JOB DESCRIPTION:&nbsp; Designation : Portfolio Advisor Location: Mumbai About Emkay :&nbsp; Emkay Global Financial Services Ltd. is a leader in the financial services sector, actively creating wealth for our clients for over two decades. Founded in 1995 with a clear goal of offering sound, research-backed financial advice, we have successfully served a wide variety of highly distinguished clientele around the world; including foreign institutional investors (FIIs), domestic mutual funds, hedge funds, banks, insurance companies, private equity firms, corporate houses, small and medium-sized enterprises and high net worth individuals (HNIs). Job Responsibilities : - Create new leads and acquire new customers /HNI / Family office / Corporate Clients / AIF - PMS - Build broking commissions and simultaneously build client assets under management (AUM) - Maintain contacts with HNI and to keep them up date with market information, to ensure better relationship - Cross-sell Commodities broking, PMS, Insurance &amp; MF in partnership with Financial Advisor of PWM unit - Ensure client portfolios are regularly maintained to guide clients on their positions - Ensure new customer leads are actively done to share ideas, research views &amp; technical views to build volumes - Ensure all CAT A customers are met once a fortnight and CAT B once a month and CAT C once a quarter - Participate in the research/analyst meetings to gain fundamental knowledge and data points - Ensure the customer base is widened to have lesser dependencies on few customers - Build diversified client base (Cash, F&amp;O, Futures) - Build Client AUMs - Incentives on achieving threshold targets Skills :&nbsp; - Strong Interpersonal and Communication Skills - Excellent networking skills and ability to gather Market Intelligence - Strong Client Relationship - Should have good communication skills - written and verbal Learnings you can expect : - Access to inputs and knowledge shared internally by a large research team of Emkay - Ability to network with the sector leads - Open work environment Qualification &amp; Experience: - MBA (Marketing &amp; Finance specialisation) - Relevant experience of 4 to 5 years Competencies: - Live the company values - Business Awareness &amp; Market Knowledge - Customer Centricity - People Connect - Result Orientation - Networking Ability

Mumbai

Emkay Global Financial Services - Portfolio Advisor 

Emkay Global Financial Services - Portfolio Advisor  ,Job Description for Emkay Global Financial Services - Portfolio Advisor  in Emkay Global in  Mumbai for (4-5) years of experience. Apply Now!

Job Description for Emkay Global Financial Services - Portfolio Advisor  in Emkay Global in  Mumbai for (4-5) years of experience. Apply Now!