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26/02 Monika
Senior Consultant at Rekrut india

Views:39 Applications:12 Rec. Actions:Recruiter Actions:7

Manager - Wealth Management - BFSI (4-10 yrs)

Kolkata Job Code: 148860

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.

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