Department Human Resource Designation Executive – HR / Sr. Executive - HR Role – Recruitment Years of Experience: 2 years and above Qualification: Any Graduate. Skills Required: Proven work experience as a Recruiter Excellent communication and interpersonal skills to be able to entice candidates to apply. Hands on experience with various selection processes (video interviewing, phone interviewing, reference check etc) ability to conduct different types of interviews Confident, Multi tasking, Good listening skill, Patience, Time management Roles and Responsibilities: Recruitment - Sourcing and screening candidates by using job portals, databases, social media, job applications , employee referral etc Conduct interviews using various reliable recruiting and selection tools/methods to filter candidates within schedule Assess applicants’ relevant knowledge, skills, soft skills, experience and aptitudes Act as a point of contact and build influential candidate relationships during the selection process Prepare recruitment materials and post jobs to appropriate job board/newspapers/colleges/Social Networking sites etc Arranging departmental and management interviews by coordinating schedules Perform reference checks for shortlisted candidates Arrange necessary approvals from the management by providing relevant positions Roll-out agree offer and manage other documentation process Engage shortlisted candidates by various engagement plans Plan and communicate concerned departments for new joiner arrangement Database Maintenance of Recruitment Tracker Maintaining candidates resumes for future reference

What you'll need to bring: Hands-on experience in React.js development, coupled with a proven track record in Next.js development. Strong proficiency in JavaScript, HTML, and CSS. Extensive knowledge of React.js and experience with Next.js. Proficiency in state management using Redux. Familiarity with server-side rendering and static site generation. Experience with front-end build tools, package managers, and CI/CD pipelines. Understanding of RESTful APIs and asynchronous request handling. Version control using Git and familiarity with Git workflows. Strong problem-solving skills and attention to detail. Excellent communication and collaboration skills within a team environment.

Greeting, We have an opening for below profile with us :- Company Name - Ventura Securities Limited About Company - Ventura Securities is an omnichannel trading and investments platform with a network of branches, sub-brokers and Digital Channels. Incorporated in 1994, Ventura is a Mumbai, India based SEBI registered financial service provider and a member of NSE, BSE, MCX, NCDEX, NSDL, and CDSL. Job Location - Patna Experience - 1 Year and Above, Fresher also can apply Qualification - SSC and Above Responsibilities Promote brand name in the market. Acquire quality clients through networking, database, market intelligence and other channels. Conduct various activities for client acquisition and retention Maintain records of business on lead management system To ensure that KYC (Know Your Customer) guidelines are properly understood and implemented Induct new clients to operate applications related to trading. Ensure compliance as per various regulator and organization guidelines. Cross sell other financial products offered by the company. Experience Required Desirable but not essential Basic Computer Knowledge Strong communication and interpersonal skills If you find this opening suitable then kindly Contact on Branch Add - : Ventura Securities Limited 401, 4th Floor, Grand Plaza Fraser Road, Near Dak Bunglow Crossing Patna 800001 Contact person : Mukesh Kumar : 0612-2501218 Email : mukesh.kumar@ventura1.com

Job Position Executive Channel Location - Thane Required Experience - 2 years About the Company: Ventura is an omnichannel trading and investment platform with a network of branches, sub-brokers and Digital Channels. Founded in 1994, the company is now entering the next phase of growth by pivoting to a digital-first approach and strengthening its direct-to-consumer franchise. The company has carved out a separate fintech vertical tasked with digital transformation using cutting-edge technology and bringing in fresh talent. Requirements: Graduate/ Post Graduate with Minimum 2 Years Experience in Stock Broking Industry. Minimum 2+ Years Experience in Business Partner Acquisition. Minimum 2+ Years Experience of Selling Third Party Products (i.e. Equity, Mutual Fund, Fixed Product and Insurance). Excellent Communication Skill. Problem Solving Abilities. Key Responsibilities of Candidate: To sell all equity and fixed income related products. To promote online mutual fund, FD’s & NFO business with existing as well new franchisee and other business partners. To organize promotional activities for development and growth of business. To organize events for Franchisees and other stakeholders for client acquisition. To acquire new Business associates. To increase revenue thru various expansion and promotional strategies.

