Job description
Company - Eureka Stock & Share Broking Services Ltd
Location - Kolkata Salt lake
Job description- PCG (PRIVATE CLIENT GROUP )
Department BFSI, Investment and
Industry Investment
Designation Wealth Manager / Sr Wealth Manager / Team Leader
Wealth Manager/th Manager Private Client Group
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.
- Experience2 - 5 Years
- No. of Openings5
- EducationB.B.A, M.B.A/PGDM
- RoleWealth Manager
- Industry TypeBanking / Financial Services / Stock Broking
- Gender[ Male / Female ]
- Job CountryIndia
- Job TypeWork from Office
- Face interview location11th Floor, Merlin Infinite, DN 51, Salt Lake City, Sector 5 , Kolkata - 700091