Looking For Wealth Manager

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

  Graduate (B.B.A)

• Role

  Wealth Manager

• Industry Type

  Banking

• 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