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Wealth Manager Job Vacancies in Kolkata

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Telephonic For Wealth Advisor Jobs (Freshers)

Mutual Fund Corporate Distribution House

  • 0 - 6 yrs
  • 10.0 Lac/Yr
  • Kolkata
Client Advisory Financial Planning Wealth Management
Person are good in convencing power and talk with confidence are required..
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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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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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Wealth Manager Jobs For Higher Secondary Freshers

Shriram Fortune

  • 0 - 3 yrs
  • 2.5 Lac/Yr
  • Kolkata
Marketing Back Office Processing Insurance Sales
*Shriram Fortune's SLIC*Shriram Fortune Solutions and SLIC is part of the Shriram Group, a leading financial services conglomerate in India. The company specializes in financial advisory and distribution services, offering a wide range of investment, insurance, and wealth management products to help customers achieve financial security and growth.*Website:* www.shriramfortune.in ** www.shriramlife.com*Designation:* *Wealth Manager**Job Profile:*The Wealth Manager will be responsible for team recruitment, team handling, and team development to drive sales and achieve business targets. The role involves managing a team of financial advisors and ensuring high levels of productivity, customer satisfaction, and revenue generation.*Key Responsibilities:*Team Recruitment & DevelopmentRecruit, train, and groom a team of financial advisors and relationship managers.Ensure proper onboarding, product training, and motivation of team members.*Team Handling:* Lead, monitor, and guide the team to achieve individual and team sales targets.Review team performance periodically and take corrective actions for improvement.*Compliance & Reporting:*Ensure adherence to company policies, IRDAI regulations, and compliance guidelines.Prepare and submit daily, weekly, and monthly sales reports of your team to management.*Key Skills & Competencies:*Strong leadership and team management skills.Excellent communication and interpersonal abilities.Knowledge of financial products (life insurance, investments, mutual funds).Ability to train, motivate, and retain high-performing teams.*Compensation:*Competitive salary with attractive performance-based incentives.
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Jobs by Related Category

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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Wealth Manager - - Freshers

Shriram Fortune Regional Office

Good Communication Skills General Office Management Wealth Manager
Hiring for 1 wealth manager Job in Kolkata South, Kolkata, Dakshineswar, Kolkata, North 24 Parganas, South 24 Parganas, Dumdum Kolkata, Kanchrapara, Barrackpore, Kolkata, for Freshers,Required Educational Qualification is : Higher Secondary with Good knowledge in Good Communication Skills, General Office Management etc.
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Relationship Manager Wealth

Waytogo Consultant

  • 2 - 6 yrs
  • Kolkata
Relationship Manager Wealth Management HNI Client Handling Investment Affluent Burgundy Pioneer
1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients.5. Increase product penetration and exit barriers, by cross- selling more number of products per client. 6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency.7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions.8. Work in close coordination with Client Experience Managers to deliver superior service to clients.9. Ensuring adherence to Compliance processes and guidelines. 10. Reduce rejection rates and improve quality of documentation.11. Ensuring 360 client engagement Total Client Ownership.
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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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Acquisition Wealth Manager (Associate/SR. Associate)

Waytogo Consultants Pvt Ltd

  • 3 - 9 yrs
  • 20.0 Lac/Yr
  • Kolkata
Cross Selling Aquisition Mutual Fund Sale Third Party Product
Manage customers issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers.Ensure complete knowledge on all products & services. Be the leader for resolving all queries & complaints. Ensure full training & briefing on all product launches & upgrades.Research complaints & compliments. Analyze & suggest innovations & ideas on product & service improvement in addition to service level improvements.Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries.Work hand in hand with fellow CBG RMs, Service Manager and TRE to ensure that all objectives of the team are met and there is team harmony and unity.Working with the Branch Heads to achieve sales & service through in-branch business development activities, and providing feedback to the team.Ensure compliance with operations risk and rigour requirements e.g. Health & Safety standards, security of premises, KYC and anti-money laundering measures.Establish Bank as a wealth management provider in India. Undertake frequent competitor analysis so that product suite is in line with (or ahead of) competing banks.These updates to be shared with seniors at regular intervals. Also suggest local promotional activities which will help reinforce the brand.Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries.
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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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Wealth Manager

Bajaj Capital

Wealth Management
Role: Wealth Manager / Sr Wealth Manager Job Description: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 goalConduct timely and regular follow ups with the leads and tag them on broadcasts and new articles Increase client database by meeting new clients and taking references from the existing ones and hence 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 secondary market trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainings Share 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 leadsKnowledge: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 t
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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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Wealth Manager

Bajaj Capital

Wealth Management Portfolio Management Financial Advisory Investment Advisory Relationship Management Mutual Funds HNI Sales
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
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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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Relationship Manager

LKP SECURITIES LTD.

Sales Wealth Management Portfolio Management Financial Advisory Investment Advisory Work From Home
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.
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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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Financial Advisor

Kotak Mahindra

  • 0 - 6 yrs
  • 3.8 Lac/Yr
  • Ultadanga Kolkata
Financial Planning Marketing Wealth Management Investment Advisory
Must have basic knowledge regarding Insurance Industry. Basic knowledge regarding Financial Planning & Should be able to Work Under Team
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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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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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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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