Wealth Manager

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 / Sr Wealth Manager / Team Leader

Wealth Manager/Sr.Wealth Manager – Private Client Group

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

Pay: Up to ₹500,000.00 per year

Benefits:

• Provident Fund

Work Location: In person