Wealth Manager (Female Candidates Preferred)

Eureka stock & brokerage

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

• Experience2 - 4 Years
• No. of Openings2
• EducationB.Com, M.B.A/PGDM
• RoleWealth Manager
• Industry TypeBanking / Financial Services / Stock Broking
• GenderFemale
• Job CountryIndia
• Job TypeWork from Office
• Face interview location11th Floor, Merlin Infinite, DN 51, Salt Lake City, Sector 5 , Kolkata - 700091