5

Asset Job Vacancies in Kolkata

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Female - Wealth Manager (Female)-5-8 Yrs- Broking Domain

Tech Turmeric IT Services

  • 5 - 8 yrs
  • 10.0 Lac/Yr
  • Kolkata
Business Acquisition Key Client Retention Communication Skills Presentation Skills Risk Mitigation Regulatory Compliance Asset Management Investment Strategies Leadership Skills Interpersonal Skills
Job Role: Wealth ManagementDepartment: Sales ; Location: Kolkata Years of Experience: 5-8 years of which min 3 years in Private Bank / Wealth Management Industry, preferably a female. Min Educational Requirement: Post Graduate/ CA/ CFA/ MBA from recognized Universities, Advanced degree preferred Individual Contributor/ Team Manager: Individual contributor or Team ManagerJob Description / Key Responsibilities: Client Acquisition - Generating AUM by acquiring new clients and nurturing relationships with HNI and UHNI clients in high potential markets of eastern India. Primarily responsible to shape investment strategies, business growth and ensure exceptional service delivery to privileged clients in high potential markets of eastern India. Identify and acquire new privileged clients, thus expanding the client base, through Portfolio Management, Advisory, and Research Based AUM products (PMS, AIF, MF, Debt, Unlisted, Third Party Products). Contact prospective clients to present information and explain our products and anticipated returns. Provide a genuine advisory approach with highest level of customer service. Develop and maintain strong relationships with high net-worth clients, understand their investment goals and risk appetite, and provide tailored investment solutions. Implement strategies to enhance client satisfaction, address concerns and foster long-term relationships. Plan periodical meetings and touch-points with clients. Engage in periodical competitor mapping and suggest product and business team to track market developments. Monitor and assess performance regularly, suggest modifications taking into consideration client goals and market conditions. Responsible for completion of regulatory requirements like KYC, advisory and account opening related documentation, through his/her team. Stay up-to-date with market trends, economic indicators and relevant financial news. Ensure 100% adherence of Portfolio Management, to all relevant regulatory compliances.Key Result Area (KRA):Margin AcquisitionClient RelationshipMarket ResearchComplianceKey Performance Indicators(KPI):Margin Acquisition - AUM in CroresClient SatisfactionClient RetentionCompetitor Mapping on best practicesAdherence to Regulatory ComplianceRisk MitigationOrganization-based Competencies:Data DrivenSense of OwnershipTeam PlayerQuality of OutputFinancial AcumenTechnical Competencies:Financial Analysis / Quantitative SkillsStrong understanding of Asset Management and Investment StrategiesAsset AllocationCompliance & Risk ManagementBehaviour-based Competencies:Communication SkillsPresentation SkillsLeadership SkillsInterpersonal SkillsStrategic mindsetTarget-oriented
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Equity Advisor

Omega Wealth Management

  • 2 yrs
  • 9.5 Lac/Yr
  • Kolkata
Asset Allocation Industry Knowledge Performance Evaluation Risk Assessment Financial Modeling Financial Analysis Investment Strategies Communication Skills Equity Broking Equity Dealer Equity Trader Share Trading Share Broker Mutual Funds Sales Market Trends Analysis Stock Selection Risk Management Portfolio Management Client Relationship Management Regulatory Compliance
Key Responsibilities:Client Acquisition & Business Development:Identify and onboard new clients through various marketing and networking channels.Build and maintain strong relationships with existing and prospective investors.Achieve monthly and quarterly targets for client acquisition and revenue growth.Equity Advisory & Portfolio Management:Provide clients with timely investment advice on equities, derivatives, and other financial products.Conduct regular portfolio reviews and offer rebalancing recommendations based on market trends.Stay updated with stock market news, company performance, and global economic developments.Marketing & Brand Promotion:Execute marketing campaigns to promote the firms investment services.Conduct investor awareness programs, webinars, and seminars.Collaborate with the marketing team to generate leads through digital and offline channels.Revenue Generation:Drive revenue through brokerage, advisory fees, and cross-selling of financial products.Monitor client activity and ensure consistent engagement to maximize business potential.Required Skills & Qualifications:Bachelors degree in Finance, Commerce, Economics, or related field (MBA preferred).NISM Series VII / VIII certification (preferred or required as per SEBI guidelines).Strong understanding of stock markets, investment products, and trading platforms.Excellent communication, presentation, and negotiation skills.Proven track record in sales, revenue generation, or financial advisory.Key Competencies:Target-driven and self-motivated.Strong client relationship management.Analytical and result-oriented approach.Ability to work under pressure and achieve business goals.
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Hiring Fresher - Air Cargo Executive - Kolkata

Fly Careers

  • 0 - 1 yrs
  • 6.0 Lac/Yr
  • Kolkata
Contract Negotiation Team Leadership Project Management Data Analysis Environmental Regulations Risk Assessment Safety Procedures Quality Control Facilities Maintenance Reporting Technical Knowledge Regulatory Compliance Utility Systems Budgeting Emergency Response Airport Cargo Sustainability Practices Asset Management Vendor Management Problem Solving Air Cargo Aviation Energy Management
Seeking an Air Cargo Executive to join our team in Kolkata. Responsibilities include negotiating contracts, leading teams, managing projects, analyzing data, ensuring environmental compliance, assessing risks, enforcing safety procedures, maintaining quality control, overseeing facilities, reporting on operations, demonstrating technical knowledge, complying with regulations, managing utilities, budgeting, responding to emergencies, handling airport cargo, practicing sustainability, managing assets and vendors, solving problems, and overseeing air cargo and aviation operations. The ideal candidate must have strong leadership, communication, and organizational skills, as well as the ability to work efficiently in a fast-paced environment. A 10th pass education level and 0-1 years of experience are required for this part-time position. Working from our office, the candidate should also have expertise in energy management to support our operations effectively.
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Fusion SCM Functional Consultant

Kiazen

Oracle Fusion Financials Applications General Ledger Accounts Payable Accounts Receivable Fixed Assets Cash Management
Extensive experience providing production support for Oracle Fusion Financials applications.Serve as the primary point of contact for functional support of Oracle Fusion Financials applications, including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, and Cash Management.Investigate and analyze incidents and problems related to financial processes, striving for timely resolutions.Collaborate with technical teams to diagnose and resolve complex functional issues impacting the financial systems' performance and functionality.Deep knowledge of Oracle Fusion Financials modules, including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, and Cash Management
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HNI Relationship Manager (Deputy Manager)

Waytogo Consultants Pvt Ltd

  • 2 - 7 yrs
  • 7.0 Lac/Yr
  • Kolkata
Retail Liabilities Casa Sales Portfolio Commercial Asset HNI Relationship
Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.Ensures high levels of customer service orientation and application of bank policy.Cross sells existing bank products to customers.Informs customers of new products or product enhancements to further expand the banking relationship.Plans and conducts special sales initiatives and events for prospective and existing clients.Coordinates with other group companies to provide seamless access to other products.Maintains complete relationship record for assigned customer accounts.Tracks customer complaints/queries and turnaround times for customer satisfaction
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