Work Location: Delhi- Karol Bagh & Mumbai- Goregaon East (5 days working) Profile: Wealth Manager / Sr. Wealth Manager Compensation: Best in Industry Other perks: Gratuity + Mobile Rem. + Conveyance + Performance Bonus + Huge Incentives+ Group Mediclaim + Term Insurance 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 - Achieve the financial goals of the clients through various product line - 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 - Coordinate with product and research teams to taking investment decisions for the clients - Achieve budgeted targets in terms of the number of clients/volume of business & assets - Share regular communications with clients regarding information, research, and material of the organization 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)

Delhi NCR

Mumbai

SMC Investments - Wealth Relationship Manager - HNI/UHNI 

Job Description for SMC Investments - Wealth Relationship Manager - HNI/UHNI  in SMC Investments in  Delhi NCR Mumbai for (5-10) years of experience. Apply Now!