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10/02 Sharanabasappa Jade
Group Head HR at Emkay Global

Views:1231 Applications:239 Rec. Actions:Recruiter Actions:192

Emkay Global - DVP/AVP - Wealth Management (5-15 yrs)

Bangalore/Chennai/Delhi NCR/Kolkata/Mumbai Job Code: 891021

Position: DVP/ AVP/ Portfolio Manager Reports to: Head of Sales (Wealth)

Location: Mumbai Team size: none

Job Responsibilities :

- Costumer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus

- Financial Planning (FP) and Portfolio Services

- Execution of transactions post FP and on periodical basis

- Manage Private Wealth, PMS and AIF fund related queries

- Ensure delivery of various MIS reports as per requirements

- To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization

- To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery

- Ensure discipline of asset allocation

- Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class

- To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition

- Continuous learning, to be better equipped than our competitors

- To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams

- To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances

- To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM

- Revenue Generation

- Build AUA


- Excellent communication

- Proven skills of significantly improving the structure and readability of written communication


- Lives the Company Values

- Business Awareness & Market Knowledge

- Customer Centricity.

- People Connect

- Result Orientation

- Networking Ability

Qualification - Post Graduate / MBA from a reputed institute

Experience - Minimum of 5 - 15 years of experience

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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