Senior Wealth Manager / Wealth Manager

5 - 10 Years
Delhi NCR, Mumbai, Bengaluru, Pune, Kolkata

Job Description

Dear All


Greetings from SMC Global Securities Ltd.


We have an urgent requirement of Private Wealth Manager


Profile : Wealth Manager / Senior wealth Manager


Work Location: Mumbai / Delhi- NCR / Pune / Kolkata / Bangalore

Parks & Benefits: Negotiable


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

In Case interested, the please revert with below mentioned details at kanikas@smcinvestments.co.in


Total Experience

Current CTC:

Salary: INR 4,00,000 - 9,00,000 PA.

Industry:Banking / Financial Services / Broking

Functional Area:Sales, Retail, Business Development

Role Category:Institutional Sales

Role:Sales/Business Development Manager

Keyskills

Desired Candidate Profile

Please refer to the Job description above

Company Profile

SMC Global Securities Ltd.

SMC Global Securities Ltd.
View Contact Details+

Recruiter Name:Kanika Sharma

Contact Company:SMC Global Securities Ltd.

Telephone:9560886598

Email :kanikas@smcinvestments.co.in

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