Job Description

Company - Eureka Stock & Share Broking Services Ltd.

Profile - MBA in Marketing/BCom /BBA

Looking for someone who's interested in Intern.

About or Company :

With decades of experience and a future-ready team, Eureka Securities is one of the leading investment and financial intermediaries in India. Since its inception in 1992, Eureka Securities has had a proven track record of effective and ethical transactions. The company now boasts of over 130 employees and 90,000+ happy customers who have received our expert investment solutions.

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Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences. Conducting in-depth economic assessments to analyze clients' current financial situations and identify areas for growth and improvement. Developing personalized 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. Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs. Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions. Collaborating with internal teams, to offer comprehensive financial solutions to clients. Helping the company meet its financial objectives through personalized financial planning. Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.
Job Types: Full-time, Permanent, Internship
Contract length: 3 months

Pay: From ?5,000.00 per month

Schedule:

Day shift
Supplemental Pay:

Performance bonus
Work Location: In person