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Relationship Manager, Acquisition Manager - Wealth

10.00 to 20.00 Years   Kolkata   08 Nov, 2022
EMKAY GLOBAL FINANCIAL SERVICES LTD
Job LocationKolkata
EducationNot Mentioned
SalaryRs 16 - 28 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    We have opening with Emkay Global Financial Service Company based in different location.Position : Relationship Manager (Acquisition of client)/ Acquisition Manager (Lead generation)About the CompanyEmkay 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 AcquisitionMinimum 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 specialisation in Finance
    • Relevant sales experience in financial services industry preferred.
    No book will be given, you are require to build your own book & acquire client.If your profile matches the above Job description and if you are interested in exploring this opportunity with us, do get back to us onsunita.parmar@emkayglobal.com with your updated Resume mentioning :Name :Email Id :Contact No :Current Company :Current Designation :Current CTC :Expected CTC :Product Handling(Equity , MF , etc) :Are you handling any team (If yes, Team Size) :If selected, can you bring team (Yes / No) :Current AUM :No of total Clients:No of new client in current financial year :Qualification :Location :Thanks & RegardsSunita

Keyskills :
high net worth individualshni acquisitionwealth managementpmsequity salesmutual funds salesprivate banking

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