www.seetaportfolio.com Seeta Portfolio Management Lucknow : Wealth Manager

[Admin]

http://www.seetaportfolio.com

SEETA GROUP OF COMPANIES IS A LEADING FINANCIAL SERVICES PROVIDER WITH THE STRONG NETWORK OF 140 BRANCHES ACROSS THE COUNTRY.WITH CORPORATE MEMBERSHIP OF NSE BSE MCX NCDEX DP CDSL GROUP IS ALSO OFFERING LUCRATIVE ON-LINE TRADING IN EQUITIES,DERIVATIVES,COMMODITIES AND ONLINE DISTRIBUTION OF MUTUAL FUNDS,INSURANCE AND IPO THROUGH ITS POWERFUL WEBSITE www.seetaportfolio.com IN A HASSLE FREE AND PAPERLESS FASHION.THE COMPANY IS PROVIDING ENTIRE GAMUT OF FINANCIAL SERIVCES ALONGWITH WEALTH MANAGEMENT SERVICES AND PIONEERING MOBILE TRADING IN COMMODITIES MARKET. THE SEETA GROUP IS A BENCHMARK OF PROFIT AND TRUST.

Designation Wealth Manager

Job Description
-Good understanding of Indian capital markets. Identifying investment opportunities across sector(s) based on analysis and projections,
-Good understanding of Fundamental Analysis, Financial Analysis, Stock Valuation, Financial Modeling. Carry out 'top-down' technique of developing an industry peer group to provide material support to findings and projections.
-Complete knowledge of Mutual Funds and Insurance Products available in the markets.
-Develop expertise in asset allocation (equity, Insurance Mutual Fund & Debt), equity analysis and valuations across the spectrum of equity markets
-Managing relationships with Retail Clients, corporates and institutions. Responsible for driving Portfolio RM’s to achieve their annual plan Understanding and Communication skill to conduct portfolio review with clients. Should act as a Bridge between the Sales Team & Research Team in the organization.
-Assist Sales Team in advising Retail, HNI and HNW’s clients for their Portfolios.
-Design and facilitate product and process training for Portfolio RMs Disseminate Product initiatives & processes to Portfolio RMs One point contact for all requirements/queries of Portfolio RMs in the branch.
-Monitoring of ‘Sales Process’–daily activity reports & weekly reports Monitoring of customer profiling process & profiling sheets for Portfolio RM portfolio & conduct surprise audit Strategizing & driving initiatives for controlling attrition
-Strategizing & driving initiatives for Devising & implementing analytics support for Portfolio RMs, supporting on various parameters like value build-up, attrition & closures, and cross-sell.
-To strengthen the organizations PMS business in line with the investment philosophy of the organization.
-Should be enthusiastic, aggressive and self motivated

Desired Profile
-No. of Year's Experience: Min 2-7yrs of Institutional Wealth / Portfolio Management Experience
Industry: Banking/Financial Services/Stock Broking
-Key Skill/Competencies Required: Complete Knowledge of Mutual Funds, Insurance & Equity with sound fundamental understanding of valuations
-MBA / CFA /CA from a Reputed Institution with a Strong Academic track. Strong English Language Skills (both spoken & written) as the role involves interaction with English speaking clients & colleagues.
-Should have strong Accounting & Financial Analytical Skills. Should have a good working knowledge of MS Office (High on Excel & Intermediate on PowerPoint).
-Highly motivated candidates who wish to make a career in Portfolio Management. Ability to analyze market movements
-Display good judgment and lateral thinking skills. Demonstrate excellent interpersonal and communication skills.
-Ability to successfully led Sales Team, Should be a role model for the team.

Experience 3 - 8 Years
Industry Type Banking/Financial Services/Broking
Functional Area Banking, Insurance
Education UG - Any Graduate - Any Specialization,Graduation Not Required
PG - CA,MBA/PGDM - Any Specialization, Finance
Location Lucknow
Keywords Competencies Required: Complete Knowledge of Mutual Funds, Insurance & Equity
Contact Miss KaUR

Seeta Portfolio Management Ltd
Telephone 91-0522-4051749
Website http://www.seetaportfolio.com
Job Posted 11 Dec

