- 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.