Senior Consultant at Rekrut india
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Manager - Wealth Management - BFSI (4-10 yrs)
Hiring Senior Manager role (Wealth - PCG) with one of the leading securities company in Kolkata.
- Minimum 3+ years of experience
- Should be handling Private client group, dealing with HNI and UHNI and Focusing on MF, pms, bond, Equity and structure products
- Holding strong exposure in Wealth and Equity Market
- Candidate can be from Wealth, Securities or Banks
- Handle trading and maintaining relationship with new & existing clients
- Opening Demat Accounts & Trading Accounts
- Getting business from existing clients and acquisition of new HNI clients.
- Advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for the short / medium term tips and market related information Advising the clients to invest in the right investment scheme depending upon their future needs and returns.
- Maintaining relationship with clients & handling client queries on immediate basis. Handling commodities delivery on timely basis.
- Productivity & Analyze the failure and success points.
- Crossing clients with suitable products according to there needs i.e Real estate, mutual funds, life insurance, Pms, Private equity.