Pcg Wealth Rm Kolkata

An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business.Role:1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mind- Client requirement and- Our 2 point strategy by following the 6 step processb. Reporting the performance of...

An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business. Role: 1)Financial Planning , Portfolio Strategy and Reporting a. Assisting the RM in making of financial plans for clients keeping in mind Client requirement and Our 2 point strategy by following the 6 step process b. Reporting the performance...

An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business.Role:1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindClient requirement andOur 2 point strategy by following the 6 step processb. Reporting the performance of the...

Reference Code: - 490-35 - Job Title: **RM - Partner Sales - Financial Services - Kolkata** - Category: - Financial Services - Job Description: - Job Responsibility - 1. Managing end to end sales operations for customers and POSP - 2. Activation of the point of sales channel and activating them for the range of products offered by the company - 3....

**Job description** **Role-**Analyst **Education -**Graduate **Job Location-** Kolkata, West Bengal **Experience - **5 years and above **Key Skills-**Investment Banking, Research, Equities, Analytical Tools, Strategies Tools **Description**: - Researcher with a flair to work individually with strong command over English and strong fundamental...

JOB:Wealth Management Trainee (Intern)Location:Kolkata / WFHCompany:Delego CapitalExperience:NoneAbout Us:Delego Capital is a leading wealth management firm dedicated to helping individuals maximize their financial potential through strategic delegation. We provide personalized wealth management services, including financial planning, investment management,...

**Treasures Relationship Manager - Consumer Banking Group** **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 across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and...

We are seeking a dynamic and results-driven Sales and Relationship Manager to join our esteemed wealth management firm. In this role, you will be responsible for building and maintaining strong relationships with high-net-worth clients, as well as generating new business opportunities. As a Sales and Relationship Manager, you will be crucial in driving...

JOB: Wealth Management Trainee (Intern) Location: Kolkata / WFH Company: Delego CapitalExperience: None About Us: Delego Capital is a leading wealth management firm dedicated to helping individuals maximize their financial potential through strategic delegation. We provide personalized wealth management services, including financial planning, investment...

JOB: Wealth Management Trainee (Intern) Location: Kolkata / WFH Company: Delego CapitalExperience: None About Us: Delego Capital is a leading wealth management firm dedicated to helping individuals maximize their financial potential through strategic delegation. We provide personalized wealth management services, including financial planning, investment...

JOB: Wealth Management Trainee (Intern)  Location: Kolkata / WFH  Company: Delego Capital Experience: None  About Us:  Delego Capital is a leading wealth management firm dedicated to helping individuals maximize their financial potential through strategic delegation. We provide personalized wealth management services, including financial planning,...

Job Description: The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to...

JOB: Wealth Management Trainee (Intern)Location: Kolkata / WFHCompany: Delego CapitalExperience: NoneAbout Us:Delego Capital is a leading wealth management firm dedicated to helping individuals maximize their financial potential through strategic delegation. We provide personalized wealth management services, including financial planning, investment...

Company DescriptionCompany is an Indian financial services company offering a range of financial products and services. The company was founded in 1987. The company is listed on BSE and NSE stock exchanges. It is one of the highest reputed company.Skills : sales, investment products, pcg, team handling, cluster, hni client, nri clientROLES &...

Company DescriptionCompany is an Indian financial services company offering a range of financial products and services. The company was founded in 1987. The company is listed on BSE and NSE stock exchanges. It is one of the highest reputed company.Skills : sales, investment products, pcg, team handling, cluster, hni client, nri clientROLES &...

Company DescriptionCompany is an Indian financial services company offering a range of financial products and services. The company was founded in 1987. The company is listed on BSE and NSE stock exchanges. It is one of the highest reputed company.Skills : sales, investment products, pcg, team handling, cluster, hni client, nri clientROLES &...

Company Description Company is an Indian financial services company offering a range of financial products and services. The company was founded in 1987. The company is listed on BSE and NSE stock exchanges. It is one of the highest reputed company. Skills : sales, investment products, pcg, team handling, cluster, hni client, nri client ROLES &...

The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them...

Key Responsibilities: - Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling Queries & complains of client's & solving it within TAT. - Acquiring...

Designation: Client Relationship Manager-PCG Advisory Vertical: Private Client Group Location: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune/ Hyderabad As a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets. Responsibilities: ...