Private Banker

Emkay; Bengaluru; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Emkay is seeking a results-driven professional to lead private wealth and portfolio services in Bengaluru. You will drive customer acquisition, financial planning, and execution of transactions, while delivering high-quality client servicing and relationship management.

The role emphasizes building standardized sales processes, ensuring risk-advisory compliance, and delivering MIS reports. MBA holders with strong communication and market knowledge are preferred.

Qualifications

• Post Graduate / MBA from a reputed institute.
• Strong client-facing skills and market awareness.
• Ability to build and manage client relationships.

Responsibilities

• Acquire customers with investable surplus of 1 Cr to 5 Cr and above.
• Provide financial planning and portfolio services.
• Execute transactions post financial planning and periodically.
• Manage private wealth, PMS and AIF fund queries.
• Deliver MIS reports as required.
• Develop short- and long-term sales strategies for wealth management.

Skills

Communication

Written communication

Education

MBA

Job description

Job Responsibilities__________________________________________________________________________________

• 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


• Revenue Generation


• Build AUA

Skills--------------------------------------------------------------------------------------------------------------------------------------

• Excellent communication


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

Competencies:--------------------------------------------------------------------------------------------------------------------------------------

• Lives the Company Values


• Business Awareness & Market Knowledge


• Customer Centricity.


• People Connect


• Result Orientation


• Networking Ability

Qualification--------------------------------------------------------------------------------------------------------------------------------------

• Post Graduate / MBA from a reputed institute