AVP Portfolio Advisory (Mumbai)

AVP Portfolio Advisory (Mumbai)

31 Jul
|
Emkay Global Financial Services
|
Mumbai

31 Jul

Emkay Global Financial Services

Mumbai

Role- AVP Portfolio Advisory

About Emkay

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).

If you are a energetic and motivated individual seeking to kickstart your career with a leading financial services organization, Emkay is the perfect place for you to grow and thrive. Join us in our journey of excellence by applying now!

:

- Acquire new customers /HNI / Family office / Corporate Clients / AIF – PMS
- Build broking commissions and simultaneously build client assets under management (AUM)




- Maintain contacts with HNI and to keep them up date with market information, to ensure better relationship
- Cross-sell Commodities broking, PMS, Insurance & MF in partnership with Financial Advisor of PWM unit
- Ensure client portfolios are regularly maintained to guide clients on their positions
- Ensure customer calling (outbound) is actively done to share ideas, research views & technical views to build volumes
- Ensure all CAT A customers are met once a fortnight and CAT B once a month and CAT C once a quarter
- Participate in the research/analyst meetings to gain fundamental knowledge and data points
- Ensure the customer base is widened to have lesser dependencies on few customers

Result Area:

- Build diversified client base (Cash, F&O;, Futures)
- Build Client AUMs
- Revenue Parameters
- Min – 3 x CTC
- Incentive starts once the revenue crosses 3 x CTC

📌 AVP Portfolio Advisory (Mumbai)
🏢 Emkay Global Financial Services
📍 Mumbai

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