Private Wealth Manager (mumbai)

4 - 9 Years

Job Description

Dear All


Greetings !!!


Please find the below Job Description for the Private Wealth 


Profile: Assistant Manager / Wealth Manager / Sr. Wealth Manager

Work Location: Goregaon, Mumbai 

Wealth Manager Roles And Responsibilities:

  • Should have good communication and presentation skill
  • Will be responsible for acquiring Preferred clients (HNI/Ultra HNI ). 
  • To Maintain client relationships and generate AUM from preferred clients.
  • To Advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 
  • To coordinate with product and research team for taking investment decision for the clients.
  • To conduct and assist in organizing seminars, workshops and other business development activities.
  • To achieve budgeted targets in terms of number of clients/volume of business & assets.
  • To research, investigate and update themselves on available investment
  • To contact clients periodically and determine if they are satisfied with the service and 
  • returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment


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Salary: INR 3,75,000 - 8,75,000 PA.

Industry:Banking / Financial Services / Broking

Functional Area:Sales, Retail, Business Development

Role Category:Retail Sales

Role:Sales/Business Development Manager


Desired Candidate Profile

Please refer to the Job description above


Doctorate:Doctorate Not Required

Company Profile

SMC Global Securities Ltd.

SMC Investments & Advisors Ltd. brings together a comprehensive knowledge base with over two decades of experience to design customized solutions. Its dedicated Wealth Managers develop personalized wealth management strategies for the clients by listening to them and understanding their financial needs and goals. The investment solutions at SMC cater to the financial needs of high net-worth individuals, retail clients, corporate houses and financial institutions.
View Contact Details+

Recruiter Name:Kanika Sharma

Contact Company:SMC Global Securities Ltd.



Address :11/6B, Shanti Chambers Pusa Road, Opp. MTNL Office, NEW DELHI, Delhi - 110005,India