Job Summary

Emkay Global Financial Services Ltd. is a leader in the financial services sector, actively creating wealth for our clients for over two decades.

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

- Works closely with the Sales, Research and Products team of Emkay Wealth

Skills

- Excellent communication skills in English
- Constant ability to look for opportunities to initiate client meetings for RMs




- Self-motivated and passionate about Financial markets
- Keeps track of trends in the financial services industry

Qualifications

- Graduate or MBA with specialisation in Finance

Experience

- 4-5 years of customer service experience in Wealth Management/Financial services industry with understanding of financial products

Competencies

- Lives the company values
- Business Awareness Market Knowledge
- Customer Centricity
- People Connect
- Result Orientation
- Networking Ability

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Executive - Customer Service (Pune)
🏢 Emkay
📍 Pune