Wealth Manager || SMC Private Wealth

Company: SMC Global Securities (Private Wealth Vertical)

Position: Wealth Manager / Senior Wealth Manager

Location: Delhi - Karol Bagh/ Mumbai- Goregaon East/ Pune- Shivaji Nagar

Working Days: Monday to Friday

Role Overview:

As a Private Wealth Manager, you will focus on acquiring HNI and UHNI clients. Your primary role is to drive sales and expand our client base, strongly emphasizing 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, AIF, 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 AUM.

Desired Profile:

• Experience: Proven experience in sales and client acquisition, 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

Share your resume or references at monika@smcinvestments.co.in or WhatsApp at 7428190186