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

Mumbai

Emkay Global Financial Services - Portfolio Manager - Wealth Management 

Emkay Global Financial Services - Portfolio Manager - Wealth Management  ,Job Description for Emkay Global Financial Services - Portfolio Manager - Wealth Management  in Emkay Global in  Mumbai for (8-15) years of experience. Apply Now!

Job Description for Emkay Global Financial Services - Portfolio Manager - Wealth Management  in Emkay Global in  Mumbai for (8-15) years of experience. Apply Now!