Looking For Wealth Manager

Eureka stock & brokerage

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.

• Experience

  2 - 5 Years

• No. of Openings

  5

• Education

  B.B.A, M.B.A/PGDM

• Role

  Wealth Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  11th Floor, Merlin Infinite, DN 51, Salt Lake City, Sector 5 , Kolkata - 700091