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Premium Employer

Emkay Global Financial Services

Compare

3.2

based on 79 Reviews

53 Emkay Global Financial Services Jobs

Wealth Manager - Private Banker

Emkay Global Financial Services Ltd.

3.2

based on 79 Reviews

4-9 years

Mumbai

Wealth Manager - Private Banker

Emkay Global Financial Services

posted 26d ago

Job Role Insights

Fixed timing

Key skills for the job

Private Banking Finance Financial Advisory Wealth Management Client Servicing Financial Planning and Analysis

+ 2 more

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

(based on 4 Emkay Global Financial Services interviews)

Referral

Campus Placement

Job Portal

25%

25% candidates got the interview through other sources.

Moderate Confidence

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

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