Emkay Global - Team Lead - Client Acquisition - Wealth Domain

Position: Client Acquisition (Team Lead) Reports to: Head of Sales (Wealth)

Location: Mumbai

Experience: 5+ Years

Qualification: Post Graduate / MBA from a reputed institute

Job Responsibilities:

- Below are some of the key KRA's of this role which can be further developed as we go along.

- Formulating HNI client acquisition strategy (for important location) in coordination with local Regional or Zone Head

- Coordinate and guide regions on client engagement / acquisition activities on a calendarized basis.

- Lead generation from Database of each RM with the help of local MTs.

- MT's report to respective local leaders (dotted line reporting to this role) . Mumbai team will have direct reporting to this role.

External vendor TELE ACCESS:

- Dissemination of leads flow from Tele Access strategizing flow of leads to selective regions on requirement basis

- Regular meeting with the vendor on training the tele callers on Emkay wealth proposition

- Review Lead quality, conversion ratio etc. on a periodic basis.

Organic opportunity:

- Strategize activation of Inactive registered client database.

- Coordinate with other verticals on scope of wealth client leads from their network

- Regular meaningful meetings with them so that synergy is a win one.

Marketing liaison:

Strategize marketing campaigns through social media for generating lead such as:

- LinkedIn

- For example, Moneycontrol.com

- Data base left behind by resigned employees on CRM website.

- And the weekly campaigns on WhatsApp and email database that we have.

Skills:

- Excellent communication

- Proven skills of significantly improving the structure and readability of written communication

Competencies:

- Lives the Company Values

- Business Awareness & Market Knowledge

- Customer Centricity.

- People Connect

- Result Orientation

- Networking