Portfolio Manager / Avp / Dvp - Wealth Management

Job Description:Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplusFinancial Planning (FP) and Portfolio ServicesExecution of transactions post FP and on periodical basisManage Private Wealth, PMS and AIF fund related queriesEnsure delivery of various MIS reports as per requirementsTo develop short term and long term sales strategies for the WM business- in line with the overall strategic goals of the organizationTo establish standardized and efficient sales processes to ensure quality control and efficient customer service deliveryEnsure discipline of asset allocationAchieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset classTo drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value propositionContinuous learning, to be better equipped than our competitorsTo 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 TeamsTo ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instancesTo continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WMResponsible for individual revenue generationResponsible for individual and team revenue generation in case of team leader roleBuild AUA
Organizational Relationships
:·Works closely with the Sales, Research and Products team of Emkay Wealth
Skills:Excellent networking and communication skillsSelf-motivated and passionate about Financial marketsKeeps track of trends in the financial services industry
Qualification:MBA with specialisation in Finance
Experience:Minimum of 8 - 12 years of experience
Competencies:Lives the company valuesBusiness Awareness & Market KnowledgeCustomer CentricityPeople ConnectResult OrientationNetworking Ability