Embrace a culture of growth Dynamic & diverse teams Meritocratic decision-making Focus on collaborative progress Valuing accountability & ownership Benefits for you All-round development Regular workshops to upgrade your professional skills as well as ensure interpersonal and overall growth. Comprehensive coverage Assistance for your physical & mental well-being with Group Mediclaim, Term Life Insurance, Accident coverage & more. Flexible leave policy Empowering you to enjoy your “Me-time” with the option to en-cash or carry forward up to 45 leaves for every financial year. Posted On: June 2, 2025 Position: Frontend (ReactJS) Intern Work Location: Thane No. of Positions: 1

What You'll Learn & Do: Assist in Creating Interfaces: Support the design team in sketching, prototyping, and building user interfaces. Collaborate with the Team: Work alongside engineers and product managers, learning about the product development process. Contribute to Design Systems: Assist in maintaining and organizing the company's design library. Bring Fresh Perspectives: Share your ideas and contribute to brainstorming sessions. Learn User-Centered Design: Participate in user research activities and help translate user data into design insights. Who you are: A passionate learner with a strong interest in UX/UI design. Eager to build your design portfolio. Proficient in design tools (Figma, Adobe XD, or similar). A good communicator and team player. Organized and detail-oriented. Currently enrolled in, or recently graduated from, a design related program Bonus points for: Interest in financial services or the stock broking industry. Basic understanding of user research principles. Familiarity with data visualization concepts.

Role: Backend Engineer (Python/NodeJS) Designation: Mid/Senior/ Experience : 3 to 7 years Location: Thane, MAH (Hybrid) Time: 9.30 am to 6 pm Workdays: 5 days Candidates from relevant industry or projects will be preferred - Capital Market, Stock Market, Broking, Trading, Financial services, BFSI, Banking, Investment, Insurance, AMC - Asset Management, Fintech, Wealth Management, Mutual Funds, NBFC, Retail, Ecom. Join us if you like to: Lead cross-functional teams: Coordinate and guide teams composed of diverse skill sets towards common goals, ensuring efficient collaboration and synergy. Develop strategic initiatives: Formulate and execute strategic plans to achieve organisational objectives, utilising market research and data analysis to identify growth opportunities. Drive operational efficiency: Implement process improvements and workflow optimisations to streamline operations, reduce costs, and enhance productivity. Foster innovation: Encourage a culture of innovation by promoting creativity, experimentation, and risk-taking, fostering an environment where new ideas are welcomed and nurtured. Manage stakeholder relationships: Cultivate and maintain positive relationships with key stakeholders, including clients, partners, and vendors, to ensure alignment and satisfaction with organisational objectives. Ensure compliance with regulations: Stay abreast of relevant laws and regulations, develop compliance strategies, and oversee implementation to mitigate risk and maintain legal and ethical standards. Monitor performance metrics: Establish key performance indicators (KPIs) and regularly monitor metrics to track progress, identify areas for improvement, and make data-driven decisions. What youll need to bring: Technical Skills: Proficiency in Backend Development: 3+ years of hands-on experience in Python / NodeJS, demonstrating the ability to design, develop, and maintain complex backend systems and APIs. Database Management: Experience with relational databases like PostgreSQL or MySQL, including schema design, query optimisation, and data modelling, as well as familiarity with NoSQL databases like Redis for caching and data storage. Cloud Computing Platforms: Proficiency in deploying, managing, and optimising cloud infrastructure on platforms like Amazon Web Services (AWS), including services such as EC2, S3, Lambda, RDS, and CloudWatch. Web Servers and Proxies: Knowledge of configuring and optimising web servers like NGINX for load balancing, reverse proxying, and caching, to enhance the performance and security of web applications and APIs. Asynchronous Programming and Messaging: Experience with asynchronous programming techniques and message queuing systems such as RabbitMQ or Kafka, for handling background tasks, event-driven processing, and inter-service communication. Security Best Practices: Understanding of security principles and best practices, including encryption, access controls, authentication, and authorisation, to protect sensitive data and ensure compliance with regulatory requirements. Version Control Systems: Proficiency in using version control systems like Git for code management, collaboration, and deployment, including branching, merging, and resolving conflicts effectively. DevOps and Automation Tools: Familiarity with DevOps practices and tools for automating deployment, testing, and monitoring processes, such as CI/CD pipelines (e.g., Jenkins, GitLab CI/CD) and infrastructure as code (e.g., Terraform). Troubleshooting and Debugging: Strong problem-solving skills and the ability to troubleshoot and debug complex backend issues efficiently, utilising debugging tools, log analysis, and performance monitoring solutions. Other Skills: Communication Skills: Effective written and verbal communication skills to collaborate with cross-functional teams, articulate technical concepts to non-technical stakeholders, and participate in team discussions and code reviews. Teamwork and Collaboration: Ability to work collaboratively in a fast-paced, agile environment, contributing ideas, sharing knowledge, and supporting team members to achieve common goals and deliver high-quality solutions. Adaptability and Learning Agility: Willingness to learn and adapt to new technologies, tools, and methodologies, staying abreast of industry trends and best practices to continuously improve skills and enhance job performance. Attention to Detail: Strong attention to detail and a focus on delivering clean, well-documented, and maintainable code, following coding standards and best practices to ensure code quality and readability. Time Management and Prioritisation: Excellent time management and prioritisation skills to manage multiple tasks and projects effectively, meet deadlines, and balance competing priorities in a dynamic work environment.

