Wealth Manager
Eureka Stock and Share Broking Services Limited · Kolkata · onsite · Posted 30d ago
Undisclosed2–4 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Roles and Responsibilities
- Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs across various product lines such as Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online Trading & Insurance.
- Develop and maintain a deep understanding of clients' financial goals and objectives to provide tailored wealth management solutions.
- Identify cross-sell opportunities for investment products like Mutual Funds, PMS, AIFs, Structured Products, Bonds etc. to enhance client portfolios.
- Collaborate with internal teams to ensure seamless delivery of services and products to clients.
- Stay updated on market trends and regulatory changes to offer expert advice to clients.
Sourced from naukri
Skills
Investment ProductsWealth Management
About Eureka Stock and Share Broking Services Limited
Eureka Stock and Share Broking Services Limited
Financial Services
200
employees
1992
34 years old
Kolkata, West Bengal
IN
₹3.8L PA avg
Avg at Eureka Stock and Share Broking Services Limited
About
Eureka Securities is one of the leading investment and financial intermediaries in India.
Industries
Financial ServicesInsurance
Employee ratings
10 reviews
3.4/ 5
Culture
3.0
Career growth
2.6
Work-life
3.2
Employees rate it well for
Job Security35Company Culture34
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