Client Acquisition Lead - Wealth Management

Job Description

Department Sales - WM Job posted on Jun 16, 2025 Employment type Full Time Formulating HNI client acquisition strategy (for important location) in coordination with local Regional or Zone Head Coordinate and guide regions on client engagement / acquisition activities on a calendarized basis. Lead generation from Database of each RM with the help of local MTs. MT’s report to respective local leaders (dotted line reporting to this role). Mumbai team will have direct reporting to this role. External vendor TELE ACCESS Dissemination of leads flow from Tele Access strategize flow of leads to selective regions on requirement basis Regular meeting with the vendor on training the tele callers on Emkay wealth proposition Review Lead quality, conversion ratio etc. on a periodic basis. Organic opportunity Strategize on activation of Inactive registered client data base. Coordinate with other verticals on scope of wealth client leads from their network Regular meaningful meetings with them so that the synergy is a win win one. Marketing liaison Strategize the marketing campaigns thru social media for generating lead such as: LinkedIn For e.g., Moneycontrol.com Data base left behind by resigned employees on CRM website. And the weekly campaigns on WhatsApp and email database that we have.