Executive - Customer Service

Emkay Global; Nagpur District; Sur place; INR 500 000 - 750 000; Plein temps

Résumé du poste

Emkay Global Financial Services Ltd. is seeking a dynamic Customer Service professional with 4-5 years in Wealth Management to drive client engagement and lead generation in Nagpur, Maharashtra.

The role involves coordinating with Sales and Research teams, nurturing relationships with HNIs and institutional clients, and achieving monthly targets through proactive outreach and product knowledge.

Qualifications

• Graduate or MBA with specialization in Finance.
• 4-5 years of customer service experience in Wealth Management/Financial services.
• Strong communication and relationship-building skills.

Responsabilités

• Track industry events and journals to generate leads and connect with them.
• Build Emkay association with industry networking circles.
• Monitor deals in the industry and provide timely updates.
• Proactively contact leads and explain Emkay Wealth products & services.
• Coordinate meetings between Private Bankers and potential clients.
• Meet monthly calling and conversion targets.

Connaissances

English communication

Lead generation

Financial market awareness

Customer-centric focus

Formation

Graduate or MBA in Finance

Description du poste

Nagpur, Nagpur, Maharashtra, India ..+ 2

1 - 3 Years

Full Time

Job Description

EmkayGlobal Financial Services Ltd. is a leader in the financial services sector,actively creating wealth for our clients for over two decades.

Founded in1995 with a clear goal of offering sound, research-backed financial advice, wehave successfully served a wide variety of highly distinguished clientelearound the world; including foreign institutional investors (FIIs), domesticmutual funds, hedge funds, banks, insurance companies, private equity firms,corporate houses, small and medium-sized enterprises and high net worthindividuals (HNIs).

Job Responsibilities

• Keeptrack of industry events and journals to gets leads and connect with them
• CreatingEmkay association with various industry networking circles
• Keeptab on various deals in the industry
• Proactivelyconnect with leads provided and self-sourced and explain products &services offered
• Abilityto convert leads into potential meeting and follow ups
• Facilitatemeeting of Private Bankers with the potential client
• Ensuremonthly calling and conversion targets are met.

OrganizationalRelationships

• Works closely with the Sales,Research and Products team of Emkay Wealth

Skills

• Excellent communicationskills in English
• Constant ability to look foropportunities to initiate client meetings for RMs
• Self-motivated andpassionate about Financial markets
• Keeps track of trends in thefinancial services industry

Qualification

• Graduate or MBA withspecialisation in Finance

Experience

• 4-5 years of customerservice experience in Wealth Management/Financial services industry withunderstanding of financial products
• Lives the company values
• Business Awareness &Market Knowledge
• Customer Centricity

Job Snapshot

• Job ID 1039
• Department Customer Service
• Location Location Nagpur, Nagpur, Maharashtra, India ..+ 2