Wealth Manager Location: Pusa Road, New Delhi Experience: 4 yrs above Key Responsible Areas: - Coordinate and negotiate with third party product manufacturers for sourcing products and services. - Product kitty includes Mutual Funds, PMS, Structured Products, PE/VC Funds, Unlisted Securities and Fixed Income Products. - Initiate the process to become a channel partner/associate with all third party product providers. - Actively search new investment products available in the market especially under alternative investment space. - Roll out new investment products for the sales team. - Circulate monthly recommendation sheet of Mutual Fund "Fund Select" after running through internal robust selection process using quantitative and qualitative and fundamentally evaluating all the short listing options for inclusion in Fund Select. - Make available unlisted prices of unlisted securities for wealth managers and negotiate with vendors for best pricing while finalizing the script. - Studies trends in a client's finances or investment objectives and then provides investment recommendations based on client preferences. - Provide detailed analysis on Client's Mutual Fund portfolios. - Come out with the Monthly Product Plan and House View after discussing with in-house investment team. Research on all PMS portfolios available in the industry. https://pmsgrowth.smcprivatewealth.com/ 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

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SMC Investments - Wealth Manager 

SMC Investments - Wealth Manager  ,Job Description for SMC Investments - Wealth Manager  in SMC Investments in  Others for (4-12) years of experience. Apply Now!

Job Description for SMC Investments - Wealth Manager  in SMC Investments in  Others for (4-12) years of experience. Apply Now!