Acquisition Manager - Wealth Management - Hyderabad

Emkay Global; Hyderabad; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Emkay Global is seeking a results-driven wealth management professional in Hyderabad with 3–6 years of experience in financial services. You will generate leads, build associations with industry circles, and manage client engagements to convert leads into meetings and secured business.

The role partners with the Wealth Management Team, especially Private Bankers, to drive client acquisition and growth. A Graduate or MBA in finance is preferred and track record of hitting monthly targets is

Qualifications

• Graduate or MBA with specialization in finance.
• Wealth management experience in banks or private banking preferred.
• Minimum 3 years in financial services industry.

Responsibilities

• Keep track of industry events and journals to generate leads and connect with them.
• Create Emkay association with various industry networking circles.
• Monitor deals in the industry.
• Proactively connect with provided and self-sourced leads and explain products and services offered.
• Convert leads into meetings and follow-ups.
• Facilitate meetings of Private Bankers with potential clients.
• Ensure monthly calling and conversions targets are met.

Skills

Go getter attitude

Education

Graduate / MBA with specialisation in finance

Job description

3 - 6 Years

Full Time

Job Description

Job Responsibilities

• Keep track ofindustry events and journals to gets leads and connect with them
• Creating Emkayassociation with various industry networking circles
• Keep tab onvarious deals in the industry
• Proactively connectwith leads provided and self-sourced and explain products & servicesoffered
• Ability toconvert leads into potential meeting and follow ups
• Facilitatemeeting of Private Bankers with the potential client
• Ensure monthlycalling 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 servicesindustry. Experience in Wealth Management team or Banks (high networthindividuals) preferred.