Private Banker - Wealth Management (Udaipur)

Emkay Global Financial Services Ltd


Date: 2 days ago
City: Udaipur, Rajasthan
Contract type: Full time
Job Responsibilities

__________________________________________________________________________________

  • Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus
  • Financial Planning (FP) and Portfolio Services
  • Execution of transactions post FP and on periodical basis
  • 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
  • To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery
  • Ensure discipline of asset allocation
  • Achieve a balance of revenue streams through sale of MF 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
  • Continuous learning, to be better equipped than our competitors
  • 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
  • To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances
  • To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM
  • Revenue Generation
  • Build AUA

Skills

  • Excellent communication
  • Proven skills of significantly improving the structure and readability of written communication

Competencies

  • Lives the Company Values
  • Business Awareness & Market Knowledge
  • Customer Centricity.
  • People Connect
  • Result Orientation
  • Networking Ability

Qualification

  • Post Graduate / MBA from a reputed institute

Experience

  • Minimum of 8 - 12 years of experience

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