Financial Consultant Jobs Opening in Reputed Bank at Park Street, Kolkata

Financial Consultant

Reputed Bank

0 Years

Not disclosed

Expired

Posted: 09 Jun 25

Job Description

As a Financial Consultant you will be responsible for identifying potential customers, offering them life insurance solutions, and helping them plan for their financial goals. The role requires building strong customer relationships, understanding client needs, and guiding them with suitable financial products from portfolio
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Key Responsibilities:

• Prospect and acquire new customers through leads, referrals, and field visits.

• Understand customer financial needs and offer suitable insurance and investment plans.

• Explain policy features, benefits, and terms to customers clearly.

• Assist clients in completing application processes and ensure timely documentation.

• Achieve monthly and quarterly sales targets set by the organization.

• Maintain strong follow-up and relationship with clients post-sales.

• Stay updated on products, financial market trends, and competitor offerings.

• Attend training and development programs as required.

Key Competencies:

Excellent interpersonal and communication skills
Analytical and strategic thinking
Ethical, trustworthy, and client-oriented
Ability to explain complex financial concepts in simple terms
Good sales and negotiation skills (if applicable)

More information about this Financial Consultant Job

Please go through the below FAQs to get all answers related to the given Financial Consultant job

What are the job requirements to apply for this Financial Consultant job position?
- Ans: A candidate must have a minimum of fresher as an Financial Consultant

What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: B.Com, CA, CS, ICWA, LLB, BBS
What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
This Financial Consultant is a work from home job?
- Ans: Yes,its a Work from Home Job.
How many job vacancies are opening for the Financial Consultant position?
- Ans: There are immediate 1 job openings for Financial Consultant in our Organisation.