome.


Age: 25 years and above.


Strong communication, leadership, and team management skills.


Goal-oriented and passionate about people development and sales.



💰 Benefits & Growth:


Attractive incentive-based earnings with no income limits.


Performance recognition, training, and fast career advancement opportunities.


Be part of one of India’s most trusted life insurance brands — Kotak Life.


📞 Call to Action:
Change Life with Kotak!
Join us to lead, inspire, and grow.
📲 Apply Now or Call Today to schedule your urgent interview and take the first step toward a successful career with Kotak Life Insurance.


Supervisor/Incharge

Park Street

A Finance Executive is responsible for managing the financial health of an organization. This includes overseeing budgeting, forecasting, financial reporting, and compliance. They ensure accurate financial records, analyze financial data, and support strategic decision-making to improve profitability and financial efficiency.


India First Life Insurance

Finance Executive

Bhawanipur

🤝 We’re Hiring! | Client Relationship Executive
Role Summary:
📞 Connect with clients & address their queries
🤗 Build and maintain strong customer relationships
📊 Track client accounts & ensure service satisfaction
📝 Maintain records of interactions & feedback
📍 Location: [City/Region or Remote]
💼 Experience: 0–2 years (Freshers welcome!)
🎓 Qualification: Graduate preferred
💼 Client-Focused Role | 🚀 Career Growth | 💰 Incentives + Salary
Apply Now & Be the Face of Our Client Success!


Client Relationship Executive

International Airport

🧩 Team Coordinator cum Insurance Sales
Location: KOLKATA | Type: Full-time
We’re on the hunt for a multi-tasking pro who can lead a team and drive insurance sales! If you love motivating people and closing deals, this role is for you! 💼🔥
What You’ll Do:
👥 Coordinate and support the sales team
📊 Achieve insurance sales targets
📞 Connect with clients and explain policies
📈 Track team performance & reporting
You Bring:
✅ Leadership & communication skills
✅ Insurance sales experience (preferred)
✅ Goal-oriented & energetic mindset
Perks:
💰 Attractive salary + incentives
🎯 Career growth opportunities
🏆 Performance bonuses
Lead. Sell. Succeed. Join us today! 🚀


Team Coordinator

Dunlop

A Financial Services Manager is responsible for overseeing the financial services operations within a company or financial institution. This role includes managing a team of financial advisors, overseeing customer financial services, ensuring compliance with industry regulations, and contributing to the development of strategic financial goals. The Financial Services Manager also works to ensure the highest levels of customer satisfaction while meeting business objectives related to finance.Key Responsibilities:Team Leadership & Supervision:Lead, train, and manage a team of financial advisors or financial service representatives.Provide guidance on best practices, ensuring team members meet performance targets and deliver high-quality service.Conduct performance reviews and offer coaching to develop team members’ skills and knowledge.Client Relationship Management:Oversee the relationship management process to ensure excellent customer service and retention.Address and resolve client concerns or complaints related to financial products or services.Develop strategies to improve customer satisfaction and foster long-term client relationships.Financial Services & Product Management:Oversee the selection and delivery of financial products and services (e.g., investments, insurance, loans, retirement plans).Recommend financial products or services based on client needs, ensuring they align with company offerings.Monitor the performance of financial products and services, adjusting offerings as necessary to meet market demands.Regulatory Compliance & Risk Management:Ensure that all financial services operations adhere to industry regulations and internal policies.Conduct regular audits and assessments to ensure compliance with financial laws, regulations, and standards (e.g., SEC, FINRA).Identify and mitigate potential risks to the organization and clients, including financial, operational, and regulatory risks.Budgeting & Financial Oversight:Manage budgets related to financial services operations, ensuring financial objectives are met while controlling costs.Monitor and report on the financial performance of the team, department, or unit, analyzing results and suggesting improvements.Strategic Planning & Business Development:Contribute to the development of strategic plans to grow the financial services department.Collaborate with other departments to ensure alignment with the organization’s financial goals and overall business strategy.Develop and implement marketing strategies to attract new clients and retain existing ones.Training & Development:Organize and oversee training programs to ensure the financial team is knowledgeable about the latest products, services, and market trends.Stay up to date with changes in financial laws, regulations, and products to provide the best advice to clients.Performance Tracking & Reporting:Set goals and KPIs (Key Performance Indicators) for the financial services team.Track the performance of financial products, sales goals, customer service, and other key metrics.Prepare and present regular reports on financial services operations to senior management.Qualifications:Education: A bachelor’s degree in finance, business administration, economics, or a related field. A master’s degree or an MBA may be preferred for senior-level roles.Certifications: Relevant certifications, such as the Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or other financial services-related certifications, are often required or preferred.Experience: Several years of experience in financial services, including leadership or management roles.Skills:Strong leadership and team management skills.Excellent communication, interpersonal, and customer service skills.In-depth knowledge of financial products, services, and regulatory frameworks.Strong analytical and problem-solving abilities.Proficiency with financial software and tools (e.g., CRM, financial planning software, spreadsheets).Work Environment:Typically office-based, though remote or hybrid work options may be available depending on the employer.May require some travel for client meetings, business development activities, or conferences.Work may involve regular business hours, with occasional evening or weekend work based on client needs or business goals.Compensation:The compensation structure may include a base salary, performance-based bonuses, and incentives tied to the performance of the team or department.Additional benefits such as healthcare, retirement plans, and other financial perks are often included.A Financial Services Manager plays a critical role in overseeing a department’s operations and ensuring that financial products and services meet client needs while adhering to regulations. They balance customer service with business growth, strategic planning, and operational efficiency.


Financial Service Manager

For more information call or Share your CV on WhatsApp : 6352491038 (HR Viram Goletar)

Job Description : Area Business Manager 

·        Recruit Distributers
·        Distributers will make team of Advisors 
·        Generate business through the advisers by guiding and motivating distributors 
·        Lead the team of distributors
·        Motivate them to achieve targets
·        
Provide training and guidance to them.

Required Candidate profile-
﻿
Experience : Minimum 2 year exp. of sales/Marketing
Graduation is mandatory
Good Communication skills
Candidate Must be Local
Age :- 21 to 47 Years

(Freshers Can not Apply)


Supro Info Solutions Private Limited

Area Business Manager

Ghuni

SHP Housing Private Limited

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Accounts Finance Jobs in Kolkata - 285 Verified Vacancies

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