Responsibilities Assist in keyword research and optimization Optimize website content for search engines Analyze and report on website performance metrics Implement on-page and off-page SEO strategies Coordinate with the external agencies for daily activities Competition Analysis - perform an in-depth analysis of competitors' strategies Day to day monitoring the traffic and rankings of our website Generating weekly/monthly SEO reports Content posting and update on CMS Stay updated on SEO best practices and industry trends Qualifications Pursuing a degree in Marketing, Communications, or related field Strong written and verbal communication skills Basic understanding of SEO principles Analytical mindset and attention to detail Ability to work in a fast-paced environment Skills Google Analytics Keyword Research On-Page SEO Off-Page SEO SEO Tools.

Responsibilities: Client Acquisition & Business Development: Identify, prospect, and acquire new HNI, UHNI, and institutional clients for PMS products within the Jaipur region and surrounding areas. Leverage existing networks, referrals, and strategic outreach to generate new leads and build a robust sales pipeline. Present compelling investment proposals and PMS solutions to prospective clients, clearly articulating the benefits, strategies, and performance. Achieve and exceed assigned sales targets and revenue goals for PMS. Relationship Management & Client Servicing: Cultivate and maintain strong, long-lasting relationships with existing PMS clients, acting as their primary point of contact. Conduct regular portfolio reviews with clients, providing updates on market performance, investment strategy, and portfolio rebalancing. Understand clients' evolving financial goals, risk appetite, and investment horizons to offer personalized advice and suitable PMS solutions. Address client queries, concerns, and service issues promptly and efficiently, ensuring high levels of client satisfaction and retention. Cross-sell and upsell other relevant financial products (e.g., AIFs, mutual funds, alternative investments) where appropriate, based on client needs. Product Expertise & Market Intelligence: Develop and maintain an in-depth knowledge of our PMS products, investment philosophies, strategies, and performance. Stay updated on market trends, economic indicators, regulatory changes (SEBI guidelines), and competitor offerings in the wealth management and PMS space. Provide market insights and investment intelligence to clients to help them make informed decisions. Collaboration & Compliance: Collaborate effectively with internal teams, including portfolio managers, research analysts, operations, and compliance, to ensure seamless client onboarding and service delivery.

