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SMC - Wealth Manager - Sales (5-10 Yrs) Delhi/Mumbai (BFSI Sales)
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by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience 1 yr
Job Description
Job description- Company: SMC Global Securities (Private Wealth Vertical)- Position: Wealth Manager/Senior Wealth Manager- Working Days: Monday to FridayRole 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 fieldApply here or share your resume at or WhatsApp 7428190186Role: Wealth Manager- Industry Type: Financial Services (Broking)- Department: BFSI, Investments & Trading- Employment Type: Full Time, Permanent- Role Category: Trading, Asset & Wealth Management (ref:updazz.com)
Payroll Type : Permanent
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Updazz.com (Registered since July-2017)
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