
Senior Investment Counsellor
2 weeks ago
Role & responsibilities
- Ownership of the Asset Gathering Target of the location
- Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers.
- Increasing AUM of the location
- Penetration of existing client base for creating new investors in MF/Investments from existing client base
- Ensuring better client experience both by qualitative and quantitative interventions
- Assist in investment portfolio asset allocation of customers
- Portfolio Monitoring/Review
- Reallocation of portfolios as and when required for risk management or sales opportunities.
- Coach Asset RM and Business Development RM teams on latest products
- Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis
- Client Calls (along with RMs) to educate provide details and source investment in these products
- • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same
- Net large client growth (clients >50 lacs INR Assets)
- Product Activation PMS / AIF
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Senior Admission Counsellor
2 weeks ago
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Admission Counsellors/ Student Relationship
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Senior Relationship Manager
7 days ago
Kolkata, India HDFC securities Full timeHDFC Securities is hiring for Senior Relationship Manager at Kolkata, Durgapur, Berhampore, Bhubaneshwar, Asansol, Rourkela.Experience required : 4 Years+Job Description :1. Execution of trade orders on behalf of clients.2. Building relationships with clients & educating them about Investments.3. Client Acquisition as per targets and cross selling of 3rd...
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Senior Equity Advisor
3 days ago
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Senior Manager
2 weeks ago
Kolkata, India NIRMAL BANG SECURITIES PRIVATE LIMITED Full timeCompany Description NIRMAL BANG SECURITIES PRIVATE LIMITED is a well-established company situated in Mumbai, Maharashtra, India. Located at 38 B Khatau Building, 2nd Floor, Alkesh Dinesh Mody Marg, Fort, the company has carved a niche for itself in the finance sector. It provides a wide range of financial services and investment solutions to its clients....
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Senior Manager
1 day ago
Kolkata, West Bengal, India NIRMAL BANG SECURITIES PRIVATE LIMITED Full time US$ 9,00,000 - US$ 12,00,000 per yearCompany DescriptionNIRMAL BANG SECURITIES PRIVATE LIMITED is a well-established company situated in Mumbai, Maharashtra, India. Located at 38 B Khatau Building, 2nd Floor, Alkesh Dinesh Mody Marg, Fort, the company has carved a niche for itself in the finance sector. It provides a wide range of financial services and investment solutions to its clients.Role...
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Kolkata, India DBS Bank Full timeJob Description Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal...
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1 week ago
Greater Kolkata Area, India StockEdGen Full time ₹ 2,00,000 - ₹ 6,00,000 per yearCompany DescriptionStockEdGen is a dynamic e-learning platform designed to empower individuals with comprehensive knowledge about the stock market. Our mission is to demystify stock trading, investment strategies, and financial literacy, making these accessible to everyone. We offer meticulously crafted courses covering a wide spectrum of stock trading and...
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Senior Relationship Manager
2 weeks ago
Kolkata, India HDFC securities Full timeHDFC Securities is hiring for Senior Relationship Manager at Kolkata, Durgapur, Berhampore, Bhubaneshwar, Asansol, Rourkela. Experience required: 4 Years+ Job Description: 1. Execution of trade orders on behalf of clients. 2. Building relationships with clients & educating them about Investments. 3. Client Acquisition as per targets and cross selling of...