Responsibilities: Code Development & Implementation: Assist in writing clean, efficient, and well-documented Python code for backend functionalities. Contribute to the development of APIs (Application Programming Interfaces) for various services. Work on implementing business logic and server-side features. Database Interaction: Learn and apply concepts of database management (SQL/NoSQL) and Object-Relational Mappers (ORMs) to interact with databases. Assist in designing database schemas and writing efficient queries. Testing & Debugging: Support the testing and debugging of backend applications to ensure high performance and reliability. Help identify and resolve issues and bugs in existing code. Collaboration & Integration: Collaborate with senior backend developers, frontend developers, and other team members to integrate various components of applications. Participate in code reviews, providing and receiving constructive feedback. Documentation: Assist in creating and maintaining technical documentation for backend processes, APIs, and database structures. Learning & Research: Actively research and explore new Python libraries, frameworks, and backend technologies. Stay updated with industry best practices and emerging trends in backend development. Contribute to problem-solving and optimization efforts under guidance.

Responsibilities: Client Acquisition & Business Development: Identify, prospect, and acquire new HNI, UHNI, and institutional clients for PMS products within the Ahmedabad region. Leverage existing networks, referrals, and strategic outreach to generate new leads and build a robust sales pipeline. Present compelling investment proposals and PMS solutions to prospective clients, clearly articulating the benefits, strategies, and performance. Achieve and exceed assigned sales targets and revenue goals for PMS. Relationship Management & Client Servicing: Cultivate and maintain strong, long-lasting relationships with existing PMS clients, acting as their primary point of contact. Conduct regular portfolio reviews with clients, providing updates on market performance, investment strategy, and portfolio rebalancing. Understand clients' evolving financial goals, risk appetite, and investment horizons to offer personalized advice and suitable PMS solutions. Address client queries, concerns, and service issues promptly and efficiently, ensuring high levels of client satisfaction and retention. Cross-sell and upsell other relevant financial products (e.g., AIFs, mutual funds, alternative investments) where appropriate, based on client needs. Product Expertise & Market Intelligence: Develop and maintain an in-depth knowledge of our PMS products, investment philosophies, strategies, and performance. Stay updated on market trends, economic indicators, regulatory changes (SEBI guidelines), and competitor offerings in the wealth management and PMS space. Provide market insights and investment intelligence to clients to help them make informed decisions. Collaboration & Compliance: Collaborate effectively with internal teams, including portfolio managers, research analysts, operations, and compliance, to ensure seamless client onboarding and service delivery. Ensure all client interactions, transactions, and documentation comply with regulatory guidelines (SEBI, AMFI, etc.) and internal company policies. Maintain accurate and up-to-date client records and sales activities in the CRM system.

Responsibilities Assist in monitoring digital marketing campaigns across multiple channels (e.g., social media, email, organic search) Conduct market research and competitor analysis to identify trends and opportunities Create data reports for biddable and non-biddable media campaigns Monitor and analyze the performance of digital marketing campaigns Optimize campaigns based on performance data and trends Assist in content creation for digital marketing materials, such as blog posts and newsletters Collaborate with cross-functional teams, including design and content, to execute marketing initiatives Stay up-to-date on the latest digital marketing trends and technology advancements Qualifications Currently pursuing a degree in Marketing, Communications, or a related field Strong written and verbal communication skills Familiarity with digital marketing concepts and tools Knowledge of stock market would be an additional qualification Analytical mindset with the ability to analyze data and identify insights Ability to multitask and manage time effectively Skills Digital marketing Market research Data analysis Content creation Communication skills

