- Company Name : Eureka Stock & Share Broking Services Ltd.
- Post: MBA Marketing Intern
- Contact: info@eurekasec.com
- Work Location: Kolkata, West Bengal
- Education: MBA in Marketing/BCom /BBA
- Duration : 3 months
- Stipend: Upto ₹5,000 a month
Full job description:
Company: Eureka Stock & Share Broking Services Ltd.
Profile : MBA in Marketing/BCom /BBA
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.
Job Description :
- 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.
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