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Senior Consultant at Rekrut India
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Senior Manager - Wealth Management - HNI/UHNI - Financial Services (3-11 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.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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