AVP - Wealth Management

Emkay Global Financial Services; Chandigarh; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Emkay Global Financial Services seeks a result-driven professional for Wealth Management. The role focuses on acquiring high-net-worth clients, delivering financial planning and portfolio services, and ensuring timely execution of transactions post-FP.

The candidate will manage private wealth, PMS and AIF queries while building robust MIS reporting and standardized sales processes. The ideal candidate will drive client servicing and engagement, maintain asset allocation discipline, and seek

Qualifications

• Excellent written and verbal communication skills are required.
• Ability to simplify complex financial concepts for clients.

Responsibilities

• Acquire clients with 1 Cr to 5 Cr investable surplus; drive FP and portfolio services.
• Execute transactions post FP and on a periodic basis; manage Private Wealth, PMS and AIF queries.
• Deliver MIS reports as per requirements and build standard sales processes.
• Develop short- and long-term WM sales strategies aligned with organizational goals.
• Ensure asset allocation discipline and build steady annuity through MF and other assets.
• Drive high-quality client servicing and engagement to enhance market credibility.
• Continuously monitor client portfolios within risk/advisory parameters set by Compliance.
• Scan market for trends and opportunities; build AUA.

Skills

Excellent communication

Written communication improvement

Education

MBA / PGDM

Job description

• 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
• Build AUA

Skills

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

Lives the Company Values

• Business Awareness & Market Knowledge
• Customer Centricity.

Qualification

• Post Graduate / MBA from a reputed institute