Premium Employer

i

This company page is being actively managed by Emkay Global Financial Services Team. If you also belong to the team, you can get access from here

Emkay Global Financial Services Verified Tick

Compare button icon Compare button icon Compare
filter salaries All Filters

35 Emkay Global Financial Services Jobs

Private Banker - Wealth Management (Bangalore)

8-13 years

₹ 35 - 50L/yr

Bangalore / Bengaluru

2 vacancies

Private Banker - Wealth Management (Bangalore)

Emkay Global Financial Services

posted 1d ago

Job Description

Job 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

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

Experience

  • Minimum of 8 - 12 years of experience



Employment Type: Full Time, Permanent

Read full job description

Prepare for Private Banker roles with real interview advice

What people at Emkay Global Financial Services are saying

What Emkay Global Financial Services employees are saying about work life

based on 85 employees
66%
79%
50%
97%
Strict timing
Monday to Friday
No travel
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

Compare Emkay Global Financial Services with

Edelweiss

3.9
Compare

Motilal Oswal Financial Services

3.7
Compare

IIFL Finance

4.0
Compare

HDFC Securities

3.6
Compare

Kotak Securities

3.6
Compare

Angel One

3.9
Compare

ICICI Securities

3.9
Compare

Axis Direct

3.8
Compare

Reliance Securities

3.8
Compare

Sharekhan

3.8
Compare

Religare

3.8
Compare

Nippon Life India Asset Management

4.5
Compare

JM Financial

3.8
Compare

BOBCARD Ltd.

4.4
Compare

Geojit Financial Services

3.8
Compare

TSYS|Total System Services

4.1
Compare

Stock Holding Corporation of India

3.6
Compare

Reliance Capital

3.7
Compare

5paisa Capital Ltd.

3.9
Compare

Alankit

3.4
Compare

Similar Jobs for you

Private Banker at Emkay

Mumbai

8-13 Yrs

₹ 35-50 LPA

Private Banker at Emkay

Hyderabad / Secunderabad

8-13 Yrs

₹ 35-50 LPA

Relationship Manager Wealth Management at Emkay

Dubai

3-7 Yrs

₹ 15-30 LPA

Private Banking Relationship Manager at Waytogo Consultants

Hyderabad / Secunderabad, Bangalore / Bengaluru + 1

10-18 Yrs

₹ 20-30 LPA

Private Banking Relationship Manager at Waytogo Consultants

Chennai, Bangalore / Bengaluru + 1

4-9 Yrs

₹ 15-30 LPA

Private Banker at Emkay

Ahmedabad

8-13 Yrs

₹ 35-50 LPA

Management at Emkay

Hyderabad / Secunderabad

10-20 Yrs

₹ 20-35 LPA

Relationship Manager at Waytogo Consultants

Chennai

10-17 Yrs

₹ 18-30 LPA

Private Banker at Emkay

Pune

8-13 Yrs

₹ 35-50 LPA

Relationship Banking Head at Hdfc Bank

Bangalore / Bengaluru

11-21 Yrs

₹ 18-30 LPA

Private Banker - Wealth Management (Bangalore)

8-13 Yrs

₹ 35 - 50L/yr

Bangalore / Bengaluru

1d ago·via naukri.com

Private Banker - Wealth Management (Mumbai)

8-13 Yrs

₹ 35 - 50L/yr

Mumbai

1d ago·via naukri.com

Private Banker - Wealth Management (Hyderabad)

8-13 Yrs

₹ 35 - 50L/yr

Hyderabad / Secunderabad

1d ago·via naukri.com

Relationship Manager - Wealth Management (Dubai)

3-7 Yrs

Dubai

1d ago·via naukri.com

Private Banker - Wealth Management (Pune)

8-13 Yrs

₹ 35 - 50L/yr

Pune

1d ago·via naukri.com

Private Banker - Wealth Management

8-13 Yrs

₹ 35 - 50L/yr

Ahmedabad

1d ago·via naukri.com

Regional Head ( Wealth Management)

10-15 Yrs

Bangalore / Bengaluru

1d ago·via naukri.com

AVP / DVP Wealth Management

10-20 Yrs

Hyderabad / Secunderabad

3d ago·via naukri.com

Business Analyst

4-7 Yrs

Mumbai

3d ago·via naukri.com

Private Banker - Wealth Management

8-13 Yrs

Pune, Ahmedabad, Mumbai

6d ago·via naukri.com
write
Share an Interview