Emkay Global - Team Lead - Client Acquisition / Wealth

Position : Client Acquisition (Team Lead) Reports to : Head of Sales (Wealth)

Location : Mumbai

Experience : 5+ Years

Qualification : Post Graduate / MBA from a reputed institute

Job Responsibilities

Below are some of the key KRAs of this role which can be further developed as we go along.

• Formulating HNI client acquisition strategy (for important location) in coordination with local Regional or Zone Head
• Coordinate and guide regions on client engagement / acquisition activities on a calendarized basis.
• Lead generation from Database of each RM with the help of local MTs.
• MTs report to respective local leaders (dotted line reporting to this role) . Mumbai team will have direct reporting to this role.
• External vendor TELE ACCESS
• Dissemination of leads flow from Tele Access
• strategizing flow of leads to selective regions on requirement basis
• Regular meeting with the vendor on
• training the tele callers on Emkay wealth proposition
• Review Lead quality, conversion ratio etc. on a periodic basis.
• Organic opportunity
• Strategize activation of Inactive registered client database.
• Coordinate with other verticals on scope of wealth client leads from their network
• Regular meaningful meetings with them so that synergy is a win one.
• Marketing liaison
• Strategize marketing campaigns through social media for generating lead such as :
• LinkedIn
• For example, Moneycontrol.com
• Data base left behind by resigned employees on CRM website.
• And the weekly campaigns on WhatsApp and email database that we have.

Skills

ref : iimjobs.com)