Rakhecha Finserv

1 Job openings at Rakhecha Finserv
Wealth Manager kolkata,west bengal,india 0 years None Not disclosed On-site Full Time

📍Company Description Rakhecha Finserv , founded by two brothers Piyush and Nitish Rakhecha , is a trusted wealth management firm based in Kolkata , managing an AUM of over ₹150 Crores . We specialize in providing personalized financial solutions tailored to each client’s goals, risk tolerance, and investment horizon. Our services include Mutual Funds, AIFs, PMS, Insurance, Unlisted Shares , and more—designed to help clients build long-term, balanced portfolios. 💼 Role Description – Unlisted Shares Executive We are looking for a full-time employee to manage and grow our unlisted shares business . The role involves sourcing new deals, coordinating with brokers, and preparing presentations to support client and partner sales. This is a work-from-office position; field visits are rarely required . Key Responsibilities: Identify and source unlisted share deals from the market. Maintain regular communication and relationships with brokers and partners . Conduct research and analysis to find promising unlisted companies. Create and present sales presentations for clients and partner brokers. Negotiate deals effectively to ensure the best possible pricing for the firm and clients. 💰 Compensation: Fixed Salary: ₹20,000 per month Performance Incentives: Attractive, based on deal closures and results 🎓 Requirements: Education: Graduation in Finance or related field Strong communication and negotiation skills Ability to create impactful presentations and reports 🕒 Working Hours: Monday to Friday 9:30 AM – 6:00 PM Location: Camac Street,Kolkata (Work from Office)