Private Banker - Wealth Management (Goa)

Emkay Global Financial Services Ltd; Panaji; On-site; INR 800,000 - 1,800,000; Full time

Job summary

A financial services company in Goa is seeking a Private Banker for Wealth Management. Candidates should have 8-12 years of experience and the ability to acquire high-value clients. Responsibilities include managing portfolios, executing transactions, and developing sales strategies. The role requires excellent communication skills and an MBA from a reputed institute. This is a full-time, mid-senior level position offering competitive benefits.

Qualifications

• Minimum of 8 - 12 years of experience in relevant field.
• 8-12 years of experience in private banking or wealth management.
• Strong communication and relationship management.

Responsibilities

• Customer acquisition with minimum of 1 Cr. investable surplus.
• Execution of transactions post Financial Planning.
• Manage Private Wealth, PMS, AIF fund queries.
• Develop short and long term sales strategies.
• Ensure adherence to financial advisory guidelines.
• Develop short and long-term WM sales strategies aligned with company goals.
• Establish standardized sales processes for quality service.

Skills

Excellent communication

Improving structure and readability of communication

Sales orientation

Financial planning

Education

Post Graduate / MBA from a reputed institute

Tools

MS Excel

Job description

Join to apply for the Private Banker - Wealth Management (Goa) role at Emkay Global Financial Services Ltd

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

Experience

• Minimum of 8 - 12 years of experience

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Finance and Sales