Pcg Wealth Rm Kolkata

Opening for a leading Stock Broking Firm **RM-Retail/PCG** 2. Responsible for third party business also like Mutual Funds and PMS **Advisor** - Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 2. To keep abreast...

Lead Wealth Strategist - PCG AdvisoryWe are seeking experienced and driven professionals to join our Private Client Group (PCG) Advisory team. In this role, you will be responsible for acquiring, managing, and advising Ultra High Net Worth (UHNI) and High Net Worth (HNI) clients.Key Responsibilities:Acquire and manage UHNI/HNI clients for the PCG, focusing...

Looking PCG ADVISOR in Kolkata Connect HR - 863 833 0959 Any Graduate - Male /Female both can apply 1-3 Years experience required from same background must have knowledge about commodity market, Advising clients on equity, derivatives currency Client management Client Acquisition Client Queries Cross selling Advisor Performance Salary -4-13...

Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile. Ø Showcase entire product suite of Kotak Group to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures,...

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

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

About the internshipSelected intern s day-to-day responsibilities include 1 Curate carousels posters and other graphics as and when needed 2 Curate offline marketing materials and Power Point presentations as and when needed 3 Do basic video or reel editingEarn certifications in these skillsWho can applyOnly those candidates can apply who 1 are...

We are seeking a highly motivated and entrepreneurial Wealth Manager – Client Acquisition to drive the expansion of our Retail and HNI client base. This role is primarily focused on acquiring new clients, identifying business opportunities, and promoting our suite of investment products and services. The ideal candidate will have a strong understanding of...

We are seeking a highly motivated and entrepreneurial Wealth Manager – Client Acquisition to drive the expansion of our Retail and HNI client base. This role is primarily focused on acquiring new clients, identifying business opportunities, and promoting our suite of investment products and services. The ideal candidate will have a strong understanding of...

Job DescriptionCompany DescriptionAt Truvestor Wealth, we are dedicated to achieving your financial goals, whether it involves deploying excess funds, managing cash flows, or providing insurance solutions. We are committed to offering accurate advice and suitable financial solutions that you can trust.Role DescriptionThis is a full-time on-site role for a...