Looking For Wealth Manager

Eureka stock & brokerage

job description

company - eureka stock & share broking services ltd

location - kolkata salt lake

job description- pcg (private client group )

department – bfsi, investment and

industry – investment

designation – wealth manager / sr wealth manager / team leader

wealth manager/th manager – private client group

job description:

* building and maintaining strong relationships with hni / ultra hni clients both individual & non-individual while understanding their financial goals, risk tolerance and investment preferences.

* driving revenue generation through cross-selling of wealth products like mf/sip, bonds, insurance, and asset (loan).

* acquisition of new clients for d-mat and trading account and providing them with equity research advisory for investment and trading needs of the investor.

* conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.

* developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles.

* recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.

* meeting with potential investors (physical or virtual) for discussing and proposing him/her the investment opportunities available with eureka securities pcg.

* keeping constant touch with pcg dealer/equity advisor for monitoring equity portfolio of investors on regular basis.

* weekly & monthly review of business and meetings with hod & other business heads.

* organising and conducting seminar/ meetings/ investment awareness programmes to generate leads for fresh & new investors.

• Experience

  2 - 5 Years

• No. of Openings

  5

• Education

  B.B.A, M.B.A/PGDM

• Role

  Wealth Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  11th Floor, Merlin Infinite, DN 51, Salt Lake City, Sector 5 , Kolkata - 700091