- Location
- Bengaluru, Karnataka, India
- Job type
- Full-time
About the role
Emkay Global Financial Services Ltd
Website:
emkayglobal.com
Job details:
Job Responsibilities
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- Build relations with Wealth Management houses to empanel Emkay’s PMS fund/ AIF
- Single point of contact for all client related queries and its successful closure with Relationship Managers of Wealth houses / distributors
- Develop and implement competitive strategies for generating sales and acquiring clients
- Maintaining regular and high standards of communication and service to ensure smooth relationships.
- Ensure KYC and compliance for all clients in coordination with support teams at Emkay
- Plans and conducts special sales initiatives and events for prospective and existing clients / distributors
- Works closely in coordination with Wealth Management and Fund Manager
- Provide market information to Fund manager relating to competition vis-à-vis Emkay’s PMS fund
Organizational Relationships
- Fund manager & PMS team
- PMS Operations & KYC team
Skills
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- Must have a demonstrable track record of generating AUM and servicing Relationship Managers of Wealth houses / Distributors /clients for AIF / PMS funds / IFA
- Should have good knowledge and thorough understanding of equity markets.
- Must be self-driven and possess excellent communication and presentation skills.
Qualification
- MBA from reputed B-school
Experience
-
- Must have at least 7 – 8 years of business development or sales experience in MF / PMS /IFA
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