Seeta Portfolio Management Ltd.
Corporate Office: Ist Floor, Pragati Bazar
Kapoorathala, Lucknow - 226 024
Tel: 0522-4051700 (30 LINES ) Ext. 704, 749
E-Mail: hrd@seetaportfolio.com

[Guest]

helo sir
i am bolt opreto in share market and multy commodity exchange of india(mcx) both last 10 year in mumbai pls sugges any vacancy in lucknow or any place in uatter pradesh.

thanks

[arundubey]

hello Sir
I am MBA`fresher in finance. I have all the the necessary skill which is required in your job description

Thanx

[nazia shahid]

gudmorning
i m looking for the vacancy in portfolio management in lucknow.... i have seen ur post so sending my resume to your email... plz consider if i m suitable for the post..
thanking you

[Guest]

Dear Sir,
I am Alka Bedi. I was purchased the Reliance Growth Fund Retail Plan-Growth Plan(Growth)(GF-GP) on 30/03/2010 through Agent/Broker Code : ARN-1281, Agent/Broker Name:Seeta Portfolio Management Pvt.Ltd. But the E-Mail ID is registered : shalini.sharma@seetaportfolio.com & Office Phone no. 0522-2629049 is registered.That's why I didn't received my Statement Regularly. Now I want to change my email id with alkabedi8@gmail.com & office phone no. is 0522-
.
So Please kindly expedite on urgent basis.
Thanks & Regards
Alka Bedi ( Office Manager)
Ph- 3296160

[Guest]

Shipra Rastogi
E-MAIL : ship.rastogi AT yahoo.co.in
Career Objective : To climb the corporate ladder with my inherent abilities and be a solution provider to my
Organization.
Specialization : Finance
Human Resource Management

Professional Qualification :
- Post Graduation Diploma in Business Management from Institute of Management Research and Technology, Lucknow-2009-2011.
- Bachelor of Management Science from National P.G College affiliated to Lucknow University (2006-2009)
- Certified computer course in Tally and MS office
Educational Qualification :
- Senior secondary (XII) City Montessori Inter College in the year 2006
- Higher secondary (X) City Montessori Inter College in the year 2004
Project Undertaken :
- Human Resource Project – Recruitment For Spanco BPO.
- Mobile Number Portability – Videocon Lucknow under the guidance of Mr. Pratik Raj
- Pricing Strategy of Archies.
- Promotional strategies of HDFC Life
- Job Satisfaction at HDFC Life
Summer Internship :
From 10th May 2010 to 26th June 2010 under the guidance of Mr. Annkur Jaiswal (Regional Account Officer) HDFC Life , Gomti Nagar, Lucknow.
Project Undertaken : Inventory and Vendor Management
Learnings during internship :
- Selection of the vendors
- Mode of payment to the vendors.
- Preparing contract of the vendors
- Provision of the bills
- Maintaining the database
- Reconciliation of vendors’ bills of respective Branches and ensure their payments
- Inventory control and stock reconciliation
INDUSTRIAL VISITS :
- Parag Dairy (Lucknow) – Process Evaluation and Control
- Tata Motors (Lucknow)

[Guest]

CURRICULUM VITAE
ABHISHEK KUMAR SINHA
Sinha1560abhi AT gmail.com , lkounivabhi AT rediffmail.com
CARRIER OBEJECTIVE
Seeing Position To Utilize My Skills And Abilities In Your Organization That Offers Professional Growth While Being Resourceful, Innovative And Flexible.
PERSONAL SKILLS
Comprehensive Problem Solving Abilities, Excellent Verbal And Written Communication Skills Ability To Deal With People Diplomatically, Willingness To Learn, Team Facilitator.
EDUCATION QUALIFICATION
- Graduation complete from Purvanchal University in year 2011
- Passed Intermediate from U.P.Board in year 2008
- Passed High school from U.P.Board in year 2006
PROFESSIONAL QUALIFICATION
Six-Month Tally Accounting Package (Tally 9.0) From Tally Academy, Renukoot
COMPUTER SKILLS SETS
- MS (MS Word, MS Excel, PowerPoint)
- Internet
- Tally 4.5, 5.4, 6.3, 7.2 and 9.1,
- Income Tax, VAT, CST, Sale Tax
- Advance Account
JOB PROFILE
- Handling office accounts.
- Bank Reconciliation
- Party Reconciliation
- Branch Reconciliation
RESPONSIBILITIES

