Wealth Manager (Female Candidates Preferred)

Eureka stock & brokerage

• 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.

• monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs.

• providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.

• managing and achieving the internal budget product wise to maintain monthly/quarterly score card for performance evaluation.

• collaborating with internal teams, to offer comprehensive financial solutions to clients.

• staying updated with market trends, economic developments and regulatory changes to provide accurate

• Experience

  2 - 4 Years

• No. of Openings

  2

• Education

  B.Com, M.B.A/PGDM

• Role

  Wealth Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  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