📍 Locations: Mumbai, Delhi, Kolkata, Bangalore, Hyderabad, Chennai, Pune
🧩 Experience: 8–12 Years
🎓 Qualification: Postgraduate / MBA from a reputed institute
About the Company
https://www.emkayglobal.com/ou...
We are seeking an experienced and client-focused Wealth Management Professional to drive customer acquisition, portfolio advisory, and long-term relationship management across high-net-worth client segments. The ideal candidate will possess strong financial advisory expertise, proven client engagement capabilities, and strategic thinking to grow Assets Under Advice (AUA) while delivering best-in-class wealth solutions.
Key ResponsibilitiesClient Acquisition & AdvisoryAcquire and engage high-value clients with an investable surplus of ₹1 Cr to ₹5 Cr and above.
Lead comprehensive financial planning and portfolio advisory services aligned with client objectives, risk profile, and market outlook.
Execute and monitor wealth solutions including PMS, AIF, Mutual Funds, Fixed Income, and Alternate Investments.
Manage ongoing client interactions to resolve queries related to Private Wealth, PMS, AIF, and product suitability.
Ensure timely delivery of client reports, investment reviews, and market insights.
Maintain disciplined asset allocation based on research, compliance, and risk advisory guidelines.
Develop and implement short-term and long-term growth strategies to meet business objectives.
Build a diversified revenue mix with a strong focus on steady annuity flows via mutual funds and scalable returns across asset classes.
Expand AUA and wallet share through proactive cross-selling and deep engagement.
Ensure strict adherence to internal policies, regulatory guidelines, and industry-standard advisory practices.
Establish and maintain high-quality processes to enable consistent and compliant service delivery.
Prepare and manage MIS, performance dashboards, and competitive insights to support decision-making.
Track market trends, competitive offerings, and emerging investment products.
Continuously enhance product knowledge to deliver superior advisory experience and maintain competitive edge.
Exceptional communication and presentation skills
Strong financial acumen and advisory capability
Structured thinking and ability to simplify complex financial concepts for clients
Customer Centricity
Business Awareness & Market Knowledge
Strong Networking and Relationship Building
Result Orientation with Ownership Mindset
Collaborative and People-Connect Approach
Integrity aligned with Company Values
