About the role
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 Responsibilities
·Keep track of industry events and journals to gets leads and connect with them
·Creating Emkay association with various industry networking circles
·Keep tab on various deals in the industry
·Proactively connect with leads provided and self-sourced and explain products & services offered
·Ability to convert leads into potential meeting and follow ups
·Facilitate meeting of Private Bankers with the potential client
·Ensure monthly calling and conversion targets are met.
Organizational Relationships
·Works closely with the Sales, Research and Products team of Emkay Wealth
Skills
·Excellent communication skills in English
·Constant ability to look for opportunities to initiate client meetings for RMs
·Self-motivated and passionate about Financial markets
·Keeps track of trends in the financial services industry
Qualification
·Graduate or MBA with specialisation in Finance
Experience
·4-5 years of customer service experience in Wealth Management/Financial services industry with understanding of financial products
Competencies
·Lives the company values
·Business Awareness & Market Knowledge
·Customer Centricity
·People Connect
·Result Orientation
·Networking Ability