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3.2

based on 79 Reviews

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53 Emkay Global Financial Services Jobs

Wealth Manager - Private Banker

4-9 years

Mumbai

Wealth Manager - Private Banker

Emkay Global Financial Services

posted 26d ago

Job Description

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
    • 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 Ability

      Qualification

      • Post Graduate / MBA from a reputed institute

      Employment Type: Full Time, Permanent

      Read full job description

      Prepare for Wealth Manager roles with real interview advice

      People are getting interviews at Emkay Global Financial Services through

      Referral
      Campus Placement
      Job Portal
      25%
      25%
      25%
      25% candidates got the interview through other sources.
      Moderate Confidence
      ?
      Moderate Confidence means the data is based on a sufficient number of responses received from the candidates

      What people at Emkay Global Financial Services are saying

      Wealth Manager salary at Emkay Global Financial Services

      reported by 3 employees with 3-4 years exp.
      ₹8.1 L/yr - ₹10.3 L/yr
      23% more than the average Wealth Manager Salary in India
      View more details

      What Emkay Global Financial Services employees are saying about work life

      based on 79 employees
      68%
      78%
      49%
      97%
      Strict timing
      Monday to Friday
      Within city
      Day Shift
      View more insights

      Emkay Global Financial Services Benefits

      Soft Skill Training
      Job Training
      Health Insurance
      Team Outings
      Cafeteria
      Work From Home +6 more
      View more benefits

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