Senior Manager - Wealth Management - HNI/UHNI - Financial Services

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.