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.