Regional Head

4 days ago


Delhi, Delhi, India Emkay Wealth Management Full time

Job Description :

  • 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 :

  • 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

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