Private Wealth Manager | HNI/UHNI Sales | PAN India

SMC Private Wealth Hiring | Wealth Manager / Senior Wealth Manager / Playing Captain

SMC Private Wealth is the premium wealth management division of SMC Group, As part of our expansion strategy, we are looking for experienced wealth management professionals to join our growing team across multiple locations.

Open Positions : B2C Sales & B2B (IFAs)

• Wealth Manager
• Senior Wealth Manager

Locations: Delhi || Mumbai || Jaipur || Udaipur || Lucknow || Ahmedabad || Chandigarh || Hyderabad || Vishakhapatnam || Nagpur || Bhopal || Indore || Kolkata

Delhi: Hiring for B2B and B2C Sales both(Private Wealth Manager)

Key Responsibilities

For B2C Sales Roles

• Acquire and manage HNI/UHNI clients.
• Understand client financial goals and recommend suitable investment solutions.
• Drive sales of PMS, AIFs, Mutual Funds, Bonds, Fixed Income Products, Insurance, and other wealth products.
• Build and maintain long-term client relationships.
• Conduct portfolio reviews and investment discussions.
• Achieve revenue, acquisition, and AUM growth targets.
• Cross-sell and up-sell wealth management products.

For B2B Sales Roles (Delhi)

• Acquire and empanel Channel Partners, IFAs, MFDs, Wealth Firms, Brokers, and Corporate Partners.
• Drive business through partner networks and distribution channels.
• Promote SMC's in-house PMS and Third-Party Products (PMS, AIFs, Mutual Funds, Bonds, etc.).
• Conduct partner meetings, product presentations, and business
• Achieve business and revenue targets through channel development.

Products to be Handled

Portfolio Management Services (PMS) || Alternative Investment Funds (AIF) || Mutual Funds || Bonds || Fixed Income Products || Other Third-Party Wealth Products

Desired Candidate Profile

Experience: 5+ Years in Wealth Management / Private Banking firm

Skills Required

• Strong client acquisition and relationship management skills
• Excellent communication and presentation abilities
• Sound understanding of wealth management products
• Target-driven and entrepreneurial mindset
• Strong networking and business development capabilities

Qualification

• Graduate in any discipline
• MBA/PGDM preferred
• NISM/AMFI certifications will be an added advantage

Interested candidates can share cv at [email removed] or WhatsApp at [phone removed]