Private Wealth Manager

7 days ago

Delhi Mumbai NCR, India SMC Investments Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Working Days: Monday to Friday

Role Overview:

Focus on acquiring HNI and UHNI clients. To meet desired revenue, client acquisition, and AUM targets, with a strong emphasis on selling PMS, AIF, Unlisted shares, and other investment products.

Key Responsibilities:

New Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals.

Sell in-house PMS and other third-party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Insurance, Equities, Commodities, and Currency.

Develop and maintain strong relationships with clients to meet their financial needs and expand AUM.

Achieve set targets for client acquisition, revenue generation, and AUM.

Desired Profile:

Key Investment products are - Portfolio Management Services, AIF, Mutual Funds, SIP, Insurance, Bonds, Unlisted shares, Equity

Qualification: CFP / CFA / MBA in Finance / Marketing

2+ years experience in financial services/ Broking Company

Should be an Individual Contributor

Handling a book size/AUM of more than 20cr.

Personality and Good communication skills.

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