Private Wealth Sales TL

7 days ago

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

Company: SMC Private Wealth

Position: Team Leader- Private Wealth (AVP/VP)

Location: Delhi/ Mumbai/ Pune

Working Days: Monday to Friday

Company Overview: SMC Private Wealth specializes in wealth management for High Net

Worth (HNI) and Ultra High Net-Worth (UHNI) clients, offering tailored financial solutions.

Role Overview: As a Team Leader (playing caption role) Private Wealth Manager, you will lead a team of Private Wealth Managers while focusing on client acquisition and management. Your role includes driving team performance and expanding our client base.

Key Responsibilities:

Leadership: Mentor and motivate a team of Private Wealth Managers to achieve targets and enhance performance.

Client Acquisition: Develop strategies to attract HNI/UHNI clients through networking and

referrals.

Sales & Advisory: Oversee the sale of PMS, AIFs, and other investment products, ensuring

effective client solutions.

Relationship Building: Cultivate and maintain strong client relationships to increase Assets

Under Management (AUM).

Target Achievement: Drive team efforts to meet and exceed client acquisition and AUM argets.

Desired Profile:

Experience: Proven success in sales and managing AUM of ?50 crores+, with leadership

experience.

Product Knowledge: Expertise in PMS and investment products.

Skills: Strong leadership, interpersonal skills, and strategic thinking.

Qualifications:

Relevant degree in Finance or a related field. Additional management certifications are a plus.

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