Job Responsibilities

• Keep track of industry events and journals to gets leads and connect with them
• Creating Emkay association with various industry networking circles
• Keep tab on various deals in the industry
• Proactively connect with leads provided and self-sourced and explain products & services offered
• Ability to convert leads into potential meeting and follow ups
• Facilitate meeting of Private Bankers with the potential client
• Ensure monthly calling and conversion targets are met.

Organizational Relationships

• Closely works with Wealth Management Team especially Private bankers

Skills

•
• Excellent communication skills
• Go getter attitude

Qualification

• Graduate / MBA with specialisation in finance

Experience

•
• Minimum of 3 years of experience in financial services industry. Experience in Wealth Management team or Banks (high networth individuals) preferred.

📌 Acquisition Manager (Pune)
🏢 Emkay Global Financial Services
📍 Pune