Emkay Global - Senior Team Lead - Wealth Management

Job description :

- To develop short term and long-term sales strategies for the Wealth Management Business in line with the overall strategic goals of the organization and Department.

- To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery.

- Strategies to achieve a balance of revenue streams through sale of MF /PMS 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.

- 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

- Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus

- 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 for the region.

- Ensure discipline of asset allocation

- Continuous learning, to be better equipped than our competitors.

- Financial Planning (FP) and Portfolio Services

- To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances.

- Execution of transactions post FP and on periodical basis

- Responsible for Individual and Team Revenue generation

- Build AUA

- Team Management

- To continuously scan the competition/market and report on emerging trends or any new development or Business Opportunities for Wealth Management.

Organizational Relationships :

- Works closely with the Sales, Research, Products and the Corporate Office Team to Align organisational and Departmental Goals and Deliver the desired objectives.

Skills :

- Team Management Skills

- Collaboration

- 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 specialisation in Marketing / Finance, CA

- Minimum of 10 To 15+ years of experience

- Must have operated Team Lead role for the last 5 Plus Years

Competencies :

- Lives the company values.

- Business Awareness & Market Knowledge

- Customer Centricity

- People Connect

- Result Orientation

- Networking Ability