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
