Wealth Manager

Company Introduction

SMC Private Wealth brings together a comprehensive knowledge base with over two decades of experience to design customized solutions. Our dedicated Wealth Managers develop personalized wealth management strategies for our clients by listening to them and understanding their financial needs and goals. Our investment solutions cater to the financial needs of high net-worth individuals, retail clients, corporate houses and financial institutions.

Website: http://www.smcinvestments.co.in  Linkedin: https://www.linkedin.com/company/smc-investments-advisors-limited/

Job Description & Specification

Company: Broking / Securities

Position: Private Wealth Manager / Senior Wealth Manager

Location: Goregaon East, Mumbai / Pusa Road, Delhi

Working Days: Monday to Friday

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

• It is a Full Time అమ్మకాలు / వ్యాపార అభివృద్ధి job for candidates with 5 - 6+ years Experience.

Wealth Manager job గురించి మరింత

1. Wealth Manager jobకు apply చేయడానికి అర్హతా ప్రమాాణాలు ఏమిటి?
   Ans: అభ్యర్థికి గ్రాడ్యుయేట్, అంత కంటే ఎక్కువ మరియు అంతకంటే ఎక్కువ 5 - 6+ years Experience అనుభవంతో ఉండాలి
2. ఈ Job రోల్ కోసం నేను ఎంత జీతం ఆశించగలను?
   Ans: మీ ఇంటర్వ్యూపై ఆధారపడి శాలరీ ₹40000 - ₹50000 నెలకుని మీరు ఆశించవచ్చు. ఇది ఢిల్లీలో Full Time Job.
3. Wealth Manager job కొరకు ఎన్ని పనిదినాలు ఉన్నాయి?
   Ans: ఈ Wealth Manager jobకు 6 working days ఉంటాయి.
4. ఈ Wealth Manager jobకు apply చేసేటప్పుడు లేదా చేరేటప్పుడు ఏవైనా ఛార్జీలు ఉన్నాయా?
   Ans: లేదు, ఈ Wealth Manager jobకు కంపెనీలో ఉదాహరణకు, Instatalent Recruit Llpలో పనిచేసేటప్పుడు ఎలాంటి ఫీజులు వర్తించవు.
5. ఇది ఇంటి నుండి పని చేసే పనినా?
   Ans: లేదు, ఇది ఇంటి వద్ద నుంచి Job కాదు మరియు ఆన్‌లైన్‌లో చేయలేం.
6. ఈ Wealth Manager రోల్ కు ఎన్ని ఓపెనింగ్‌లు ఉన్నాయి?
   Ans: Instatalent Recruit Llp వద్ద 5 Wealth Manager ఇమ్మీడియెట్ ఓపెనింగ్ ఉంది
7. ఈ Jobకు ఎవరు apply చేసుకోవచ్చు?
   Ans: ఈ అమ్మకాలు / వ్యాపార అభివృద్ధి jobకి పురుష, మహిళా అభ్యర్థులు apply చేసుకోవచ్చు.
8. ఈ Wealth Manager Job టైమింగ్స్ ఏమిటి?
   Ans: ఈ Wealth Manager jobకు 09:00 AM - 06:00 PM టైమింగ్ ఉంటుంది.