Wealth Manager

19 hours ago

Delhi, India SMC Private Wealth Full time

Company: SMC Private Wealth

Position: Private Wealth Manager / Senior Wealth Manager

Role Overview:

As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net

Worth (HNI) and Ultra High Net-Worth (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 field

  • Wealth Manager

    2 weeks ago

    Delhi, Delhi, India SMC Private Wealth Full time ₹ 15,00,000 - ₹ 20,00,000 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...

  • Wealth Product Specialist

    2 weeks ago

    Delhi, Delhi, India SMC Private Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Description for Wealth Product Specialist: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,...

  • Wealth Product Specialist

    19 hours ago

    Delhi, India SMC Private Wealth Full time

    Job Description for Wealth Product Specialist: 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,...

  • Wealth Manager

    2 weeks ago

    Delhi, Delhi, India InCred Premier Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Company DescriptionInCred Premier is dedicated to helping affluent customers across India achieve financial freedom. We offer a range of financial products and services to help our customers grow and protect their wealth. Our personalized financial products are tailored to each individual's unique goals and needs. Our experienced professionals provide...

  • Wealth Manager

    1 week ago

    Delhi, Delhi, India Prognosis Financial Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Company DescriptionPrognosis Financial was established in 2013 with a vision to revolutionize wealth management by bringing together a team of passionate experts dedicated to empowering clients. Headquartered in Connaught Place, New Delhi, we serve clients nationwide. Our strength lies in our extensive industry experience and deep understanding of market...

  • Wealth Manager

    2 weeks ago

    Delhi, Delhi, India Talengage Full time ₹ 10,00,000 - ₹ 20,00,000 per year

    About Our ClientThe client is a Indian NBFC company with multiple officesJob DescriptionPrivate Wealth - WM / RM / Manager / Sr Manager/ AVP / DVPExperience - 2 yrs to 25+ yrsLocation - Mumbai ,Delhi , Pune ,Banglore , Ahmedabad,Jaipur, Chennai ,Raipur ,Ranchi ,KolkataEducation - Graduate /PGROLES & RESPONSIBILITIES: -Wealth Professionals with prior...

  • Manager wealth management

    2 weeks ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager - WealthManagement to join our team in New Delhi. This is an immediate opening for candidates who thrivein an entrepreneurial and high-impact environment.About Maple Capital AdvisorsMaple Capital Advisors ( is a leading boutique investment banking andadvisory firm focused on Mergers &...

  • Manager Wealth Management

    3 weeks ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager - WealthManagement to join our team in New Delhi. This is an immediate opening for candidates who thrivein an entrepreneurial and high-impact environment.About Maple Capital AdvisorsMaple Capital Advisors ( is a leading boutique investment banking andadvisory firm focused on Mergers &...

  • Manager Wealth Management

    2 weeks ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager - WealthManagement to join our team in New Delhi. This is an immediate opening for candidates who thrivein an entrepreneurial and high-impact environment.About Maple Capital AdvisorsMaple Capital Advisors (www.maple-advisors.com) is a leading boutique investment banking andadvisory...

  • Manager Wealth Management

    2 weeks ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth Management to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial and high-impact environment. About Maple Capital Advisors Maple Capital Advisors ( is a leading boutique investment banking and advisory firm focused on...