Home
Communities
Companies
- Companies
  
  Discover best places to work
- Compare Companies
  
  Compare & find best workplace
- Add Office Photos
  
  Bring your workplace to life
- Add Company Benefits
  
  Highlight your company's perks
Reviews
- Company reviews
  
  Read reviews for 6L+ companies
- Write a review
  
  Rate your former or current company
Salaries
- Browse salaries
  
  Discover salaries for 6L+ companies
- Salary calculator
  
  Calculate your take home salary
- Are you paid fairly?
  
  Check your market value
- Share your salary
  
  Help other jobseekers
Interviews
- Company interviews
  
  Read interviews for 40K+ companies
- Campus placements
  
  Interviews questions for 1K+ colleges
- Share interview questions
  
  Contribute your interview questions
Jobs
Awards

RATE NOW!
- ABECA 2025
  
  RATE NOW!
  
  AmbitionBox Employee Choice Awards - 4th Edition
- ABECA 2024
  
  AmbitionBox Employee Choice Awards - 3rd Edition
- AmbitionBox Best Places to Work 2022
  
  2nd Edition
- AmbitionBox Best Places to Work 2021
  
  1st Edition

For Employers

Add office photos

Premium Employer

Emkay Global Financial Services

Compare

3.2

based on 79 Reviews

53 Emkay Global Financial Services Jobs

Wealth Manager - Assistant Vice President

Emkay Global Financial Services Ltd.

3.2

based on 79 Reviews

10-20 years

Delhi/Ncr

Wealth Manager - Assistant Vice President

Emkay Global Financial Services

posted 12d ago

Job Role Insights

Fixed timing

Key skills for the job

Wealth Management Client Servicing Financial Planning and Analysis Portfolio Management Client Engagement

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 Assistant Vice President 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

Assistant Vice President salary at Emkay Global Financial Services

reported by 4 employees with 14-22 years exp.

₹12 L/yr - ₹22 L/yr

35% less than the average Assistant Vice President 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

Compare Emkay Global Financial Services with

Edelweiss

3.9

Compare

Motilal Oswal Financial Services

3.8

Compare

IIFL Finance

4.0

Compare

HDFC Securities

3.6

Compare

Kotak Securities

3.7

Compare

Angel One

3.9

Compare

ICICI Securities

3.9

Compare

Axis Direct

3.8

Compare

Reliance Securities

3.8

Compare

Sharekhan

3.9

Compare

Nippon Life India Asset Management

4.7

Compare

Religare

3.7

Compare

MAS Financial Services

3.6

Compare

Shriram Housing Finance

3.9

Compare

JM Financial

3.8

Compare

Geojit Financial Services

3.8

Compare

TSYS|Total System Services

4.2

Compare

Stock Holding Corporation of India

3.5

Compare

Reliance Capital

3.7

Compare

5paisa Capital Ltd.

3.9

Compare

Similar Jobs for you

Assistant Vice President at Talengage

5-20 Yrs

Not Disclosed

Assistant Vice President at Talengage

10-25 Yrs

₹ 30-50 LPA

Assistant Vice President at Manzil HR Services

Bangalore / Bengaluru, Ahmedabad

9-30 Yrs

₹ 15-32 LPA

Management at Emkay Global Financial Services Ltd.

Chennai

7-12 Yrs

₹ 27.5-30 LPA

Assistant Vice President Sales at IndiaMART

Chennai, Coimbatore

7-10 Yrs

₹ 25-40 LPA

Assistant Vice President at Realty Assistant

Noida

8-13 Yrs

₹ 15-30 LPA

Assistant Vice President at Alliance Infrastructure Projects Pvt. Ltd.

Bangalore / Bengaluru

6-10 Yrs

₹ 30-37.5 LPA

Associate Vice President at Magnet HR Consulting Services

7-15 Yrs

₹ 22-40 LPA

Senior Vice President at Synapse Search Partners

Mumbai

7-15 Yrs

₹ 30-50 LPA

Assistant Vice President Sales at IndiaMART

Pune

5-10 Yrs

₹ 25-30 LPA