Tele Sales Manager (wealth )

4 - 9 Years
Delhi NCR, Mumbai

Job Description

Dear All


SMC Global is looking Tele sales Private Wealth Manager in Mumbai location 

Designation: Tele Sales (Private Wealth Manager )
CTC: Depending upon last drawn CTC and experience
Industry: Banking & Financial 
Work Location: Mumbai (Goregaon)

Roles And Responsibilities

  • The relationship manager will be responsible for acquiring Preferred clients (HNI/Ultra HNI ). 
  • Maintaining client relationships and generate AUM from preferred clients.
  • Advising 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 (Centralize CFP 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

Interested candidates can reach me on the numbers given below for further discussion and send their updated resumes to my email id: 

Contact: Kanika Sharma
Telephone: 9560886598

Salary: INR 2,75,000 - 4,50,000 PA.

Industry:Banking / Financial Services / Broking

Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Investment Banking

Role:Wealth Manager


Desired Candidate Profile

Please refer to the Job description above

Company Profile

SMC Global Securities Ltd.

SMC Global Securities Ltd.
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Recruiter Name:Kanika Sharma

Contact Company:SMC Global Securities Ltd.