AVP Portfolio Advisory

3 days ago

Mumbai, India Emkay Global Financial Services Limited Full time

Job Description Role- AVP Portfolio Advisory About Emkay 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). If you are a dynamic and motivated individual seeking to kickstart your career with a leading financial services organization, Emkay is the perfect place for you to grow and thrive. Join us in our journey of excellence by applying now Job Description: - Acquire new customers /HNI / Family office / Corporate Clients / AIF PMS - Build broking commissions and simultaneously build client assets under management (AUM) - Maintain contacts with HNI and to keep them up date with market information, to ensure better relationship - Cross-sell Commodities broking, PMS, Insurance & MF in partnership with Financial Advisor of PWM unit - Ensure client portfolios are regularly maintained to guide clients on their positions - Ensure customer calling (outbound) is actively done to share ideas, research views & technical views to build volumes - Ensure all CAT A customers are met once a fortnight and CAT B once a month and CAT C once a quarter - Participate in the research/analyst meetings to gain fundamental knowledge and data points - Ensure the customer base is widened to have lesser dependencies on few customers Result Area: - Build diversified client base (Cash, F&O, Futures) - Build Client AUMs - Revenue Parameters - Min 3 x CTC - Incentive starts once the revenue crosses 3 x CTC

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