Portfolio Manager | AVP | DVP | Wealth Management

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
• Responsible for individual revenue generation
• Responsible for individual and team revenue generation in case of team leader role
• Build AUA

Organizational Relationships:
• ·Works closely with the Sales, Research and Products team of Emkay Wealth

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

Qualification:
• MBA with specialisation in Finance

Experience:
• Minimum of 8 - 12 years of experience

Competencies:
• Lives the company values
• Business Awareness Market Knowledge
• Customer Centricity
• People Connect
• Result Orientation
• Networking Ability Read more