Shree Rama International

Kolkata – shreeramainternational.com – 20/11/2021

Salary – 4 to 6 LPA

Job Title

Portfolio Counsellor

Company Profile

  • Shree Rama International is a Kolkata based diversified Firm with operations since 1996. Some of our Core operating divisions include: Information Technology, Private Wealth Management & Risk Advisory, Real Estate Development, Cotton Yarn Distribution & Exports. Please read in detail about some of our divisions: Information Technology We offer Distribution capabilities across entire Eastern India for a range of IT Products, Peripherals & Consumables. In addition to our newly opened Retail Store (in the Commercial Heart of Kolkata), we also offer Servicing support for a range of IT networks & systems.

Job Profile & Responsibilities

  • Meeting Clients & managing their Investments.
  • Making & reviewing Investment Plans.
  • Meeting & listening to Fund Managers.

Preferred Qualifications

  • Graduate or post graduate.
  • CWM certification is an added advantage.

Desired Candidate Profile

  • 2 years or more relevant experience.
  • Knowledge of financial products.
  • Fluent communication skills – English, Hindi & Bengali.
  • Must be presentable & confident.
  • Team player.
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