Job Responsibilities / Key Deliverables: - Customer Acquisition - Minimum of 1 crore 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 - Customer's Success is Our Success- . Functional Competencies: - Macro Market & Economy Understanding - Expert Level Understanding on Financial Products / Asset Classes - Financial Planning / Portfolio Management - Selling Skills / Customer Acquisition - Valid Mandatory Certificates as per regulatory requirement/s Behavioural Competencies: - Customer centricity - Result Orientation - Collaborative Skills - Innovative Approach - Excellent communication & Presentation skills (both written, verbal & visual) Education Qualification: - Essential: Graduate in any stream - Preferred: Post graduation/MBA from Premier institutes or CA / CFA /ICWA Work Experience: - Portfolio Manager: Minimum 0-5 years in Wealth Management - Senior Portfolio Manager: 6+ Years in Wealth Management - Knowledge of handling HNI & Ultra HNI Customers

Ahmedabad

Mumbai

Pune

Emkay Global Financial Services - Portfolio Manager/Senior Portfolio Manager - Wealth Management - West 

Emkay Global Financial Services - Portfolio Manager/Senior Portfolio Manager - Wealth Management - West  ,Job Description for Emkay Global Financial Services - Portfolio Manager/Senior Portfolio Manager - Wealth Management - West  in Emkay Global in  Ahmedabad Mumbai Pune for (0-10) years of experience. Apply Now!

Job Description for Emkay Global Financial Services - Portfolio Manager/Senior Portfolio Manager - Wealth Management - West  in Emkay Global in  Ahmedabad Mumbai Pune for (0-10) years of experience. Apply Now!