Emkay Global Financial Services - Wealth Management Role

We have Corporate opening with Emkay Global Financial Service Company based in different location.

About the Company :

Emkay Global is a leader in the financial services sector, actively creating wealth for 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 :

- 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)

- 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 & Experience :

- MBA with specialization in Finance

- Relevant sales experience in financial services industry preferred.

- People preferred from NBFC, Banks, Wealth houses