Client Portfolio Manager Jobs in Kolkata

RECEX Pvt. Ltd. - Kolkata

, and insurance.Identify opportunities to cross-sell and upsell banking products to existing clients.Conduct regular reviews of clients' financial portfolios and recommend adjustments as needed.Maintain accurate records 3.00 LPA To 3.60 LPA INR

from: jobitus.com - More than 30 days ago

Genius Consultants - Kolkata

themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking 15-30 Lacs PA INR

from: naukri.com - 4 days ago

Armour Corporate Services - Mumbai, Bengaluru, Kolkata

Job Purpose Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients banking and investment requirements and will help clients achieve Not disclosed INR

from: naukri.com - 4 days ago

Apex Services Hiring For Apex services - Bhubaneswar,Cuttack,Kolkata,Ranchi,Patna

for generating 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. Develop and maintain a long

from: Shine.com - 22 days ago

Bajaj Capital - Delhi NCR, Mumbai, Kolkata

As a wealth manager,your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience 4-9 Lacs PA INR

from: naukri.com - 7 days ago

MONEYOPEDIA WEALTH SERVICES LLP - Kolkata,Other West Bengal

. Collaborate with internal teams, including portfolio managers, financial planners, and legal advisors, to deliver comprehensive solutions that align with clients" objectives. Stay abreast of industry trends

from: Shine.com - 23 days ago