Regional Head - East (Kolkata)

About Us :

Emkay Global Financial Services Ltd. is a leader in the financial services sector, actively creating wealth for our clients for over two decades.

Founded in 1995 with a clear goal of offering sound, research-backed financial advice, we have successfully served a wide variety of highly distinguished clientele around the world; including foreign institutional investors (FIIs), domestic mutual funds, hedge funds, banks, insurance companies, private equity firms, corporate houses, small and medium-sized enterprises and high net worth individuals (HNIs).

Job Responsibilities

• To develop short term and long-term sales strategies for the Regional Wealth Management Business in line with the overall strategic goals of the organization and Department.
• To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery.
• Strategies to achieve a balance of revenue streams through sale of MF /PMS 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.
• 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
• Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus
• 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 for the region.
• Ensure discipline of asset allocation
• Continuous learning, to be better equipped than our competitors.
• Financial Planning (FP) and Portfolio Services
• To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances.
• Execution of transactions post FP and on periodical basis
• Responsible for Individual and Team Revenue generation
• Build AUA
• Team Management
• To continuously scan the competition/market and report on emerging trends or any new development or Business Opportunities for Wealth Management.

Organizational Relationships

• Works closely with the Sales, Research, Products and the Corporate Office Team to Align organisational and Departmental Goals and Deliver the desired objectives.

Skills

• Team Management Skills
• Collaboration
• Excellent networking and communication skills
• Self-motivated and passionate about financial markets
• Keeps track of trends in the financial services industry

Qualification & Experience

• MBA with specialisation in Marketing / Finance, CA
• Minimum of 10 To 15+ years of experience
• Must have operated in the Region for the last 5 Plus Years

Competencies

• Lives the company values.
• Business Awareness & Market Knowledge
• Customer Centricity
• People Connect
• Result Orientation
• Networking Ability