Emkay Global - Portfolio Advisory Role - Broking (5-12 yrs)

Job Description:

- Acquire new customers /HNI / Family office / Corporate Clients / AIF PMS

- Build broking commissions and simultaneously build client assets under management (AUM)

- Maintain contacts with HNI and to keep them update with market information, to ensure better relationship

- Cross-sell Commodities broking, PMS, Insurance & MF in partnership with Financial Advisor of PWM unit

- Ensure client portfolios are regularly maintained to guide clients on their positions

- Ensure customer calling (outbound) is actively done to share ideas, research views & technical views to build volumes

- Ensure all CAT A customers are met once a fortnight and CAT B once a month and CAT C once a quarter

- Participate in the research/analyst meetings to gain fundamental knowledge and data points

- Ensure the customer base is widened to have lesser dependencies on few customers