AVP - Portfolio advisory

3 weeks ago

mumbai, India Emkay Global Financial Services Ltd Full time

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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