Portfolio Manager - Sales - BFS (10-12 Yrs) Delhi/Mumbai/Bangalore (BFSI Sales)

Client : Emkay GlobalExperience : 10 to 12 yearsLocation : Bangalore , Mumbai, DelhiJob description :- 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 (ref:updazz.com)

Payroll Type : Permanent