SMC Investments

4 weeks ago


New Delhi, India SMC Investments Full time

Position: Private Wealth Manager / Senior Wealth Manager.

Location: Delhi / Mumbai.

Role Overview: As a Private Wealth Manager at SMC Private Wealth, you will be responsible for acquiring and managing High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients.

Your core focus will be on achieving revenue, client acquisition, and Asset Under Management (AUM) targets through effective sales and advisory of investment products such as PMS, AIFs, unlisted shares, and others.

Key Responsibilities:

- New Client Acquisition: Proactively identify and acquire HNI/UHNI clients through referrals, networking, and market analysis.

- Sales & Advisory: Promote and sell a range of in-house and third-party financial products, including: Portfolio Management Services (PMS) Alternative Investment Funds (AIFs) Unlisted Shares Mutual Funds, Bonds, SIPs Insurance, Equities, Commodities, and Currency products.

- Relationship Management: Build and nurture long-term relationships with clients by understanding their financial goals and offering suitable investment solutions.

- Target Achievement: Consistently achieve set targets for new client onboarding, business volume, and AUM growth.

Desired Candidate Profile:

- Experience: Demonstrated success in client acquisition and sales, with a self-acquired AUM portfolio exceeding - 20 crores.

- Product Knowledge: In-depth knowledge of PMS and related investment products.

- Skills: Excellent interpersonal and communication skills with a proven ability to attract, engage, and retain clients.

- Qualifications: MBA (Finance/Marketing), CFP, or CFA preferred.

Company Links:

MC Private Wealth: these screening questions : 1.

(ref:iimjobs.com)
  • SMC Global Securities

    4 weeks ago


    New Delhi, India SMC Global Securities Ltd Full time

    Relationship Manager - SalesExperience : 3-5 yearsLocation : DelhiCompany Description: - Established in 1990, SMC Group is a well-diversified financial services company in India offering a wide range of services. These include brokerage across equities, commodities, and currency, as well as investment banking, wealth management, and insurance broking. SMC...

  • Vice President

    1 week ago


    Delhi, Mumbai, NCR, Pune, India SMC Investments Full time ₹ 1,50,00,000 - ₹ 2,50,00,000 per year

    Key ResponsibilitiesStrategic Business Leadership: Define and implement strategies to grow AUM and expand the Private Wealth business across regions. Team Leadership & Mentorship: Lead, coach, and inspire multiple teams of Private Wealth Managers/Team Leaders, fostering a high-performance culture. Client Acquisition & Retention: Build strong relationships...


  • Delhi, Mumbai, NCR, India SMC Investments Full time ₹ 1,50,00,000 - ₹ 2,50,00,000 per year

    Role OverviewAs VP/SVP Private Wealth, you will play a pivotal role in leading our wealth management business. You will be responsible for scaling the franchise, driving client acquisition at the highest levels, and mentoring leaders within the team. This role requires a seasoned professional who can balance strategic vision with execution, while building...


  • Delhi, Delhi, India SMC Group Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Department:Branding & Digital MarketingLocation:New Delhi (On-site)Company:SMC Global Securities Ltd.About SMC GlobalSMC Global Securities Ltd. is a diversified financial services company listed on BSE and NSE, offering a wide range of services including brokerage, investment advisory, wealth management, and NBFC financing. With a strong digital footprint...


  • Karol Bagh, New Delhi, India SMC Investments Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Working days: 5 We are seeking an experienced and dynamic Product Manager to join our Product Development team in SMC Private Wealth. The ideal candidate will be responsible for handling a broad range of product-related activities, from product tie-ups to internal sales enablement. He/She must have strong analytical, communication, and training skills and...


  • Karol Bagh, New Delhi, India SMC Investments Full time ₹ 8,00,000 - ₹ 18,00,000 per year

    We are seeking an experienced and dynamic Product Manager to join our Product Development team in SMC Private Wealth. The ideal candidate will be responsible for handling a broad range of product-related activities, from product tie-ups to internal sales enablement. He/She must have strong analytical, communication, and training skills and should be...

  • Sales Executive

    1 week ago


    Karol Bagh, Delhi, Delhi, India SMC Global Securities Ltd Full time

    We are hiring at **SMC Investments and Advisors** for a Relationship Manager Location: Delhi, **Karol Bagh** Product: SALES- Secured & Unsecured Loan Share your updated resume if you are interested and we can take it forward Regards Monika Siwach -HR SMC Investments & Advisors M: 7428190186 **Salary**: ₹13,003.70 - ₹30,522.13 per...


  • Delhi, Delhi, India SMC Global Securities Ltd. Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionSMC Global Securities Ltd. is an investment banking company headquartered in New Delhi, India. The firm is known for providing diverse financial services and solutions. With its strategic location and expertise, SMC Global strives to deliver superior investment banking services to clients. The company is committed to excellence and aims to...

  • Wealth Manager

    1 week ago


    Delhi, Delhi, India SMC Private Wealth Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High NetWorth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales andexpand our client base, with a strong emphasis on selling PMS, AIF, and other...


  • Delhi, Delhi, India SMC Global Securities Ltd. Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionSMC Global Securities Ltd. is an investment banking company based in New Delhi, India. Located at 11/6-B, Shanti Chamber, Pusa Road, the firm provides a wide range of financial services. Known for its commitment to quality and customer satisfaction, SMC Global Securities Ltd. caters to a diverse clientele. The company focuses on delivering...