Responsibilities: Assist in Video Editing: Support the senior editors in assembling raw footage, inputting music, dialogues, graphics, and effects. Motion Graphics Creation: Design and animate engaging motion graphics, lower thirds, titles, and other visual elements using Adobe After Effects. Asset Preparation: Prepare and organize video, audio, and graphic assets for editing projects. Color Correction & Grading: Assist with basic color correction and grading to ensure visual consistency. Sound Design & Mixing: Support in selecting and editing sound effects and music, and basic audio mixing. Content Conceptualization: Contribute creative ideas during brainstorming sessions for new video projects. Quality Assurance: Review videos for quality, accuracy, and adherence to brand guidelines before final delivery. Research & Trends: Stay updated with current trends in video editing, motion graphics, and digital content creation. File Management: Maintain organized project files and libraries.

Join us if you like to: - Assist in designing and creating motion graphics, animations, and video content for social media, websites, and marketing campaigns. - Edit raw video footage, add effects, and enhance visuals to create engaging content. - Collaborate with the creative team to brainstorm and execute fresh ideas. - Work with tools like Adobe After Effects, Premiere Pro, and other motion design software. - Ensure consistency in brand guidelines across all video assets. - Stay updated with the latest trends in motion graphics and video content. What youll need to bring: - Currently pursuing or recently completed a degree/diploma in Animation, Multimedia, Design, or a related field. - Proficiency in Adobe After Effects, Premiere Pro, Photoshop, and Illustrator. - Basic understanding of video editing, transitions, typography, and visual effects. - A creative mindset with attention to detail and storytelling ability. - Ability to work in a fast-paced environment and meet deadlines. - A portfolio showcasing previous motion graphics and video editing work is a plus. - Experience with sound design and background score editing. - Familiarity with social media video trends (Instagram Reels, YouTube Shorts, etc.).

jd - Responsibilities: Derivative Trade Execution: Execute equity, commodity, and currency derivative trades (Futures & Options) on behalf of HNI clients with precision and speed, ensuring optimal execution prices. Place orders accurately on trading terminals as per client instructions and market conditions. Manage client accounts, monitor positions, and handle margin calls effectively. Client Advisory & Strategy: Provide proactive and well-researched advisory services to HNI clients on derivative trading strategies, including hedging, arbitrage, speculation, and income generation. Educate clients on various derivative products, their risks, and potential rewards. Conduct regular portfolio reviews with clients, specifically focusing on their derivative exposure and performance. Offer timely market insights, technical analysis, and news flows relevant to derivative trading. Brokerage Generation & Revenue Targets: Responsible for achieving and exceeding brokerage generation targets primarily through active advising and execution for HNI clients in the derivative segment. Identify opportunities for cross-selling other financial products (e.g., Equity Cash, PMS, Mutual Funds) based on client needs and risk profiles. Risk Management & Compliance: Adhere strictly to all SEBI regulations, exchange guidelines (NSE, BSE, MCX, NCDEX), and internal company policies related to derivative trading. Monitor client risk profiles and ensure trades are within defined risk parameters. Maintain accurate records of all client interactions, trades, and advisory notes. Ensure proper documentation and client onboarding procedures are followed. Market Intelligence & Research: Stay updated with global and Indian financial market trends, economic indicators, and geopolitical events impacting derivative markets. Utilize various research tools and platforms to provide informed trading recommendations. Maintain a strong understanding of options Greeks and their implications.

