Emkay Global Financial Services - Portfolio Manager/AVP/DVP

- Customer 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

- Ensure discipline of asset allocation

- Achieve a revenue target 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 Assets under advisory (AUA)

Organizational Relationships:

- Works closely with the Sales, Research and Products team of Emkay Wealth

Skills:

- Excellent networking and communication skills

- Self-motivated and passionate about Financial markets

- Keeps track of trends in the financial services industry

Qualification and Experience:

MBA with specialisation in Finance

1-2 years of sales experience in financial services industry preferred

Competencies

- Lives the company values

- Business Awareness & Market Knowledge

- Customer Centricity

- People Connect

- Result Orientation

- Networking Ability