Acquisition Manager - Wealth Management - Bangalore

Emkay Global; Bengaluru; On-site; INR 500,000 - 900,000; Full time

Job summary

Emkay Global in Bengaluru, Karnataka invites applications for a Wealth Management professional with 3-6 years in financial services. The role focuses on lead generation, industry networking, and coordinating with private bankers to connect potential clients.

You will proactively engage leads, explain Emkay's products and services, aim to convert leads into meetings, and ensure monthly calling and sales targets are met within a team aligned with wealth management goals.

Qualifications

• Graduate or MBA with finance specialization.

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

Go getter attitude

Education

Graduate / MBA with specialisation in finance

Job description

Job Description

3 - 6 Years

Full Time

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

• 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.

Job Snapshot

Job ID

1053

Department

Location