Manager Investment Banking Job Vacancies in Kolkata

Hiring for 20 Team Manager Jobs in Kolkata for Freshers,Required Educational Qualification is : 12th Pass, 10th Pass, B.A, B.Com, B.Sc, M.B.A/PGDM, M.Com with Good knowledge in Financial Services, Financial Planning, BFSI, Investment Banking, Finance, Team Building, Team Leader, Team Management Skills etc.

FREE OF COST PLACEMENT SERVICES - NO CHARGES FROM CANDIDATES - ON-ROLL JOBS IN BANKING, FMCG, INSURANCE, NBFC, BPO, AND ALL SECTORS ETC.

Role: Wealth Manager / Sr Wealth ManagerJob Description:Refer job description. Conduct daily sales calling with prospective new clients and identify their needs. Provide and developsolutions and suggest schemes to clients basis their requirements and goalConduct timely and regular follow ups with the leads and tag them on broadcasts and new articlesIncrease client database by meeting new clients and taking references from the existing ones andhence build AUM and AUA for the branchReview and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lineUpdate and cross sell products to existing clients and update them about the primary and secondarymarket trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of theorganizationConduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leadsKnowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, generalinsurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and rewardappetite and assist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as wellknowledge of competitors, must provide sound and reliable advice to clients

FREE OF COST PLACEMENT SERVICES - NO CHARGES FROM CANDIDATES - ON-ROLL JOBS IN BANKING, FMCG, INSURANCE, NBFC, BPO, AND ALL SECTORS ETC.