- Build and maintain robust relationships with HNI / Ultra HNI clients by understanding their financial goals, risk tolerance, and investment preferences.

- Conduct comprehensive economic and financial assessments to identify areas for client portfolio improvement and growth.

- Develop personalised financial plans and investment strategies aligned with client objectives and risk appetite.

- Recommend appropriate investment products, such as equities, bonds, mutual funds, and alternative investments, based on in-depth market research and analysis.

- Monitor and regularly review investment portfolios, making adjustments as necessary based on market dynamics and client needs.

- Provide clients with ongoing, proactive financial advice and wealth management solutions, addressing queries promptly.

- Collaborate with internal departments to deliver comprehensive financial solutions.

- Contribute to the companys financial goals through high-quality, personalised financial planning services.

- Stay informed on market trends, regulatory developments, and economic updates to provide accurate, up-to-date guidance to clients.

📌 Wealth Manager (Kolkata)
🏢 Eureka Stock And Share Broking Services
📍 Kolkata