AVP Portfolio Advisory

Role- AVP Portfolio Advisory

About Emkay

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

Founded in 1995 with a clear goal of offering sound, research-backed financial advice, we have successfully served a wide variety of highly distinguished clientele around the world; including foreign institutional investors (FIIs), domestic mutual funds, hedge funds, banks, insurance companies, private equity firms, corporate houses, small and medium-sized enterprises and high net worth individuals (HNIs).

If you are a dynamic and motivated individual seeking to kickstart your career with a leading financial services organization, Emkay is the perfect place for you to grow and thrive. Join us in our journey of excellence by applying now!

Job Description :

• Acquire new customers / HNI / Family office / Corporate Clients / AIF – PMS
• Build broking commissions and simultaneously build client assets under management (AUM)
• Maintain contacts with HNI and to keep them up date with market information, to ensure better relationship
• Cross-sell Commodities broking, PMS, Insurance & MF in partnership with Financial Advisor of PWM unit
• Ensure client portfolios are regularly maintained to guide clients on their positions
• Ensure customer calling (outbound) is actively done to share ideas, research views & technical views to build volumes
• Ensure all CAT A customers are met once a fortnight and CAT B once a month and CAT C once a quarter
• Participate in the research / analyst meetings to gain fundamental knowledge and data points
• Ensure the customer base is widened to have lesser dependencies on few customers

Result Area :

Skills Required

Customer Acquisition, Financial Planning