Senior Private Banker

Emkay Wealth Management; Kolkata District; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Emkay Wealth Management in Kolkata is seeking a Private Wealth Manager to drive client acquisition, manage investable surpluses from ₹1 Cr to ₹5 Cr, and deliver tailored financial planning and portfolio services. You will execute transactions, handle PMS and AIF queries, provide MIS reports, ensure asset allocation discipline, and strive to grow assets under advisory while maintaining compliance.

The role emphasizes revenue generation through MF sales and other asset classes, with a focus on

Qualifications

• Minimum investable surplus of ₹1 Cr to ₹5 Cr.
• Experience in private wealth management and advisory services.
• Knowledge of MF, PMS and AIF products.
• Ability to prepare and deliver MIS reports.
• Strong client servicing and engagement skills.
• Adherence to risk, compliance and advisory guidelines.

Responsibilities

• Acquire clients with investable surplus of ₹1 Cr to ₹5 Cr.
• Provide financial planning and portfolio services.
• Execute transactions post financial planning on a periodic basis.
• Manage Private Wealth, PMS and AIF fund queries.
• Ensure delivery of MIS reports as required.
• Maintain discipline of asset allocation.
• Drive revenue through MF sales and other asset classes.
• Enhance client servicing and engagement to build credibility.
• Monitor portfolios within risk and compliance parameters.
• Identify market opportunities for WM and build AUA.

Skills

Client acquisition

Financial planning

Portfolio management

MIS reporting

Risk & compliance awareness

Revenue generation

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
• Ensure discipline of asset allocation
• Achieve a revenue target 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 Assets under advisory (AUA)