Portfolio Manager Job Vacancies in Kolkata

As an Investment Counsellor in Kolkata, you will play a crucial role in helping clients make informed investment decisions. Your primary focus will be on understanding their financial goals and crafting tailored investment strategies.**Key Responsibilities:**- **Client Consultation:** Engage with clients to understand their financial objectives and risk tolerance, ensuring personalized service and advice.- **Portfolio Management:** Monitor and manage client investment portfolios to align with their goals, regularly reviewing performance and making necessary adjustments.- **Market Analysis:** Conduct thorough research on market trends and investment options, providing clients with relevant and timely information.- **Investment Recommendations:** Offer informed suggestions on investment opportunities that suit clients needs, ensuring clear explanations of potential risks and returns.- **Relationship Building:** Develop strong, trust-based relationships with clients, fostering ongoing communication to enhance customer satisfaction and loyalty.**Required Skills and Expectations:**Candidates should possess a strong understanding of investment products and financial markets. Excellent communication skills are essential for clearly conveying complex information to clients. Critical thinking and analytical abilities are needed to assess market trends and make strategic recommendations effectively. A proactive approach to problem-solving and a dedication to client service will ensure success in this role. The ideal candidate should also have a relevant educational background in finance or related fields, along with a willingness to continually learn and adapt in a dynamic investment environment.

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.

Role and responsibilities ;-The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization.Key Deliverables1. to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products2. Meet the required AUM, investor acquisition and AUM targets for given area.3. Ensure the timely delivery of customized wealth advise to HNI customers4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives5. Joint calls with branch teamRole Requirementso Educational Qualifications: Post Graduationo Experience: 1+ Years in sales/wealth management of handling the HNI clients.o Preferred industry back ground: Wealth Management, Banking, Investment Counsellingo Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products

Job Title: Wealth Manager (HNI) Financial Services - Ahmedabad/Hyderabad/Chennai/Vishakhapatnam/Kolkata/Vadodara/Nagpur/PuneWe are seeking an experienced and accomplished Wealth Manager to lead our HNI and Ultra HNI client segment. The Wealth Manager will be responsible for managing a portfolio of high-value clients, providing comprehensive wealth management solutions, and delivering exceptional service to ensure client satisfaction and loyalty. and providing expert guidance to clients on investment opportunities, including mutual funds, bonds, market-linked debentures, PMS, and AIFs.Job Responsibilities: Client Relationship Management. Investment Advisory. Wealth Planning and Financial Advisory. Portfolio Management Product Expertise Client Education and Communication Compliance and Regulatory Oversight Performance Tracking and Reporting Team Leadership and CollaborationKey Skills: Mandatory: Proven track record as a Wealth Manager or similar role within the financial services industry managing HNI clients, Ultra HNI clients, Institutional Sales, Managing Family accountsIndustry: Financial ServicesGender: OpenExperience: 2 to 5 yearsJob Location: Ahmedabad/Hyderabad/Chennai/Vishakhapatnam/Kolkata/Vadodara/Nagpur/PuneWorking Days: 6 daysQualification: Bachelor's degree in Finance, Economics, or related fieldNotice Period: Immediate to 30 daysRelocation candidates: No

Handling portfolioWorking with retail liability productAlso handling CASA salesWork in individual role

If interested and strictly meet below criteria then please send your updated CV on whatsapp- Catering to the investment needs of clients by providing them research based advice inEquity, MF, Insurance, PMS & Structured products offerings.- Manage clients through client visits, suggest financial products to the clients and achievebusiness target.- Responsible for product penetration and increasing clients wallet share.- Identifying prospective clients & acquiring new clients.- Candidate should have experience of managing / acquiring wealth & HNI Customers.Required Profile- Should have at least 3 Years of experience handling Wealth Product Sales.- Any Graduate / Post Graduate with relevant Experience.- Good relationship management and service focus skills.- Good communication and presentation skills.- Investment Product knowledge is mandatory.*Perks & Benefits:*- Bi-annual appraisal program.- Growth in fixed CTC twice in a year with attractive quarterly incentives.

Managing Relationship with Bank Branch.Providing sales support to assigned banks and complain handlingCoordinating with BMs for maximum allocation in Mutual Fund Products.Promoting Portfolio Management Services in Wealth segment of the banks.Build relation with the RM's in the bank & push them them to cross sell MFResolving customers complaints & ensuring customer satisfaction and providing counter sales services to customers as per customers requirements.

Job Description: Maintaining the relationship with the customers. To cross-sell the investment party products. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company. Generate revenues and AUM for the company as per the expectation.Position: Sales Manager/ Relationship manager EquityLocation: Noida, Gurgaon, KolkataExperience: 5-15 yearSalary: upto 30 lakhs per annum

Sourcing of New to Bank business banking accounts & Managing the Business Bankingportfolio assigned Assisting the clients business with different business banking products like OD/CC/BG/Term Loans/Forex/etc Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolioclients Maintaining the service standards set by the bank in collaboration with the service supportteam Maintain Co-ordial relationships with internal stakeholder and external agencies togenerate leads for New to bank Clients.

Acquiring of minimum 3 good retail/uhni/hni clients with their Funds/Portfolio(Min total Fund 3 lacs p.m). They will chase big clients to move their portfolio on LKPs platform. RM should be able to advice the correct product. Good knowledge on financial products Broking (Commodity ,Currency, Equity), MF , Insurance . They should have ability to book 4-5 quality accounts every month with margins of min (3-4) lacs from open market and justify 2 x CTC monthly. CTC plus attractive incentive (5-10)% is there in the package on achieving targets.

Acquisition of new clients and formulating strategies to increase the client base. Dealing and servicing of existing clients. Preparation and execution of Financial assessments. Conducting Regular portfolio review of the clients. Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP. Approaching need based product to the clients through Financial assessment. Generating the revenue primarily through core products.

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

Acquiring HNI clients for PMS accounts , looking for TERRITORY MANAGERS AND RELATIONSHIP MANAGERS AND BRANCH MANAGERS

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

To lead the whole branch banking sales & operations.1. Enhancement of Deposit pool from customers.2. Establishing standards and delivery of service.3. Sale of non-deposit products. Cross selling targets progressively.4. Sale of MF and insurance products.5. Fee income.6. Branch administration.7. Regulatory compliance.8. Manage productivity, morale of branch personnel.

Refer job description.Conduct daily sales calling with prospective new clients and identify their needs.Provide and develop solutions and suggest schemes to clients basis their requirements and goal Conduct 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 and hence build AUM and AUA for the branch Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line Update and cross sell products to existing clients and update them about the primary and secondary market trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of the organizationConduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc.Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numer