Job Description

Department
Sales - WM
Job posted on
Jun 16, 2025
Employment type
Full TimeFormulating 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.
- MT's 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
+ strategize 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 on activation of Inactive registered client data base.
+ Coordinate with other verticals on scope of wealth client leads from their network
+ Regular meaningful meetings with them so that the synergy is a win win one.


Marketing liaison + Strategize the marketing campaigns thru social media for generating lead such as:
- LinkedIn
- For e.g., Moneycontrol.com
- Data base left behind by resigned employees on CRM website.
- And the weekly campaigns on WhatsApp and email database that we have.