Sales : Generate sales as per targets laid down through a judicious mix of external channel partners, internal sales channel and direct clients, as outlined. Client Servicing / Meetings with RMs Increment increase in AUM and NET Sales To Manage customers attrition To generate processes and MIS for effective sales monitoring and reporting. Handling channel and client queries. Empanel National Distributors and IFA’s to distribute PMS and AIF products. Strategy planning: Plan overall strategy of the Zone in alignment with overall organization's objectives. Achieve set targets through designed strategy. Keep monitoring & review strategy on ongoing basis Internal Coordination Liaising with senior management to arrive at clear objectives for the Zone. Resource planning Liaising with investment teams to enable client interaction & information. Liaising with operations and ensure smooth functioning between department & operations. Ensure proper compliance with respect to all channel partners – distributors / clients etc. Compliance: Ensure all activities is as per proper compliance internally and as per regulatory requirements. Ensure all distributor agreements / client documentation has met with all regulatory & compliance requirements on ongoing basis.
Location - Chandigarh 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
Location - Bangalore 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
Location - Pune 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
Job Responsibilities / Key Deliverables: Customer Acquisition Minimum of 1 crore 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 Customers Success is Our Success. Functional Competencies: Macro Market & Economy Understanding Expert Level Understanding on Financial Products / Asset Classes Financial Planning / Portfolio Management Selling Skills / Customer Acquisition Valid Mandatory Certificates as per regulatory requirement/s
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
Department Institutional Research Job posted on Jun 16, 2025 Employment type Full Time Job Responsibilities Research - tracking sectors/ companies for Telecom Culling out data using various databases such as Bloomberg, etc Assist in Financial modelling & valuations Conducting fundamental primary research of companies as per Assisting the lead analyst/ in building financial models, building and maintaining databases, preparing initiation note, quarterly result update note and event update note Assisting the lead analyst in meeting corporate, doing channel checks, arranging for roadshows & conference Independent responsibility to interact with select buy-side analysts Organizational Relationships Closely works with the analyst and associates in the same sector and across research Skills Excellent communication Proven skills of significantly improving the structure and readability of written communication Qualification CA, MBA from Tier I & Tier II institutes. CFA pursuing/completed preferred Experience Minimum of 2 - 5 years of experience
Department Institutional Research Job posted on Jun 16, 2025 Employment type Full Time Research - tracking Pharma sectors/ companies Culling out data using various databases such as Bloomberg, etc Assist in Financial modelling & valuations Conducting fundamental primary research of companies as per Assisting the lead analyst/ in building financial models, building and maintaining databases, preparing initiation note, quarterly result update note and event update note Assisting the lead analyst in meeting corporate, doing channel checks, arranging for roadshows & conference Independent responsibility to interact with select buy-side analysts Organizational Relationships Closely works with the analyst and associates in the same sector and across research Skills - Excellent communication Proven skills of significantly improving the structure and readability of written communication Qualification - CA / CFA / MBA Experience - Minimum of 2 - 3 years of experience
Department Sales - WM Job posted on Jun 16, 2025 Employee Type Full Time Experience range (Years) 10 years - 15 years Job Responsibilities / Key Deliverables: Customer Acquisition – Minimum of 1 crore 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 “Customer’s Success is Our Success”. Functional Competencies: Macro Market & Economy Understanding Expert Level Understanding on Financial Products / Asset Classes Financial Planning / Portfolio Management Selling Skills / Customer Acquisition Valid Mandatory Certificates as per regulatory requirement/s
Department Institutional Research Job posted on Jun 16, 2025 Employment type Full Time Job Responsibilities Research - tracking sectors/ companies for Telecom Culling out data using various databases such as Bloomberg, etc Assist in Financial modelling & valuations Conducting fundamental primary research of companies as per Assisting the lead analyst/ in building financial models, building and maintaining databases, preparing initiation note, quarterly result update note and event update note Assisting the lead analyst in meeting corporate, doing channel checks, arranging for roadshows & conference Independent responsibility to interact with select buy-side analysts Organizational Relationships Closely works with the analyst and associates in the same sector and across research Skills Excellent communication Proven skills of significantly improving the structure and readability of written communication Qualification CA, MBA from Tier I & Tier II institutes. CFA pursuing/completed preferred Experience Minimum of 2 - 5 years of experience
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.
