Array ( [0] => wealth-manager [1] => kolkata ) Wealth Manager Graduate Experience Jobs in Kolkata
13

Wealth Manager Graduate Experience Jobs in Kolkata

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Wealth Manager - Kolkata

Eureka stock & brokerage

  • 1 - 4 yrs
  • 3.0 Lac/Yr
  • Kolkata
Marketing Stock Broking Mutual Funds Sales
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. 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.
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Relationship Manager

Choice Equity Broking

  • 1 - 5 yrs
  • 5.0 Lac/Yr
  • Kolkata
Wealth Advisor Customer Relationship Customer Service
As a relationship Manager..primary job is to client acquisition..Aum generation..should have a knowledge regarding stock market
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Urgent Requirement For Relationship Manager Wealth Management

Seven Sages Consultancy and HR Services

  • 1 - 2 yrs
  • 2.5 Lac/Yr
  • Kolkata
Mutual Funds Sales
Job Title: Relationship Manager Location:Dalhousie,KolkataIndustry: Mutual Fund Distribution and wealth managementSalary: 15k 20k Monthly (Negotiable)Experience: 06 Months 1 Year Experience Responsibilities:1.Follow up with existing clients and creating new clients 2.Meeting prospects 3.Meeting with corporate clients4.Arrange investor education session5.Development and presentation of the financial analysis to the clientQualification: 1.Excellent written and verbal communication skills2.12th pass or Minimum Bachelor's Degree in any discipline.3.Hands-on experience with MS Office, specially Microsoft Excel.Interested candidates may share their updated resume throughEmail id: soumadeep@sevensagesconsultancy.com / info@sevensagesconsultancy.com or WhatsApp: 9007526401/9123856117
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Opening For Wealth Manager

Ace Skills Edutech

Wealth Manager Portfolio Manager Investment Advisor HNI Client Handling HNI Acquisition
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
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Opening For Wealth Relationship Manager

Job Station

Portfolio Management Client Acquisition HNI Acquisition Sales Wealth Relationship
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.
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Relationship Manager Wealth Management

AUM Capital Market

Marketing HNI Sales Wealth Management
AUM Capital, a premier financial brand, is seeking to add an accomplished and motivated individual to our team as a VP/AVP/Chief Manager/Sr. Manager Wealth, to its rapidly growing Wealth Management business.AUM is the largest distributor of Mutual Fund products in Eastern India, with pan-India presence in more than 10 locations. Managing assets of more than Rs. 25,000 Crs, we cater to Large Corporates treasuries, Financial Institutions, Provident Funds, Endowments and HNI/UHNIs across the country.The primary responsibility -1. Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF.2. Asset allocation, financial planning and risk management according to client risk profile.3. Acquiring New client and business development.4. Maintaining relationship with existing client.5. Client servicing.Requirements -1. The ideal candidate for this role shall have high level of experience in Dealing with HNI clients and Corporate Treasuries, Good knowledge of financial products, superior Communication skills and providing best financial solution.2. Excellent communication skills and negotiation ability will be key.3. Must be comfortable with ambiguity and the demands that naturally arise from rapid growth.
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Key Relationship Manager

Bajaj Allianz Life Insurance Co. Ltd

  • 2 - 8 yrs
  • 7.0 Lac/Yr
  • Kolkata
Direct Marketing Branch Sales Manager Relationship Manager Wealth Management Direct Sales Executive Key Relationship Manager
3-10 years; Job Description To focus on business from owning customers, helping them in their purchase decision of cars and in the process generate revenue from Life Insurance sales c from Individual customers.Educational Qualifications Any graduation, Job Responsibilities Be responsible for business by helping customers, generate revenue from Life Insurance sales from Individual customers. Exchange Possess cross functional experience in managing existing customers and as well as new customers. Be accountable for Sales performance and productivity. In the territory assigned Assess customer needs and sell customized solutions across multiple life insurance products. Achieve sales targets Guide sales team and introduce clients to them Maintain knowledge on all products and services and assist to resolve customer queries Develop new relationships with customers to increase revenue and accounts Skills Required Sales, Candidate Attributes BehavioralExcellent interpersonal and should have good verbal and written communications skills and who can take initiatives Strong analytical skills and ability to relate results to campaign objectives. Experience in cross team coordination with proven results & high ownership skills.Should be a self-starter and able to operate independently with minimal supervision. Demonstrated excellent analytical ability. Excellent interpersonal skills. Ability to influence others without formal authority.. Ability to work in a fast paced and demanding environment of a high growth start up.
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Branch Relationship Manager

GIPS Consultancy Services

Corporate Banking Marketing Portfolio Manager Current Account Saving Account CASA Wealth Manager Branch Banking Life Insurance General Insurance Mutual Funds Retail Banking
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.
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Insurance Wealth Manager

TATA AIA life

  • 1 - 2 yrs
  • Kolkata
Insurance Manager Insurance Sales Insurance Agent
TATA AIA LIFE providing golden opportunity to candidates who are passionate about their career profile and want to increase their earning opportunities.Job details:Contact the client and persuade about diverse product offerings and keep track with the client to upgrade further relationship.Age limit: 35-60 yearsJob types: Full time, part time, commission, fresher, walk in. Earning opportunity: upto 78000.00 per month.Advantages: Commission pay as supplement pay.Flexible working hoursMinimum qualification: Higher secondary (12th pass) preferredExperience:Work in totality: 1-2 yearFreshers are welcomeLanguage: Bengali, Hindi, English
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Relationship Manager

Bajaj Capital

Wealth Management Portfolio Management Financial Advisory Investment Advisory Client Relationship Management
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.
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FINANCIAL ADVISOR

ANAND RATHI SHARE & STOCK BROKER LTD

  • 3 - 8 yrs
  • 15.0 Lac/Yr
  • Park Street Kolkata
Financial Planning Marketing Wealth Management Investment Advisory
ADVISOR ( DEALER ) ON STOCK MARKET , MARKETING MANAGER OF WEALTH MANAGEMENT PRODUCT , DEAL WITH HNI / CORPORATE CLIENT
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Financial Advisor

Kotak Mahindra

Financial Planning Marketing Wealth Management Investment Advisory
Candidate must be above 25yrs age. Must be regular & punctual . should be able to Work under a team culture. Must have basic knowledge regarding Insurance Sector for financial planning.
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Relationship Manager

Bajaj Capital

Sales Corporate Banking Wealth Management Portfolio Management Financial Advisory Investment Advisory Client Relationship Management Relationship Manager Customer Relationship
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
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Wealth Manager (Female Candidates Preferred)

Eureka stock & brokerage

  • 2 - 4 yrs
  • 4.5 Lac/Yr
  • Salt Lake Kolkata
Marketing Communication Sales
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
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Looking For Wealth Manager

Eureka stock & brokerage

  • 2 - 5 yrs
  • 4.0 Lac/Yr
  • Kolkata
Sales Coordinator Microsoft Office Microsoft Excel
Job descriptionCompany - Eureka Stock & Share Broking Services LtdLocation - Kolkata Salt lakeJob description- PCG (PRIVATE CLIENT GROUP )Department BFSI, Investment andIndustry InvestmentDesignation Wealth Manager / Sr Wealth Manager / Team LeaderWealth Manager/Sr.Wealth Manager Private Client GroupJob 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.
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Apply to 13 Wealth Manager Graduate Experience Jobs in Kolkata

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