Financial counsultant(NRI client handling)

3 weeks ago

Kolkata, West Bengal, India Lineup Manpower Solutions Private Limited Full time
Job Description

Geojit Financial Services Ltd. Job Description Designation Business Development Manager NRI Job title Functional Designation Sales Department Regional Office Sub-Department NA Reporting to Regional Manager Employment Type Probation Permanent This information aims to offer insight into the functional role within the company. These duties and responsibilities are only illustrative and not exhaustive. Additional duties may be assigned to maintain business standards. The post holder is expected to contribute to the business and maintain highest of standards. Moreover he/she must adhere to the company policies and must maintain certain degree of discipline and decorum whilst under the service of the company. Job descriptions may be modified as needed to align with company requirements. General brief about the role: As a Business Development Manager - NRI (Non-Resident Indian) with Geojit Financial Services Ltd., the primary responsibilities involve acquiring new NRI clients and offering in-depth financial advice and support to aid them in reaching their financial objectives and aspirations, thus deepening the NRI client base of the company. Additionally, they are required to support the branch in increasing the NRI client base and support the branch as when required with matters related to NRI's. The BDM - NRI collaborates closely with clients to grasp their financial requirements, evaluate their risk tolerance levels, and assist them in selecting appropriate products based on their needs. A BDM - NRI shall source business only from Non-Resident Indians and shall not source business from Resident Indians. Essential Duties and Responsibilities: Expand the NRI customer base by actively prospecting for new NRI clients through diverse methods including PIS Partner Banks, Clients References, Cold Calling, Exchange Houses etc., appointment scheduling, and harnessing references/leads. Advocate for investments in Mutual Funds, Insurance, Equity & Debt Products, Portfolio Management Services (PMS), Smartfolios and any other products which may be launched in the future based on the needs of the customer for the target market segment (NRI). Execute cross & up-selling aimed at providing third-party products to optimize engagement with current clientele, thereby enhancing revenue generation for the company without any form of mis-selling. Ensure the maintenance and growth of Assets under Management (AUM) of the acquired clients. Maintain consistent communication with clients acquired by him/her via telephone calls and in person meetings. Educate potential prospects about the company, its products, and services. GFSL/HR-Dept./JD/Revised Ver: 002 Confidential. For Internal Communication On

  • Financial Analyst

    4 days ago

    Kolkata, West Bengal, India Leverest Financial Services Full time

    The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues.Responsibilities- Financial Modelling- Analyse current and past financial data and performance to make future projections- Debt Syndication and Fund Raising from Banks, Fund Houses,...

  • Financial Analyst

    2 days ago

    Kolkata, West Bengal, India Leverest Financial Services Full time

    The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues.ResponsibilitiesFinancial Modelling- Analyse current and past financial data and performance to make future projectionsDebt Syndication and Fund Raising from Banks, Fund Houses, Private...

  • Financial Analyst

    2 days ago

    Kolkata, West Bengal, India Leverest Financial Services Full time

    The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. Responsibilities Financial Modelling- Analyse current and past financial data and performance to make future projections Debt Syndication and Fund Raising from Banks, Fund Houses,...

  • CA Article Trainee

    3 weeks ago

    Kolkata, West Bengal, India Bhatter Singhania & Associates Full time

    Company DescriptionFounded in 2016, Bhatter Singhania & Associates is a Chartered Accountancy firm providing reliable and personalized financial solutions. The firm is based in Kolkata and with a branch in Patna, serving clients across diverse sectors with professionalism and integrity. Our aim is to build lasting relationships grounded in trust and a deep...

  • CA Article Trainee

    2 days ago

    Kolkata, West Bengal, India Bhatter Singhania & Associates Full time

    Job DescriptionCompany DescriptionFounded in 2016, Bhatter Singhania & Associates is a Chartered Accountancy firm providing reliable and personalized financial solutions. The firm is based in Kolkata and with a branch in Patna, serving clients across diverse sectors with professionalism and integrity. Our aim is to build lasting relationships grounded in...

  • CA Article Trainee

    2 weeks ago

    Kolkata, West Bengal, India Bhatter Singhania & Associates Full time

    Company Description Founded in 2016, Bhatter Singhania & Associates is a Chartered Accountancy firm providing reliable and personalized financial solutions. The firm is based in Kolkata and with a branch in Patna, serving clients across diverse sectors with professionalism and integrity. Our aim is to build lasting relationships grounded in trust and a deep...

  • CA Article Trainee

    2 weeks ago

    Kolkata, West Bengal, India Bhatter Singhania & Associates Full time

    Company Description Founded in 2016, Bhatter Singhania & Associates is a Chartered Accountancy firm providing reliable and personalized financial solutions. The firm is based in Kolkata and with a branch in Patna, serving clients across diverse sectors with professionalism and integrity. Our aim is to build lasting relationships grounded in trust and a deep...

  • Chief Financial Officer

    4 weeks ago

    Kolkata, West Bengal, India Client of Anthroplace Full time

    Job Title: Chief Financial OfficerQualification: BCom and CA (Essential), CS + MBA (Desirable)Experience: 15 to 18 years,Atleast 5-7 years as Head of Finance & Accounts in mid-sized company (Rs 4000 Cr +).Budget: Upto 55 LPALocation: KolkataIndustry: Manufacturing organizationRole Purpose & Summary:• Coordinate with the Director of Finance to align...

  • Chief Financial Officer

    4 weeks ago

    Kolkata, West Bengal, India Client of Anthroplace Full time

    Job Title: Chief Financial Officer Qualification: BCom and CA (Essential), CS + MBA (Desirable) Experience: 15 to 18 years,Atleast 5-7 years as Head of Finance & Accounts in mid- sized company (Rs 4000 Cr +). Budget: Upto 55 LPA Location: Kolkata Industry: Manufacturing organization Role Purpose & Summary: • Coordinate with the Director of Finance...

  • Senior Client Engagement Specialist

    1 day ago

    Kolkata, West Bengal, India beBeeRelationship Full time ₹ 8,00,000 - ₹ 20,00,000

    Job Title: Sr. Relationship ManagerThe role is responsible for establishing and maintaining strong, long-lasting relationships with high-net-worth clients. This involves providing expert financial advice and personalized wealth management solutions.Main Responsibilities:Client Acquisition and Relationship Management:Address the investment requirements of...