Regional Head of Wealth Management

2 weeks ago


Kolkata, West Bengal, India Emkay Global Financial Services Ltd Full time

About the Role:

We are seeking a highly motivated and experienced Regional Head to lead our Wealth Management team in Kolkata. As a key member of our leadership team, you will be responsible for driving business growth, developing sales strategies, and managing a team of professionals.

Job Responsibilities:

  • Develop and execute short-term and long-term sales strategies for the Regional Wealth Management Business
  • Establish standardized and efficient sales processes to ensure quality control and customer satisfaction
  • Build and maintain strong client relationships through excellent communication and networking skills
  • Monitor and evaluate client positions, portfolio allocations, and ensure adherence to risk and advisory parameters
  • Manage Private Wealth, PMS, and AIF fund related queries
  • Ensure delivery of MIS reports as per requirements

Key Skills and Qualifications:

  • MBA with specialization in Marketing/Finance or CA
  • Minimum 10-15 years of experience in Wealth Management
  • Strong leadership and team management skills
  • Excellent networking and communication skills
  • Self-motivated and passionate about financial markets

Competencies:

  • Lives the company values
  • Business Awareness & Market Knowledge
  • Customer Centricity
  • People Connect
  • Result Orientation
  • Networking Ability

Estimated Salary: ₹20 lakhs - ₹30 lakhs per annum, depending on experience and qualifications.



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