Senior Wealth Management Strategist

1 day ago


Kolkata, West Bengal, India Emkay Global Financial Services Ltd Full time
Job Title: Senior Wealth Management Strategist

  Company Overview: Emkay Global Financial Services Ltd is a leading financial services company that offers a wide range of products and services to its clients. Our team is committed to delivering exceptional results and building long-term relationships with our clients.

  Estimated Salary: ₹25,00,000 - ₹35,00,000 per annum (depending on experience)

About the Role:

As a Senior Wealth Management Strategist at Emkay Global Financial Services Ltd, you will be responsible for developing short-term and long-term sales strategies for the Regional Wealth Management Business. You will work closely with the Sales, Research, Products, and Corporate Office Teams to align organizational and departmental goals and deliver the desired objectives.

Main Responsibilities:

• 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.
• 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.
• Drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition.
• 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.
• 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.
• 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.
• Works closely with the Sales, Research, Products and the Corporate Office Team to Align organisational and Departmental Goals and Deliver the desired objectives.

Required Skills and Qualifications:

• 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

Benefits:

At Emkay Global Financial Services Ltd, we offer a competitive salary package, along with opportunities for career growth and professional development. We also provide a supportive work environment, where you can grow both personally and professionally.

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