Acquisition Manager - Wealth Management - Bangalore

Emkay Global Financial Services Ltd; Bengaluru; On-site; INR 700,000 - 1,000,000; Full time

Job summary

Emkay Global Financial Services Ltd in Bengaluru is seeking a results-driven wealth management professional with 3+ years in financial services to join our Private Banker/Wealth Management team. You will engage with high-net-worth clients, build relationships and drive lead generation.

The role requires excellent communication, a go-getter attitude, and the ability to convert leads into meetings while coordinating with private bankers to close deals.

Qualifications

• Graduate / MBA with specialisation in finance.
• Minimum 3 years of experience in financial services.
• Experience in Wealth Management team or Banks (high networth individuals) preferred.

Responsibilities

• Keep track of industry events and journals to gets leads and connect with them.
• Creating Emkay association with various industry networking circles
• Keep tab on various deals in the industry
• Proactively connect with leads provided and self-sourced and explain products & services offered
• Ability to convert leads into potential meeting and follow ups
• Facilitate meeting of Private Bankers with the potential client
• Ensure monthly calling and conversion targets are met.

Skills

Excellent communication skills

Go getter attitude

Education

Graduate / MBA with specialisation in finance

Job description

Job Responsibilities

______________________________________________________________________________________

• Keep track of industry events and journals to gets leads and connect with them
• Creating Emkay association with various industry networking circles
• Keep tab on various deals in the industry
• Proactively connect with leads provided and self-sourced and explain products & services offered
• Ability to convert leads into potential meeting and follow ups
• Facilitate meeting of Private Bankers with the potential client
• Ensure monthly calling and conversion targets are met.

Organizational Relationships

• Closely works with Wealth Management Team especially Private bankers

Skills

• Excellent communication skills
• Go getter attitude

Qualification

• Graduate / MBA with specialisation in finance

Experience

• Minimum of 3 years of experience in financial services industry. Experience in Wealth Management team or Banks (high networth individuals) preferred.