
Mba Marketing
4 weeks ago
Company - Eureka Stock & Share Broking Services Ltd.
Designation - Corporate Relationship
Qualification - MBA in Marketing
Experience - 1 year
**Job Description**:
- Building and maintaining strong relationships with HNI / Ultra HNI clients both Individual & Non-Individual while understanding their financial goals, risk tolerance and investment preferences.
- Driving Revenue generation through cross-selling of Wealth Products like MF/SIP, Bonds, Insurance, and Asset (Loan).
- Acquisition of New Clients for D-Mat and Trading account and providing them with Equity research advisory for Investment and Trading needs of the Investor.
- Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.
- Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles.
- Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.
- Meeting with potential Investors (Physical or Virtual) for discussing and proposing him/her the investment opportunities available with Eureka Securities PCG.
- Keeping constant touch with PCG Dealer/Equity Advisor for monitoring Equity portfolio of Investors on Regular basis.
- Weekly & Monthly Review of business and meetings with HOD & other Business Heads.
- Organising and conducting Seminar/ Meetings/ Investment Awareness programmes to generate leads for fresh & new investors.
- Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs.
- Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.
- Managing and achieving the internal budget product wise to maintain Monthly/Quarterly Score Card for performance evaluation.
- Collaborating with internal teams, to offer comprehensive financial solutions to clients.
- Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.
- Providing excellent Before & After sales service to Clients for smooth and hassle free Investment Experience with Eureka Securities PCG Team.
- Providing all kind of operational support for processing of Investments and Account opening as per Regulatory requirements for Mutual Funds /Bonds/Insurance/LAS & Dmat /Trading accounts processing.
Pay: Up to ₹20,000.00 per month
Schedule:
- Day shift
- Morning shift
Work Location: In person
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