Emkay Global - Zonal Head - Wealth Management

Role: Zonal Head - North

Reports to: National Sales Head

Base Location: Delhi

Department: Wealth Management

Emkay Global Financial Services Ltd. is a leader in the financial services sector, actively creating wealth for our 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).

- To develop short term and long term sales strategies for the North Zone WM 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 and 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 North India

- 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.

- Works closely with the Sales, Research, Products and the Corporate Office Team to Align Organizational 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

Education:

- MBA with specialization in Marketing / Finance, CA

Experience

- Minimum of 10 To 15+ years of experience

Must have operated in North India / Delhi for the last 5 Plus Years

Competencies:

- Lives the company values

- Business Awareness & Market Knowledge

- Customer Centricity

- People Connect

- Result Orientation

- Networking Ability