: Wealth Management Professional

? 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...

Role Overview

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 solid financial advisory expertise, proven client engagement capabilities, and strategic thinking to grow Assets Under Advice (AUA) while delivering best-in-class wealth solutions.

Key Responsibilities

Client Acquisition & Advisory

- Acquire 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.

Portfolio & Relationship Management

- 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.

Sales Strategy & Business Growth





- 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.

Governance, Compliance & Reporting

- 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.

Market Intelligence & Continuous Learning

- Track market trends, competitive offerings, and emerging investment products.

- Continuously enhance product knowledge to deliver superior advisory experience and maintain competitive edge.

Skills & Competencies

Must Have Skills

- Exceptional communication and presentation skills

- Strong financial acumen and advisory capability

- Structured thinking and ability to simplify complex financial concepts for clients

Core Competencies

- 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

📌 Emkay Golbal- Wealth RM (India)
🏢 NextHire
📍 India