Posted By

user_img

Monika

HR at SMC Investments

Last Login: 23 September 2024

Job Views:  
132
Applications:  44
Recruiter Actions:  31

Job Code

1451133

SMC Investments - Relationship Manager - Private Wealth

5 - 10 Years.Delhi/Mumbai/Pune
Posted 1 month ago
Posted 1 month ago

SMC Private Wealth- Wealth Management

Profile: Private Wealth (Manager / Sr. Wealth Manager)

Working days: Monday to Friday (5 days)

Location: Delhi (Karol Bagh), Mumbai (Goregaon East), Pune (Shivaji Nagar)

Wealth Manager Roles and Responsibilities:

- Acquiring HNI/ UHNI clients through networking, database, market analysis, and references

- Maintain client relationships and generate AUM from HNI/Ultra HNI clients

- Key products are - MF, Bonds, AIF, Unlisted shared, Trading Equity, Commodities & Currency, in-house Arbitrage strategy, MLD, Corporate FDs, Loans Secured & Unsecured, Real Estate advisory

- Advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio

- Achieve budgeted targets in terms of the number of clients/volume of business & assets

Desired Candidate Profile:

- Detailed product knowledge of Key investment products - MF, Bonds, AIF, Insurance, Unlisted shared, Trading Equity, Commodities & Currency

- Preferably handling AUM of 20cr. and above

- Should have excellent social/ interpersonal skills

- Should be okay with Client Acquisition (B2C)

Didn’t find the job appropriate? Report this Job

Posted By

user_img

Monika

HR at SMC Investments

Last Login: 23 September 2024

Job Views:  
132
Applications:  44
Recruiter Actions:  31

Job Code

1451133

UPSKILL YOURSELF

My Learning Centre

Explore CoursesArrow