Wealth Manager

Job Description

Wealth Manager - PCG, Kolkata 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 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. Job Types: Full-time, Permanent Show more Show less