We are on the look out for Zonal Head - West for our Wealth Management Division. Location : Mumbai About Company Emkay Global Financial Services Ltd. is a leader in the financial services sector, actively creating wealth for our clients for over two decades. Founded in 1995 with a clear goal of offering sound, research-backed financial advice, we have successfully served a wide variety of highly distinguished clientele around the world; including foreign institutional investors (FIIs), domestic mutual funds, hedge funds, banks, insurance companies, private equity firms, corporate houses, small and medium-sized enterprises and high net worth individuals (HNIs). Job Responsibility - To develop short term and long term sales strategies for the West Zone WM Business- in line with the overall strategic goals of the organization and Department. - To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery - Strategies and Achieve a balance of revenue streams through sale of MF /PMS 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 - 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 - Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus - 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 for West India - Ensure discipline of asset allocation - Continuous learning, to be better equipped than our competitors - Financial Planning (FP) and Portfolio Services - To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances - Execution of transactions post FP and on periodical basis - Responsible for Individual and Team Revenue generation - Build AUA - Team Management - To continuously scan the competition/market and report on emerging trends or any new development or Business Opportunities for Wealth Management. Organisational Relationship - Works closely with the Sales, Research, Products and the Corporate Office Team to Align Organisational and Departmental Goals and Deliver the desired objectives. Skills - Team Management Skills - Collaboration - Excellent networking and communication skills - Self-motivated and passionate about Financial markets - Keeps track of trends in the financial services industry Qualification - MBA with specialisation in Marketing / Finance, CA Experience - Minimum of 10 To 15+ years of experience Must have operated in West of India / Mumbai for the last 5 Plus Years Competencies - Lives the company values - Business Awareness & Market Knowledge - Customer Centricity - People Connect - Result Orientation - Networking Ability

Mumbai

Emkay Global Financial Services -  Zonal Head - Wealth Management - West 

Emkay Global Financial Services -  Zonal Head - Wealth Management - West  ,Job Description for Emkay Global Financial Services -  Zonal Head - Wealth Management - West  in Emkay in  Mumbai for (10-30) years of experience. Apply Now!

Job Description for Emkay Global Financial Services -  Zonal Head - Wealth Management - West  in Emkay in  Mumbai for (10-30) years of experience. Apply Now!