Mba Marketing

5 days ago

Salt Lake Kolkata West Bengal, India Eureka Stock & Share Broking Services Ltd. Full time

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.Company - Eureka Stock & Share Broking Services Ltd.

Qualification - MBA in Marketing

Day shift - Monday to friday ( Sat half day)

Job Responsibility

Regards

Sraya Sen

Executive HR

Pay: ₹15,000.00 - ₹25,000.00 per month

Schedule:

- Day shift
- Morning shift

Supplemental Pay:

- Performance bonus

Work Location: In person

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