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.

• 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