- Handling bank Reconciliation, payment outstanding, collection report, bank & cash ledger maintain...
- Make entry on receipt of bills.
- Verification of bill.
- Process the bill to HO for payment advice.
- Auditing all kind of accounting ledger
WORKING EXPERIENCE
I have done 1 year in Seeta portfolio management LTD
I have maintained Account in Astha agencies
I have done 2 year 1 month in India info line LTD
Designation - Account assistant
Company Profile of India infoline LTD
A Trading company of online share broking
Company Profile of seetaportfolio Management LTD
A Trading company of online share broking
Profile of Ashtha agencies
All corporate gifts sold & Manufacturing of designer handicraft boxes.
My Skill
Advance Communication Skill In Hindi & English Languages Both.
- Strengths
- Positive Attitude
- Hard Working
- Goal Oriented

[Guest]

i am pgdm student

[Guest]

SHWETA GUPTA
shweta.pg AT gmail.com
Manager-Sales & Support in software company. Emotionally stable, Dedicated towards work assigned and Comfortable in the company of others.
SYNOPSIS
- Lead Generation, Lead Follow Up, Customer Retention, Interpersonal Skills, Negotiating Skills, Product Knowledge, Sales Forecasting, Handling on-line sales, Data mining, Handling customer's query & Providing them full support & service.
- Attained experience and knowledge in Business Development & Marketing Activities, breaking new avenues & driving sales growth; proactively conducting opportunity analysis by keeping abreast of market trends and competitor moves to achieve market-share metrics.
AREAS OF EXPERTISE
Business Development
- Monitoring competitor activities and devise effective counter measures.
- Identifying, qualifying and pursuing business opportunities through market surveys and mapping as per targeted plans as well as through lead generation.
- Administering the gamut of tasks involved in the software selling, i.e., handling the queries and providing redressal to the clients’ problems.
Client Servicing
- Successful account retention record
- Performed market research surveys amongst client base to seek feedback on sales techniques, follow-up methods and quality of after sales service.
- Improving customer service based on client feedback through the development of new policies and procedures. Successfully handled all public relations issues.
- Responsible for customer service and duties included answering customer queries, problem solving and providing detailed information on new products.
- Worked with new customers in the development of new accounts and the implementation of new systems.
- Assisted in the development of new policies and procedures.
- Assisted in the training of new customer service representatives and associates.
- Performed market research surveys on customer needs and requirements.
- Prepared weekly sales reports for the sales team and sales management.
- Generated repeat business through successful client follow-up.
ORGANISATIONAL EXPERIENCE
Manger - Sales & Support
ARM Fintech Consultants Pvt. Ltd., Lucknow
July 2010 - Currently working
- Reporting to AVP-Marketing and Sales (Mr. Pradeep Pandey)
Highlights :
- Administering the gamut of tasks involved in the software selling, i.e., handling the queries and providing redressal to the clients’ problems and monitoring the operational & sales tasks.
- Playing a significant role in mapping new markets for the company all over India.
- Experience in B2B IT sales.
- Conducting E-Marketing Campaigns for the company.
PROFESSIONAL AND ACADEMIC QUALIFICATIONS
- Post Graduate Diploma of Management (2008–10) in Finance & Human Resource from Sri Ram Swaroop Memorial College of Engineering and Management, Lucknow.
- Did four months “Executive Program in Service Management” course from Elements Academia (An IIM Alumni Venture), Lucknow.
- Completed B.Sc. in Biology from Avadh university, Faizabad (2007)
- Completed 12th from U.P. Board, Barabanki (2004)
- Completed 10th from U.P. Board, Barabanki (2001)
PROJECTS
2 months summer training at Reliance Securities, Lucknow
20 days field project at Coca Cola, Lucknow on topic “Market Survey of Brand Availability in the market/ market share”
ASSOCIATIONS & ACHIEVEMENTS
- Certification in Business plan Competition of The BizBuzz 2010
- Certification of appreciation as a organizer in induction program of PGDM (SRMCEM)
- Certification of Students Symposia in Computing from Shri Ramswaroop Memorial College of Engineering & Management, Lucknow.
- Regularly participate in Dramatics at both School and College level.
- Participation in Presentations and debate.
- Volunteer of the organizing team in college’s Cultural Activities.