Private Wealth

Emkay

Posted: 5 months ago
Openings: 10
Applicants: 0

Job Description

Role & 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 • To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization • To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery • Ensure discipline of asset allocation • Achieve a balance of revenue streams 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 AUA