Financial Consultant

Smart Consultancy

Howrah

₹30,000 - ₹90,000 monthly*

Fixed

30000 - ₹70000

Average Incentives*

20,000

Earning Potential

90,000

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

Fast HR reply

97 applicants

Benefits include: PF, Flexible Working Hours, Health Insurance, ESI (ESIC), Accommodation, 5 working days

Job Description

Job Title: Financial Consultant

Job Summary:

We are looking for a knowledgeable and result-oriented Financial Consultant to provide financial advice and solutions to clients. The candidate will be responsible for understanding clients’ financial goals, suggesting suitable investment or insurance plans, and maintaining long-term client relationships.

Key Responsibilities:

  • Understand clients’ financial needs and goals
  • Provide guidance on investments, savings, insurance, and financial planning
  • Recommend suitable financial products and services
  • Build and maintain strong client relationships
  • Achieve sales and revenue targets
  • Stay updated with market trends and financial products
  • Prepare financial reports and maintain client records
  • Follow company policies and compliance standards

Job role

Work location

29, Grand Trunk Rd, Kadamtala, Bantra, Ichapur, Howrah, West Bengal 711101, India

Department

Admin / Back Office / Computer Operator

Role / Category

Back Office

Employment type

Full Time & Part Time

Shift

Day Shift

Job requirements

Experience

Any experience

Education

12th Pass

English level

No English Required

Age limit

40 - 60 years

Gender

Any gender

About company

Name

Smart Consultancy

Address

29, Grand Trunk Rd, Kadamtala, Bantra, Ichapur, Howrah, West Bengal 711101, India

Job posted by Smart Consultancy

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