Job Responsibilities

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- 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 - Wealth Management - Hyderabad (Pune)
🏢 Emkay Global Financial Services
📍 Pune