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SMC Investments

2 months ago

Pune, India SMC Investments Full time

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)

(ref:iimjobs.com)