Senior Wealth Manager (HNI Acquisition)

Company: SMC Global Securities (Private Wealth Vertical)

Position: Wealth Manager / Senior Wealth Manager

Location: Delhi /Gurgaon/ Noida/ 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 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:

• Proven experience in sales and client acquisition, with a focus on managing

AUM of ₹20 crores+.

• Expertise in PMS and key investment products.

• Excellent interpersonal skills and a strong ability to attract and secure new clients.

share your resume on monika@smcinvestments.co.in or WhatsApp 7428190186