Skills Required: Proven work experience as a Recruiter Excellent communication and interpersonal skills to be able to entice candidates to apply. Hands on experience with various selection processes (video interviewing, phone interviewing, reference check etc) ability to conduct different types of interviews Confident, Multitasking,Good listening skill, Patience,Time management Self Driven Roles and Responsibilities: Recruitment (NON RO) - Sourcing and screening candidates by using job portals, databases, social media, job applications , employee referral etc Conduct interviews using various reliable recruiting and selection tools/methods to filter candidates within schedule Assess applicants relevant knowledge, skills, soft skills, experience and aptitudes Act as a point of contact and build influential candidate relationships during the selection process Prepare recruitment materials and post jobs to appropriate job board/newspapers/colleges/Social Networking sites etc Arranging departmental and management interviews by coordinating schedules Perform reference checks for shortlisted candidates Arrange necessary approvals from the management by providing relevant positions Roll-out agree offer and manage other documentation process Engage shortlisted candidates by various engagement plans Plan and communicate concerned departments for new joiner arrangement Database (NON RO)- Maintenance of Recruitment Tracker Updation of employee ADD-DEL list Timely updation of Confirmation Tracker Maintaining candidates resumes for future reference Key Result Areas Recruitment- Ensure all screening, hiring, and selection is done in accordance with employment laws and regulations. Manage the overall interview, selection, and closing process Database Management- Timely maintenance of all database with all clarity related to recruitments.

Responsibilities: Client Acquisition & Business Development: Identify, prospect, and acquire new HNI, UHNI, and institutional clients for PMS products within the Hyderabad region (including areas like Jubilee Hills, Banjara Hills, Gachibowli, etc.). Leverage existing networks, referrals, and strategic outreach to generate new leads and build a robust sales pipeline. Present compelling investment proposals and PMS solutions to prospective clients, clearly articulating the benefits, strategies, and and historical performance. Achieve and exceed assigned sales targets and revenue goals for PMS AUM (Assets Under Management). Relationship Management & Client Servicing: Cultivate and maintain strong, long-lasting relationships with existing PMS clients, acting as their primary point of contact and trusted advisor. Conduct regular, in-depth portfolio reviews with clients, providing updates on market performance, investment strategy, and portfolio rebalancing. Understand clients' evolving financial goals, risk appetite, and investment horizons to offer personalized advice and suitable PMS solutions. Address client queries, concerns, and service issues promptly and efficiently, ensuring high levels of client satisfaction and retention. Cross-sell and upsell other relevant financial products (e.g., AIFs, mutual funds, alternative investments, other wealth management solutions) where appropriate, based on comprehensive client needs analysis. Product Expertise & Market Intelligence: Develop and maintain an in-depth knowledge of our PMS products, including their underlying investment philosophies, strategies, and historical performance. Stay updated on global and Indian financial market trends, economic indicators, geopolitical events, and regulatory changes (specifically SEBI guidelines for PMS). Monitor competitor offerings and market dynamics in the Hyderabad wealth management and PMS space to identify competitive advantages and opportunities. Provide clients with well-researched market insights and investment intelligence to empower them to make informed decisions.

Responsibilities: Client Acquisition & Business Development: Identify, prospect, and acquire new HNI, UHNI, and institutional clients for PMS products within the Chennai metropolitan area and surrounding regions. Leverage existing networks, referrals, and strategic outreach to generate new leads and build a robust sales pipeline. Present compelling investment proposals and PMS solutions to prospective clients, clearly articulating the benefits, strategies, and historical performance. Achieve and exceed assigned sales targets and revenue goals for PMS AUM (Assets Under Management). Relationship Management & Client Servicing: Cultivate and maintain strong, long-lasting relationships with existing PMS clients, acting as their primary point of contact and trusted advisor. Conduct regular, in-depth portfolio reviews with clients, providing updates on market performance, investment strategy, and portfolio rebalancing. Understand clients' evolving financial goals, risk appetite, and investment horizons to offer personalized advice and suitable PMS solutions. Address client queries, concerns, and service issues promptly and efficiently, ensuring high levels of client satisfaction and retention. Cross-sell and upsell other relevant financial products (e.g., AIFs, mutual funds, alternative investments, other wealth management solutions) where appropriate, based on comprehensive client needs analysis. Product Expertise & Market Intelligence: Develop and maintain an in-depth knowledge of our PMS products, including their underlying investment philosophies, strategies, and historical performance. Stay updated on global and Indian financial market trends, economic indicators, geopolitical events, and regulatory changes (specifically SEBI guidelines for PMS). Monitor competitor offerings and market dynamics in the Chennai wealth management and PMS space to identify competitive advantages and opportunities. Provide clients with well-researched market insights and investment intelligence to empower them to make informed decisions.

