Company Description Emkay Wealth Management is a pioneer in global financial services, providing well-researched advice on financial planning to help clients acquire, preserve, and grow their wealth. With over two decades of experience, we offer comprehensive solutions tailored to individual needs, enabling clients to achieve their financial goals successfully. Our expertise in financial planning, profitable investments, and asset management techniques sets us apart as a reliable partner in the financial sector. Role Description This is a full-time on-site Vice President role located in Mumbai at Emkay Wealth Management. The Vice President will be responsible for overseeing the financial services offered to clients, providing well-researched and strategic advice on wealth management, and leading a team of financial advisors. This role involves extensive financial planning, investment management, and market analysis to ensure clients' financial success. Qualifications Financial Planning, Investment Management, and Wealth Management skills Strong Leadership and Team Management abilities Excellent Analytical and Strategic Thinking skills Client Relationship Management and Communication skills Experience in the financial services industry Bachelor's degree in Finance, Economics, or related field Professional certifications such as CFA, CFP, or CIMA are a plus Show more Show less
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 Description : To develop short term and long-term sales strategies for the Regional Wealth Management 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 to 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 the region. 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. Organizational Relationships : 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 Minimum of 10 To 15+ years of experience Must have operated in the Region for the last 5 Plus Years Competencies : Lives the company values. Business Awareness & Market Knowledge Customer Centricity People Connect Result Orientation Networking Ability
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 Show more Show less
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