SMC Private Wealth - B2B Sales

 
ABOUT SMC PRIVATE WEALTH
SMC Private Wealth is the premium wealth management division of SMC Group, offering a comprehensive suite of investment solutions including PMS, AIFs, Mutual Funds, Bonds, Fixed Income Products, and other curated Third-Party Products.

 
ROLE OVERVIEW
We are seeking an experienced and result-oriented Private Wealth Manager – B2B Sales to drive business growth through channel partnerships and distribution networks. The role involves acquiring and managing relationships with IFAs, MFDs, Wealth Firms, Brokers, Corporate Referral Partners, and other financial intermediaries while promoting SMC's in-house PMS offerings and third-party wealth products.

 
KEY RESPONSIBILITIES
1. Channel Partner Acquisition & Network Expansion
• Identify, prospect, and onboard new Distributors, IFAs, MFDs, Wealth Management Firms, Brokers, Corporate Partners, and financial intermediaries.
• Expand SMC's distribution network and drive successful empanelment.
• Conduct partner acquisition meetings and business presentations to create new business
opportunities.
• Build a strong pipeline of prospective channel partners and drive successful empanelment.
2. Business Development & Revenue Generation
• Drive sales of In-house PMS and Third-Party Products including PMS, AIFs, Mutual Funds, Bonds, and Fixed Income Products.
• Achieve monthly, quarterly, and annual business targets.
3. Relationship Management
• Develop and maintain long-term relationships with channel partners.
• Conduct regular meetings, business reviews, and engagement activities.
4. Product Promotion & Partner Support
• Conduct product presentations, investment discussions, and training sessions.
• Support partners with product knowledge and sales opportunities.

 
DESIRED PROFILE
Experience: Minimum 5 years in Wealth Management, Asset Management, Financial Services, Capital Markets, or Channel Sales.
Skills: Relationship Management, Partner Acquisition, Communication, Presentation, Business Development.
Product Knowledge: PMS, AIFs, Mutual Funds, Bonds, Fixed Income Products, and Wealth Management Solutions.

 
QUALIFICATIONS
Bachelor's Degree in Finance, Commerce, Business Administration, Economics, or a related field.
MBA/PGDM preferred. NISM/AMFI certifications will be an added advantage.