We need a highly motivated and experienced Private Wealth Manager / Investment Counsellor to join our team. In this role, you will provide personalized investment advice and solutions to their High Net-Worth Individuals (HNI) and Ultra HNI clients. The ideal candidate will possess a deep understanding of financial markets, a proven track record in managing investment portfolios, and exceptional interpersonal skills to foster and maintain long-term client relationships. Key Responsibilities:• Build and maintain strong, trusted relationships with HNI and Ultra HNI clients.• Understand clients' financial goals, risk tolerance, and preferences to develop tailored investment strategies and portfolios.• Provide proactive updates to clients on portfolio performance, asset allocation, market trends, and identify potential opportunities and risks.• Stay informed on industry best practices, regulatory changes, and emerging investment trends to provide innovative solutions to clients.• Acquire new clients through referrals and open market activities and increase engagement with existing clients by offering comprehensive financial planning and portfolio reviews.Bring Channel Partners to increase distribution and open Partner Office in other profitable locations. • Meet annual targets for Assets Under Management (AUM) and revenue in the designated geography, striving for consistent growth in client wallet share and book size.• Actively participate in client meetings, presentations, and educational seminars to showcase the firms expertise and capabilities. SKILLS: Mutual Fund / PMS/ AIF/ Wealth Management / Family Office / Advisory Service ExperinceMinimum 8 years of experience in investment management, wealth advisory, or related financial services roles. Handled MF/Equity/PMS/AIF products in Business development roles . Job Location(s): Kolkata Industry Type: Banking / Financial Services / Broking Functional Area : Financial Services, Banking, Investments, InsuranceQualification: Any Graduate or PostgraduateJob responses on :- subhankar@jrkgroup.in, vidit@jrkgroup.in
Role: Equity & Derivatives Dealer Entity: JRK Stock Broking Pvt Ltd Location: Kolkata, India, 700017 Work Arrangement: Full time, Work from Office Experience Required: 5 – 7 years About Us: JRK is a leading financial services firm offering a comprehensive range of solutions, including retail broking, wealth management, alternative investment funds, mutual funds, and portfolio management services (PMS). As a forward thinking organization, JRK places a strong emphasis on the well-being and professional growth of its employees, recognizing that their success is integral to the company's achievements. By focusing on customer satisfaction and delivering exceptional value to investors, JRK has established itself as one of India's foremost retail financial services groups. Role Brief: We are looking for an experienced Equity and Derivatives Dealer & Relationship Manager who not only executes equity and derivatives trades but also builds and maintains long-term, value-driven relationships with clients. The individual would act as both a dealer and a trusted advisor. A key responsibility will be identifying cross-selling opportunities and seamlessly transitioning clients to more sophisticated financial solutions as their needs evolve, including transferring their own set of clients to higher-value investment products. Key Responsibilities: 1. Execute equity and derivatives trades efficiently, ensuring optimal execution for clients. 2. Monitor market conditions and provide real-time trade execution. 3. Build and maintain long-term client relationships, offering tailored financial advice. 4. Regularly review client portfolios and suggest adjustments based on market conditions. 5. Identify opportunities to cross-sell additional financial products (mutual funds, PMS, AIFs, etc.). 6. Help clients diversify and upgrade their investment strategies. 7. Transition clients to more sophisticated products (e.g., PMS, AIFs) as their portfolios grow. 8. Facilitate smooth transitions and maintain strong relationships throughout the process. 9. Provide proactive investment advice and insights on equity and derivatives strategies. 10. Keep clients informed about market trends and opportunities. 11. Implement risk mitigation strategies for client portfolios, including derivatives and stop-loss orders. 12. Ensure alignment with clients’ risk tolerance and goals. 13. Ensure all trades comply with regulatory standards. 14. Maintain accurate records of trades and client communications. Skills & Qualifications: 1. Bachelor’s degree in Finance or a related field. 2. Proven experience in equity and derivatives trading, with a deep understanding of financial markets and trading platforms. 3. Strong relationship-building skills with the ability to manage, advise, and nurture client portfolios effectively. 4. Ability to cross-sell and upsell financial products, transitioning clients to more sophisticated offerings like PMS, AIFs, and structured products. 5. Strong English and Hindi communication and interpersonal skills with a client-centric mind-set. 6. In-depth knowledge of equity markets, derivatives products (futures, options), and risk management strategies. 7. Experience working with high-net-worth individuals (HNWI) and institutional clients. 8. A successful track record of transferring clients to higher-value investment solutions.
We are looking for a dynamic Relationship Manager to bring in HNI clients and build partnerships with professionals like CA, CS and other associates having high network. The candidate must have excellent networking and business development skills, with a strong focus on wealth management, investments, and financial services. Responsibilities Identify & engage HNI clients for investment opportunities Onboard and manage professional channel partners Drive business growth through referrals and partnerships Ensure strong client satisfaction & partner engagement Qualifications ~2–3 years of experience in financial services / wealth management / business development Strong networking & communication skills Target-driven and results-oriented If you’re passionate about wealth management and growth send us your CV at hr@jrkgroup.in
As a Relationship Manager, your primary responsibility will be to attract High Net Worth Individuals (HNI) and establish collaborations with professionals such as Chartered Accountants (CA), Company Secretaries (CS), and other high-network associates. Your role will focus on leveraging your exceptional networking and business development prowess to enhance wealth management, investments, and financial services. Your key responsibilities will include identifying and engaging HNI clients to explore investment prospects, effectively onboarding and overseeing professional channel partners, fostering business expansion through referrals and partnerships, as well as ensuring robust client satisfaction and partner involvement. To excel in this role, you should possess a minimum of 23 years of experience in financial services, wealth management, or business development. Additionally, you must demonstrate adept networking and communication abilities, coupled with a strong inclination towards achieving targets and delivering results. If you are enthusiastic about the realm of wealth management and aspire to contribute to growth opportunities, we invite you to share your CV with us at hr@jrkgroup.in.,