SMC - Wealth Manager - Sales (5-10 yrs)

Job description

- Company: SMC Global Securities (Private Wealth Vertical)

- Position: Wealth Manager/Senior Wealth Manager

- Working Days: Monday to Friday

Role Overview:

As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring HNI and UHNI clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on selling PMS, AIF, and other investment products.

Key Responsibilities:

- Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals.

- Sales & Advisory: Sell in-house PMS and other third-party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Equities, Commodities, and Currency.

- Relationship Building: Develop and maintain strong relationships with clients to meet their financial needs and expand AUM.

- Target Achievement: Achieve set targets for client acquisition, business volume, and assets under management (AUM).

Desired Profile:

- Experience: Proven experience in sales and client acquisition, with a focus on managing AUM of 20 crores+.

- Product Knowledge: Expertise in PMS and key investment products.

- Skills: Excellent interpersonal skills and a strong ability to attract and secure new clients.

- Qualifications: Relevant degree in Finance or a related field

Apply here or share your resume at or WhatsApp 7428190186

Role: Wealth Manager

- Industry Type: Financial Services (Broking)

- Department: BFSI, Investments & Trading

- Employment Type: Full Time, Permanent

- Role Category: Trading, Asset & Wealth Management