Location - Kolkata

Job Responsibilities

- 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
- Ensure discipline of asset allocation
- Achieve a revenue target 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 recent development or business opportunities for WM
- Revenue Generation
- Build Assets under advisory (AUA)

Interested candidates may send their updated profiles on [email protected].

📌 Senior Private Banker (Kolkata)
🏢 Emkay Wealth Management
📍 Kolkata