Department Execution Job posted on Jun 16, 2025 Employment type Full Time Job Responsibilities ______________________________________________________________________________________ Primary responsibility of the team member(s) would be to : a. manage the entire regulatory process esp. for ECM deals b. Handle due-diligence and pre/post IPO/ QIP process d. Have thorough knowledge of SEBI and capital market related regulations e. Have sound knowledge of products like IPO, QIP, Rights, Buy-back etc. f. Have a good understanding of the regulatory nuances and should have completed few IPO/QIP transactions in left lead role g. Help in preparing relevant sections of pitch/credential book h. Can focus on drafting, documentation and liaisoning with regulators, stock exchanges, legal firms etc. Organizational Relationships Investment Banking team Institutional Equities team Desired Attributes - Problem solving, Multi tasking, Eye for detail, Rigour, Fast Learning Good communication and networking skills Qualification - CA/CS/MBA /LLB Experience - - An ideal candidate would have 7 - 10 years of relevant work experience in a Cat 1 MB
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
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
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
The IT Security Manager is a key role within our IT Infrastructure department at Emkay. As the IT Security Manager, you will be responsible for implementing security measures to safeguard our systems and networks. Your main objective will be to identify and mitigate security risks, ensure compliance with industry standards, and develop strategies to protect sensitive information. Your primary responsibilities will include: 1) Implementation of Security Strategy: - Develop and execute the IT security strategy in alignment with organizational goals. - Conduct risk assessments and provide recommendations to enhance our security posture. - Collaborate with key stakeholders to implement security policies, standards, and procedures. - Enhance IT Infrastructure change management practices following ITIL processes. - Maintain a strong focus on vulnerability and patch management for the entire IT infrastructure. 2) Focus on Infrastructure Security: - Oversee the implementation of security measures for networks, systems, and applications. - Ensure data integrity and confidentiality through access controls and encryption. - Monitor and respond to security incidents, including assisting with forensic investigations. 3) Ensuring Security Compliance: - Ensure compliance with relevant regulatory requirements and industry standards. - Conduct regular assessments of the infrastructure and implement corrective actions as needed. - Stay informed about emerging security threats, vulnerabilities, and technologies. 4) Security Awareness: - Create and promote security awareness initiatives to educate the Infra team on the importance of cybersecurity. - Provide guidance to staff on security best practices and procedures. 5) Incident Response and Management: - Develop and maintain an incident response plan to address security breaches. - Lead and coordinate the response to security incidents, collaborating with internal teams and external partners as required. Qualifications required for this role include: - Bachelor's degree in computer science, Information Technology, or a related field. - Certified ITIL Practice Manager. - 4-5 years of experience in IT security roles focusing on managing security programs. - Industry certifications such as CISSP, CISM, ISO27001, or equivalent are highly desirable. - Strong knowledge of security frameworks, standards, and best practices. - Excellent communication and interpersonal skills. Additional requirements for the role include a strong ITIL background, the ability to keep up with industry trends and emerging technologies, proficient problem-solving and analytical skills with a focus on Cyber Security, demonstrated leadership and team management experience, good communication and interpersonal skills to build relationships with internal stakeholders, and the ability to work independently or as part of a team with a high level of self-motivation and initiative.,
The role in the Institutional Research Department involves tracking Pharma sectors/companies, extracting data from databases like Bloomberg, assisting in Financial modeling & valuations, and conducting fundamental primary research on companies. You will support the lead analyst in building financial models, maintaining databases, and preparing various types of research notes. Additionally, you will interact independently with select buy-side analysts and collaborate closely with analysts and associates across different sectors. The ideal candidate should have excellent communication skills and a proven ability to enhance the structure and readability of written communication. Qualifications required for this position include CA, CFA, or MBA, with a minimum of 2-3 years of relevant experience in the field. If you are looking for a challenging role that involves in-depth research, financial analysis, and communication with industry experts, this opportunity might be the perfect fit for you.,
Position: Senior Private Banker / Regional Head 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
Job Responsibilities / Key Deliverables: Customer Acquisition Minimum of 1 crore 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 Customers Success is Our Success. Functional Competencies: Macro Market & Economy Understanding Expert Level Understanding on Financial Products / Asset Classes Financial Planning / Portfolio Management Selling Skills / Customer Acquisition Valid Mandatory Certificates as per regulatory requirement/s
Department Sales - WM Job posted on Aug 20, 2025 Employee Type Full Time Experience range (Years) 8 years - 12 years 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
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