Responsibilities: Backend Development: Design, develop, test, deploy, and maintain efficient, reusable, and scalable backend services and APIs using Python. Write clean, well-structured, and well-documented code following best practices and coding standards. Collaborate with frontend developers to define API contracts and ensure seamless integration. Contribute to the entire software development lifecycle, from concept and design to testing and deployment. Database Management: Design and optimize database schemas (SQL and/or NoSQL) to ensure data integrity, performance, and scalability. Write efficient queries and utilize ORM frameworks effectively (e.g., SQLAlchemy, Django ORM). Perform database migrations, backups, and performance tuning. System Architecture & Design: Participate in the design and architectural discussions for new features and improvements to existing systems. Identify and implement solutions for performance bottlenecks and scalability challenges. Understand and apply principles of microservices architecture (if applicable to your tech stack). Testing & Quality Assurance: Write comprehensive unit tests, integration tests, and API tests to ensure code quality and system reliability. Participate in code reviews to maintain high coding standards and share knowledge within the team. Identify and resolve bugs and performance issues efficiently. Deployment & Operations (DevOps understanding): Work with CI/CD pipelines to automate testing and deployment processes. Monitor application performance, troubleshoot production issues, and ensure system uptime. Familiarity with cloud platforms (AWS, Azure, GCP) and containerization (Docker, Kubernetes) is highly desirable. Collaboration & Mentorship: Work effectively within an agile team, participating in daily stand-ups, sprint planning, and retrospectives. Mentor junior developers (if applicable) and contribute to a culture of continuous learning and improvement. Effectively communicate technical concepts to non-technical stakeholders.

Responsibilities: Client Acquisition & Business Development: Identify, prospect, and acquire new HNI, UHNI, and institutional clients for PMS products within the Kolkata region and its satellite areas. Leverage existing networks, referrals, and strategic outreach to generate new leads and build a robust sales pipeline. Present compelling investment proposals and PMS solutions to prospective clients, clearly articulating the benefits, strategies, and performance. Achieve and exceed assigned sales targets and revenue goals for PMS AUM (Assets Under Management). Relationship Management & Client Servicing: Cultivate and maintain strong, long-lasting relationships with existing PMS clients, acting as their primary point of contact. Conduct regular, in-depth portfolio reviews with clients, providing updates on market performance, investment strategy, and portfolio rebalancing. Understand clients' evolving financial goals, risk appetite, and investment horizons to offer personalized advice and suitable PMS solutions. Address client queries, concerns, and service issues promptly and efficiently, ensuring high levels of client satisfaction and retention. Cross-sell and upsell other relevant financial products (e.g., AIFs, mutual funds, alternative investments, other wealth management solutions) where appropriate, based on comprehensive client needs analysis. Product Expertise & Market Intelligence: Develop and maintain an in-depth knowledge of our PMS products, including their underlying investment philosophies, strategies, and historical performance. Stay updated on global and Indian financial market trends, economic indicators, geopolitical events, and regulatory changes (specifically SEBI guidelines for PMS). Monitor competitor offerings and market dynamics in the Kolkata wealth management and PMS space to identify competitive advantages and opportunities. Provide clients with well-researched market insights and investment intelligence to empower them to make informed decisions. Collaboration & Compliance: Collaborate effectively with internal teams, including portfolio managers, research analysts, operations, legal, and compliance, to ensure seamless client onboarding, smooth transactions, and efficient service delivery. Ensure all client interactions, investment recommendations, and documentation strictly comply with all relevant regulatory guidelines (SEBI (Portfolio Managers) Regulations, 2020, AML/KYC norms, etc.) and internal company policies. Maintain accurate and up-to-date client records, communication logs, and sales activities in the CRM system.